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Side-by-side financial comparison of Allison Transmission Holdings Inc (ALSN) and Archrock, Inc. (AROC). Click either name above to swap in a different company.
Allison Transmission Holdings Inc is the larger business by last-quarter revenue ($737.0M vs $377.1M, roughly 2.0× Archrock, Inc.). Archrock, Inc. runs the higher net margin — 31.0% vs 13.4%, a 17.5% gap on every dollar of revenue. On growth, Archrock, Inc. posted the faster year-over-year revenue change (15.5% vs -7.4%). Allison Transmission Holdings Inc produced more free cash flow last quarter ($169.0M vs $126.7M). Over the past eight quarters, Archrock, Inc.'s revenue compounded faster (18.5% CAGR vs -3.4%).
Allison Transmission Holdings Inc. is an American manufacturer of commercial duty automatic transmissions and hybrid propulsion systems. Allison products are specified by over 250 vehicle manufacturers and are used in many market sectors, including bus, refuse, fire, construction, distribution, military, and specialty applications.
Archrock, Inc. is a leading provider of natural gas compression services and equipment solutions for the North American oil and gas sector. Its core offerings include compression system rental, maintenance, aftermarket support, and sales, serving upstream production, midstream transportation and natural gas processing segments.
ALSN vs AROC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $737.0M | $377.1M |
| Net Profit | $99.0M | $116.8M |
| Gross Margin | 48.0% | 53.0% |
| Operating Margin | 23.2% | 39.4% |
| Net Margin | 13.4% | 31.0% |
| Revenue YoY | -7.4% | 15.5% |
| Net Profit YoY | -43.4% | 95.4% |
| EPS (diluted) | $1.18 | $0.67 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $737.0M | $377.1M | ||
| Q3 25 | $693.0M | $382.4M | ||
| Q2 25 | $814.0M | $383.2M | ||
| Q1 25 | $766.0M | $347.2M | ||
| Q4 24 | $796.0M | $326.4M | ||
| Q3 24 | $824.0M | $292.2M | ||
| Q2 24 | $816.0M | $270.5M | ||
| Q1 24 | $789.0M | $268.5M |
| Q4 25 | $99.0M | $116.8M | ||
| Q3 25 | $137.0M | $71.2M | ||
| Q2 25 | $195.0M | $63.4M | ||
| Q1 25 | $192.0M | $70.8M | ||
| Q4 24 | $175.0M | $59.8M | ||
| Q3 24 | $200.0M | $37.5M | ||
| Q2 24 | $187.0M | $34.4M | ||
| Q1 24 | $169.0M | $40.5M |
| Q4 25 | 48.0% | 53.0% | ||
| Q3 25 | 47.5% | 48.5% | ||
| Q2 25 | 49.4% | 45.4% | ||
| Q1 25 | 49.3% | 47.4% | ||
| Q4 24 | 46.9% | 46.3% | ||
| Q3 24 | 48.1% | 44.4% | ||
| Q2 24 | 48.3% | 41.5% | ||
| Q1 24 | 46.4% | 42.1% |
| Q4 25 | 23.2% | 39.4% | ||
| Q3 25 | 29.4% | 25.3% | ||
| Q2 25 | 31.4% | 22.5% | ||
| Q1 25 | 32.5% | 26.5% | ||
| Q4 24 | 29.5% | 24.0% | ||
| Q3 24 | 31.6% | 18.1% | ||
| Q2 24 | 32.2% | 17.6% | ||
| Q1 24 | 29.7% | 20.0% |
| Q4 25 | 13.4% | 31.0% | ||
| Q3 25 | 19.8% | 18.6% | ||
| Q2 25 | 24.0% | 16.6% | ||
| Q1 25 | 25.1% | 20.4% | ||
| Q4 24 | 22.0% | 18.3% | ||
| Q3 24 | 24.3% | 12.8% | ||
| Q2 24 | 22.9% | 12.7% | ||
| Q1 24 | 21.4% | 15.1% |
| Q4 25 | $1.18 | $0.67 | ||
| Q3 25 | $1.63 | $0.40 | ||
| Q2 25 | $2.29 | $0.36 | ||
| Q1 25 | $2.23 | $0.40 | ||
| Q4 24 | $2.01 | $0.35 | ||
| Q3 24 | $2.27 | $0.22 | ||
| Q2 24 | $2.13 | $0.22 | ||
| Q1 24 | $1.90 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.5B | $1.6M |
| Total DebtLower is stronger | $2.9B | — |
| Stockholders' EquityBook value | $1.9B | $1.5B |
| Total Assets | $6.1B | $4.3B |
| Debt / EquityLower = less leverage | 1.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $1.6M | ||
| Q3 25 | $902.0M | $4.1M | ||
| Q2 25 | $778.0M | $5.9M | ||
| Q1 25 | $753.0M | $4.8M | ||
| Q4 24 | $781.0M | $4.4M | ||
| Q3 24 | $788.0M | $3.7M | ||
| Q2 24 | $648.0M | $919.0K | ||
| Q1 24 | $551.0M | $1.2M |
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $894.5M | ||
| Q1 24 | $1.3B | $882.1M |
| Q4 25 | $6.1B | $4.3B | ||
| Q3 25 | $5.5B | $4.4B | ||
| Q2 25 | $5.4B | $4.4B | ||
| Q1 25 | $5.4B | $4.0B | ||
| Q4 24 | $5.3B | $3.8B | ||
| Q3 24 | $5.4B | $3.8B | ||
| Q2 24 | $5.2B | $2.7B | ||
| Q1 24 | $5.1B | $2.7B |
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.31× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.63× | — | ||
| Q1 24 | 1.80× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $243.0M | $214.5M |
| Free Cash FlowOCF − Capex | $169.0M | $126.7M |
| FCF MarginFCF / Revenue | 22.9% | 33.6% |
| Capex IntensityCapex / Revenue | 10.0% | 23.3% |
| Cash ConversionOCF / Net Profit | 2.45× | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | $661.0M | $119.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $243.0M | $214.5M | ||
| Q3 25 | $228.0M | $164.5M | ||
| Q2 25 | $184.0M | $127.5M | ||
| Q1 25 | $181.0M | $115.6M | ||
| Q4 24 | $211.0M | $124.3M | ||
| Q3 24 | $246.0M | $96.9M | ||
| Q2 24 | $171.0M | $70.7M | ||
| Q1 24 | $173.0M | $137.7M |
| Q4 25 | $169.0M | $126.7M | ||
| Q3 25 | $184.0M | $29.5M | ||
| Q2 25 | $153.0M | $16.0M | ||
| Q1 25 | $155.0M | $-52.5M | ||
| Q4 24 | $136.0M | $26.4M | ||
| Q3 24 | $210.0M | $26.9M | ||
| Q2 24 | $150.0M | $-20.6M | ||
| Q1 24 | $162.0M | $37.9M |
| Q4 25 | 22.9% | 33.6% | ||
| Q3 25 | 26.6% | 7.7% | ||
| Q2 25 | 18.8% | 4.2% | ||
| Q1 25 | 20.2% | -15.1% | ||
| Q4 24 | 17.1% | 8.1% | ||
| Q3 24 | 25.5% | 9.2% | ||
| Q2 24 | 18.4% | -7.6% | ||
| Q1 24 | 20.5% | 14.1% |
| Q4 25 | 10.0% | 23.3% | ||
| Q3 25 | 6.3% | 35.3% | ||
| Q2 25 | 3.8% | 29.1% | ||
| Q1 25 | 3.4% | 48.4% | ||
| Q4 24 | 9.4% | 30.0% | ||
| Q3 24 | 4.4% | 24.0% | ||
| Q2 24 | 2.6% | 33.7% | ||
| Q1 24 | 1.4% | 37.2% |
| Q4 25 | 2.45× | 1.84× | ||
| Q3 25 | 1.66× | 2.31× | ||
| Q2 25 | 0.94× | 2.01× | ||
| Q1 25 | 0.94× | 1.63× | ||
| Q4 24 | 1.21× | 2.08× | ||
| Q3 24 | 1.23× | 2.58× | ||
| Q2 24 | 0.91× | 2.05× | ||
| Q1 24 | 1.02× | 3.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALSN
| North America On Highway | $361.0M | 49% |
| Service Parts Support Equipment And Other | $160.0M | 22% |
| Outside North America On Highway | $131.0M | 18% |
| Defense | $73.0M | 10% |
| Global Off-Highway | $12.0M | 2% |
AROC
| Horsepower Group Three | $112.6M | 30% |
| Horsepower Group Two | $108.5M | 29% |
| Horsepower Group One | $105.9M | 28% |
| Services | $32.9M | 9% |
| Over Counter Parts And Component Sales | $17.0M | 5% |
| Transferred At Point In Time | $1.4M | 0% |
