Allison Transmission stock reports 92 percent revenue growth

Allison Transmission stock reflects a sharp scale-up in Q2 2026, when net sales reached USD 1.566 billion, up 92 percent year over year. The shares stood at USD 114.59 on the NYSE on September 23, 2026, down USD 0.79 from the prior close and 16.7 percent below the 52-week high of USD 137.62.

Q2 sales reach USD 1.566 billion

The latest operating picture is dominated by the expansion of Allison's business. According to Yahoo Finance, the Allison Transmission business unit generated record quarterly sales of USD 860 million in Q2 2026, an increase of 6 percent from the prior year.

The comparison shows why headline growth alone needs context. The Off-Highway business unit contributed USD 706 million in Q2 2026, while the legacy Allison unit grew at a single-digit rate, making the acquisition contribution central to the consolidated result.

Cash flow adds operating support

Profitability also improved in the reported quarter. Adjusted EBITDA reached USD 404 million, up USD 91 million year over year, while the adjusted EBITDA margin was 25.8 percent, according to Yahoo Finance. Adjusted diluted EPS increased 8 percent to USD 2.73, and adjusted free cash flow rose 84 percent to USD 281 million.

For investors, the key distinction is between acquired revenue and underlying operating momentum. The 92 percent sales increase is substantial, but the 6 percent growth of the legacy unit and the 25.8 percent EBITDA margin provide the cleaner read on execution inside the established business.

Stock remains below yearly high

On September 23, 2026, Allison Transmission had a market capitalization of USD 9.504 billion and a 52-week range of USD 76.01 to USD 137.62. The USD 114.59 NYSE price was 50.8 percent above the yearly low, but the daily change of negative 0.68 percent kept the session tone subdued.