ALSNAllison Transmission Holdings, Inc.
Allison Transmission Holdings, Inc. (ALSN) sells commercial vehicle transmissions, including automated manual transmissions (AMTs) and automated commercial transmissions (ACTs), used in trucks, buses, and other heavy-duty vehicles. The next catalyst is Oct 29, 2026 — Allison Transmission Archive News, which will test the company’s ability to maintain momentum after a mixed reaction to a defense contract announcement.
- ALSN’s revenue fell 6.7% YoY to $4.48B, with net income at $625M and free cash flow of $1.29B.
- The company has a net margin of 14.0% and a debt-to-equity ratio of 1.56x.
- Shareholders’ equity stands at $1.87B, with diluted EPS of $2.15.
The Read
Following a mixed reaction to a defense contract announcement, ALSN's stock fell 6%.
The schedule
- Thu29Oct
This event may provide insight into historical performance and strategic shifts, but its impact on the P&L is likely limited compared to earnings reports.
- Thu29Oct
This earnings report will test the company's ability to maintain margins amid rising input costs and a stable interest rate environment. The outcome will be critical for assessing the impact of the recent rate cut on demand and pricing power.
- Tue9Feb
This report will test the company's ability to sustain growth in a potentially tighter monetary policy environment. The outcome will be critical for assessing the impact of the current rate environment on demand and pricing power.
- Fri30Apr
This report will test the company's ability to maintain margins amid rising input costs and a stable interest rate environment. The outcome will be critical for assessing the impact of the recent rate cut on demand and pricing power.
- Wed4Aug
This report will test the company's ability to sustain growth in a potentially tighter monetary policy environment. The outcome will be critical for assessing the impact of the current rate environment on demand and pricing power.
Past
- Wed23Sep
Actual outcome: Bear · $113.07 at outcome
The stock closed below the bear floor on the outcome date, indicating a bearish reaction. The event likely failed to meet expectations, with potential misses in earnings or guidance, leading to a decline in investor confidence and a downward price movement.
This event will test the company's ability to maintain momentum following the recent earnings release and amid macroeconomic uncertainty. The outcome will be critical for P&L, product mix, and cash flow visibility.
- Wed5Aug
Actual outcome: Bull · $124.52 at outcome
Allison Transmission reported Q2 earnings of $2.18 per share, matching the estimate, and raised its full-year outlook due to strong performance and improving conditions. The stock rallied on the back of 92% YoY revenue growth, driven by the off-highway business acquisition, and positive forward guidance, which signaled continued topline momentum despite near-term margin pressures.
- Wed10Jun
Actual outcome: Mixed · $117.35 at outcome
Allison Transmission shares saw a modest 3.1% increase, reflecting a mixed market reaction. While the intra-quarter commercial fleet demand update provided limited directional momentum, the stock was supported by the announcement of a multi-million dollar contract to supply fully automatic transmissions for the French Land Forces' next-generation tactical trucks. This positive defense contract news helped lift shares, though broader macro uncertainty kept the stock from reaching the bull target.
- Thu7May
Actual outcome: Bear · $115.48 at outcome
ALSN reported an EPS actual of 1.35, matching the estimate, but the stock fell 6.1% from the event date to the outcome date. The price reaction was driven by negative sentiment following the earnings release, with the stock falling below the bear floor of $112.00, indicating a bearish outcome.
