ALSN Earnings Date: Nov 2, 2026 (Estimated) — Allison Transmission Holdings, Inc.
NYSE · Consumer Discretionary · Auto Parts
Updated
When is ALSN's next earnings date?
Allison Transmission Holdings, Inc. (ALSN) is expected to report Q3 2026 earnings on Monday, November 2, 2026 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.32 on revenue of $1.47B.
How did ALSN do in its last earnings report?
In its most recent report on Aug 3, 2026 (Q2 2026), Allison Transmission Holdings, Inc. posted EPS of $2.15 versus the $2.56 estimate, a miss of 16.0%. Revenue was $860.0M against a $1.50B estimate. The stock's 1-day post-earnings move was +5.4%.
How much does ALSN stock move after earnings?
ALSN beat EPS estimates in 5 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 5.0% (up or down) in the day after earnings.
About Allison Transmission Holdings, Inc.
Allison Transmission Holdings, Inc. (ALSN), along with its affiliates, specializes in the global development, manufacturing, and sale of fully-automatic transmissions. These robust systems are engineered for both medium and heavy-duty commercial vehicles, as well as medium and heavy-tactical defense vehicles utilized by the U.S. military. The company's diverse product portfolio serves a broad spectrum of applications. This includes on-highway vehicles such as trucks for distribution, refuse collection, construction, fire, and emergency services, alongside school and transit buses, and recreational motor homes. Furthermore, Allison transmissions power off-highway equipment for the energy, mining, and construction industries, as well as both wheeled and tracked defense vehicles. New transmissions are marketed under the well-known Allison Transmission brand, while their remanufactured offerings are sold as ReTran. Beyond core transmissions, the company supplies a range of ancillary products and services. These encompass branded replacement parts, essential support equipment, aluminum die-cast components, and other items critical for maintaining their extensive installed base of vehicles. Additionally, they provide defense kits, specialized engineering services, and extended transmission coverage to key clients, including original equipment manufacturers (OEMs), distributors, and the U.S. government. Allison Transmission reaches its customer base through a robust, independent global network comprising approximately 1,400 distributor and dealer locations. Established in 1915, the company was formerly known as Clutch Holdings, Inc. Its corporate headquarters are situated in Indianapolis, Indiana.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-03 | Q2 2026 | 2.56 | 2.15 | -16.02% | $860.0M | ❌ Miss | +5.42% | +7.06% | +5.74% |
| 2026-05-04 | Q1 2026 | 2.18 | 2.57 | +17.89% | $1.41B | ✅ Beat | -1.29% | -4.12% | -7.51% |
| 2026-02-23 | Q4 2025 | 1.50 | 1.18 | -21.33% | $737.0M | ❌ Miss | +4.41% | +8.62% | +1.15% |
| 2025-10-29 | Q3 2025 | 1.94 | 1.63 | -15.98% | $693.0M | ❌ Miss | +2.44% | -1.02% | +9.03% |
| 2025-08-04 | Q2 2025 | 2.21 | 2.29 | +3.62% | $814.0M | ✅ Beat | -1.80% | +0.29% | +0.31% |
| 2025-02-11 | Q4 2024 | 1.93 | 2.01 | +4.15% | $796.0M | ✅ Beat | -12.46% | -9.12% | -17.84% |
| 2024-10-29 | Q3 2024 | 2.01 | 2.27 | +12.94% | $824.0M | ✅ Beat | +7.92% | +9.47% | +18.66% |
| 2024-07-25 | Q2 2024 | 2.02 | 2.13 | +5.45% | $816.0M | ✅ Beat | +3.97% | +3.36% | +7.60% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q4 FY25 · $233.0M total
| Segment | Share | Revenue | YoY | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 |
|---|---|---|---|---|---|---|---|
| Service Parts Support Equipment And Other | 68.7% | $160.0M | -51.4% | $166.0M | $168.0M | $329.0M | $148.0M |
| Defense | 31.3% | $73.0M | -37.1% | $43.0M | $53.0M | $116.0M | $53.0M |
By region
FY2025 · $2.95B total · annual
| Segment | Share | Revenue | YoY | FY2019 | FY2020 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 72.2% | $2.13B | -8.3% | $1.92B | $1.52B | — | $1.94B |
| Other Countries | 13.2% | $389.0M | -2.5% | $201.0M | $151.0M | $187.0M | $384.0M |
| CHINA | 4.7% | $138.0M | -19.8% | $136.0M | $87.0M | — | $196.0M |
| CANADA | 3.6% | $105.0M | +41.9% | $104.0M | $70.0M | — | $57.0M |
| JAPAN | 3.1% | $92.0M | -32.4% | $79.0M | $66.0M | — | $103.0M |
| MEXICO | 1.8% | $53.0M | -27.4% | $71.0M | $61.0M | — | $41.0M |
| GERMANY | 1.4% | $42.0M | -10.6% | $59.0M | $36.0M | — | $44.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.