ALSN Earnings

ALSN reported its earnings on 2026-02-23, showcasing a revenue of 737.00M against an estimate of 722.46M, resulting in a 2.01% surprise. The EPS was 1.7, surpassing the expected 1.56 by 8.97%. The stock experienced a 4.41% price change on the earnings day and a 7.24% change over the next five days, reflecting market reactions to the results.

Following ALSN's earnings announcement on 2026-02-23, the stock price moved by 4.41% on the day of the release. Over the subsequent five days, it saw a 7.24% change. Historically, ALSN's stock price tends to shift by an average of -0.95% in the 10 days leading up to earnings and 3.89% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ALSN's annual revenue to reach 671.37M, while the EPS is projected at 1.74. These estimates reflect recent revisions, with revenue estimates revised upward by 0.06% and EPS estimates revised upward by 0.29% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ALSN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.06%, while EPS estimates moved revised upward by 0.29%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ALSN's stock price typically moves by -0.95% in the 10 days before its earnings and 3.89% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.74 and revenue of 671.37M.

The earnings call summary highlights strong financial performance with a 10% revenue increase and improved margins. The company maintains its dividend and announces a significant share buyback program, both positive for shareholder value. While guidance and strategic initiatives were not detailed, the financial metrics and shareholder return plans suggest a positive sentiment. The lack of negative sentiment in the Q&A further supports this. Given these factors, a positive stock price movement between 2% to 8% is anticipated.