NYSE$ALSN
Allison Transmission Holdings Inc · Q3 2024 earnings
Q3 2024 earnings · · Investor relations
Briefing
Allison Transmission reported record quarterly net sales, driven by strength in North America On-Highway, Defense, and Outside North America On-Highway end markets, and increased diluted EPS.
Allison Transmission announced record third quarter net sales of $824 million, a 12% increase year over year. Net income was $200 million, up 27% year over year, and diluted EPS reached a quarterly record of $2.27, a 29% increase year over year. The company is raising its full year 2024 revenue, earnings, and cash flow guidance.
- Record quarterly net sales of $824 million, up 12% year over year.
- Net Income of $200 million, up 27% year over year.
- Diluted EPS of $2.27, a quarterly record, up 29% year over year.
- Increased full year 2024 revenue, earnings and cash flow guidance.
Headline financials
Revenue & EPS history
Allison · Revenue · Quarterly
$824M
Revenue by segment
Allison · $708M total across 4 segments · Q3 2023
- North America On-Highway$376M+10.6%53.1%
- Service Parts & Other$171M+8.9%24.2%
- Outside North America On-Highway$118M+0.0%16.7%
- Defense$43M+22.9%6.1%
Forward guidance
Allison expects 2024 Net Sales in the range of $3,135 to $3,215 million, Net Income in the range of $675 to $725 million, Adjusted EBITDA in the range of $1,115 to $1,175 million, Net Cash Provided by Operating Activities in the range of $740 to $800 million, Capital Expenditures in the range of $135 to $145 million, and Adjusted Free Cash Flow in the range of $605 to $655 million.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q3 2024
+0.7%
Avg return
Earnings day
+0.6%
Avg return
5 days after
+0.7%
Avg return
30 days after
61%
37 / 61 earnings
Positive
+11.9%
Q2 2018
Best reaction
-12.5%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -3.7% | -6.2% | -9.5% | |
| Q4 2025 | +4.8% | +7.2% | -0.4% | |
| Q3 2025 | +2.4% | -2.7% | +8.7% | |
| Q1 2025 | +4.1% | +4.1% | +10.8% | |
| Q4 2024 | -12.5% | -8.4% | -15.8% | |
| Q3 2024 | +8.2% | +7.4% | +18.8% | |
| Q2 2024 | +6.2% | +6.8% | +9.6% | |
| Q1 2024 | -6.9% | -8.1% | -5.3% | |
| Q4 2023 | +11.6% | +12.3% | +19.4% | |
| Q3 2023 | -10.8% | -11.2% | -5.7% | |
| Q2 2023 | +1.7% | +3.2% | +1.4% | |
| Q1 2023 | +7.4% | +5.8% | +6.9% | |
| Q4 2022 | +10.3% | +9.2% | -8.0% | |
| Q3 2022 | +5.8% | +8.3% | +12.9% | |
| Q2 2022 | -8.4% | -7.4% | -11.7% | |
| Q1 2022 | +4.6% | +4.3% | +8.7% | |
| Q4 2021 | +1.4% | +0.5% | -2.4% | |
| Q3 2021 | +2.8% | +2.2% | +9.3% | |
| Q2 2021 | +1.0% | +1.3% | -4.1% | |
| Q1 2021 | -3.9% | -4.1% | -2.8% | |
| Q4 2020 | -9.6% | -11.5% | -0.2% | |
| Q3 2020 | -6.8% | -1.3% | +10.9% | |
| Q2 2020 | -1.9% | -1.7% | -4.7% | |
| Q1 2020 | -0.5% | +5.0% | +9.5% | |
| Q4 2019 | -1.0% | -1.0% | -34.8% | |
| Q3 2019 | -7.2% | -5.3% | +3.0% | |
| Q2 2019 | -1.3% | -6.5% | -5.2% | |
| Q1 2019 | +1.3% | -2.6% | -11.4% | |
| Q4 2018 | +2.4% | -3.0% | -10.5% | |
| Q3 2018 | +0.6% | +1.6% | +9.1% | |
| Q2 2018 | +11.9% | +10.7% | +18.1% | |
| Q1 2018 | +2.7% | +4.8% | +7.7% | |
| Q4 2017 | -3.2% | -5.8% | -6.5% | |
| Q3 2017 | -1.0% | +1.7% | -6.4% | |
| Q2 2017 | +0.4% | +1.1% | -8.3% | |
| Q1 2017 | +4.8% | +4.3% | +4.4% | |
| Q4 2016 | +5.4% | +6.2% | +2.0% | |
| Q3 2016 | +3.3% | +6.6% | +18.2% | |
| Q2 2016 | -4.8% | -5.3% | -7.8% | |
| Q1 2016 | +0.9% | — | — | |
| Q4 2015 | -3.3% | — | — | |
| Q3 2015 | -1.1% | — | — | |
| Q2 2015 | +2.9% | — | — | |
| Q1 2015 | -3.3% | — | — | |
| Q4 2014 | -2.5% | — | — | |
| Q3 2014 | +7.3% | — | — | |
| Q2 2014 | -0.3% | — | — | |
| Q1 2014 | +6.6% | — | — | |
| Q4 2013 | +3.3% | — | — | |
| Q3 2013 | -6.3% | — | — | |
| Q2 2013 | +0.5% | — | — | |
| Q1 2013 | +0.5% | — | — | |
| Q4 2010 | +0.3% | — | — | |
| Q4 2011 | +0.3% | — | — | |
| Q4 2012 | -0.8% | — | — | |
| Q3 2011 | +6.1% | — | — | |
| Q3 2012 | +3.8% | — | — | |
| Q2 2011 | -3.0% | — | — | |
| Q2 2012 | +4.0% | — | — | |
| Q1 2011 | +2.6% | — | — | |
| Q1 2012 | +3.0% | — | — | |
| Q3 2010 | — | — | — | |
| Q2 2010 | — | — | — |
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