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ALSN · Allison Transmission Holdings Inc

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$125.87 +2.95 (+2.40%) At close · Aug 14
Market Cap
$10.37B
Shares
82.58M

Allison Transmission Holdings Inc Earnings Call Transcripts

Every quarterly earnings call for Allison Transmission Holdings Inc (ALSN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

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 Q2 FY2026 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-04
Allison Transmission Holdings Inc Q1 FY2026 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-23
Allison Transmission Holdings Inc Q4 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Allison Transmission Holdings Inc Q3 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
Allison Transmission Holdings Inc Q2 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Allison Transmission Holdings Inc Q1 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-11
Allison Transmission Holdings Inc Q4 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Allison Transmission Holdings Inc Q3 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Allison Transmission Holdings Inc Q2 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Allison Transmission Holdings Inc Q1 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Allison Transmission Holdings Inc Q4 FY2023 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-25
Allison Transmission Holdings Inc Q3 FY2023 Earnings Call
Revenue
$736.00M
▲ 3.7% YoY
Diluted EPS
$1.76
▲ 21.4% YoY
Gross margin
48.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Allison Transmission Holdings Inc Q2 FY2023 Earnings Call
Revenue
$783.00M
▲ 17.9% YoY
Diluted EPS
$1.92
▲ 52.4% YoY
Gross margin
48.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Allison Transmission Holdings Inc Q1 FY2023 Earnings Call
Revenue
$741.00M
▲ 9.5% YoY
Diluted EPS
$1.85
▲ 42.3% YoY
Gross margin
48.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-15
Allison Transmission Holdings Inc Q4 FY2022 Earnings Call
Revenue
$718.00M*
▲ 11.5% YoY
Gross margin
47.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Allison Transmission Holdings Inc Q3 FY2022 Earnings Call
Revenue
$710.00M
▲ 25.2% YoY
Diluted EPS
$1.45
▲ 62.9% YoY
Gross margin
46.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Allison Transmission Holdings Inc Q2 FY2022 Earnings Call
Revenue
$664.00M
▲ 10.1% YoY
Diluted EPS
$1.26
▲ 24.8% YoY
Gross margin
46.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
Allison Transmission Holdings Inc Q1 FY2022 Earnings Call
Revenue
$677.00M
▲ 15.1% YoY
Diluted EPS
$1.30
▲ 21.5% YoY
Gross margin
47.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
Allison Transmission Holdings Inc Q4 FY2021 Earnings Call
Revenue
$644.00M*
▲ 20.4% YoY
Gross margin
47.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Allison Transmission Holdings Inc Q3 FY2021 Earnings Call
Revenue
$567.00M
▲ 6.6% YoY
Diluted EPS
$0.89
▲ 30.9% YoY
Gross margin
46.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Allison Transmission Holdings Inc Q2 FY2021 Earnings Call
Revenue
$603.00M
▲ 59.9% YoY
Diluted EPS
$1.01
▲ 405% YoY
Gross margin
47.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Allison Transmission Holdings Inc Q1 FY2021 Earnings Call
Revenue
$588.00M
▼ 7.7% YoY
Diluted EPS
$1.07
▼ 10.8% YoY
Gross margin
49.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-17
Allison Transmission Holdings Inc Q4 FY2020 Earnings Call
Revenue
$535.00M
▼ 13.3% YoY
Diluted EPS
$0.53
▼ 41.1% YoY
Gross margin
47.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Allison Transmission Holdings Inc Q3 FY2020 Earnings Call
Revenue
$532.00M
▼ 20.5% YoY
Diluted EPS
$0.68
▼ 44.7% YoY
Gross margin
47.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Allison Transmission Holdings Inc Q2 FY2020 Earnings Call
Revenue
$377.00M
▼ 48.8% YoY
Diluted EPS
$0.20
▼ 86.3% YoY
Gross margin
43.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-04
Allison Transmission Holdings Inc Q1 FY2020 Earnings Call
Revenue
$637.00M
▼ 5.6% YoY
Diluted EPS
$1.20
▼ 9.1% YoY
Gross margin
51.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
Allison Transmission Holdings Inc Q4 FY2019 Earnings Call
Revenue
$617.00M
▼ 4.6% YoY
Diluted EPS
$0.90
▼ 21.1% YoY
Gross margin
48.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 earnings calls
Key facts CIK 1411207 CUSIP 01973R101 13F (30d) 519 filings 511 filers Visit website Investor relations

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