AL
ALSN
ALSN What Allison Transmission Holdings promised, and what happened
Guidance
What management said, and what became of it
4 of 7 judged targets kept · 31 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Consolidated adjusted EBITDA | $1.365 billion to $1.515 billion | Dec 2025 | Further, we expect consolidated adjusted EBITDA in the range of $1.465 billion to $1.575 billion. | Revised Up |
| Accretion from Off-Highway acquisition | accretive to net income and earnings per share | Dec 2025 | Despite these onetime costs, we expect the Allison Off-Highway acquisition to be accretive to net income and earnings per share in 2026. | On Track |
| Segment reporting implementation | provide two segment reporting | Dec 2025 | First quarter results now include segment reporting for Allison Transmission, Allison Off-Highway and Allison Central Group. | Achieved |
The full ledger
Open Allison Transmission Holdings’s full ledger
A free account opens 5 company ledgers a month. All 38 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 38 tracked commitments for Allison Transmission Holdings
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.