Allison Transmission (ALSN) reported earnings 30 days ago. What's next for the stock?
ALSN's Q3 profit and sales declined sharply as weaker truck demand hit key markets, prompting a trimmed 2025 outlook.
Allison Transmission Holdings, Inc. ( ALSN ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Jacalyn Bolles - Executive Director of Treasury & IR David Graziosi - Chairman, President & CEO G. Bohley - Chief Operating Officer Scott Mell - CFO & Treasurer Conference Call Participants Robert Wertheimer - Melius Research LLC Timothy Thein - Raymond James & Associates, Inc., Research Division Ian Zaffino - Oppenheimer & Co. Inc., Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Angel Castillo Malpica - Morgan Stanley, Research Division Luke Junk - Robert W.
Allison Transmission (ALSN) came out with quarterly earnings of $1.63 per share, missing the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $2.27 per share a year ago.
The London Company Mid Cap portfolio increased 1.5% gross (1.3% net) during the quarter vs. a 5.3% increase in the Russell Midcap Index. Both stock selection & sector exposure were headwinds to relative performance. We believe our strategy is well positioned for long-term investors seeking a more conservative approach to mid cap investing.
Allison Transmission (ALSN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The former Stolper Co is a financial management company that merged with another financial services business to form Wealth Oklahoma in 2025. It initiated a new position in Allison Transmission Holdings (ALSN -2.01%), acquiring 75,606 shares in the third quarter, an estimated $6.4 million trade based on the average price for Q3 2025, according to its October 10, 2025, SEC filing.
Allison Transmission (ALSN) reported earnings 30 days ago. What's next for the stock?
ALSN posts second-quarter earnings and sales beats, aided by strength in Defense and service parts, despite weaker truck demand.
Allison Transmission is a market leader, with high barriers to entry, strong OEM relationships, and significant international growth potential. The acquisition of Dana's Off-Highway segment is attractively priced and strategically expands Allison's core markets, despite short-term leverage concerns. My DCF analysis shows that ALSN is undervalued, with strong fundamentals, although continued innovation and successful integration of the Dana acquisition will be essential.
Allison Transmission Holdings, Inc. (NYSE:ALSN ) Q2 2025 Earnings Conference Call August 4, 2025 5:00 PM ET Company Participants David S. Graziosi - Chairman, President & CEO G.
While the top- and bottom-line numbers for Allison Transmission (ALSN) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.