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Allison Transmission Holdings ALSN Agriculture — Revenue

Other product segments

North America On Highway
$430M+3.1%
Construction Material Handling
$249M
Service Parts Support Equipment And Other
$177M+0.6%
Service Other
$152M
Outside North America On Highway
$132M-7.0%
Defense
$99M+57.1%
Industrial Products
$99M
Mining
$54M

Similar metrics at other companies

VMI
VMIAgriculture — Revenue
$243.7M-15.8%
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DESmall Agriculture — Revenue
$2.34B+19.1%
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DEProduction Agriculture — Revenue
$4.4B-14.3%
VMI
VMIAgriculture Product Line — Revenue
$241.97M-15.8%
Titan Machinery logo
TITNAgricultural Segment — Revenue
$344.22M-10.4%
HWK
HWKNAgricultural — Revenue
$27.91M+30.0%

Other financials

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

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Market cap$9.8B+32.7%
Enterprise value$13.63B+51.1%
P/E18.5×+8.8×
P/S2.2×-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×

Where this comes from

Reported directly by Allison Transmission Holdings in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Allison Transmission Holdings’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 9:13 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-334039
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Net sales$1,566$814$2,972$1,580
Cost of sales1,0514112,051799
Gross profit515403921781
Selling, general and administrative168104325191
Engineering — research and development564311085
Operating income291256486505
Interest expense, net(54)(22)(115)(43)
Other (expense) income, net(9)8(11)13

ITEM 1. Financial Statements

FAQ

What is Allison Transmission Holdings's agriculture — revenue?
Allison Transmission Holdings (ALSN) reported agriculture — revenue of $152M in Q2 2026.
What does agriculture — revenue mean?
This metric represents the total net revenue generated from the sale of transmission products and related services specifically tailored for the agriculture equipment market. It excludes any sales-related taxes collected from customers, reflecting the core economic value derived from this vertical. This segment captures demand for heavy-duty automatic transmissions used in specialized agricultural machinery and off-highway equipment.

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