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The financials
Allison Transmission Holdings, Inc. by the numbers
Allison Transmission Holdings, Inc. (ALSN) reported revenue of $1.41B in Q1 2026 (quarter ended Mar 31, 2026), up 84% from the same quarter a year earlier. That came with a gross margin of 29% and net income of $112M (8.0% of revenue). For the full year FY2025, revenue was $3.01B (−6.7% year on year) and net income $623M. Its largest product in Jun 2026 was North America On Highway at $430M, 27% of the disclosed total, ahead of Construction Material Handling at 16%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $1.41B | $766M | +84% |
| Gross profit | $406M | $378M | +7.4% |
| Operating income | $195M | $249M | −22% |
| Net income | $112M | $192M | −42% |
| Diluted EPS | $1.33 | $2.23 | −40% |
| Product | Revenue | Share |
|---|---|---|
| North America On Highway | $430M | 27% |
| Construction Material Handling | $249M | 16% |
| Service Parts Support Equipment And Other | $177M | 11% |
| Agriculture | $152M | 9.7% |
| Service Other | $152M | 9.7% |
| Outside North America On Highway | $132M | 8.4% |
| Defense | $99M | 6.3% |
| Industrial Products | $99M | 6.3% |
| Mining | $54M | 3.4% |
| Global Off-Highway | $22M | 1.4% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $1.57B (+11%)
Defense grew +57% year on yearOutside North America On Highway -7.0% year on year
Segment Latestquarter on quarteryear on year
- North America On Highway$430.0M$430.0MQoQ +15%year on year +3.1%+15%+3.1%
- Construction Material Handling$249.0M$249.0MQoQ +9.7%year on year -+9.7%-
- Service Parts Support Equipment And Other$177.0M$177.0MQoQ +16%year on year +0.57%+16%+0.57%
- Agriculture$152.0M$152.0MQoQ -1.3%year on year --1.3%-
- Service Other$152.0M$152.0MQoQ -year on year ---
- Outside North America On Highway$132.0M$132.0MQoQ +20%year on year -7.0%+20%-7.0%
- Defense$99.0M$99.0MQoQ +14%year on year +57%+14%+57%
- Industrial Products$99.0M$99.0MQoQ +10%year on year -+10%-
- Mining$54.0M$54.0MQoQ +8.0%year on year -+8.0%-
- Global Off-Highway$22.0M$22.0MQoQ +175%year on year +38%+175%+38%