核心观点 - 对于寻求安全与安保服务行业低估股票的投资者来说可考虑Allegion和Axon Enterprise公司 两者Zacks Rank均为2（买入）但基于估值数据Allegion是更好的价值选择 [1][3][7] 关于Zacks Rank - Zacks Rank是一种成熟策略针对盈利预期修正趋势为正的公司 目前Allegion和Axon Enterprise公司的Zacks Rank都是2（买入）这表明两家公司盈利前景都在改善因为Zacks Rank青睐分析师预期修正为正的公司 但这只是价值投资者考虑的一部分因素 [3] 关于价值类别评估 - 价值类别根据多个关键指标对股票进行评级 包括市盈率（P/E）、市销率（P/S）、盈利收益率、每股现金流等基本面指标 [4] - Allegion的前瞻性市盈率为19.50 PEG比率为3.44 市净率（P/B）为7.96 价值等级为B Axon Enterprise的前瞻性市盈率为122.38 PEG比率为5.59 市净率为21.71 价值等级为F [5][6]

关于Pentair公司 - 是值得购买的优质水类股票投资案例基于两点一是低利率环境刺激支出有望改善住宅和工业水技术解决方案及住宅泳池产品二是管理层有一系列转型举措旨在提高销售回报率[3] - 近期业绩凸显改善潜力第三季度销售额同比下降1600万美元或2%但调整后的营业利润增长2700万美元或13%得益于转型举措带来的生产力提高[5] - 这些举措正在对公司的业务利润率进行结构性改善北美泳池产品市场好转时公司将获得中短期增长动力从长远来看不断增加的泳池安装基数将推动泳池产品的维护支出公司前景光明[6] 关于Allegion公司 - 在安全领域机械与电子融合有长期增长机会电子锁有诸多优势如降低未经授权访问风险允许远程管理等[7] - 管理层认为非住宅机械解决方案终端市场将长期以低个位数速度增长而非住宅电子和软件终端市场将长期以高个位数速度增长公司约四分之一收入来自住宅终端市场35%来自商业终端市场40%来自机构终端市场[8] - 这是一个强劲的长期增长故事即使在艰难的终端市场也能帮助公司增长例如第三季度有机增长3.3%使年初至今有机增长率达到1.6%华尔街预计2025年增长率为4%[9] - 2023年电子锁在美洲的渗透率仅为10%在欧洲为5%有很大的长期增长潜力以低于19倍的预期市盈率交易仍是一只极具价值的股票住宅房地产市场的改善可能会推动2025年的销售[10] 关于Freeport McMoRan公司 - 购买其股票的理由不仅基于未来铜需求对价格的积极影响还基于公司在全球难以增产的情况下提高铜产量的能力[11] - 铜需求基于全球持续增长发展中经济体投资需求以及清洁能源转型等[12] - 许多行业评论员认为随着供应难以跟上需求铜供应缺口即将出现[13] - 公司近期业绩凸显其增产能力浸出计划去年生产2.11亿磅铜管理层认为最终将达到8亿磅的年产量同时还有亚利桑那州和智利的扩建项目将在未来十年增加数亿磅的年产量[14] - 股票将受益于铜价上涨因为公司有浸出计划和扩建项目从中获利[15]

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Allegion plc’s (ALLE) third-quarter 2024 adjusted earnings of $2.16 per share beat the Zacks Consensus Estimate of $1.93. The bottom line increased 11.3% year over year.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.ALLE’s Revenue DetailsAllegion’s revenues were $967.1 million, which increased 5.4% year over year. Organic revenues increased 3.3%, driven by price realization and volume growth. Revenues beat the Zacks Consensus Estimate of $956 million.Acquired assets boosted revenue ...

Allegion plc (NYSE:ALLE) Q3 2024 Earnings Conference Call October 24, 2024 8:00 AM ET Company Participants Josh Pokrzywinski - VP, IR John Stone - President and CEO Mike Wagnes - SVP and CFO Conference Call Participants Vivek Srivastava - Goldman Sachs Julian Mitchell - Barclays Joe O'Dea - Wells Fargo Robert Schultz - Baird Operator Good morning and welcome to the Allegion Third Quarter 2024 Earnings Call. All participants will be in listen-only mode. [Operator Instructions]. After today's presentation, th ...

财务数据和关键指标变化 - 第三季度收入为9.671亿美元，同比增长5.4% 有机收入增长3.3% [9][10] - 调整后每股收益为2.16美元，同比增长11.3% [10] - 可用现金流为3.88亿美元，同比增长21.1% [10][15] 各条业务线数据和关键指标变化 - 美洲业务收入为7.824亿美元，同比增长5.6% 有机增长4.1% [12] - 国际业务收入为1.847亿美元，同比增长4.4% 有机增长0.2% [14] 各个市场数据和关键指标变化 - 非住宅市场保持稳定，机构市场表现良好 [22] - 住宅市场预计将改善，尤其是二手房市场 [23][34] 公司战略和发展方向和行业竞争 - 公司继续加大资本部署，进行收购以推动增长 [4][8] - 新产品线的推出和市场扩展是公司战略的一部分 [6] - 公司在电子产品领域的长期增长潜力被看好 [29] 管理层对经营环境和未来前景的评论 - 管理层对2024年的市场前景持乐观态度，预计将实现稳定的有机增长 [16][20] - 预计2025年将继续保持稳定的市场环境和有机增长 [32][34] 其他重要信息 - 公司在第三季度向股东返还约4200万美元的现金 [7] - 近期完成了对SOSS门硬件的收购，预计将为每股收益带来积极影响 [8] 问答环节所有提问和回答 问题: 关于美洲非住宅业务的前景 - 管理层表示，非住宅市场整体稳定，机构市场表现良好，预计未来12个月的可见性良好 [22] 问题: 关于住宅市场的规格活动 - 管理层指出，住宅市场主要参与后市场，预计随着利率环境改善，市场将出现增长迹象 [23] 问题: 关于电子产品的中期增长假设 - 管理层认为，电子产品的采用和替换周期将推动未来的增长，预计将实现高单到低双位数的增长 [29] 问题: 关于2025年的市场展望 - 管理层表示，预计2025年将继续保持稳定的市场环境，尤其是在住宅市场和非住宅市场的机构领域 [34] 问题: 关于M&A的前景 - 管理层对未来的收购机会持乐观态度，认为M&A环境比前两年有所改善 [46]

Allegion (ALLE) came out with quarterly earnings of $2.16 per share, beating the Zacks Consensus Estimate of $1.93 per share. This compares to earnings of $1.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.92%. A quarter ago, it was expected that this security device maker would post earnings of $1.77 per share when it actually produced earnings of $1.96, delivering a surprise of 10.73%.Over the last four quarters, the c ...

Allegion (NYSE: ALLE) Reports Q3-2024 Financial Results Revenue growth and margin expansion mark strong third-quarter performance Quarterly Financial Highlights (All comparisons against the third quarter of 2023, unless otherwise noted) ▪ Net earnings per share (EPS) of $1.99, up 12.4% compared with $1.77; Adjusted EPS of $2.16, up 11.3% compared with $1.94 ▪ Revenues of $967.1 million, up 5.4% on a reported basis and up 3.3% on an organic basis ▪ Operating margin of 22.2%, compared with 21.0%; Adjusted ope ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35971 _______________________________ logoallea10.j ...

Allegion plc (ALLE) is scheduled to release third-quarter 2024 results on Oct. 24, before market open.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The Zacks Consensus Estimate for earnings has remained steady in the past 30 days. The company has an impressive earnings surprise history, having surpassed the consensus estimate in each of the preceding four quarters, the average surprise being 10.3%.The consensus estimate for revenues is pegged at $956 million, indicating growth of ...