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Allison Transmission Holdings, Inc. (ALSN) Q1 2026 Earnin...
SA Transcripts · 2026-05-05 · via All Articles on Seeking Alpha

Q1: 2026-05-04 Earnings Summary

EPS of $2.57 beats by $0.47

 | 

Revenue of

$1.41B

(83.55% Y/Y)

beats by $25.68M

Allison Transmission Holdings, Inc. (ALSN) Q1 2026 Earnings Call May 4, 2026 5:00 PM EDT

Company Participants

Jacalyn Bolles - Executive Director of Treasury & IR
David Graziosi - Chairman, President & CEO
Scott Mell - Senior VP, CFO & Treasurer
G. Bohley - President & Business Unit Leader of Allison Transmission and COO
Craig Price - President and Business Unit Leader of Allison Off-Highway Drive & Motion Systems

Conference Call Participants

Robert Wertheimer - Melius Research LLC
Timothy Thein - Raymond James & Associates, Inc., Research Division
Ian Zaffino - Oppenheimer & Co. Inc., Research Division
Jerry Revich - Wells Fargo Securities, LLC, Research Division
Tami Zakaria - JPMorgan Chase & Co, Research Division
Angel Castillo Malpica - Morgan Stanley, Research Division
Luke Junk - Robert W. Baird & Co. Incorporated, Research Division
Kyle Menges - Citigroup Inc. Exchange Research
Sherif El-Sabbahy - BofA Securities, Research Division

Presentation

Operator

Good afternoon. Thank you for standing by. Welcome to Allison's First Quarter 2026 Earnings Conference Call. My name is Shamali, and I will be your conference call operator today. [Operator Instructions] After prepared remarks, Allison executives will conduct a question-and-answer session and conference call participants will be given instructions at that time. As a reminder, this conference call is being recorded. [Operator Instructions]

I would now like to turn the conference call over to Jackie Bolles, Executive Director of Treasury and Investor Relations. Please go ahead, Jackie.

Jacalyn Bolles
Executive Director of Treasury & IR

Thank you, Shamali. Good afternoon, and thank you for joining us for our First Quarter 2026 Earnings Conference Call. With me this afternoon are Dave Graziosi, our Chair, President and Chief Executive Officer; Scott Mell, our Chief Financial Officer and Treasurer; Fred Bohley, Allison's Chief Operating Officer and Allison Transmission business unit leader; and Craig Price, Allison Off-Highway business unit leader.

As a reminder, this conference