Jun 2026 (Q2 FY26) — Aug 3, 2026
Allison Transmission Q2 FY26 — Strong Defense Wins & Off-Highway Integration
Read the full callAllison Transmission (ALSN) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Allison Transmission earnings: last reported Mon, 3 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,566 | +92.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.6 | −12.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 181 | −7.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
3 of Allison Transmission Holdings Inc's 38 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 35 more targets are in the full ledger.
Claimed
- Net sales increased 92% year-over-year to $1.566 billion.
- Allison Transmission business unit revenue increased 6% year-over-year to a record $860 million.
- Defense end market revenue grew 57% year-over-year to nearly $100 million.
- Secured a landmark $250 million contract for the 4040 MX cross-drive transmission, the largest track defense order in company history.
- Record quarterly adjusted free cash flow of $281 million, an 84% increase year-over-year.
Qualified
- Legacy business margin compressed due to mid-teens year-over-year headwinds from material costs (aluminum and steel).
- Off-Highway business unit has seasonal weakness in Q3 due to European shutdowns and Q4 due to holidays.
- Americas region decreased year-over-year, driven by construction, material handling, and agriculture end markets.
Price
$112.55 +1.67% · +$1.85
Performance +37.0% 1Y
1Y: $82.13 on 14 Oct 2025 → $112.55. High $136 (23 Apr 2026), low $79.27 (17 Nov 2025).
- Previous close
- $110.7
- 52-week range
- $79.27 – $136
- One year
- +35.44%
Overview
- Symbol
- ALSN
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Net sales increased 92% year-over-year to $1.566 billion.
- Allison Transmission business unit revenue increased 6% year-over-year to a record $860 million.
- Defense end market revenue grew 57% year-over-year to nearly $100 million.
- Secured a landmark $250 million contract for the 4040 MX cross-drive transmission, the largest track defense order in company history.
- Record quarterly adjusted free cash flow of $281 million, an 84% increase year-over-year.
Qualified
- Legacy business margin compressed due to mid-teens year-over-year headwinds from material costs (aluminum and steel).
- Off-Highway business unit has seasonal weakness in Q3 due to European shutdowns and Q4 due to holidays.
- Americas region decreased year-over-year, driven by construction, material handling, and agriculture end markets.
The full ledger
Open Allison Transmission Holdings Inc’s full ledger
A free account opens 5 company ledgers a month. All 38 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 4, 2026
Allison Transmission Q1 FY26 — Integration Progress and Reaffirmed Guidance
Read the full callDec 2025 (Q4 FY25) — Feb 23, 2026
Allison Transmission Q4 FY25 — Acquisition Integration and Prudent 2026 Outlook
Read the full callEvery analysed call
Allison Transmission earnings calls (ALSN)
Financials
What the filings say
Net profit, year on year: −7% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 824 | 796 | 766 | 814 | 693 | 737 | 1,406 | 1,566 |
| Operating profit | 260 | 235 | 249 | 256 | 204 | 171 | 195 | 291 |
| Operating margin | 31.6% | 29.5% | 32.5% | 31.4% | 29.4% | 23.2% | 13.9% | 18.6% |
| Profit before tax | 249 | 210 | 233 | 242 | 182 | 147 | 132 | 228 |
| Tax rate | 19.7% | 16.7% | 17.6% | 19.4% | 24.7% | 32.6% | 15.2% | 20.6% |
| Net profit | 200 | 175 | 192 | 195 | 137 | 99 | 112 | 181 |
| EPS ($ per share) | 2.30 | — | 2.26 | 2.32 | 1.63 | — | 1.35 | 2.18 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -1,100 | -970 | -974 | -1,126 | -953 | -628 | -239 | -38 |
| Total liabilities | 3,578 | 3,669 | 3,721 | 3,823 | 3,797 | 3,792 | 3,685 | 4,215 |
| Fixed assets | 466 | 616 | 638 | 706 | 763 | 774 | 803 | 862 |
| Total assets | 4,237 | 4,450 | 4,477 | 4,457 | 4,671 | 5,025 | 5,336 | 6,082 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 837 | 847 | 561 | 635 | 657 | 784 | 801 | 836 |
| Cash from investing | -103 | -405 | -111 | -212 | -183 | -129 | -147 | -184 |
| Cash from financing | -700 | -480 | -335 | -604 | -367 | -332 | -427 | 57 |
| Net cash flow | 32 | -39 | 118 | -183 | 105 | 323 | 226 | 714 |
| Capital expenditure | -100 | -172 | -115 | -175 | -167 | -125 | -143 | -175 |
| Free cash flow | 737 | 675 | 446 | 460 | 490 | 659 | 658 | 661 |
ALSN revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Allison Transmission | — | — | — | — | — | — | 52% | 55% | — |
| Allison Off Highway | — | — | — | — | — | — | 48% | 45% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
65 filings between Nov 7, 2025 and Aug 21, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$5.98M
12 sales by 5 insiders
33% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 12
- Award — granted as compensation
- 28
- Option exercise — converted options into shares
- 13
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Graziosi David S. | — | $3.55M | Aug 21, 2026 |
| Bohley G Frederick | — | $1.69M | Aug 10, 2026 |
| Mell Scott A | — | $283.8K | May 8, 2026 |
| Scroggins Eric C. | — | $281.5K | Aug 11, 2026 |
| Coll John | — | $176.9K | Dec 31, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 21, 2026 | Graziosi David S. Chair, President and CEO | Sale | 4,558 | $611.0K |
| Aug 21, 2026 | Graziosi David S. Chair, President and CEO | Sale | 9,050 | $1.21M |
| Aug 21, 2026 | Graziosi David S. Chair, President and CEO | Option exercise | 26,708 | $1.02M |
| Aug 21, 2026 | Graziosi David S. Chair, President and CEO | Sale | 13,100 | $1.73M |
| Aug 11, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Sale | 1,050 | $131.3K |
| Aug 10, 2026 | Bohley G Frederick See Remarks | Sale | 3,961 | $484.7K |
| Aug 10, 2026 | Bohley G Frederick See Remarks | Option exercise | 3,961 | $147.0K |
| Jun 4, 2026 | Bohley G Frederick See Remarks | Option exercise | 10 | — |
| Jun 4, 2026 | Bohley G Frederick See Remarks | Tax withheld | 242 | $28.6K |
| Jun 4, 2026 | Bohley G Frederick See Remarks | Option exercise | 533 | — |
| May 8, 2026 | Mell Scott A CFO & Treasurer | Sale | 933 | $116.6K |
| May 8, 2026 | Mell Scott A CFO & Treasurer | Option exercise | 1,337 | $119.5K |
| May 8, 2026 | Mell Scott A CFO & Treasurer | Sale | 1,337 | $167.1K |
| May 6, 2026 | Christman Philip J Director | Award | 92 | $0 |
| May 6, 2026 | Perna Gustave Director | Option exercise | 1,586 | $0 |
| May 6, 2026 | Christman Philip J Director | Option exercise | 1,586 | $0 |
| May 6, 2026 | BARBOUR D. SCOTT Director | Award | 92 | $0 |
| May 6, 2026 | Ostojic Sasha Director | Option exercise | 1,586 | $0 |
| May 6, 2026 | BARBOUR D. SCOTT Director | Option exercise | 1,586 | $0 |
| May 6, 2026 | Shivram Krishna Director | Option exercise | 1,586 | $0 |
| Apr 14, 2026 | Mell Scott A CFO & Treasurer | Option exercise | 2,842 | — |
| Apr 14, 2026 | Mell Scott A CFO & Treasurer | Tax withheld | 879 | $112.7K |
| Apr 14, 2026 | Mell Scott A CFO & Treasurer | Option exercise | 23 | — |
| Mar 9, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Sale | 1,313 | $150.2K |
| Feb 28, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Tax withheld | 1,598 | $200.2K |
| Feb 28, 2026 | Graziosi David S. Chair, President and CEO | Option exercise | 78,893 | — |
| Feb 28, 2026 | Bohley G Frederick See Remarks | Tax withheld | 7,580 | $949.8K |
| Feb 28, 2026 | Bohley G Frederick See Remarks | Option exercise | 17,101 | — |
| Feb 28, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Option exercise | 5,448 | — |
| Feb 28, 2026 | Graziosi David S. Chair, President and CEO | Tax withheld | 34,713 | $4.35M |
| Feb 22, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Option exercise | 36 | — |
| Feb 22, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Option exercise | 927 | — |
| Feb 22, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Tax withheld | 1,294 | $153.8K |
| Feb 22, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Option exercise | 119 | — |
| Feb 22, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Tax withheld | 283 | $33.6K |
| Feb 22, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Option exercise | 2,909 | — |
| Feb 22, 2026 | Graziosi David S. Chair, President and CEO | Option exercise | 240 | — |
| Feb 22, 2026 | Graziosi David S. Chair, President and CEO | Option exercise | 13,418 | — |
| Feb 22, 2026 | Graziosi David S. Chair, President and CEO | Option exercise | 10,474 | — |
| Feb 22, 2026 | Graziosi David S. Chair, President and CEO | Tax withheld | 10,502 | $1.25M |
| Feb 22, 2026 | Graziosi David S. Chair, President and CEO | Option exercise | 561 | — |
| Feb 21, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Option exercise | 2,223 | — |
| Feb 21, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Tax withheld | 258 | $30.7K |
| Feb 21, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Option exercise | 15 | — |
| Feb 21, 2026 | Scroggins Eric C. CLO & Asst. Secretary | Option exercise | 740 | — |
| Feb 21, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Tax withheld | 960 | $114.1K |
| Feb 21, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Option exercise | 50 | — |
| Feb 19, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Tax withheld | 664 | $78.2K |
| Feb 19, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Award | 17 | — |
| Feb 19, 2026 | Bohley G Frederick Allison COO,Pres.&BU Leader AT | Award | 1,590 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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