Allison Transmission (ALSN) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended September 2025, Allison Transmission (ALSN) reported revenue of $693 million, down 15.9% over the same period last year. EPS came in at $1.63, compared to $2.27 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $755.89 million, representing a surprise of -8.32%. The company delivered an EPS surprise of -16.41%, with the consensus EPS estimate being $1.95.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Allison Transmission performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Sales by End Market- North America On-Highway: $327 million compared to the $368.42 million average estimate based on three analysts. The reported number represents a change of -28.5% year over year.Net Sales by End Market- Outside North America On-Highway: $122 million versus $130.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.Net Sales by End Market- Service Parts, Support Equipment & Other: $159 million compared to the $169.4 million average estimate based on three analysts. The reported number represents a change of -5.4% year over year.Net Sales by End Market- Defense: $78 million versus the three-analyst average estimate of $60.42 million. The reported number represents a year-over-year change of +47.2%.Net Sales by End Market- Global Off-Highway: $7 million versus the three-analyst average estimate of $17.77 million.View all Key Company Metrics for Allison Transmission here>>>Shares of Allison Transmission have returned -3.3% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Allison Transmission Holdings, Inc. (ALSN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks