Seeking AlphaCodex · 实盘不做把握 6/10

北京时间·🕒 发布 07-23 18:05:02时区推断·⟳ 抓取 07-23 18:11:05·⚡ 决策 07-24 08:16:56 +14h05m·95.7 天前

Allegion上调2026全年收入和调整后EPS指引

公司将2026年收入增长指引上调至7.5%-8.5%，有机增长指引上调至3.5%-4.5%。

📄 原文Seeking Alpha↗ 原文

Allegion Non-GAAP EPS of $2.40 beats by $0.18, revenue of $1.15B beats by $30M

2026 Full-Year Outlook(All comparisons are year-over-year, unless otherwise noted)The company is raising its full-year…

不做 Allegion（ALLE.US）

指引上修幅度温和，EPS中点仅小幅高于一致预期，不做。

展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗

关键理由

公司将2026年收入增长指引上调至7.5%-8.5%，有机增长指引上调至3.5%-4.5%。
调整后EPS指引上调至8.85-9.00美元，高于8.79美元一致预期。

主要风险

EPS指引中点约8.93美元，仅较一致预期高约1.5%，属于温和上修，缺少足够事件交易弹性。

原文全文

展开原文 · 803 字

2026 Full-Year Outlook(All comparisons are year-over-year, unless otherwise noted)The company is raising its full-year 2026 reported revenue growth outlook to a range of 7.5% to 8.5% and is raising its organic growth outlook to a range of 3.5% to 4.5%, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.
The company is raising the outlook for full-year 2026 adjusted EPS to be in the range of $8.85 to $9.00 vs $8.79 consensus. The company is updating the outlook for full-year 2026 reported EPS and expects it to be in the range of $7.95 to $8.10. Adjustments to 2026 EPS include estimated impacts of approximately $0.60 per share for acquisition-related amortization, as well as $0.20 per share for restructuring and $0.10 for M&A and other adjustments.

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。