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Allison Transmission Holdings ALSN Q3 2025 earnings

Reported October 29, 2025 · After market close

Revenue$693.0MMiss by $26.1MDiluted EPS$1.63Miss by $0.32
Revenue estimate$719.1M
EPS estimate$1.95

Next report

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

Financials

Q3 2025

Income statement

See full
Revenue$693.0M-15.9%
Gross profit$329.0M-16.9%
Operating income$204.0M-21.5%
Net income$137.0M-31.5%
EPS (diluted)$1.63-28.2%

Balance sheet

See full
Cash & equivalents$902.0M+14.5%
Total debt$2.4B-0.2%
Total equity$1.8B+13.6%
Total assets$5.5B+2.8%

Cash flow

See full
Operating cash flow$228.0M-7.3%
CapEx$44.0M+22.2%
Free cash flow$184.0M-12.4%

Valuation & ratios

Valuation

as of 09/30/25
See full
Market cap$7.1B-15.2%
Enterprise value$8.61B-13.9%
P/E10.2×-1.4×
P/S2.3×-0.3×

Profitability

See full
Gross margin48.3%+0.6pp
Operating margin30.8%+0.1pp
Net margin22.8%+0.1pp
FCF margin20.5%-1.6pp

Returns & leverage

See full
Return on equity40.4%-11.4pp
Debt / equity1.3×-0.2×
Current ratio3.8×+1.0×

Segments

By product

See full
North America On Highway$327.0M-28.4%
Service Parts Support Equipment And Other$159.0M-5.4%
Outside North America On Highway$122.0M-3.2%
Defense$78.0M+47.2%

Versus estimates

Revenue

Q1 2026$1.4BBeat by $25.7MQ4 2025$737.0MBeat by $11.6M
Q3 2025$693.0MMiss by $26.1M
Q2 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 $0.47Q4 2025$1.18Miss by $0.38
Q3 2025$1.63Miss by $0.32
Q2 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 Q3 2025 earnings?
Allison Transmission Holdings (ALSN) reported Q3 2025 earnings on October 29, 2025 after market close.
What were Allison Transmission Holdings's Q3 2025 revenue and EPS?
Allison Transmission Holdings reported revenue of $693.0M and diluted EPS of $1.63 for Q3 2025.
Did Allison Transmission Holdings beat estimates in Q3 2025?
Revenue missed the consensus estimate of $719.1M by $26.1M. EPS missed the consensus estimate of $1.95 by $0.32.
How did Allison Transmission Holdings's Q3 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 15.9% from $824.0M a year earlier and diluted EPS declined 28.2% from $2.27.
Where can I find Allison Transmission Holdings's Q3 2025 SEC filings?
You can read the 10-Q periodic report (0001193125-25-257624) directly on SEC EDGAR. The filing index links above go to sec.gov.