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
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.
From Allison Transmission's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$3.01B
-6.7%
$7.33
-11.8%
20.7%
FY2024
$3.23B
+6.3%
$8.31
+12.3%
22.7%
FY2023
$3.04B
+9.6%
$7.40
+33.8%
22.2%
FY2022
$2.77B
+15.3%
$5.53
+33.9%
19.2%
FY2021
$2.40B
+15.4%
$4.13
+57.6%
18.4%
Frequently asked questions
When is Allison Transmission's next earnings date?
Allison Transmission has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Allison Transmission earn last quarter?
For the quarter ended Sep 2026, Allison Transmission reported diluted EPS of $2.30 (+41.1% year over year) on revenue of $1.53B (+121.4%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.