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Allison Transmission Holdings vs LCI Industries: ALSN and LCII compared
Allison Transmission Holdings is the larger company: $1.5B of revenue in its latest quarter (Q3 2026) against $992M for LCI Industries (Q3 2026). Allison Transmission Holdings is growing faster (+121% against -4% a year earlier). Allison Transmission Holdings is more profitable, with an operating margin of 19.8% against 7.6%.
Where the money goes: ALSN and LCII
Allison Transmission Holdings (ALSN) · Q3 2026
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.
LCI Industries (LCII) · Q3 2026
LCI Industries, Q3 2026: revenue $992M (-4% year over year), operating margin 7.6%, net earnings $50.1M, operating cash flow $67.1M. The chart follows the revenue to costs, profit and cash.
| Allison Transmission Holdings (ALSN) | LCI Industries (LCII) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.5B | $992M |
| Revenue growth, Y/Y | +121% | -4% |
| Gross margin | 32.9% | 26.6% |
| Operating margin | 19.8% | 7.6% |
| Net earnings | $191M | $50.1M |
| Net margin | 12.5% | 5.0% |
| Operating cash flow | $343M | $67.1M |
| Free cash flow | $278M | $53.6M |
| Market value | $9.6B | $2.4B |
| P/E | 16.6× | 12.0× |
| Analysts’ mean target | $142.40 | $114.60 |
Where the revenue comes from
Allison Transmission Holdings
- Allison Transmission: $881M (57%)
- Allison Off-Highway: $653M (43%)
LCI Industries
- OEM Segment: $732M (74%)
- Aftermarket Segment: $260M (26%)
Questions
Which is bigger, Allison Transmission Holdings or LCI Industries?
Allison Transmission Holdings is the larger company: $1.5B of revenue in its latest quarter (Q3 2026) against $992M for LCI Industries (Q3 2026).
Is Allison Transmission Holdings or LCI Industries growing faster?
Allison Transmission Holdings is growing faster (+121% against -4% a year earlier).
Which is more profitable, Allison Transmission Holdings or LCI Industries?
Allison Transmission Holdings is more profitable, with an operating margin of 19.8% against 7.6%.
More: Allison Transmission Holdings earnings · how Allison Transmission Holdings makes money · LCI Industries earnings · how LCI Industries makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.