Allison Transmission (ALSN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Allison Transmission reported $766 million in revenue for Q1 2025, a year-over-year decline of 2.9% [1] - The EPS for the same period was $2.23, up from $1.90 a year ago, representing a surprise of +13.20% over the consensus estimate of $1.97 [1] Financial Performance - Revenue was below the Zacks Consensus Estimate of $775.11 million, resulting in a surprise of -1.18% [1] - The stock has returned -6.7% over the past month, compared to the Zacks S&P 500 composite's -0.7% change, indicating underperformance [3] Net Sales by End Market - North America On-Highway: $435 million, exceeding the average estimate of $406.42 million, with a year-over-year increase of +3.6% [4] - Service Parts, Support Equipment & Other: $148 million, below the estimated $159.20 million, reflecting a year-over-year decline of -7.5% [4] - Defense: $53 million, slightly below the average estimate of $53.76 million, but showing a year-over-year increase of +10.4% [4] - Outside North America On-Highway: $112 million, below the average estimate of $116.73 million, with a year-over-year decline of -2.6% [4]