ALSN

INDIANAPOLIS, Aug. 11, 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, announced today that its Board of Directors has declared a cash dividend of $0.29 per share on the Company's common stock for the third quarter of 2026. Payment will be made on August 31, 2026, to stockholders of record at the close of business on August 21, 2026.

Allison Transmission Holdings, Inc. delivered 92.4% YoY topline growth in Q2 FY26, driven by its off-highway business acquisition and set to continue driving topline growth further. Despite topline momentum, lower-margin off-highway revenue and elevated material costs are likely to pressure ALSN's near-term profitability. I maintain a Hold rating on ALSN, citing unattractive valuation due to weak earnings conversion and continued uncertainty in the legacy North America on-highway segment.

Although the revenue and EPS for Allison Transmission (ALSN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Allison Transmission Holdings, Inc. (ALSN) Q2 2026 Earnings Call Transcript

Net Sales of $1,566 million, up 92% year over year, including the addition of the Allison Off-Highway business unit acquired on January 1, 2026 Record quarterly net sales of $860 million for the Allison Transmission business unit  Net Income of $181 million, 12% of Net Sales Diluted EPS of $2.15, Adjusted Diluted EPS of $2.73, up 8% year over year Adjusted EBITDA of $404 million, 26% of Net Sales, up 29% year over year INDIANAPOLIS, Aug. 3, 2026 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), today reported second quarter net sales of $1,566 million with an adjusted EBITDA margin of 26 percent and net cash provided by operating activities of $312 million. David S. Graziosi, Chair, President and Chief Executive Officer of Allison commented, "In the Allison Transmission business unit, execution of our growth initiatives in the Defense end market and continued momentum in the North American truck market led to record quarterly net sales of $860 million for the second quarter.

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.

INDIANAPOLIS, July 20, 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 second quarter 2026 financial results conference call at 5:00 p.m. EDT on Monday, August 3, 2026.

Allison Transmission (ALSN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Allison Transmission is rated Hold ahead of Q2 earnings, with inorganic revenue growth from the Dana acquisition masking flat organic performance. Gross margins have declined from 49% to 29% post-acquisition, and operating leverage has worsened, raising concerns about sustainable earnings power. Key focus areas are updates on on-highway and off-highway demand, cost reduction strategies, and the impact of recent oil price volatility.

Allison Transmission (ALSN) is Buy-rated, with near-term earnings risk but strong medium-term demand signals in North America on-highway. Recent robust order growth in Class 4-8 trucks and Classes 5-7, where ALSN has 75% market share, points to a re-acceleration opportunity. Integration of the Dana off-highway acquisition creates short-term margin dilution and inorganic noise, but sets up for cleaner growth in FY27.