Allegion plc
Allegion plc returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | 20.37% | — | — | — | — |
| FY 2026 Q1 | Mar 31, 2026 | — | 20.3% | — | — | — | — |
| FY 2025 Q4 | Dec 31, 2025 | 21.54% | 20.81% | 7.57% | — | 13.26% | 13.8 pp |
| FY 2025 Q3 | Sep 30, 2025 | 20.97% | 20.07% | 11.55% | — | 12.56% | 13.3 pp |
| FY 2025 Q2 | Jun 30, 2025 | 22.21% | 20.57% | 61.6% | — | 12.92% | 14.5 pp |
| FY 2025 Q1 | Mar 31, 2025 | 22.83% | 22.51% | 56.77% | — | 14.05% | 15.1 pp |
| FY 2024 Q4 | Dec 31, 2024 | 22.78% | 22.23% | 35.86% | — | 13.58% | 15.1 pp |
| FY 2024 Q3 | Sep 30, 2024 | 21.47% | 20.38% | 2.82% | — | 12.49% | 13.8 pp |
| FY 2024 Q2 | Jun 30, 2024 | 21.03% | 20.25% | 13.84% | — | 12.39% | 13.3 pp |
| FY 2024 Q1 | Mar 31, 2024 | 21.09% | 21.12% | 53.06% | — | 12.86% | 13.4 pp |
| FY 2023 Q4 | Dec 31, 2023 | 22.1% | 21.73% | 85.93% | 47.82% | 13.02% | 14.4 pp |
| FY 2023 Q3 | Sep 30, 2023 | 22.62% | 20.87% | 111.19% | 55.07% | 13.71% | 14.9 pp |
| FY 2023 Q2 | Jun 30, 2023 | 25.1% | 20.71% | 12.48% | 53.81% | 13.19% | 17.4 pp |
| FY 2023 Q1 | Mar 31, 2023 | 23.74% | 21.77% | 8.99% | 54.79% | 13.7% | 16 pp |
| FY 2022 Q4 | Dec 31, 2022 | 22.92% | 20.44% | 3.53% | 53.85% | 13.01% | 15.2 pp |
| FY 2022 Q3 | Sep 30, 2022 | 20.89% | 19.44% | -1.68% | 52.61% | 12.34% | 13.2 pp |
| FY 2022 Q2 | Jun 30, 2022 | 26.06% | 18.69% | -14.44% | 59.5% | 13.83% | 18.4 pp |
| FY 2022 Q1 | Mar 31, 2022 | 26.04% | 21.19% | 23% | 63.7% | 15.72% | 18.3 pp |
| FY 2021 Q4 | Dec 31, 2021 | 27.26% | 21.22% | 571.47% | 60.81% | 15.78% | 19.6 pp |
| FY 2021 Q3 | Sep 30, 2021 | 27.02% | 21.92% | — | 54.9% | 15.09% | 19.3 pp |
| FY 2021 Q2 | Jun 30, 2021 | 27.75% | 22.8% | — | 63.89% | 15.84% | 20.1 pp |
| FY 2021 Q1 | Mar 31, 2021 | 25.17% | 21.33% | — | 63.02% | 14.79% | 17.5 pp |
| FY 2020 Q4 | Dec 31, 2020 | 19.22% | 16.11% | — | 39.61% | 10.41% | 11.5 pp |
| FY 2020 Q3 | Sep 30, 2020 | 19.55% | 17.47% | — | 39.98% | 10.24% | 11.8 pp |
| FY 2020 Q2 | Jun 30, 2020 | 19.23% | 18.58% | — | 42.81% | 10.08% | 11.5 pp |
| FY 2020 Q1 | Mar 31, 2020 | 21.49% | 21.06% | — | 51.73% | 11.59% | 13.8 pp |
| FY 2019 Q4 | Dec 31, 2019 | 25.97% | 23.8% | — | 57.06% | 13.91% | 18.3 pp |
| FY 2019 Q3 | Sep 30, 2019 | 27.09% | 24.39% | 658.99% | 70.82% | 16.22% | 19.4 pp |
| FY 2019 Q2 | Jun 30, 2019 | 26.21% | 23.93% | 87.69% | 75.15% | 15.99% | 18.5 pp |
| FY 2019 Q1 | Mar 31, 2019 | 26.2% | 23.83% | 145.31% | 81.29% | 16.32% | 18.5 pp |
| FY 2018 Q4 | Dec 31, 2018 | 29.49% | 24.06% | 32.37% | 82.63% | 16.25% | 21.8 pp |
| FY 2018 Q3 | Sep 30, 2018 | 22.66% | 24.12% | -2.17% | 64.66% | 12.04% | 15 pp |
| FY 2018 Q2 | Jun 30, 2018 | 21.68% | 24.52% | -4.95% | 74.03% | 11.5% | 14 pp |
| FY 2018 Q1 | Mar 31, 2018 | 21.17% | 24.63% | -2.46% | 91.24% | 11.51% | 13.5 pp |
| FY 2017 Q4 | Dec 31, 2017 | 25.43% | 25.04% | 5.31% | 106.16% | 11.41% | 17.7 pp |
| FY 2017 Q3 | Sep 30, 2017 | 26.72% | 23.46% | 90.43% | 130.44% | 14.24% | 19 pp |
| FY 2017 Q2 | Jun 30, 2017 | 25.13% | 23.93% | 1,113.17% | 123.76% | 10.7% | 17.4 pp |
| FY 2017 Q1 | Mar 31, 2017 | 24.59% | 24.2% | — | 213.06% | 10.76% | 16.9 pp |
| FY 2016 Q4 | Dec 31, 2016 | 25.23% | 23.28% | — | 329.88% | 10.11% | 17.5 pp |
| FY 2016 Q3 | Sep 30, 2016 | 22.35% | 21.76% | — | 272.04% | 9.59% | 14.7 pp |
| FY 2016 Q2 | Jun 30, 2016 | 23.71% | 23.55% | 18.84% | 211.58% | 9.1% | 16 pp |
| FY 2016 Q1 | Mar 31, 2016 | 22.27% | 22.37% | 10.28% | 616.7% | 7.92% | 14.6 pp |
| FY 2015 Q4 | Dec 31, 2015 | 22.39% | 21.58% | 10.79% | 1,479.81% | 7.16% | 14.7 pp |
| FY 2015 Q3 | Sep 30, 2015 | 16.39% | 19.93% | — | — | 5.35% | 8.7 pp |
| FY 2015 Q2 | Jun 30, 2015 | 22.02% | 22.09% | — | 8,054.9% | 10.38% | 14.3 pp |
| FY 2015 Q1 | Mar 31, 2015 | 21.81% | 22.28% | — | — | 9.47% | 14.1 pp |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | — | — | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | — | — | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | — | — | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · ALLE, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.