Allison raises 2026 guidance after third-quarter net sales rise 121% to $1.53 billion
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.
Key points
- 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
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.
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