The earnings call reflects a challenging market environment with significant revenue declines and economic uncertainties impacting demand. However, Allison Transmission showed resilience with strong adjusted EBITDA margins, cash generation, and growth in the defense segment. The company is strategically positioning itself for future growth with technology innovations and acquisitions.

Company Guidance

During the third quarter 2025 earnings call, Allison Transmission provided guidance indicating a challenging operating environment due to a 16% year-over-year revenue decrease, primarily driven by reduced demand for Class 8 vocational and medium-duty trucks in the North American On-Highway market. Despite the decline, the company maintained an adjusted EBITDA margin of 37% and generated an adjusted free cash flow of $184 million. For the full year 2025, Allison revised its net sales guidance to a range of $2.975 billion to $3.025 billion, with net income expected between $620 million and $650 million, including over $60 million of acquisition-related expenses. The company also projected adjusted EBITDA between $1.09 billion and $1.125 billion, net cash from operating activities between $765 million and $795 million, and adjusted free cash flow ranging from $600 million to $620 million. The call highlighted Allison’s focus on operational excellence and cost management amid macroeconomic uncertainties, with a strong balance sheet featuring over $900 million in cash.

High Adjusted EBITDA Margin

Despite a challenging environment, Allison achieved an adjusted EBITDA margin of 37% in Q3 2025, maintaining year-over-year stability.

Strong Cash Flow

The company generated an adjusted free cash flow of $184 million in Q3 2025, reflecting strong cash generation and disciplined cost management.

Defense Segment Growth

Net sales in the defense segment increased by 47% year-over-year, driven by growth initiatives and strategic partnerships.

Strategic Acquisitions and Partnerships

Working towards the acquisition of Dana's Off-Highway business and forming partnerships like with WZM in Poland and FNSS Defense Systems in Turkey.

Technology Adoption and Innovation

Introduction of Allison's 'Neutral at Stop' technology in North America and deployment of sustainable solutions with Cummins X15N natural gas engines.

Allison Transmission Holdings (ALSN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALSN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 18, 2026	2025 (Q4)	1.51 / -	2.01	―	―	―
Oct 29, 2025	2025 (Q3)	1.78 / 1.63	2.27	-28.19% (-0.64)
Aug 04, 2025	2025 (Q2)	2.21 / 2.29	2.13	7.51% (+0.16)
May 01, 2025	2025 (Q1)	2.05 / 2.23	1.9	17.37% (+0.33)
Feb 11, 2025	2024 (Q4)	1.91 / 2.01	1.91	5.24% (+0.10)
Oct 29, 2024	2024 (Q3)	2.03 / 2.27	1.76	28.98% (+0.51)
Jul 25, 2024	2024 (Q2)	2.06 / 2.13	1.92	10.94% (+0.21)
Apr 25, 2024	2024 (Q1)	1.89 / 1.90	1.85	2.70% (+0.05)
Feb 13, 2024	2023 (Q4)	1.44 / 1.91	1.52	25.66% (+0.39)
Oct 25, 2023	2023 (Q3)	1.75 / 1.76	1.45	21.38% (+0.31)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALSN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 29, 2025	$81.59	$83.58	+2.44%
Aug 04, 2025	$87.73	$86.15	-1.80%
May 01, 2025	$92.86	$96.70	+4.14%
Feb 11, 2025	$113.25	$99.14	-12.46%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Allison Transmission (ALSN) report earnings?

Allison Transmission (ALSN) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).

What is Allison Transmission (ALSN) earnings time?

Allison Transmission (ALSN) earnings time is at Feb 18, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ALSN EPS forecast?

ALSN EPS forecast for the fiscal quarter 2025 (Q4) is 1.51.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing