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Allison Transmission Holdings ALSN Q4 2025 Annual earnings

Reported February 23, 2026 · After market close

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

Next report

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

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

See full
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

See full
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%

Versus estimates

Revenue

Q1 2026$1.4BBeat by $25.7M
Q4 2025$737.0MBeat by $11.6M
Q3 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 $0.38
Q3 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 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 diluted 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 diluted 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.