Allison Transmission (ALSN) reported $737 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 7.4%. EPS of $1.70 for the same period compares to $2.01 a year ago.
The reported revenue represents a surprise of +2.01% over the Zacks Consensus Estimate of $722.46 million. With the consensus EPS estimate being $1.56, the EPS surprise was +8.97%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Allison Transmission performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales by End Market- Global Off-Highway: $12 million versus the three-analyst average estimate of $11.57 million.
- Net Sales by End Market- North America On-Highway: $361 million versus the three-analyst average estimate of $335.37 million. The reported number represents a year-over-year change of -13.8%.
- Net Sales by End Market- Service Parts, Support Equipment & Other: $160 million versus $167.14 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5.3% change.
- Net Sales by End Market- Outside North America On-Highway: $131 million versus $125.38 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change.
- Net Sales by End Market- Defense: $73 million compared to the $85.5 million average estimate based on three analysts. The reported number represents a change of +7.4% year over year.
View all Key Company Metrics for Allison Transmission here>>>
Shares of Allison Transmission have returned +8.5% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Allison Transmission Holdings, Inc. (ALSN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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