ALSN · Allison Transmission Holdings Inc · Webcasts, Transcripts & Audio
$117.97
+1.69 (+1.45%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$9.39B
Shares
82.58M
Volume · Oct 2
749.68K
Avg daily vol (3M)
827.38K
Allison Transmission Holdings Inc Webcasts
Earnings calls, investor updates, investor days and conferences for Allison Transmission Holdings Inc (ALSN), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲25.2%
$710.00M
$139.00M
'22 Q3
22-10-26
▲11.5%
$718.00M
$141.00M
'22 Q4
23-02-15
▲9.5%
$741.00M
$170.00M
'23 Q1
23-04-27
▲17.9%
$783.00M
$175.00M
'23 Q2
23-07-27
▲3.7%
$736.00M
$158.00M
'23 Q3
23-10-25
▲7.9%
$775.00M
$170.00M
'23 Q4
24-02-13
▲6.5%
$789.00M
$169.00M
'24 Q1
24-04-25
▲4.2%
$816.00M
$187.00M
'24 Q2
24-07-25
▲12%
$824.00M
$200.00M
'24 Q3
24-10-29
▲2.7%
$796.00M
$175.00M
'24 Q4
25-02-11
▼2.9%
$766.00M
$192.00M
'25 Q1
25-05-01
▼0.2%
$814.00M
$195.00M
'25 Q2
25-08-04
▼15.9%
$693.00M
$137.00M
'25 Q3
25-10-29
▼7.4%
$737.00M
$99.00M
'25 Q4
26-02-23
▲83.6%
$1.41B
$112.00M
'26 Q1
26-05-04
LATEST
▲92.4%
$1.57B
$181.00M
'26 Q2
26-08-03
Earnings call
FY26 · Q2
2026-08-03
Allison Transmission Holdings Inc (ALSN) Q2 2026 Earnings Call Transcript
Confident tone
Pricing actions and commodity pass-through
Full-year guidance update
Allison Off-Highway Business Unit performance
Revenue
$1.57B
▲ 92.4% YoY Diluted EPS
$2.15
▼ 6.1% YoY Gross margin
32.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-04
Allison Transmission Holdings Inc (ALSN) Q1 2026 Earnings Call Transcript
Positive tone
Acquisition integration and synergies
Full year guidance and financial outlook
Off-highway mining and construction
Revenue
$1.41B
▲ 83.6% YoY Diluted EPS
$1.33
▼ 40.4% YoY Gross margin
28.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-23
Allison Transmission Holdings Inc (ALSN) Q4 2025 Earnings Call Transcript
Positive tone
Dana Off-Highway acquisition integration
North America On-Highway end market
Cost synergies from acquisition
Revenue
$737.00M*
▼ 7.4% YoY Gross margin
47.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Allison Transmission Holdings Inc (ALSN) Q3 2025 Earnings Call Transcript
Balanced tone
Dana Off-Highway Acquisition
Defense End Market Growth
North America On-Highway Demand Weakness
Revenue
$693.00M
▼ 15.9% YoY Diluted EPS
$1.63
▼ 28.2% YoY Gross margin
47.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
Allison Transmission Holdings Inc (ALSN) Q2 2025 Earnings Call Transcript
Positive tone
Dana Off-Highway acquisition
Defense end market
Outside North America and defense growth
Revenue
$814.00M
▼ 0.2% YoY Diluted EPS
$2.29
▲ 7.5% YoY Gross margin
49.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Allison Transmission Holdings Inc (ALSN) Q1 2025 Earnings Call Transcript
Positive tone
North American supply chain resilience
Pricing realization
Municipal and vocational insulation
Revenue
$766.00M
▼ 2.9% YoY Diluted EPS
$2.23
▲ 17.4% YoY Gross margin
49.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-11
Allison Transmission Holdings Inc (ALSN) Q4 2024 Earnings Call Transcript
Positive tone
Pricing and margin expansion
Defense end market growth
North America on-highway / vocational demand
Revenue
$796.00M*
▲ 2.7% YoY Gross margin
46.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Allison Transmission Holdings Inc (ALSN) Q3 2024 Earnings Call Transcript
Confident tone
Capacity constraints and supply chain investments
Wide-body dump / mining initiative and Lugan partnership
India facility expansion / global capacity build-out
Revenue
$824.00M
▲ 12% YoY Diluted EPS
$2.27
▲ 29% YoY Gross margin
48.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Allison Transmission Holdings Inc (ALSN) Q2 2024 Earnings Call Transcript
Confident tone
Capacity and supply chain constraints
Outside North America On-Highway performance
North American On-Highway / Class 8 vocational demand
Revenue
$816.00M
▲ 4.2% YoY Diluted EPS
$2.13
▲ 10.9% YoY Gross margin
48.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Allison Transmission Holdings Inc (ALSN) Q1 2024 Earnings Call Transcript
Confident tone
Defense end market growth
Pricing actions and pricing opportunity into 2025
2024 full-year guidance reaffirmed
Revenue
$789.00M
▲ 6.5% YoY Diluted EPS
$1.90
▲ 2.7% YoY Gross margin
46.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Allison Transmission Holdings Inc (ALSN) Q4 2023 Earnings Call Transcript
Confident tone
North America On-Highway end market strength
Defense end market growth
2024 guidance and cost pressures
Revenue
$775.00M*
▲ 7.9% YoY Gross margin
47.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
Allison Transmission Holdings Inc (ALSN) Q3 2023 Earnings Call Transcript
Revenue
$736.00M
▲ 3.7% YoY Diluted EPS
$1.76
▲ 21.4% YoY Gross margin
48.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Allison Transmission Holdings Inc (ALSN) Q2 2023 Earnings Call Transcript
Revenue
$783.00M
▲ 17.9% YoY Diluted EPS
$1.92
▲ 52.4% YoY Gross margin
48.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Allison Transmission Holdings Inc (ALSN) Q1 2023 Earnings Call Transcript
Revenue
$741.00M
▲ 9.5% YoY Diluted EPS
$1.85
▲ 42.3% YoY Gross margin
48.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-15
Allison Transmission Holdings Inc (ALSN) Q4 2022 Earnings Call Transcript
Revenue
$718.00M*
▲ 11.5% YoY Gross margin
47.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Allison Transmission Holdings Inc (ALSN) Q3 2022 Earnings Call Transcript
Revenue
$710.00M
▲ 25.2% YoY Diluted EPS
$1.45
▲ 62.9% YoY Gross margin
46.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Allison Transmission Holdings Inc (ALSN) Q2 2022 Earnings Call Transcript
Revenue
$664.00M
▲ 10.1% YoY Diluted EPS
$1.26
▲ 24.8% YoY Gross margin
46.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
Allison Transmission Holdings Inc (ALSN) Q1 2022 Earnings Call Transcript
Revenue
$677.00M
▲ 15.1% YoY Diluted EPS
$1.30
▲ 21.5% YoY Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
Allison Transmission Holdings Inc (ALSN) Q4 2021 Earnings Call Transcript
Revenue
$644.00M*
▲ 20.4% YoY Gross margin
47.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Allison Transmission Holdings Inc (ALSN) Q3 2021 Earnings Call Transcript
Revenue
$567.00M
▲ 6.6% YoY Diluted EPS
$0.89
▲ 30.9% YoY Gross margin
46.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Allison Transmission Holdings Inc (ALSN) Q2 2021 Earnings Call Transcript
Revenue
$603.00M
▲ 59.9% YoY Diluted EPS
$1.01
▲ 405% YoY Gross margin
47.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Allison Transmission Holdings Inc (ALSN) Q1 2021 Earnings Call Transcript
Revenue
$588.00M
▼ 7.7% YoY Diluted EPS
$1.07
▼ 10.8% YoY Gross margin
49.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-17
Allison Transmission Holdings Inc (ALSN) Q4 2020 Earnings Call Transcript
Revenue
$535.00M
▼ 13.3% YoY Diluted EPS
$0.53
▼ 41.1% YoY Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Allison Transmission Holdings Inc (ALSN) Q3 2020 Earnings Call Transcript
Revenue
$532.00M
▼ 20.5% YoY Diluted EPS
$0.68
▼ 44.7% YoY Gross margin
47.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Allison Transmission Holdings Inc (ALSN) Q2 2020 Earnings Call Transcript
Revenue
$377.00M
▼ 48.8% YoY Diluted EPS
$0.20
▼ 86.3% YoY Gross margin
43.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-04
Allison Transmission Holdings Inc (ALSN) Q1 2020 Earnings Call Transcript
Revenue
$637.00M
▼ 5.6% YoY Diluted EPS
$1.20
▼ 9.1% YoY Gross margin
51.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
Allison Transmission Holdings Inc (ALSN) Q4 2019 Earnings Call
Revenue
$617.00M
▼ 4.6% YoY Diluted EPS
$0.90
▼ 21.1% YoY Gross margin
48.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 webcasts
Key facts
CIK
1411207
CUSIP
01973R101
13F (30d)
17 filings
16 filers
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