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Here's What Key Metrics Tell Us About Allison Transmission (ALSN) Q2 Earnings

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For the quarter ended June 2026, Allison Transmission (ALSN - Free Report) reported revenue of $1.57 billion, up 92.4% over the same period last year. EPS came in at $2.73, compared to $2.29 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.51 billion, representing a surprise of +3.82%. The company delivered an EPS surprise of +5%, with the consensus EPS estimate being $2.60.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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- Allison Transmission- North America On-Highway: $430 million versus the three-analyst average estimate of $389.46 million. The reported number represents a year-over-year change of +3.1%.
  • Net Sales- Allison Transmission- Defense: $99 million versus the three-analyst average estimate of $87.15 million. The reported number represents a year-over-year change of +57.1%.
  • Net Sales- Total Allison Off-Highway: $706 million compared to the $709.23 million average estimate based on three analysts.
  • Net Sales- Total Allison Transmission: $860 million versus $805.59 million estimated by three analysts on average.
  • Net Sales- Allison Transmission- Service Parts, Support Equipment and Other: $177 million versus the three-analyst average estimate of $178.94 million. The reported number represents a year-over-year change of +0.6%.
  • Net Sales- Allison Transmission- Outside North America On-Highway: $132 million compared to the $134.9 million average estimate based on two analysts. The reported number represents a change of -7% year over year.
  • Net Sales- Allison Transmission- Global Off-Highway: $22 million versus $11.36 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.5% change.

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

Shares of Allison Transmission have returned -1.6% over the past month versus the Zacks S&P 500 composite's +0.2% 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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