Allison(US:ALSN) ZACKS·2025-10-29 23:31Core Insights - Allison Transmission reported a revenue of $693 million for the quarter ended September 2025, reflecting a decline of 15.9% year-over-year and falling short of the Zacks Consensus Estimate of $755.89 million by 8.32% [1] - The company's EPS was $1.63, down from $2.27 in the same quarter last year, resulting in an EPS surprise of -16.41% against the consensus estimate of $1.95 [1] Revenue Performance by End Market - North America On-Highway net sales were $327 million, which is a decrease of 28.5% year-over-year and below the average estimate of $368.42 million [4] - Outside North America On-Highway net sales reached $122 million, representing a decline of 3.2% year-over-year, also falling short of the estimated $130.83 million [4] - Service Parts, Support Equipment & Other net sales totaled $159 million, down 5.4% year-over-year, compared to the average estimate of $169.4 million [4] - Defense net sales were $78 million, exceeding the average estimate of $60.42 million, with a significant year-over-year increase of 47.2% [4] - Global Off-Highway net sales were $7 million, which is below the average estimate of $17.77 million [4] Stock Performance - Over the past month, shares of Allison Transmission have returned -3.3%, contrasting with the Zacks S&P 500 composite's increase of +3.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]