Allison Transmission Holdings, Inc. designs, manufactures and sells fully automatic commercial and defense transmissions for medium and heavy duty commercial vehicles, and medium and heavy duty US defense vehicles globally. The company is headquartered in Indianapolis, Indiana.
| Revenue (TTM) | $5.24B |
| Gross Profit (TTM) | $1.84B |
| EBITDA | $1.32B |
| Operating Margin | 20.10% |
| Return on Equity | 29.70% |
| Return on Assets | 9.13% |
| Revenue/Share (TTM) | $62.98 |
| Book Value | $25.28 |
| Price-to-Book | 4.76 |
| Price-to-Sales (TTM) | 1.83 |
| EV/Revenue | 2.871 |
| EV/EBITDA | 11.68 |
| Quarterly Earnings Growth (YoY) | 41.10% |
| Quarterly Revenue Growth (YoY) | 121.40% |
| Shares Outstanding | $82.13M |
| Float | $81.37M |
| % Insiders | 0.74% |
| % Institutions | 108.15% |
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The headline numbers for Allison Transmission (ALSN) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Allison Transmission delivered a double beat in Q3, with revenue up 121% y/y and EPS exceeding estimates, driven by the Dana acquisition. Margins declined significantly due to the lower profitability of the acquired off-highway segment, but cash flow and balance sheet remain solid. Management raised guidance, highlighted $120M+ in expected synergies for 2027, and pointed to volume, cost, and defense tailwinds.
Allison Transmission Holdings, Inc. ( ALSN ) Q3 2026 Earnings Call November 2, 2026 5:00 PM EST Company Participants Jacalyn Bolles - Executive Director of Treasury & IR David Graziosi - Chairman, President & CEO Scott Mell - Senior VP, CFO & Treasurer G. Bohley - President & Business Unit Leader of Allison Transmission and COO Craig Price - President and Business Unit Leader of Allison Off-Highway Drive & Motion Systems Conference Call Participants Robert Wertheimer - Melius Research LLC Timothy Thein - Raymond James & Associates, Inc., Research Division Ian Zaffino - Oppenheimer & Co. Inc., Research Division Jerry Revich - Wells Fargo Securities, LLC, Research Division Angel Castillo Malpica - Morgan Stanley, Research Division Kyle Menges - Citigroup Inc., Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Presentation Operator Good afternoon.
Allison Transmission NYSE: ALSN reported record third-quarter sales in its legacy transmission business and raised its full-year 2026 outlook for revenue, earnings and cash flow for a second consecutive quarter, citing strong demand in several end markets and contributions from its newly acquired Allison Off-Highway business.
Raising revenue, earnings and cash flow guidance for the second consecutive quarter Net Sales of $1,534 million, up 121% year over year, including the addition of the Allison Off-Highway business unit acquired on January 1, 2026 Record quarterly net sales of $881 million for the Allison Transmission business unit, up 27% year over year Net Income of $191 million, 12.5% of Net Sales Diluted EPS of $2.30, Adjusted Diluted EPS of $2.90, up 59% year over year Adjusted EBITDA of $400 million, up 56% year over year, 26.1% of Net Sales INDIANAPOLIS, Nov. 2, 2026 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), today reported third quarter net sales of $1,534 million with an adjusted EBITDA margin of 26.1 percent and net cash provided by operating activities of $343 million and raised full year 2026 guidance. David S. Graziosi, Chair, President and Chief Executive Officer of Allison commented, "Allison's third quarter results reflect continued strength across the majority of our end markets, supported by disciplined execution that maximized the benefits of higher volumes.
Allison Transmission (ALSN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Combined company will operate under the Allison name with established product brands retained INDIANAPOLIS, Oct. 23, 2026 /PRNewswire/ -- Allison Transmission Holdings, Inc. (NYSE: ALSN) ("Allison"), a global leader in high-performance mobility and work solutions, announced its go-forward brand architecture following the acquisition of Dana Incorporated's Off-Highway Drive & Motion Systems business earlier this year. Effective today, the company's enterprise brand is Allison.
Allison Transmission Holdings, Inc. remains a compelling Buy as the market undervalues its transformative $2.7B Off-Highway acquisition and synergy capture. ALSN's Q2 revenue nearly doubled to $1.57B, driven by the Dana Off-Highway business, while adjusted net income and EBITDA also improved materially. Management expects 2026 revenue of $5.8–$6B, net profit of $600–$700M (including $140M in deal expenses), and EBITDA of $1.465–$1.575B.
INDIANAPOLIS, Oct. 19, 2026 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), a global leader in high-performance mobility and work solutions built for the needs of the modern industrial world, today announced that it will hold its third quarter 2026 financial results conference call at 5:00 p.m. EST on Monday, November 2, 2026.
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