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Allison Transmission (ALSN) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Allison Transmission (ALSN - Free Report) reported revenue of $1.53 billion, up 121.4% over the same period last year. EPS came in at $2.90, compared to $1.63 in the year-ago quarter.

The reported revenue represents a surprise of +4.52% over the Zacks Consensus Estimate of $1.47 billion. With the consensus EPS estimate being $2.47, the EPS surprise was +17.41%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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- Allison Transmission- Global Off-Highway: $15 million compared to the $8.33 million average estimate based on three analysts. The reported number represents a change of +114.3% year over year.
  • Net Sales- Total Allison Off-Highway: $653 million compared to the $663.44 million average estimate based on three analysts.
  • Net Sales- Total Allison Transmission: $881 million compared to the $804.77 million average estimate based on three analysts.
  • Net Sales- Allison Transmission- Service Parts, Support Equipment and Other: $181 million versus $164.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.8% change.
  • Net Sales- Allison Transmission- Defense: $94 million versus the three-analyst average estimate of $100.62 million. The reported number represents a year-over-year change of +20.5%.
  • Net Sales- Allison Transmission- Outside North America On-Highway: $129 million versus $120.78 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change.
  • Net Sales- Allison Transmission- North America On-Highway: $462 million versus the three-analyst average estimate of $410.21 million. The reported number represents a year-over-year change of +41.3%.

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

Shares of Allison Transmission have returned -2.3% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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