Allison Transmission (ALSN) Q3 Earnings and Revenues Lag Estimates

Core Insights - Allison Transmission reported quarterly earnings of $1.63 per share, missing the Zacks Consensus Estimate of $1.95 per share, and down from $2.27 per share a year ago, representing an earnings surprise of -16.41% [1] - The company posted revenues of $693 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 8.32%, and down from $824 million year-over-year [2] - Allison Transmission shares have declined approximately 24% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.74 on revenues of $739.65 million, while for the current fiscal year, the estimate is $8.13 on revenues of $3.08 billion [7] - The estimate revisions trend for Allison Transmission was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Automotive - Original Equipment industry, to which Allison Transmission belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, Cooper-Standard, is expected to report quarterly earnings of $0.50 per share, reflecting a year-over-year increase of +173.5% [9]