The record starts accreting with the next priced report.
2-quarter memory
Intraday
No intraday reading yet this session.
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
ALSN kept 11.56% of Q2 FY2026 revenue as profit. Revenue +11.38% on Q1 FY2026, +92.38% on Q2 FY2025.
Revenue
$1.6B▲ +11.38% q/q
Gross profit
$515M▲ +26.85% q/q
32.89% margin
Cost of revenue
$1.1B▲ +5.10% q/q
Operating income
$291M▲ +49.23% q/q
18.58% margin
Operating expenses
$224M▲ +6.16% q/q
SG&A $168M
R&D $56M
Pre-tax income
$228M▲ +72.73% q/q
Net income
$181M▲ +61.61% q/q
11.56% margin
Tax
$47M▲ +135.00% q/q
Other expense
$63M
Revenue$1.6B
Gross profit$515M32.89%
Operating income$291M18.58%
Pre-tax income$228M
Net income$181M11.56%
Cost of revenue
$1.1B · 67.11%
Operating expenses
$224M · 14.30%
Tax
$47M · 3.00%
Other expense leaves
$63M · 4.02%
Standardized lines from ALSN’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Positioning
5 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
136
▲ 1%
Sep 18
2d
▼ 2%
514
17
▲ 6%
Oct 16
30d
▲ 2%
65
176
▲ 2%
Nov 20
65d
▲ 0%
347
266
▲ 2%
Dec 18
93d
▲ 0%
465
45
▲ 29%
Feb 19
156d
▲ 1%
154
putscalls
Event sensitivity
release-day history · not a forecast
NFPjobs report1.3×up 4 of 8±1.8% vs ±1.4% · 8
CPIconsumer prices1.1×up 4 of 9±1.6% vs ±1.4% · 9
PCEpersonal income & outlays1.1×up 10 of 17±1.4% vs ±1.4% · 17
FOMCrate decision1.0×up 13 of 24±1.4% vs ±1.4% · 24
PPIproducer prices1.0×up 4 of 9±1.3% vs ±1.4% · 9
CPROFcorporate profits0.9×up 5 of 10±1.2% vs ±1.4% · 10
GDPgross domestic product0.9×up 9 of 17±1.2% vs ±1.4% · 17
How ALSN has moved on past release days against its ordinary ±1.4% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.