Allison Transmission Holdings, Inc. (ALSN), junto con sus afiliados, se especializa en el desarrollo global, la fabricación y la venta de transmisiones ...
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BPA est. $2.30 · Ingresos $1.46B · 5 analistas
BPA est. $2.43 · Ingresos $1.49B · 5 analistas
BPA est. $8.14 · Ingresos $5.93B · 7 analistas
BPA est. $2.60 · Ingresos $1.52B · 3 analistas
$1.12 por acción
$1.12 por acción
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $3.0B | -6.7% | -38.8% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $623.0M | -14.8% | +61.6% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +48.4% | +2.0% | +69.5% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +32.3% | +5.1% | +116.7% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +20.7% | -8.7% | +164.2% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $649.0M | -1.4% | +172.8% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +21.6% | +5.7% | +346.0% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 156.5% | +6.7% | -7.3% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 4.85x | +59.7% | -2.1% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $6.1B | +14.0% | +0.2% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 7.33 vs 7.74 | -5.3% | 2.15 vs 2.30 | -6.5% |
| Revenue Surprise | $3.0B vs $3.0B | +0.3% | $860.0M vs $1.5B | -41.3% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | EVERITT DAVID C | director | Dividend Equivalent Rights | A | 64 | — |
| Aug 31, 2026 | Shivram Krishna | director | Dividend Equivalent Rights | A | 3 | — |
| Aug 31, 2026 | HAZNEDAR CAROLANN I | director | Dividend Equivalent Rights | A | 52 | — |
| Aug 31, 2026 | Graziosi David S. | director, officer: Chair, President and CEO | Dividend Equivalent Rights | A | 131 | — |
| Aug 31, 2026 | Price Michael Craig | officer: See Remarks | Dividend Equivalent Rights | A | 38 | — |
Operator: Good afternoon, and thank you for standing by. Welcome to Allison's Second Quarter 2026 Earnings Conference Call. My name is Sherry, and I will be your conference call operator today. [Operator Instructions] After the prepared remarks, Allison's executives will conduct a question-and-answer session and conference call participants will be given instructions at that time. As a reminder, this conference call is being recorded. [Operator Instructions] I would now like to turn the conference over to Jackie Bolles, Executive Director of Treasury and Investor Relations. Please go ahead, Jackie. Jacalyn Bolles: Thank you, Sherry. Good afternoon, and thank you for joining us for our Second Quarter 2026 Earnings Conference Call. With me this afternoon are Dave Graziosi, our Chair, President and Chief Executive Officer; Scott Mell, our Chief Financial Officer and Treasurer; Fred Bohley, Allison's Chief Operating Officer and Allison Transmission Business Unit Leader; and Craig Price, Allison Off-Highway Business Unit Leader. As a reminder, this conference call, webcast and this afternoon's presentation are available on the Investor Relations section of allisontransmission.com. A replay of this call will be available through August 17. As noted on Slide 2 of the presentation, many of our remarks today contain forward-looking statements based on current expectations. These forward-looking statements are subject to known and unknown risks, including those set forth in our annual report on Form 10-K for the year ended December 31, 2025. Should one or more of these risks or uncertainties materialize or should underlying assumptions or estimates prove incorrect, actual results may vary materially from those that we express today. In addition, as noted on Slide 3 of the presentation, some of our remarks today contain non-GAAP financial measures as defined by the SEC. You can find reconciliations of the non-GAAP financial measures to the most comparable GAAP measures attached as an appendix to the presentation and to our second quarter 2026 earnings press release. Today's call is set to end at 5:45 p.m. Eastern Time. In order to maximize participation opportunities on the call, we'll take just one question from each analyst. Please turn to Slide 4 of the presentation for the call agenda. During today's call, Dave Graziosi will provide a business update, including recent announcements across Allison, along with the synergy capture strategy update and a brief review of each business unit's net sales performance for the second quarter. Scott Mell will then review Allison's second quarter 2026 financial performance and our full year guidance update prior to commencing the Q&A. Now I'll turn the call over to Dave. David Graziosi: Thank you, Jackie. Good afternoon, and thank you for joining us. Please turn to Slide 5 of the presentation for our second quarter business update. Before we begin, I would like to take a moment to introduce the new Allison in Action …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
David S. Graziosi | Presidente del Consejo, Presidente y Director Ejecutivo (CEO) | USD 2,155,056 | Male | 1966 | Active |
G. Frederick Bohley | Presidente y líder de la unidad de negocio de Allison Transmission y COO | USD 1,303,498 | Male | 1969 | Active |
John Coll | Vicepresidente Senior de Marketing Global, Ventas, Servicio, Asuntos Corporativos y Gubernamentales | USD 947,105 | Male | 1963 | Active |
Scott A. Mell | Vicepresidente Senior, Director Financiero (CFO) y Tesorero | USD 922,094 | Male | 1973 | Active |
Eric C. Scroggins | Director Jurídico (Chief Legal Officer) y Secretario Auxiliar | USD 722,226 | Male | 1971 | Active |
Jacalyn C. Bolles | Director Ejecutivo de Tesorería y Relaciones con Inversores (IR) | — | Female | — | Active |
Michael Foster | Director de Tecnología (Chief Technology Officer) | — | Male | — | Active |
Lorraine Parker-Clegg | Director de Personas (Chief People Officer) | — | Female | — | Active |
J. K. Pareek | Director de Información (Chief Information Officer) | — | Male | — | Active |
Todd Bradford | Vicepresidente de Estrategia, Negocio y Desarrollo Corporativo | — | Male | — | Active |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
INDIANAPOLIS, Aug. 11, 2026 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), a global leader in high-performance mobility and work solutions built for the needs of the modern industrial world, announced today that its Board of Directors has declared a cash dividend of $0.29 per share on the Company's common stock for the third quarter of 2026. Payment will be made on August 31, 2026, to stockholders of record at the close of business on August 21, 2026.
Allison Transmission Holdings, Inc. delivered 92.4% YoY topline growth in Q2 FY26, driven by its off-highway business acquisition and set to continue driving topline growth further. Despite topline momentum, lower-margin off-highway revenue and elevated material costs are likely to pressure ALSN's near-term profitability. I maintain a Hold rating on ALSN, citing unattractive valuation due to weak earnings conversion and continued uncertainty in the legacy North America on-highway segment.
Although the revenue and EPS for Allison Transmission (ALSN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Allison Transmission Holdings, Inc. (ALSN) Q2 2026 Earnings Call Transcript
