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Allison Transmission Holdings (ALSN)
NYSE:ALSN
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.12Last Year’s EPS
2.23Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced strategic progress and financial resilience against persistent near-term demand and macro headwinds. Positives include the completed Off-Highway acquisition, strong cash generation, margin expansion, defense market growth (+26% to $267M), and a clear multi-year synergy target of $120M. Offsetting these are a 7% decline in full-year revenue, softness in North America On-Highway (medium-duty and vocational/Class 8), one-time charges (impairment and acquisition/integration costs), tariff and inflation pressures, and the decision to not assume synergy benefits in 2026 guidance. Management’s tone was cautiously optimistic with conservative 2026 assumptions and expectation of accretion from the acquisition over time.Company Guidance
Acquisition of Dana Off-Highway Completed
Acquisition closed January 1, creating combined company with ~14,000 employees in 25 countries; Allison expects $120 million annual run-rate synergies over the next few years (no synergies assumed in 2026 guidance).
Improved Adjusted EBITDA Margins (Full Year)
Full year 2025 adjusted EBITDA margin increased 140 basis points year-over-year to 37.5% despite revenue headwinds.
Quarterly Margin Expansion
Fourth quarter 2025 adjusted EBITDA margin rose over 200 basis points to 36% even with net sales down 7% year-over-year.
Defense End Market Strength
Full year defense revenue grew 26% year-over-year to $267 million; company achieved its $100 million incremental annual revenue objective in defense.
Strong Cash Generation and Shareholder Returns
Q4 operating cash flow was $243 million (up $32 million year-over-year); Q4 adjusted free cash flow $169 million. Full year share repurchases of $328 million (~4% of shares) and dividend increased to $0.27 per share.
2026 Consolidated Guidance Provided
2026 consolidated net sales guided $5.575B–$5.925B; consolidated adjusted EBITDA $1.365B–$1.515B (implies ~25% margin at midpoint); consolidated net income $600M–$750M (includes ~$70M one-time pretax separation/integration expense).
Off-Highway and Transmission Segment Guidance
2026 segment sales guidance: Allison Transmission $3.025B–$3.175B; Allison Off-Highway $2.55B–$2.75B. Company expects the Off-Highway acquisition to be accretive to net income and EPS in 2026.
ALSN Earnings History
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 |
|---|---|---|---|
Feb 23, 2026 | $116.84 | $121.99 | +4.41% |
Oct 29, 2025 | $81.32 | $83.30 | +2.43% |
Aug 04, 2025 | $87.44 | $85.87 | -1.80% |
May 01, 2025 | $92.56 | $96.38 | +4.13% |
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 Holdings (ALSN) report earnings?
Allison Transmission Holdings (ALSN) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Allison Transmission Holdings (ALSN) earnings time?
Allison Transmission Holdings (ALSN) earnings time is at Apr 29, 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 2026 (Q1) is 2.12.