ALSN Earnings Prediction
The chart below shows how ALSN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ALSN sees a -0.84% change in stock price 10 days leading up to the earnings, and a +3.83% change 10 days following the report. On the earnings day itself, the stock moves by +0.04%. This data can give you a slight idea of what to expect for the next quarter's release.
ALSN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
824.00M
11.96%
0.98%
Gross Margin
48.06%
-0.93%
-0.46%
Operating Margin
31.55%
4.61%
-2.11%
Net Margin
24.27%
13.04%
5.89%
EPS
2.27
28.98%
7.08%
No Data Available
ALSN Earnings Analysis
ALLISON TRANSMISSION HOLDINGS, INC. Corporation (ALSN.N) Earnings Conference Call
Positive
Net Sales Increase: Year-over-year net sales increased 12% from the same period in 2023 to a record of $824 million.
North American Market Growth: The increase in year-over-year results was led by a 22% increase in the North American On-Highway end market, primarily driven by strength in demand for Class 8 vocational vehicles and medium-duty trucks.
Gross Profit Increase: Gross profit for the quarter was $396 million, an increase of $39 million from $357 million for the same period in 2023.
Quarterly Net Income Increase: Net income for the quarter was $200 million, an increase of $42 million or 27% from the same period in 2023.
Quarterly Adjusted EBITDA Increase: Adjusted EBITDA for the quarter was $305 million compared to $267 million for the same period in 2023.
Negative
Net Sales Increase 12%: The year-over-year net sales increased 12% from the same period in 2023 to a record of $824 million. The increase in year-over-year results was led by a 22% increase in the North American On-Highway end market primarily driven by strength in demand for Class 8 vocational vehicles and medium-duty trucks and price increases on certain products.
Gross Profit Increase: Gross profit for the quarter was $396 million, an increase of $39 million from $357 million for the same period in 2023. The increase in gross profit was principally driven by increased net sales and price increases on certain products, partially offset by higher manufacturing expense.
Quarterly Net Income Increase: Net income for the quarter was $200 million, an increase of $42 million or 27% from the same period in 2023. The increase was principally driven by higher gross profit and lower interest expense net.
Adjusted EBITDA Increase: Adjusted EBITDA for the quarter was $305 million compared to $267 million for the same period in 2023. The increase in adjusted EBITDA was principally driven by higher gross profit.
Dividend and Stock Repurchase: During the third quarter, we paid a dividend of $0.25 per share and repurchased over $50 million of our common stock. We ended the quarter with a net leverage ratio of 1.4x, $788 million of cash and $745 million of available revolving credit facility commitments.
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ALSN Earning Call Sentiment
Allison Transmission Holdings, Inc. (ALSN) Q3 2024 Earnings Call Transcript
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00:00
00:00
ALSN.N
0.01%Positive
The earnings call summary shows strong financial performance with significant YoY growth in net sales, net income, and EPS. Shareholder returns are enhanced by dividends and share repurchases. The raised revenue guidance and positive demand outlook further support a positive sentiment. Despite some supply chain challenges and competitive pressures, the company's strategic partnerships and increased guidance outweigh these concerns. The Q&A section reveals confidence in future demand and strategic initiatives, although some responses lacked clarity. Overall, the company's strong financials and optimistic guidance suggest a positive stock price movement.
