-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Allegion（ALLE）公布第一季度调整后每股收益为1.80美元，低于预期的1.86美元（下降3%），比市场预期低0.10美元。净销售额同比增长9.7%（有机增长2.6%），达到10.3亿美元（比市场预期高出1000万美元）。有机收入增长主要得益于价格上涨，但部分被销量下滑所抵消。报告的收入增长还反映了收购和剥离带来的4.8%的净正向影响，以及外汇带来的2.3%的利好。由于销量下滑以及扣除通胀和投资后的价格和生产率下降（PPII），调整后的营业利润率下降150个基点至21.2%。第一季度，ALLE斥资4000万美元回购了30万股股票，并派发了4700万美元的股息（每股0.55美元的季度股息）。管理层维持了此前发布的2026财年全年业绩指引，包括调整后每股收益在8.70美元至8.90美元之间。受盈利不及预期影响，ALLE股价在盘前交易中下跌4%，这是该公司连续第二年盈利不及预期。此前，自2019年以来，ALLE的盈利一直与市场预期保持一致。
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