Allison Transmission Q2 sales rise 92% on Allison Transmission unit growth
ALSN•Outlook and valuation
- Allison raises 2026 net sales guidance to $5.8 bln-$6.0 bln
- Company expects 2026 net income of $600 mln-$700 mln, including $140 mln in one-time costs
- Allison sees 2026 adjusted EBITDA of $1.47 bln-$1.58 bln
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Sales | Beat | $1.57 bln | $1.51 bln (7 Analysts) |
| Q2 EPS | $2.15 | ||
| Q2 Net Income | $181 mln |
- The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"
- The average consensus recommendation for the heavy machinery & vehicles peer group is "buy"
- Wall Street's median 12-month price target for Allison Transmission Holdings Inc is $135.00, about 17.9% above its July 31 closing price of $114.54
- The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 14 three months ago
Q2 results and drivers
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US transmission maker's Q2 net sales rose 92% yr/yr, beating analyst expectations
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Adjusted diluted EPS for Q2 rose 8% yr/yr
