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Allison Transmission Holdings ALSN Q1 2026 earnings

Reported May 4, 2026 · After market close

Revenue$1.4BBeat by $25.7MDiluted EPS$2.57Beat by $0.47
Revenue estimate$1.4B
EPS estimate$2.10

Next report

Aug 3, 2026 (In 3 weeks)
Revenue estimate$1.5B
EPS estimate$2.55

Financials

Q1 2026

Income statement

See full
Revenue$1.4B+83.6%
Gross profit$406.0M+7.4%
Operating income$195.0M-21.7%
Net income$112.0M-41.7%
EPS (diluted)$1.33-40.4%

Balance sheet

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Cash & equivalents$311.0M-58.7%
Total debt$4.4B+81.4%
Total equity$1.9B+14.3%
Total assets$8.7B+62.2%

Cash flow

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Operating cash flow$156.0M-13.8%
CapEx$53.0M+104%
Free cash flow$103.0M-33.5%

Valuation & ratios

Valuation

as of 07/09/26
See full
Market cap$9.27B+19.3%
Enterprise value$13.35B+40.6%
P/E17.1×+6.8×
P/S2.5×+0.1×

Profitability

See full
Gross margin40.8%-7.3pp
Operating margin22.6%-8.8pp
Net margin14.9%-8.7pp
FCF margin16.7%-3.6pp

Returns & leverage

See full
Return on equity30.4%-19.7pp
Debt / equity2.3×+0.9×
Current ratio1.8×-1.2×

Segments

By product

See full
North America On Highway$375.0M-13.8%
Construction Material Handling$227.0M—
Agriculture$154.0M—
Service Parts Support Equipment And Other$153.0M+3.4%
Service Parts Specialty And Other$152.0M—

By segment

See full
Allison Transmission Reportable$733.0M-4.3%

Versus estimates

Revenue

Q1 2026$1.4BBeat by $25.7M
Q4 2025$737.0MBeat by $11.6MQ3 2025$693.0MMiss by $26.1MQ2 2025$814.0MBeat by $14.7MQ1 2025$766.0MMiss by $21.8MQ4 2024$796.0MBeat by $6.1M

Diluted EPS

Q1 2026$2.57Beat by $0.47
Q4 2025$1.18Miss by $0.38Q3 2025$1.63Miss by $0.32Q2 2025$2.29Beat by $0.09Q1 2025$2.23Beat by $0.18Q4 2024$2.01Beat by $0.11

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Questions, answered.

When did Allison Transmission Holdings report Q1 2026 earnings?
Allison Transmission Holdings (ALSN) reported Q1 2026 earnings on May 4, 2026 after market close.
What were Allison Transmission Holdings's Q1 2026 revenue and EPS?
Allison Transmission Holdings reported revenue of $1.4B and diluted EPS of $2.57 for Q1 2026.
Did Allison Transmission Holdings beat estimates in Q1 2026?
Revenue beat the consensus estimate of $1.4B by $25.7M. EPS beat the consensus estimate of $2.10 by $0.47.
How did Allison Transmission Holdings's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 83.6% from $766.0M a year earlier and diluted EPS grew 15.2% from $2.23.
Where can I find Allison Transmission Holdings's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-204146) and the 10-Q periodic report (0001193125-26-211857) directly on SEC EDGAR. The filing index links above go to sec.gov.