ALSNAllison Transmission Holdings, Inc.
$109.89+25% 1Y
$109.89
$78.6252 weeks$135.66
The financials
Allison Transmission Holdings, Inc. by the numbers
Allison Transmission Holdings, Inc. (ALSN) reported revenue of $1.57B in Q2 2026 (quarter ended Jun 30, 2026), up 92% from the same quarter a year earlier. That came with a gross margin of 33% and net income of $181M (12% of revenue). For the full year FY2025, revenue was $3.01B (−6.7% year on year) and net income $623M. Its largest product in Q2 2026 was North America On Highway at $430M, 27% of the disclosed total, ahead of Construction Material Handling at 16%. The next results filing is expected around Oct 28, 2026, the same week as a year ago.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $1.57B | $814M | +92% |
| Gross profit | $515M | $403M | +28% |
| Operating income | $291M | $256M | +14% |
| Net income | $181M | $195M | −7.2% |
| Diluted EPS | $2.15 | $2.29 | −6.1% |
| Product | Revenue | Share |
|---|---|---|
| North America On Highway | $430M | 27% |
| Construction Material Handling | $249M | 16% |
| Service Parts Support Equipment And Other | $177M | 11% |
| Agriculture | $152M | 9.7% |
| Service Other | $152M | 9.7% |
| Outside North America On Highway | $132M | 8.4% |
| Defense | $99M | 6.3% |
| Industrial Products | $99M | 6.3% |
| Mining | $54M | 3.4% |
| Global Off-Highway | $22M | 1.4% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $1.57B (+11%)
Defense grew +57% year on yearOutside North America On Highway -7.0% year on year
Segment Latestquarter on quarteryear on year
- North America On Highway$430.0M$430.0Mquarter on quarter +15%year on year +3.1%+15%+3.1%
- Construction Material Handling$249.0M$249.0Mquarter on quarter +9.7%year on year n/a+9.7%n/a
- Service Parts Support Equipment And Other$177.0M$177.0Mquarter on quarter +16%year on year +0.57%+16%+0.57%
- Agriculture$152.0M$152.0Mquarter on quarter -1.3%year on year n/a-1.3%n/a
- Service Other$152.0M$152.0Mquarter on quarter n/ayear on year n/an/an/a
- Outside North America On Highway$132.0M$132.0Mquarter on quarter +20%year on year -7.0%+20%-7.0%
- Defense$99.0M$99.0Mquarter on quarter +14%year on year +57%+14%+57%
- Industrial Products$99.0M$99.0Mquarter on quarter +10%year on year n/a+10%n/a
- Mining$54.0M$54.0Mquarter on quarter +8.0%year on year n/a+8.0%n/a
- Global Off-Highway$22.0M$22.0Mquarter on quarter +175%year on year +38%+175%+38%