Filing Flows › Allison Transmission Holdings (ALSN) › Guidance history
Allison Transmission Holdings (ALSN) guidance history: what it guided and what it reported
Allison Transmission Holdings gave guidance in 12 earnings releases on file since Feb 13, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.0% against the guided midpoint. Its releases raised guidance 4 times and lowered it once.
Revenue
Met or beat 2 of 2 periods (1 above, 1 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $5.6B–$5.9B (Feb 23, 2026) → reaffirmed $5.6B–$5.9B (May 4, 2026) → raised $5.8B–$6.0B (Aug 3, 2026) | — | to be reported | — |
| FY2025 | $3.2B–$3.3B (Feb 11, 2025) → reaffirmed $3.2B–$3.3B (May 1, 2025) → lowered $3.1B–$3.2B (Aug 4, 2025) → lowered $3.0B–$3.0B (Oct 29, 2025) | $3.0B | within the range | +0.3% |
| FY2024 | $3.0B–$3.1B (Feb 13, 2024) → reaffirmed $3.0B–$3.1B (Apr 25, 2024) → raised $3.1B–$3.2B (Jul 25, 2024) → raised $3.1B–$3.2B (Oct 29, 2024) | $3.2B | above the range | +1.6% |
Net income
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $600M–$750M (Feb 23, 2026) → reaffirmed $600M–$750M (May 4, 2026) → lowered $600M–$700M (Aug 3, 2026) → raised $645M–$685M (Nov 2, 2026) | — | to be reported | — |
Adjusted net income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $735M–$785M (Feb 11, 2025) → reaffirmed $735M–$785M (May 1, 2025) → lowered $640M–$680M (Aug 4, 2025) → lowered $620M–$650M (Oct 29, 2025) | — | — | — |
| FY2024 | $635M–$685M (Feb 13, 2024) → reaffirmed $635M–$685M (Apr 25, 2024) → raised $650M–$700M (Jul 25, 2024) → raised $675M–$725M (Oct 29, 2024) | — | — | — |
EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $8.31 (Feb 11, 2025) | — | — | — |
| FY2024 | $7.40 (Feb 13, 2024) | — | — | — |
Operating cash flow
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $970M–$1.1B (Feb 23, 2026) → reaffirmed $970M–$1.1B (May 4, 2026) → raised $1.0B–$1.1B (Aug 3, 2026) → lowered $343M (Nov 2, 2026) | — | to be reported | — |
| FY2025 | $800M–$860M (Feb 11, 2025) → reaffirmed $800M–$860M (May 1, 2025) → lowered $785M–$835M (Aug 4, 2025) → lowered $765M–$795M (Oct 29, 2025) | $836M (GAAP) | not judged | — |
| FY2024 | $700M–$760M (Feb 13, 2024) → reaffirmed $700M–$760M (Apr 25, 2024) → raised $715M–$775M (Jul 25, 2024) → raised $740M–$800M (Oct 29, 2024) | $801M (GAAP) | not judged | — |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $295M–$315M (Feb 23, 2026) → reaffirmed $295M–$315M (May 4, 2026) → lowered $260M–$280M (Aug 3, 2026) → lowered $240M–$260M (Nov 2, 2026) | — | to be reported | — |
| FY2025 | $165M–$175M (Feb 11, 2025) → reaffirmed $165M–$175M (May 1, 2025) → reaffirmed $165M–$175M (Aug 4, 2025) → reaffirmed $165M–$175M (Oct 29, 2025) | $175M (GAAP) | not judged | — |
| FY2024 | $125M–$135M (Feb 13, 2024) → reaffirmed $125M–$135M (Apr 25, 2024) → reaffirmed $125M–$135M (Jul 25, 2024) → raised $135M–$145M (Oct 29, 2024) | $143M (GAAP) | not judged | — |
The latest quarter
Allison Transmission Holdings, Q3 2026: revenue $1.5B (+121% year over year), operating margin 19.8%, net earnings $191M, operating cash flow $343M. The chart follows the revenue to costs, profit and cash.
Questions
Does Allison Transmission Holdings beat its guidance?
Allison Transmission Holdings gave guidance in 12 earnings releases on file since Feb 13, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.0% against the guided midpoint.
How often does Allison Transmission Holdings raise guidance?
Its earnings releases raised guidance 4 times and lowered it once since Feb 13, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.