ALSN · Allison Transmission reported Q3 2026 net sales of $1,534 million (up…

Allison Transmission reported Q3 2026 net sales of $1,534 million (up 121% YoY, including the acquired Off-Highway unit) and adjusted diluted EPS of $2.90 (up 59% YoY), beating the consensus estimate of $2.48. The company raised full-year 2026 guidance for the second consecutive quarter, with consolidated net sales now expected in the range of $5,975 to $6,075 million and adjusted EBITDA of $1,530 to $1,580 million. The Allison Transmission legacy unit posted record quarterly net sales of $881 million, up 27% YoY.

• Q3 2026 net sales of $1,534 million, up 121% YoY, including $653 million from the Allison Off-Highway unit acquired on January 1, 2026
• Adjusted diluted EPS of $2.90, up 59% YoY from $1.82, beating consensus of $2.48
• Allison Transmission legacy unit record quarterly net sales of $881 million, up 27% YoY
• Full-year 2026 guidance raised: net sales $5,975-$6,075 million (from $5,800-$6,000), adjusted EBITDA $1,530-$1,580 million (from $1,465-$1,575)