$ALSN

Allison Transmission Holdings Inc

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Allison Transmission’s Q2 Earnings Call: Our Top 5 Analyst Questions

Allison Transmission (ALSN) reported Q2 revenue of $1.57B versus $1.52B estimates and adjusted EPS of $2.73 versus $2.59, with adjusted EBITDA of $404M versus $392.5M. The company lifted full-year revenue guidance to $5.9B and EBITDA guidance to $1.52B (midpoint). Management cited Off-Highway integration, defense contract wins, and pricing actions to offset costs.

Allison Transmission Q2 Earnings Call Highlights

Allison Transmission (NYSE:ALSN) reported Q2 updates on pricing, demand and guidance. COO Fred Bohley said North American on-highway revenue rose 15% sequentially and off-highway Q2 revenue was $706 million. The company expects 2026 net sales $5.8B-$6.0B and adjusted EBITDA $1.465B-$1.575B, plus defense contract wins.

Allison Transmission (NYSE:ALSN) Posts Better

Allison Transmission (NYSE:ALSN) reported Q2 CY2026 revenue of $1.57 billion, up 92.4% year on year, beating market expectations by 3.1%. Full-year revenue guidance is $5.9 billion at the midpoint, 1.6% above analysts’ estimates. GAAP EPS was $2.15, down 13% versus consensus, and Q2 operating margin fell to 18.6%.

ALSN sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning ALSN (Allison Transmission Holdings Inc). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.

Recent ALSN coverage spans earnings, financial news and market movers.

What's driving ALSN

  • Guidance raise and beat on revenue/EPS support a bullish near-term bias, but margin deterioration and cost-inflation recovery timing are key risks.

    financialcontent.com · Aug 10, 2026

  • Guidance raise plus sizable defense awards and clearer 2026 cash flow outlook should support near-term sentiment and reduce downside risk.

    yahoo.com · Aug 5, 2026

  • Revenue beat and slightly-up guidance are supportive, but the GAAP EPS miss and margin compression raise near-term earnings-quality risk.

    financialcontent.com · Aug 3, 2026

  • The 8-K provides a fresh earnings and cash-flow datapoint plus integration progress for the Jan 1, 2026 Off-Highway acquisition, which can re-rate near-term leverage and margin expectations.

    SEC EDGAR 8-K · Aug 3, 2026

  • Earnings timing and consensus expectations are the actionable inputs; the article also flags recent revenue-estimate misses, raising downside risk if results disappoint.

    financialcontent.com · Aug 2, 2026

alphai scores every news story that mentions ALSN with an AI model for sentiment and relevance, and aggregates insider trades from Allison Transmission Holdings Inc's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ALSN

Score
$ALSNMedAI 8/10

Allison Transmission’s Q2 Earnings Call: Our Top 5 Analyst Questions

Allison Transmission (ALSN) reported Q2 revenue of $1.57B versus $1.52B estimates and adjusted EPS of $2.73 versus $2.59, with adjusted EBITDA of $404M versus $392.5M. The company lifted full-year revenue guidance to $5.9B and EBITDA guidance to $1.52B (midpoint). Management cited Off-Highway integration, defense contract wins, and pricing actions to offset costs.

$ALSNMedAI 8/10

Allison Transmission Q2 Earnings Call Highlights

Allison Transmission (NYSE:ALSN) reported Q2 updates on pricing, demand and guidance. COO Fred Bohley said North American on-highway revenue rose 15% sequentially and off-highway Q2 revenue was $706 million. The company expects 2026 net sales $5.8B-$6.0B and adjusted EBITDA $1.465B-$1.575B, plus defense contract wins.

$ALSNMedAI 8/10

Allison Transmission (NYSE:ALSN) Posts Better

Allison Transmission (NYSE:ALSN) reported Q2 CY2026 revenue of $1.57 billion, up 92.4% year on year, beating market expectations by 3.1%. Full-year revenue guidance is $5.9 billion at the midpoint, 1.6% above analysts’ estimates. GAAP EPS was $2.15, down 13% versus consensus, and Q2 operating margin fell to 18.6%.

Allison Transmission Holdings Inc (ALSN): Results of Operations and Financial Condition

Allison Transmission Holdings Inc (ALSN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d95413dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Allison Announces Second Quarter 2026 Results * Net Sales of $1,566 million, up 92% year over year, including the addition of the Allison Off-Highway business unit acquired on January 1, 2026 * Record quarterly net sales of

$ALSNMed

Why is Also stock sliding today? By Investing.com

Also Holding AG shares fell 2.8% to CHF 199.8 after H1 2026 interim results. The company reported net profit up 61% to EUR 69m and revenue up 21% to EUR 8.3b, citing AI infrastructure and cloud. It reaffirmed full-year 2026 guidance (EBITDA EUR 300m-340m) despite analysts cutting EPS expectations, contributing to the selloff.

$DANLow

Dana, Magna workers face critical contract fights, as UAW seeks to extend pattern of betrayals

The article describes ongoing UAW-related contract disputes for US Dana and Magna Seating workers, citing low pay, tier systems, and working-condition concerns. Dana master talks resume July 7; workers rejected a tentative deal in June and are on an extension. Magna’s Highland Park contract expires soon; starting pay is $17.50/hour. It also references Dana’s $2.7B Off-Highway sale to Allison Transmission.

Why Allison Transmission (ALSN) Stock Is Up Today

Allison Transmission (NYSE: ALSN) shares rose about 5% after reports it will be added to the S&P MidCap 400, replacing Goodyear Tire & Rubber effective before the July 6 open. The move follows mixed Q4 results: revenue $737M (+/-), EPS $1.18 below estimates, and a 2026 revenue guide near $5.75B.

$ALSNMed

Allison Transmission Holdings Inc (ALSN): Entry into a Material Definitive Agreement

Allison Transmission Holdings Inc (ALSN) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 d122590dex101.htm EX-10.1 EX-10.1 Exhibit 10.1 Execution Version AMENDMENT NO. 6 TO CREDIT AGREEMENT AMENDMENT NO. 6 TO CREDIT AGREEMENT, dated as of June 11, 2026 (this “ Amendment ”), by and among ALLISON TRANSMISSION, INC., a Delaware corporation (the “ Borrower ”),

$ALSNMed

Allison Declares Quarterly Dividend

Allison Transmission Holdings Inc. (NYSE: ALSN) has announced that its Board of Directors declared a quarterly cash dividend of $0.29 per share for the second quarter of 2026. The dividend will be paid on May 29, 2026, to shareholders of record as of May 18, 2026. The company, a global leader in high-performance mobility solutions, emphasized that future dividends are subject to the Board's discretion based on financial performance and other factors.

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