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Allison Transmission Holdings ALSN Q4 2025 Annual earnings

Reported February 23, 2026 · After market close

Revenue$737.0MBeat by $11.6M
EPS$1.18Miss by $0.38
Revenue estimate$725.4M
EPS estimate$1.56

Next report

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

Financials

Q4 2025

Income statement

See full
Revenue$737.0M-7.4%
Gross profit$354.0M-5.1%
Operating income$171.0M-27.2%
Net income$99.0M-43.4%
EPS (diluted)$1.17-41.2%

Balance sheet

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Cash & equivalents$1.5B+91.4%
Total debt$2.9B+20.2%
Total equity$1.9B+13.1%
Total assets$6.1B+14.0%

Cash flow

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Operating cash flow$243.0M+15.2%
CapEx$74.0M-1.3%
Free cash flow$169.0M+24.3%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$8.15B-13.0%
Enterprise value$9.56B-13.1%
P/E13.1×+0.3×
P/S2.7×-0.2×

Profitability

See full
Gross margin48.6%+1.2pp
Operating margin29.2%-1.5pp
Net margin20.7%-2.0pp
FCF margin22%+1.6pp

Returns & leverage

See full
Return on equity35.4%-15.3pp
Debt / equity1.6×+0.1×
Current ratio4.9×+1.8×

Segments

By product

See full
North America On Highway$361.0M-13.8%
Service Parts Support Equipment And Other$160.0M-5.3%
Outside North America On Highway$131.0M+5.6%
Defense$73.0M+7.4%

FAQ

When did Allison Transmission Holdings report Q4 2025 earnings?
Allison Transmission Holdings (ALSN) reported Q4 2025 earnings on February 23, 2026 after market close.
What were Allison Transmission Holdings's Q4 2025 revenue and EPS?
Allison Transmission Holdings reported revenue of $737.0M and eps of $1.18 for Q4 2025.
Did Allison Transmission Holdings beat estimates in Q4 2025?
Revenue beat the consensus estimate of $725.4M by $11.6M. EPS missed the consensus estimate of $1.56 by $0.38.
How did Allison Transmission Holdings's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 7.4% from $796.0M a year earlier and eps declined 41.3% from $2.01.
Where can I find Allison Transmission Holdings's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001193125-26-063975) and the 10-K periodic report (0001193125-26-065627) directly on SEC EDGAR. The filing index links above go to sec.gov.