ALSN · Allison Transmission Holdings Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 3, 2026TL;DR. Allison reported Q2 net sales of $1,566 million, up 92% year-over-year including the new Off-Highway business, with adjusted free cash flow up 84% to a record $281 million, and raised full-year 2026 net sales, adjusted EBITDA, and free cash flow guidance while flagging material/commodity cost headwinds in the legacy transmission business.
- + Defense end-market revenue grew 57% to ~$99 million, anchored by a $250 million BAE Hägglunds contract and large multi-year program wins.
- − Legacy Allison Transmission gross profit declined $6 million YoY on unfavorable material costs and higher manufacturing expense, despite price increases.
- − The Americas region in Off-Highway declined year-over-year, driven by construction, material handling, and agriculture, with agriculture yet to inflect positively.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ALSN
this stock
Allison Transmission Holdings Inc
|
$9.39B | +20.5% | -6.7% | 18.1 | 2.9% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -6.9% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -17.7% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -31.3% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ALSN | +3.6% | -8.2% | -9.0% | +4.2% | +20.5% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +3.8% | -7.7% | -21.2% | +3.2% | +7.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.