Allison Transmission posts record Q3 sales and lifts FY2026 revenue guidance
Allison Transmission reported third‑quarter 2026 net sales of $1,534 million, a 121% year‑over‑year increase, driven by the integration of the Allison Off‑Highway acquisition. Net income rose to $191 million and diluted EPS to $2.30, while adjusted diluted EPS reached $2.90. The company raised its full‑year 2026 net‑sales outlook to $5,975‑$6,075 million and repurchased $57 million of stock, also paying a $0.29 per‑share dividend.
Why it matters
The higher guidance signals stronger revenue and earnings momentum, which could lift the stock price and support continued dividend and share‑repurchase activity (the company’s own release says the guidance raise reflects improved market conditions).
Key facts
- 1Net sales for Q3 2026 were $1,534 million, up 121% YoY, including $653 million from the Allison Off‑Highway unit. prnewswire.com
- 2Net income for the quarter was $191 million, a $54 million increase YoY. prnewswire.com
- 3Diluted EPS for Q3 2026 was $2.30, a 41% YoY increase. prnewswire.com
- 4Adjusted diluted EPS was $2.90, a 59% YoY increase. prnewswire.com
- 5Adjusted EBITDA was $400 million, up 56% YoY, with a margin of 26.1%. prnewswire.com
- 6Full‑year 2026 consolidated net‑sales guidance was raised to $5,975‑$6,075 million. rv-pro.com
Summary written by AlphAI AI Desk from 20 of 20 sources. Not investment advice. Figures are as stated by the linked sources.