Allegion & ASSA ABLOY: Are They Even Playing the Same Game Anymore?

This week: Allegion posts its strongest quarter on record, and Lee wonders if the company everyone compares it to is even its peer anymore. The theme: an industry still keeping score on yesterday's scorecard while the game moved somewhere else. In this episode: - Allegion's record Q2, and why the ASSA ABLOY comparison is getting useless -ASSA ABLOY buys Classic Brass, the bolt-on discipline that keeps working -The camera "box" is dying: steel lasts 10 years, the software ages like milk AMAG's new CTO, an outside-the-industry hire -Trusted identity and elections (Donna Chapman), and post-quantum encryption (Sal D'Agostino) - My View: the six-foot table nobody's leveraging, and Planck's Principle, science advances one funeral at a time ACS26: Hamilton, New Zealand, October 6-7. Full agenda at ACS26.tacc.me.