Allison Transmission Holdings Inc (ALSN) · wyniki II kw. 2026 i wycena

Przy wzroście 2,8% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $67.16 na akcję — kurs jest o 68% powyżej niej. Obecna cena zakłada wzrost o 7,5% rocznie.

1. Prognoza

   The company expects sequential improvement within the legacy transmission business in the first half of the year due to macro factors.

   Cytat ze źródła

   “When you look at our full year guide, we are expecting sequential improvement within the legacy transmission business first half... It's a bit of a tale of 2 cities. Again, driven by some of the macro factors that Dave mentioned in his comments.”

2. Prognoza

   ALSN expects sequential improvement in medium-duty volumes in the second half of 2026 despite end-user purchasing decisions influenced by tariffs and emissions regulations.

   Cytat ze źródła

   “Although we continue to see end-user purchasing decisions influenced by geopolitical impacts, including tariffs and emissions regulations, we expect sequential improvement in volumes in the second half of 2026 for medium-duty...”

3. Prognoza

   The company updated its 2026 revenue guidance to expect consolidated net sales in the range of $5.8 billion to $6 billion.

   Cytat ze źródła

   “For 2026 revenue, we expect consolidated net sales in the range of $5.8 billion to $6 billion.”

4. Liczba

   Quarter net sales rose 92% year-over-year to $1.566 billion, indicating growth in the company's revenue.

   Cytat ze źródła

   “Second quarter net sales of $1.566 billion was a year-over-year increase of 92%.”

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“Across the defense industry, companies are reporting record order backlogs, expanding manufacturing capacity and increased investment in next-generation platforms to support sustained growth.”

“Allison will also expand its manufacturing capabilities in best cost countries, ensuring we maintain the highest standards of quality while improving our overall cost competitiveness.”

“Moving on, we continue to build meaningful momentum with defense customers, securing 3 significant program wins that underscore both the strength of our existing product portfolio and the success of...”