Allison Transmission Q2 sales up 92% to $1.57 billion; net income falls to $181 million
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 03, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.