Filing Flows

Filing Flows › Allison Transmission Holdings (ALSN) › How it makes money

How Allison Transmission Holdings (ALSN) makes money

Allison Transmission Holdings (ALSN) made $1.5B of revenue in the third quarter 2026 (Q3 2026), +121% from a year earlier. Allison Transmission brought in $881M (57%); Allison Off-Highway brought in $653M (43%). Of every dollar of revenue, 33¢ was left as gross profit, 20¢ was left as operating profit, 12¢ was left as net earnings.

Drawing the Sankey…

Allison Transmission Holdings revenue by segment, Q3 2026Allison Transmission Holdings revenue by segment, Q3 2026Allison Transmission$881MAllison Off-Highway$653M
Allison Transmission Holdings: revenue by line, Q1 2026 to Q3 2026Allison Transmission Holdings: revenue by line, Q1 2026 to Q3 2026Allison TransmissionAllison Off-HighwayAllison Transmission: $881M latest$881MAllison Off-Highway: $653M latest$653MQ1 2026Q2 2026Q3 2026
Allison Off-Highway went from 48% of revenue in Q1 2026 to 43% in Q3 2026, the largest shift in the mix.
Allison Transmission Holdings revenue by quarterAllison Transmission Holdings revenue by quarter$766MQ1 2025$814MQ2 2025$693MQ3 2025$737MQ4 2025$1.4BQ1 2026$1.6BQ2 2026$1.5BQ3 2026
Allison Transmission Holdings: where each dollar of revenue goesAllison Transmission Holdings: where each dollar of revenue goesCost of revenue67¢Gross profit33¢Operating expenses13¢Operating profit20¢Income tax3¢Net earnings12¢Operating cash flow22¢Free cash flow18¢

Revenue by segment, Q3 2026

SegmentRevenueShareQ/QY/Y
Allison Transmission$881M57.4%+2%+27%
Allison Off-Highway$653M42.6%-8%—

Where each dollar of revenue goes

LineQ3 2026% of revenue
Revenue$1.5B100.0%
Cost of revenue$1.0B67.1%
Gross profit$505M32.9%
Operating expenses$201M13.1%
Operating profit$304M19.8%
Income tax$47.0M3.1%
Net earnings$191M12.5%
Operating cash flow$343M22.4%
Free cash flow$278M18.1%

Revenue, quarter by quarter

QuarterRevenueY/Y
Q3 2026$1.5B+121%
Q2 2026$1.6B+92%
Q1 2026$1.4B+84%
Q4 2025$737M-7%
Q3 2025$693M-16%
Q2 2025$814M-0.2%
Q1 2025$766M-3%

From Allison Transmission Holdings' 10-Q filed Nov 4, 2026 (on EDGAR).

Questions

How does Allison Transmission Holdings make money?

Allison Transmission Holdings (ALSN) made $1.5B of revenue in the third quarter 2026 (Q3 2026), +121% from a year earlier. Allison Transmission brought in $881M (57%); Allison Off-Highway brought in $653M (43%). Of every dollar of revenue, 33¢ was left as gross profit, 20¢ was left as operating profit, 12¢ was left as net earnings.

What is Allison Transmission Holdings' biggest business?

Allison Transmission: $881M in the third quarter 2026, 57% of revenue, +27% from a year earlier.

What is Allison Transmission Holdings' profit margin?

Net earnings were $191M, 12.5% of revenue, in the third quarter 2026; the operating margin was 19.8%.

Open the interactive view →

Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.