earnings
confidence high
sentiment positive
materiality 0.75
Allison Q1 revenue jumps 84% to $1.41B; adj. EPS $2.57 up 6%; reaffirms FY guidance
Allison Transmission Holdings Inc
2026-Q1 EPS reported
$1.33
revenue$1,406,000,000
- Net sales rose 84% to $1.406B, driven by Allison Off-Highway acquisition closing Jan 1, 2026.
- Adjusted diluted EPS $2.57, up 6% YoY; GAAP diluted EPS $1.33 due to $76M one-time inventory step-up and integration costs.
- Adjusted EBITDA $362M (+22% YoY); margin 26%.
- Allison Transmission segment sales $733M (-4% YoY); Off-Highway contributed $673M in net sales.
- Full-year 2026 guidance reaffirmed: net sales $5.575-$5.925B, adj. EBITDA $1.365-$1.515B.