Filing Flows › Allison Transmission Holdings (ALSN) › Q2 2026
Allison Transmission Holdings (ALSN) Q2 2026 earnings results (second quarter 2026)
10-Q filed Aug 5, 2026
Allison Transmission Holdings (ALSN) reported revenue of $1.6B for the second quarter 2026 (Q2 2026), +92% from a year earlier and +11% from the quarter before. Operating margin was 18.6%, net earnings $181M (11.6% of revenue).
Allison Transmission Holdings, Q2 2026: revenue $1.6B (+92% year over year), operating margin 18.6%, net earnings $181M, operating cash flow $312M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.6B | +11% | +92% |
| Gross profit | $515M | +27% | +28% |
| Operating profit | $291M | +49% | +14% |
| Net earnings | $181M | +62% | -7% |
| Operating cash flow | $312M | +100% | +70% |
| Free cash flow | $281M | +173% | +84% |
What changed
Revenue was $1.6B in Q2 2026, up 92% year over year and up 11% from the previous quarter. Allison Transmission was the largest line at 55% of revenue. Allison Transmission added $0.05B year over year (up 6%), 6% of the total change.
Gross margin was 32.9%, down 16.6 points from Q2 2025. Operating profit was $0.29B, a 18.6% margin (down 12.9 points year over year). Of the extra revenue versus Q2 2025, 5% reached operating profit, below the 31% margin then. Operating expenses grew 52% against revenue growth of 92%. The fastest-growing cost line was SG&A (+62%). Net earnings were $0.18B, down 7% year over year. The effective tax rate was 20.6%.
Operating cash flow was $0.31B (up 70% year over year), 172% of net earnings. Non-cash charges added back $0.09B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.04B. Capital expenditures of $0.03B left free cash flow of $0.28B.
Questions
What was Allison Transmission Holdings' revenue in the second quarter 2026?
Allison Transmission Holdings (ALSN) reported revenue of $1.6B for the second quarter 2026 (Q2 2026), +92% from a year earlier and +11% from the quarter before.
Was Allison Transmission Holdings profitable in the second quarter 2026?
Operating profit was $291M (18.6% of revenue) and net earnings $181M.