The financials
Allison Transmission Holdings, Inc. by the numbers
Allison Transmission Holdings, Inc. (ALSN) reported revenue of $1.41B in Q1 2026 (quarter ended March 31, 2026), up 84% from the same quarter a year earlier. That came with a gross margin of 29% and net income of $112M (8.0% of revenue). For the full year FY2025, revenue was $3.01B (−6.7% year on year) and net income $623M. Its largest product in 2026-Q1 was North America On Highway at $375M, 27% of the disclosed total, just ahead of Construction Material Handling at 16%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $1.41B | $766M | +84% |
| Gross profit | $406M | $378M | +7.4% |
| Operating income | $195M | $249M | −22% |
| Net income | $112M | $192M | −42% |
| Diluted EPS | $1.33 | $2.23 | −40% |
| Product | Revenue | Share |
|---|---|---|
| North America On Highway | $375M | 27% |
| Construction Material Handling | $227M | 16% |
| Agriculture | $154M | 11% |
| Service Parts Support Equipment And Other | $153M | 11% |
| Service Parts Specialty And Other | $152M | 11% |
| Outside North America On Highway | $110M | 7.8% |
| Industrial Products | $90M | 6.4% |
| Defense | $87M | 6.2% |
| Mining | $50M | 3.6% |
| Global Off-Highway | $8.0M | 0.6% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $1.41B (+103%)
Defense grew +64% year on yearGlobal Off-Highway -56% year on year
Segment Latestquarter on quarteryear on year
- North America On Highway$375.0M$375.0MQoQ +15%year on year -14%+15%-14%
- Construction Material Handling$227.0M$227.0MQoQ -year on year ---
- Agriculture$154.0M$154.0MQoQ -year on year ---
- Service Parts Support Equipment And Other$153.0M$153.0MQoQ -3.8%year on year +3.4%-3.8%+3.4%
- Service Parts Specialty And Other$152.0M$152.0MQoQ -year on year ---
- Outside North America On Highway$110.0M$110.0MQoQ -9.8%year on year -1.8%-9.8%-1.8%
- Industrial Products$90.0M$90.0MQoQ -year on year ---
- Defense$87.0M$87.0MQoQ +12%year on year +64%+12%+64%
- Mining$50.0M$50.0MQoQ -year on year ---
- Global Off-Highway$8.0M$8.0MQoQ +14%year on year -56%+14%-56%