Allison Transmission Holdings Inc. (ALSN) Releases Q4 2025 Earnings: Revenue Down, EPS Miss

Allison Transmission Holdings Inc. (ALSN) reported fourth-quarter 2025 highlights:

Revenue: $737 million (down 7.4% year-over-year).

Gross profit: $354 million (down 5.1% year-over-year).

Operating profit: $171 million (down 27.2% year-over-year).

Net income attributable to common shareholders: $99 million (down 43.4% year-over-year).

Diluted earnings per share: $1.18 (down 41.3% year-over-year).

Results versus expectations:

Revenue came in slightly below the estimate of $737.6 million.

Reported EPS of $1.18 missed the estimate of $1.58.

Cash flow and balance sheet highlights:

Cash from operating activities: $243 million (up 15.2% year-over-year).

Capital spending (purchases of property, plant and equipment): $74 million (down 1.3% year-over-year).

Cash and cash equivalents: $1.5 billion (up 91.4% year-over-year).

Total liabilities: $4.2 billion (up 14.4% year-over-year).

Additional context:

Cost of sales: $383 million (down 9.5% year-over-year), while profitability metrics contracted more sharply, reflecting margin pressure during the quarter.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Allison Transmission Holdings Inc. Insider Trading Activity

Allison Transmission Holdings Inc. insiders have traded $ALSN stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $ALSN stock by insiders over the last 6 months:

G FREDERICK BOHLEY (Allison COO,Pres.&BU Leader AT) has made 0 purchases and 3 sales selling 10,348 shares for an estimated $1,204,517.
JOHN COLL (SVP, Global MSS) has made 0 purchases and 2 sales selling 3,579 shares for an estimated $327,697.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Allison Transmission Holdings Inc. Hedge Fund Activity

We have seen 223 institutional investors add shares of Allison Transmission Holdings Inc. stock to their portfolio, and 368 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BANK OF MONTREAL /CAN/ added 2,099,797 shares (+4032.3%) to their portfolio in Q4 2025, for an estimated $205,570,126
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 863,245 shares (-78.6%) from their portfolio in Q4 2025, for an estimated $84,511,685
MILLENNIUM MANAGEMENT LLC added 826,352 shares (+191.7%) to their portfolio in Q4 2025, for an estimated $80,899,860
PRUDENTIAL FINANCIAL INC removed 652,475 shares (-91.0%) from their portfolio in Q4 2025, for an estimated $63,877,302
FIFTHDELTA LTD added 592,600 shares (+inf%) to their portfolio in Q4 2025, for an estimated $58,015,540
BRANDES INVESTMENT PARTNERS, LP added 476,471 shares (+inf%) to their portfolio in Q4 2025, for an estimated $46,646,510
SCHONFELD STRATEGIC ADVISORS LLC added 470,555 shares (+4733.5%) to their portfolio in Q4 2025, for an estimated $46,067,334

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Allison Transmission Holdings Inc. Price Targets

Multiple analysts have issued price targets for $ALSN recently. We have seen 5 analysts offer price targets for $ALSN in the last 6 months, with a median target of $110.0.

Here are some recent targets:

Angel Castillo from Morgan Stanley set a target price of $109.0 on 01/23/2026
Jerry Revich from Wells Fargo set a target price of $98.0 on 01/23/2026
Tami Zakaria from JP Morgan set a target price of $115.0 on 01/14/2026
Kyle Menges from Citigroup set a target price of $110.0 on 01/13/2026
Tim Thein from Raymond James set a target price of $115.0 on 12/22/2025