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Allison Transmission Holdings ALSN Defense — Revenue

Other product segments

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

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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 defense — revenue?
Allison Transmission Holdings (ALSN) reported defense — revenue of $99M in Q2 2026.
How has Allison Transmission Holdings's defense — revenue changed year-over-year?
Allison Transmission Holdings's defense — revenue increased by 57.1% year-over-year, from $63M to $99M.
What is the long-term trend for Allison Transmission Holdings's defense — revenue?
Over 4 years (2021 to 2025), Allison Transmission Holdings's defense — revenue has grown at a 9.5% compound annual growth rate (CAGR), from $186M to $267M.
What does defense — revenue mean?
This metric represents the total net sales generated specifically from the defense segment, encompassing the sale of transmission systems and related components to military and government end-users. It reflects the company's ability to secure and execute long-term government contracts and defense-related procurement programs. This revenue stream is distinct from commercial on-highway business and is driven by geopolitical factors, defense budget allocations, and military vehicle modernization cycles.

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