earnings
confidence high
sentiment positive
materiality 0.80
Allison Q2 net sales $1.566B (+92% YoY); raises FY2026 guidance; adjusted EPS $2.73 (+8%)
Allison Transmission Holdings Inc
- Net sales $1,566M (+92% YoY) including $706M from Allison Off-Highway acquisition.
- Adjusted EBITDA $404M (26% margin, +29% YoY); adjusted diluted EPS $2.73 (+8% YoY).
- Allison Transmission segment record quarterly net sales $860M (+6% YoY); Off-Highway segment net sales $706M.
- FY2026 guidance raised: net sales $5.8-6.0B, adjusted EBITDA $1.465-1.575B, adjusted free cash flow $745-865M.
- Repurchased $46M stock, paid $0.29 dividend; cash ~$400M, $995M revolver capacity.