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Allison Transmission Holdings ALSN Q2 2025 earnings

Reported August 4, 2025 · After market close

Revenue$814.0MBeat by $14.7MDiluted EPS$2.29Beat by $0.09
Revenue estimate$799.3M
EPS estimate$2.20

Next report

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

Financials

Q2 2025

Income statement

See full
Revenue$814.0M-0.2%
Gross profit$402.0M+2.0%
Operating income$256.0M-2.7%
Net income$195.0M+4.3%
EPS (diluted)$2.29+7.5%

Balance sheet

See full
Cash & equivalents$778.0M+20.1%
Total debt$2.4B-0.2%
Total equity$1.8B+18.1%
Total assets$5.4B+4.5%

Cash flow

See full
Operating cash flow$184.0M+7.6%
CapEx$31.0M+47.6%
Free cash flow$153.0M+2.0%

Valuation & ratios

Valuation

as of 06/30/25
See full
Market cap$7.87B+18.6%
Enterprise value$9.51B+13.1%
P/E10.3×+0.6×
P/S2.5×+0.3×

Profitability

See full
Gross margin48.4%+0.7pp
Operating margin31.3%+1.0pp
Net margin23.8%+1.9pp
FCF margin20.4%-1.4pp

Returns & leverage

See full
Return on equity47.1%-6.8pp
Debt / equity1.4×-0.3×
Current ratio3.4×+0.6×

Segments

By product

See full
North America On Highway$417.0M-8.6%
Service Parts Support Equipment And Other$176.0M+6.0%
Outside North America On Highway$142.0M+10.9%
Defense$63.0M+46.5%

Versus estimates

Revenue

Q1 2026$1.4BBeat by $25.7MQ4 2025$737.0MBeat by $11.6MQ3 2025$693.0MMiss by $26.1M
Q2 2025$814.0MBeat by $14.7M
Q1 2025$766.0MMiss by $21.8MQ4 2024$796.0MBeat by $6.1M

Diluted EPS

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

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Questions, answered.

When did Allison Transmission Holdings report Q2 2025 earnings?
Allison Transmission Holdings (ALSN) reported Q2 2025 earnings on August 4, 2025 after market close.
What were Allison Transmission Holdings's Q2 2025 revenue and EPS?
Allison Transmission Holdings reported revenue of $814.0M and diluted EPS of $2.29 for Q2 2025.
Did Allison Transmission Holdings beat estimates in Q2 2025?
Revenue beat the consensus estimate of $799.3M by $14.7M. EPS beat the consensus estimate of $2.20 by $0.09.
How did Allison Transmission Holdings's Q2 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 0.2% from $816.0M a year earlier and diluted EPS grew 7.5% from $2.13.
Where can I find Allison Transmission Holdings's Q2 2025 SEC filings?
You can read the 10-Q periodic report (0000950170-25-103020) directly on SEC EDGAR. The filing index links above go to sec.gov.