Allison Transmission Q3 sales jump 121%, beat estimates
ALSN•Allison Transmission’s third-quarter sales rose 121% year over year to $1.53 billion, beating the $1.47 billion estimate, while adjusted diluted EPS increased 59%. The company expects 2026 net income of $645 million to $685 million.
1. Quarterly results
Allison Transmission reported third-quarter sales of $1.53 billion, up 121% year over year and above the $1.47 billion analyst consensus. Adjusted diluted EPS rose 59% year over year to $2.30, and net income was $191 million.
2. Sales drivers and outlook
Higher volumes of medium-duty and Class 8 vocational trucks in North America, the addition of the Off-Highway business unit and price increases contributed to revenue growth. The company said higher material and manufacturing costs partially offset price increases, and it now expects 2026 net income of $645 million to $685 million. Allison repurchased $57 million in stock during the quarter.
