ALSN
Q4 2026 EPS Estimate
$2.42
Oct 29, 2026 · Reports after close
Revenue Estimate
$1.46B
FY2026E EPS$8.14
FY2027E EPS$10.95

Analyst Sentiment

Wall St. Consensus
Hold
28 analysts·High coverage
52
Score
7 Buy (25%)15 Hold (54%)6 Sell (21%)
Rating Breakdown
Strong Buy
14%
Buy
621%
Hold
1554%
Sell
621%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$126.00
+2.9%
Consensus
$126.00
+2.9%
Bull
$126.00
+2.9%
12-Month Target Range28 analysts
$126.00$126.00$126.00
Current $122.40Consensus
Current Price
$122.40
Upside to Consensus
$3.60

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+4.74%
EPS+34.43%
FY2028
Rev+4.69%
EPS+17.05%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028E
Revenue Avg$5.93B$6.21B$6.51B
Low$5.89B$6.10B$6.27B
High$5.96B$6.34B$6.70B
EBITDA Avg$1.14B$1.45B$1.64B
Low$1.09B$1.38B$1.60B
High$1.19B$1.58B$1.80B
EBIT Avg$976M$1.25B$1.41B
Low$923M$1.17B$1.37B
High$1.03B$1.38B$1.57B
Net Income Avg$702M$918M$1.05B
Low$660M$861M$1.02B
High$745M$1.02B$1.18B
EPS Avg$8.14$10.95$12.81
Low$7.76$10.13$11.98
High$8.76$12.03$13.84
Analysts (Rev / EPS)7 / 68 / 76 / 4
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$1.46B$1.49B$1.52B$1.65B$1.53B$1.56B$1.57B$1.67B
Low$1.43B$1.47B$1.47B$1.60B$1.48B$1.51B$1.52B$1.62B
High$1.49B$1.51B$1.56B$1.69B$1.57B$1.60B$1.61B$1.71B
EBITDA Avg$373M$386M$404M$445M$418M$437M$455M$481M
Low$350M$354M$394M$433M$407M$425M$443M$467M
High$404M$425M$413M$455M$427M$446M$465M$492M
EBIT Avg$288M$302M$320M$360M$333M$352M$370M$395M
Low$265M$270M$309M$348M$322M$340M$357M$382M
High$319M$340M$328M$370M$342M$361M$380M$406M
Net Income Avg$193M$204M$218M$251M$229M$244M$259M$279M
Low$175M$178M$210M$241M$220M$235M$249M$268M
High$218M$235M$225M$259M$237M$252M$267M$288M
EPS Avg$2.30$2.43$2.60$2.98$2.73$2.90$3.08$3.32
Low$2.08$2.12$2.50$2.87$2.62$2.79$2.96$3.19
High$2.59$2.80$2.68$3.08$2.82$3.00$3.18$3.42
Analysts (Rev / EPS)5 / 55 / 54 / 34 / 34 / 34 / 33 / 43 / 4

Earnings Surprises

Recent Analyst Actions

May 13, 2026Morgan Stanley
Allison Transmission price target raised to $126 from $117 at Morgan Stanley
Target:$126.00
+4.6%from $120.48
Feb 24, 2026Oppenheimer
Allison Transmission price target raised to $135 from $115 at Oppenheimer
Target:$135.00
+10.4%from $122.33
Jan 23, 2026Wells Fargo
Allison Transmission price target raised to $98 from $85 at Wells Fargo
Target:$98.00
-11.7%from $111.03
Dec 22, 2025Raymond James
Allison Transmission price target raised to $115 from $110 at Raymond James
Target:$115.00
+16.5%from $98.72
Dec 8, 2025Raymond James
Allison Transmission upgraded to Strong Buy from Outperform at Raymond James
Target:$110.00
+18.9%from $92.54
Nov 13, 2025Wells Fargo
Allison Transmission initiated with an Equal Weight at Wells Fargo
Target:$85.00
+3.3%from $82.30
Oct 30, 2024Oppenheimer
Allison Transmission (ALSN) PT Raised to $115 at Oppenheimer
Target:$115.00
+8.9%from $105.60
Oct 30, 2024Robert W. Baird
Allison Transmission (ALSN) PT Raised to $108 at Baird
Target:$108.00
+7.8%from $100.15
Jun 27, 2024Raymond James
Allison Transmission initiated with an Outperform at Raymond James
Target:$85.00
+14.4%from $74.29
Mar 26, 2024Oppenheimer
Allison Transmission (ALSN) PT Raised to $90 at Oppenheimer on 'strength in Defense/International, pricing tailwinds, and a slower transition to EVs'
Target:$90.00
+13.8%from $79.10
Dec 14, 2022Morgan Stanley
Morgan Stanley Maintains Underweight on Allison Transmission, Raises Price Target to $36
Target:$36.00
-17.5%from $43.62
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.