Allison Transmission (ALSN) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Allison Transmission reported revenue of $814 million for the quarter ended June 2025, a slight decrease of 0.3% year-over-year, while EPS increased to $2.29 from $2.13 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $794.43 million, resulting in a positive surprise of +2.46%, and the EPS also surpassed the consensus estimate of $2.20 with a surprise of +4.09% [1] Financial Performance Metrics - Key metrics indicate that Allison Transmission's stock has underperformed, returning -10.5% over the past month compared to the S&P 500 composite's +0.6% [3] - Net Sales by End Market showed varied performance: - Global Off-Highway: $16 million vs. $18.45 million estimate, underperforming [4] - North America On-Highway: $417 million vs. $441.84 million estimate, a decline of -8.6% year-over-year [4] - Service Parts, Support Equipment & Other: $176 million vs. $162.13 million estimate, an increase of +6% year-over-year [4] - Outside North America On-Highway: $142 million vs. $123.26 million estimate, an increase of +10.9% year-over-year [4] - Defense: $63 million vs. $52.25 million estimate, a significant increase of +46.5% year-over-year [4]