Allison Transmission (ALSN)

NYSE Industrials Construction Machinery & Heavy Transportation Equipment S&P MidCap 400 US auto sales report →
$116.88
+0.43 (+0.37%)
Close of Nov 06, 2026 · end-of-day data
SMA 50SMA 2005Y/10Y use weekly candles (10/40-week averages)

Performance

price return
1W+8.2%
1M+7.1%
3M-6.1%
6M-5.9%
YTD+19.4%
1Y+44.7%
3Y+126.9%
5Y+250.4%

Key statistics

Full financials →
Market cap$9.6B
P/E (TTM)16.8
EPS (TTM, diluted)$6.95
P/S1.83
P/B4.62
EV / EBITDA11.2
Revenue (TTM)$5.24B
Revenue growth+70.8%
Net margin11.1%
ROE28.0%
Debt / equity1.93
FCF yield8.7%
Dividend yield0.98%
Payout ratio16%
Beta (1Y)1.04
Volatility (1Y)31.8%
52-week range$78.77 – $137.62
Avg volume (50D)781.96K

Revenue & net income — last 8 quarters

Statements →
Nov 2, 4:10 PM ET

Allison raises 2026 guidance after third-quarter net sales rise 121% to $1.53 billion

Positive earnings 2.02

Allison reported third-quarter 2026 net sales of $1,534 million, up from $693 million a year earlier, with the Allison Off-Highway business acquired on January 1, 2026 contributing $653 million. Net income rose to $191 million from $137 million, and diluted EPS was $2.30 versus $1.63, while the company raised its full-year 2026 guidance for net sales, net income, adjusted EBITDA, operating cash flow and adjusted free cash flow.

  • Q3 net sales $1,534 million, up 121% year over year; Allison Transmission segment record $881 million, up 27%
  • Net income $191 million versus $137 million; diluted EPS $2.30 versus $1.63; adjusted diluted EPS $2.90
  • Adjusted EBITDA $400 million, margin 26.1% versus 36.9% a year earlier
  • Full-year 2026 guidance raised: net sales $5,975 to $6,075 million; net income $645 to $685 million; adjusted free cash flow $850 to $900 million
Read the filing on SEC.gov ↗
Aug 3, 4:05 PM ET

Allison Transmission Q2 sales up 92% to $1.57 billion; net income falls to $181 million

Mixed earnings Written later 2.02

Allison Transmission reported second quarter 2026 net sales of $1,566 million, up 92% from $814 million a year earlier, mainly due to the Allison Off-Highway business acquired on January 1, 2026. Net income fell to $181 million from $195 million and diluted EPS fell to $2.15 from $2.29, but the company raised its full year 2026 guidance for net sales, net income and adjusted EBITDA.

  • Q2 net sales were $1,566 million, including $706 million from Allison Off-Highway; Allison Transmission segment sales were a record $860 million.
  • Q2 net income was $181 million, down from $195 million, and diluted EPS was $2.15, down 6%; adjusted diluted EPS was $2.73, up 8%.
  • Full year 2026 guidance raised: net sales of $5,800 to $6,000 million, net income of $600 to $700 million, and adjusted EBITDA of $1,465 to $1,575 million.
  • Q2 adjusted free cash flow was $281 million, and the company repurchased $46 million of common stock and repaid the remaining $150 million under its revolving credit facility.
Read the filing on SEC.gov ↗
Jun 16, 4:14 PM ET

Allison Transmission refinances $508 million term loan, cuts margin 0.25%

Neutral financing Written later 1.017.01

Allison Transmission amended its credit agreement on June 11, 2026, refinancing $508 million of term loan debt and lowering the interest rate margin by 0.25%. The company said the change will reduce annual cash interest expense by approximately $1.3 million, and the March 13, 2031 maturity is unchanged.

  • Amendment No. 6 to the Credit Agreement was dated June 11, 2026, with Citibank, N.A. as administrative agent and 2026 refinancing term lender
  • Margin on refinanced loans is 1.50% per annum for SOFR loans or 0.50% per annum for base rate loans
  • CFO Scott Mell said the change will reduce annual cash interest expense by approximately $1.3 million
  • The term loan maturity date of March 13, 2031 and other material provisions remain unchanged
Read the filing on SEC.gov ↗
May 8, 4:15 PM ET

Allison Transmission stockholders elect nine directors and approve executive pay

Neutral shareholder Written later 5.025.07

At its May 6, 2026 annual meeting, Allison Transmission stockholders elected nine directors, ratified PricewaterhouseCoopers LLP as auditor for 2026, and approved executive compensation in an advisory vote. The company also disclosed that its Compensation Committee approved Chief Legal Officer Eric C. Scroggins' participation as a Tier 1 Participant in its Executive Change in Control and Severance Plan.

  • Nine directors elected for one-year terms ending at the 2027 annual meeting; Judy L. Altmaier received 71,134,529 votes for and Sasha Ostojic received 72,863,411 votes for
  • PwC ratified as independent registered public accounting firm for 2026 with 77,162,806 votes for and 690,303 against
  • Advisory say-on-pay vote approved with 70,176,855 votes for and 2,759,179 against
  • Committee approved Eric C. Scroggins' Tier 1 Participant status in the Severance Plan on May 6, 2026
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Recent SEC filings

EDGAR ↗

Famous investors who own ALSN

All investors →
InvestorValue% of portfolioLast quarter
Renaissance Technologies $218.60M0.30% Reduced
Ray Dalio Bridgewater Associates $8.05M0.03% Reduced

From each investor's latest 13F filing (Q2 2026); positions are as of the quarter end and filed up to 45 days later.

Prices are end-of-day and split-adjusted. Financial data from Allison Transmission's SEC XBRL filings. Not investment advice.