ALLEGION $ALLE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.17B (Est. $1.14B) 🟢; +9.6% YoY 🔹 Adj. EPS: $2.60 (Est. $2.50) 🟢; +13.0% YoY 🔹 Organic Revenue Growth: +7.2% YoY 🔹 Adj. Oper Margin: 24.7% FY26 Guide: 🔹 Adj. EPS: $9.05-$9.10 (Est. $8.98) 🟢 🔹 Revenue Growth: +9.5%-+10.5% YoY 🔹 Organic Revenue Growth: +5.0%-+6.0% YoY Segment Revenue (YoY): 🔹 Americas: $942.4M; +11.7% (+9.1% organic) 🔹 International: $230.2M; +1.8% (-0.2% organic) Other Q3 Metrics: 🔹 GAAP EPS: $2.59; +18.8% YoY 🔹 Adj. Oper Income: $289.7M; +12.5% YoY 🔹 Americas Adj. Oper Margin: 30.1%; +20 bps YoY 🔹 Intl Adj. Oper Margin: 13.9%; -40 bps YoY Key Updates: 🔹 Restructuring charges and acquisition and integration expenses: $8.0M 🔹 Amortization of acquired intangible assets: $17.0M 🔹 IEEPA tariff refunds: $19.9M benefit 🔹 Non-operating investment: $4.1M gain 🔹 Net earnings adjustments: $0.1M, or $0.01/share 🔹 Repurchased ~0.8M shares for ~$120M and paid quarterly dividends of $0.55/share (~$46M) Comments: 🔸 “I am pleased with our Q3 performance as we delivered high-single digit organic revenue growth and low teens adjusted EPS growth led by our Americas non-residential business.”