Allison Transmission (ALSN) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, th ...

Group 1: Royal Gold (RGLD) - The company focuses on acquiring and managing precious metals stream and royalty interests, primarily in gold [1] - The Zacks Consensus Estimate for its current year earnings has increased by 9.3% over the last 60 days [1] - The company has a Zacks Rank of 1 (Strong Buy) and a dividend yield of 1%, compared to the industry average of 0.0% [1] Group 2: Allison Transmission Holdings (ALSN) - The company manufactures fully-automatic transmissions for medium and heavy-duty commercial and heavy-tactical U.S. defense vehicles [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6.5% over the last 60 days [2] - The company has a Zacks Rank of 1 (Strong Buy) and a dividend yield of 1.2%, compared to the industry average of 0.0% [2] Group 3: Virco Manufacturing (VIRC) - The company designs, produces, and distributes quality furniture for the contract and education markets worldwide [3] - The Zacks Consensus Estimate for its current year earnings has increased by 26.6% over the last 60 days [3] - The company has a Zacks Rank of 1 (Strong Buy) and a dividend yield of 1.3%, compared to the industry average of 0.0% [3]

Industry Overview - The Zacks Automotive - Original Equipment industry involves the design, manufacture, and distribution of automotive equipment components essential for vehicle production, including drive axles, engine parts, and brakes [2] - Demand for original equipment is closely tied to vehicle sales, which depend on economic growth and consumer confidence [2] - Globalization is creating new opportunities for auto-equipment manufacturers, necessitating adaptation through research and development [2] Key Themes Defining the Industry's Fate - U.S. auto sales are projected to decline, with May 2025 sales estimated at 1.47 million units, leading to a seasonally adjusted annual rate of 15.7 million, down from 17.6 million in March and April [3] - The shift towards electric and autonomous vehicles is reshaping the industry, requiring component suppliers to innovate in areas like batteries and sensors [4] - Rising costs associated with R&D and production are critical challenges, necessitating effective cost management to protect margins [5] Current Industry Performance - The Zacks Automotive - Original Equipment industry ranks 146, placing it in the bottom 40% of approximately 250 Zacks industries, indicating weak near-term prospects [6][7] - The industry's earnings estimates have declined by 9% year-to-date, reflecting a negative outlook for earnings growth [8] - Over the past year, the industry has underperformed the broader Auto sector and the S&P 500, losing 10% compared to the sector's 15% and the S&P 500's 12% growth [9] Current Valuation - The industry is currently trading at an EV/EBITDA ratio of 18.43X, higher than the S&P 500's 16.65X but lower than the sector's 21.93X [12] - Historically, the industry has traded between 5.89X and 23.79X over the past five years, with a median of 13.50X [13] Stocks to Watch - **Strattec Security**: A key supplier of automotive access and security solutions, with strong demand and cost-cutting measures expected to save $5 million annually [17][18] - **Luminar Technologies**: Focused on LiDAR sensors for self-driving cars, with a new platform expected to launch in late 2026 or early 2027, and strong financial positioning with $400 million in liquidity [22][23] - **Allison Transmission**: Specializes in automatic transmissions for commercial trucks, benefiting from rising defense spending and strong demand in North America, with a recent 8% dividend increase [27][28]

Core Insights - Dorman Products, Inc. is launching hundreds of new automotive repair solutions, many of which are first-to-the-aftermarket products, expanding its catalog to over 138,000 SKUs [1] - The new products create approximately 12+ million new sales opportunities for aftermarket parts distributors, retailers, and repair shops, enhancing accessibility for vehicle owners [1] Company Overview - Dorman has been providing innovative aftermarket replacement products for over 100 years, aimed at saving time and money while increasing convenience and reliability for professionals and vehicle owners [4] - The company is a pioneering global organization with a diverse product catalog covering various vehicle types, including cars, trucks, and specialty vehicles [5] Product Highlights - New product offerings include a smart junction box for Dodge Dakota trucks, an automatic transmission oil cooler for Ford Super Duty trucks, a rugged third brake light for Jeep Gladiator trucks, and integrated door lock/tailgate lock actuators for select Ford, Chrysler, Jeep, and GM vehicles [7]

目前，主流乘用车配备自动挡变速器，日常挂在D挡行驶，驾驶简便。但新手开车，最怕一个手忙脚乱。在停车的时候，究竟应当如何操作车辆才能保 证安全呢？为了解答这个问题，需要看下变速器是如何工作的。 变速器挡位的本质差异 传统燃油车，不管是双离合也好还是AT变速器也罢，P挡（驻车挡）通过机械锁止机构固定输出轴，N挡（空挡）切断动力传输，D挡（前进挡）保持 动力连接但通过液力变矩器或离合器缓冲动力。 到底应该选择什么档位？ AT变速箱的液力变矩器在D挡怠速时，泵轮与涡轮存在转速差，导致油液持续循环产生热量。长时间D挡踩刹车会使变速箱油温升高，加速油液老化。 有数据证明，在D挡下静止，液力变矩器油温每分钟上升约1.2-1.5℃，长时间保持可能影响变速箱寿命；而CVT变速箱则因钢带始终处于张紧状态，怠 速时仍承受一定负荷。 在一些新手身上，挂D挡踩刹车，但凡驾驶员侧身拿东西、捡东西，十分容易让脚离开刹车。在上面的案例中，司机大概率是因为这种情况造成车辆失 控的。 N挡的动力切断。N挡使变速器输入轴与输出轴完全分离，发动机负荷降至最低，同时避免液力变矩器或离合器的持续工作。这一特性使其成为长时间 停车时的理想选择。此时踩下油 ...

Company Performance - Allison Transmission reported quarterly earnings of $2.23 per share, exceeding the Zacks Consensus Estimate of $1.97 per share, and up from $1.90 per share a year ago, representing an earnings surprise of 13.20% [1] - The company posted revenues of $766 million for the quarter ended March 2025, which missed the Zacks Consensus Estimate by 1.18% and decreased from $789 million year-over-year [2] - Over the last four quarters, Allison Transmission has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.12 on revenues of $794.34 million, and for the current fiscal year, it is $8.29 on revenues of $3.15 billion [7] - The estimate revisions trend for Allison Transmission is mixed, leading to a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Automotive - Original Equipment industry, to which Allison Transmission belongs, is currently in the bottom 30% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Allison Transmission's stock performance [5]

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