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Allison Transmission (ALSN) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2025, Allison Transmission (ALSN - Free Report) reported revenue of $693 million, down 15.9% over the same period last year. EPS came in at $1.63, compared to $2.27 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $755.89 million, representing a surprise of -8.32%. The company delivered an EPS surprise of -16.41%, with the consensus EPS estimate being $1.95.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Allison Transmission performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales by End Market- North America On-Highway: $327 million compared to the $368.42 million average estimate based on three analysts. The reported number represents a change of -28.5% year over year.
  • Net Sales by End Market- Outside North America On-Highway: $122 million versus $130.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.
  • Net Sales by End Market- Service Parts, Support Equipment & Other: $159 million compared to the $169.4 million average estimate based on three analysts. The reported number represents a change of -5.4% year over year.
  • Net Sales by End Market- Defense: $78 million versus the three-analyst average estimate of $60.42 million. The reported number represents a year-over-year change of +47.2%.
  • Net Sales by End Market- Global Off-Highway: $7 million versus the three-analyst average estimate of $17.77 million.

View all Key Company Metrics for Allison Transmission here>>>

Shares of Allison Transmission have returned -3.3% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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