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Allison Transmission Holdings ALSN Q2 2026 earnings

Reported August 3, 2026 · After market close

Revenue$1.6BBeat by $63.8M
EPS$2.18Miss by $0.30
Revenue estimate$1.5B
EPS estimate$2.48

Next report

Oct 29, 2026 (in 2 months)
Revenue estimate$1.5B
EPS estimate$2.42

Financials

Q2 2026

Income statement

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Revenue$1.6B+92.4%
Gross profit$515.0M+27.8%
Operating income$291.0M+13.7%
Net income$181.0M-7.2%
EPS (diluted)$2.15-6.1%

Balance sheet

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Cash & equivalents$399.0M-48.7%
Total debt$4.2B+75.0%
Total equity$2.0B+12.9%
Total assets$8.7B+61.1%

Cash flow

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Operating cash flow$312.0M+69.6%
CapEx$31.0M0.0%
Free cash flow$281.0M+83.7%

Valuation & ratios

Valuation

as of 08/27/26
See full
Market cap$10.63B+42.6%
Enterprise value$14.47B+59.0%
P/E20.1×+10.3×
P/S2.4×+0.1×

Profitability

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Gross margin36.4%-12.0pp
Operating margin19.6%-11.7pp
Net margin12%-11.8pp
FCF margin16.7%-3.7pp

Returns & leverage

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Return on equity28.3%-18.7pp
Debt / equity2.1×+0.8×
Current ratio1.8×-1.6×

Segments

By product

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North America On Highway$430.0M+3.1%
Construction Material Handling$249.0M—
Service Parts Support Equipment And Other$177.0M+0.6%
Agriculture$152.0M—
Service Other$152.0M—

By segment

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Allison Transmission Reportable$860.0M+5.7%

FAQ

When did Allison Transmission Holdings report Q2 2026 earnings?
Allison Transmission Holdings (ALSN) reported Q2 2026 earnings on August 3, 2026 after market close.
What were Allison Transmission Holdings's Q2 2026 revenue and EPS?
Allison Transmission Holdings reported revenue of $1.6B and eps of $2.18 for Q2 2026.
Did Allison Transmission Holdings beat estimates in Q2 2026?
Revenue beat the consensus estimate of $1.5B by $63.8M. EPS missed the consensus estimate of $2.48 by $0.30.
How did Allison Transmission Holdings's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 92.4% from $814.0M a year earlier and eps declined 4.8% from $2.29.
Where can I find Allison Transmission Holdings's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-330544) and the 10-Q periodic report (0001193125-26-334039) directly on SEC EDGAR. The filing index links above go to sec.gov.