Earnings summaries and quarterly performance for Allison Transmission Holdings.
Executive leadership at Allison Transmission Holdings.
David Graziosi
Detailed
Chair, President and Chief Executive Officer
CEO
Dana Pittard
Detailed
Vice President, Defense Programs
Eric Scroggins
Detailed
Vice President, General Counsel and Assistant Secretary
Fred Bohley
Detailed
Chief Operating Officer
John Coll
Detailed
Senior Vice President, Global Marketing, Sales and Service
Ryan Milburn
Detailed
Vice President, Engineering and Technology Development
Scott Mell
Detailed
Chief Financial Officer and Treasurer
Teresa van Niekerk
Detailed
Vice President, Chief Procurement Officer
Thomas Eifert
Detailed
Vice President, Quality, Planning & Program Management
Board of directors at Allison Transmission Holdings.
Research analysts who have asked questions during Allison Transmission Holdings earnings calls.
Angel Castillo Malpica
Morgan Stanley
4 questions for ALSN
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Kyle Menges
Citigroup
4 questions for ALSN
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Tami Zakaria
JPMorgan Chase & Co.
4 questions for ALSN
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Ian Zaffino
Oppenheimer & Co. Inc.
3 questions for ALSN
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Jerry Revich
Goldman Sachs Group Inc.
3 questions for ALSN
Also covers: AGCO, ATMU, CAT +28 more
Luke Junk
Robert W. Baird & Co.
3 questions for ALSN
Also covers: APH, BB, BWA +10 more
Robert Wertheimer
Melius Research
3 questions for ALSN
Also covers: AME, CAT, CMI +12 more
Timothy Thein
Raymond James
3 questions for ALSN
Also covers: AGCO, CAT, CMI +14 more
Isaac Sellhausen
Oppenheimer & Co. Inc.
1 question for ALSN
Also covers: ATSG, CCSI, CXT +9 more
Rob Wertheimer
Melius Research LLC
1 question for ALSN
Also covers: AME, CAT, CMI +11 more
Sherif El-Sabbahy
Bank of America
1 question for ALSN
Also covers: BLBD, CTRI, ESAB +6 more
Tim Thein
Raymond James Financial
1 question for ALSN
Also covers: AGCO, CMI, CNH +9 more
Recent press releases and 8-K filings for ALSN.
Allison Transmission and Dana Receive Regulatory Approvals for Off-Highway Business Transaction
ALSN
M&A
New Projects/Investments
- All required regulatory approvals for the sale of Dana's Off-Highway business to Allison Transmission Holdings, Inc. have been received.
- The transaction is intended to close at or near the end of 2025.
- Allison Transmission views the acquisition as a way to strengthen its position in the global off-highway market and align with its long-term growth strategy.
- Dana anticipates the transaction will facilitate a return of $600 million to shareholders in 2025 and a debt reduction of approximately $2 billion in 2026.
Nov 19, 2025, 11:50 AM
Allison Transmission Prices Debt Offering to Fund Dana Business Acquisition
ALSN
Debt Issuance
M&A
New Projects/Investments
- Allison Transmission's subsidiary priced an offering of $500 million in 5.875% Senior Notes due 2033 and a $1,200 million senior secured incremental term loan facility with an interest rate of Term SOFR plus 1.75%.
- The net proceeds from these financings, along with cash on hand, are intended to fund the acquisition of Dana Incorporated's off-highway business.
- The Notes Offering is expected to close on or about November 21, 2025, with the term loan facility closing concurrently with the acquisition; if the acquisition does not close, the Notes will be subject to a special mandatory redemption at par.
Nov 6, 2025, 10:24 PM
Allison Transmission Holdings Inc. Announces Financing for Dana Business Acquisition
ALSN
M&A
Debt Issuance
New Projects/Investments
- Allison Transmission, Inc. (ATI) commenced an offering of approximately $500 million in senior notes and is seeking a $1.2 billion incremental term loan facility.
- The proceeds from these financing activities, along with cash on hand, are intended to fund the previously announced acquisition of the off-highway business of Dana Incorporated.
- Preliminary operating results for the Dana Business for the three months ended September 30, 2025, anticipate revenue between $570 million and $690 million and EBITDA between $85 million and $105 million.
Nov 4, 2025, 10:23 PM
Allison Transmission Reports Q3 2025 Results and Updates Full-Year Guidance
ALSN
Earnings
Guidance Update
Demand Weakening
- Allison Transmission reported Q3 2025 net sales of $693 million, a 16% decrease year-over-year, primarily driven by lower demand in the North America on-highway market, despite a 47% increase in defense end market net sales.
- For Q3 2025, the company achieved an Adjusted EBITDA margin of 37% and generated $184 million in adjusted free cash flow, maintaining a strong balance sheet with $902 million of cash on hand and a net leverage ratio of 1.33 times.
- Allison updated its full-year 2025 guidance, projecting net sales between $2,975 million and $3,025 million, net income of $620 million to $650 million, and adjusted free cash flow of $600 million to $620 million.
- The company continues to manage through a challenging operating environment, particularly in the North America on-highway market, which is experiencing reduced demand due to global macroeconomic factors, but views this as a deferral of purchases.
- Allison is diligently working to close its acquisition of Dana's off-highway business, which is expected to enhance its global footprint and access to new markets and customers.
Oct 29, 2025, 9:00 PM
Allison Transmission Reports Q3 2025 Results and Updates Full-Year Guidance
ALSN
Earnings
Guidance Update
Demand Weakening
- Allison Transmission reported Q3 2025 net sales of $693 million, a 16% decrease year-over-year, primarily driven by lower demand in the North American on-highway market, with net income at $137 million.
- Despite the revenue decline, the company maintained an adjusted EBITDA margin of 37% and generated $184 million in adjusted free cash flow during Q3 2025.
- For the full year 2025, Allison updated its guidance, expecting net sales between $2,975 million and $3,025 million and adjusted free cash flow between $600 million and $620 million.
- The North America on-highway end market continues to face negative impacts from macroeconomic factors, leading to reduced demand, which the company views as a deferral of purchases rather than a permanent market shift.
- Allison is progressing with the acquisition of Dana's off-highway business and announced new product adoptions and partnerships in international on-highway and defense markets.
Oct 29, 2025, 9:00 PM
Allison Transmission Reports Q3 2025 Results and Updates Full-Year Guidance
ALSN
Earnings
Guidance Update
Demand Weakening
- Allison Transmission reported Q3 2025 net sales of $693 million, a 16% decrease year-over-year, primarily driven by reduced demand in the North American on-highway market. Despite this, the company achieved an adjusted EBITDA margin of 37% and generated $184 million in adjusted free cash flow.
- The company revised its full-year 2025 guidance, projecting net sales between $2,975 million and $3,025 million and adjusted EBITDA between $1,090 million and $1,125 million.
- Allison maintains a strong financial position with over $900 million of cash on hand and a net leverage ratio of 1.33 times.
- Strategic initiatives include diligently working to close the acquisition of Dana's off-highway business and continued growth in the defense end market, which saw sales increase 47% year-over-year in Q3 2025.
Oct 29, 2025, 9:00 PM
Allison Transmission Announces Q3 2025 Results and Updates 2025 Guidance
ALSN
Earnings
Guidance Update
Demand Weakening
- Net Sales for Q3 2025 were $693 million, marking a 16% decrease from Q3 2024, primarily driven by lower demand in the North America On-Highway, Global Off-Highway, Service Parts, Support Equipment & Other, and Outside North America On-Highway end markets, partially offset by higher net sales in the Defense end market.
- Net Income for Q3 2025 was $137 million, a 32% decrease year-over-year, mainly due to lower gross profit and acquisition-related expenses.
- Adjusted EBITDA for Q3 2025 decreased 16% to $256 million, principally driven by lower gross profit.
- Diluted Earnings Per Share for Q3 2025 was $1.63, a 28% decrease compared to Q3 2024.
- Allison Transmission revised its full-year 2025 guidance for Net Sales to a range of $2,975 - $3,025 million, Net Income to $620 - $650 million, and Adjusted EBITDA to $1,090 - $1,125 million, based on Q3 results and current end market conditions.
Oct 29, 2025, 9:00 PM
Allison Transmission Announces Third Quarter 2025 Results and Updates Full-Year Guidance
ALSN
Earnings
Guidance Update
Demand Weakening
- Allison Transmission Holdings Inc. reported net sales of $693 million and net income of $137 million for the third quarter of 2025.
- Net sales in the Defense end market increased by over 47% year over year to $78 million, while the North America On-Highway end market saw a $130 million decrease in net sales, primarily due to lower demand.
- The company generated $228 million in Net Cash Provided by Operating Activities and $184 million in Adjusted Free Cash Flow during Q3 2025, and repurchased $27 million of common stock and paid $23 million in dividends.
- Allison Transmission revised its full-year 2025 guidance, now expecting net sales between $2,975 and $3,025 million and net income between $620 and $650 million.
Oct 29, 2025, 8:05 PM
Allison Transmission Announces Third Quarter 2025 Results and Updates Full Year Guidance
ALSN
Earnings
Guidance Update
Demand Weakening
- Allison Transmission Holdings Inc. reported net sales of $693 million for the third quarter of 2025, a decrease from $824 million in the same period of 2024, primarily driven by a $130 million decrease in the North America On-Highway end market due to lower demand.
- Despite a challenging demand environment, the company achieved net income of $137 million and diluted EPS of $1.63 for Q3 2025.
- Adjusted EBITDA was $256 million, resulting in an Adjusted EBITDA margin of 37% for the quarter.
- Allison generated $228 million in net cash provided by operating activities and $184 million in Adjusted Free Cash Flow during Q3 2025, and allocated $27 million to common stock repurchases and $23 million to dividend payments.
- The company revised its full year 2025 guidance, now expecting net sales in the range of $2,975 to $3,025 million and net income between $620 to $650 million.
Oct 29, 2025, 8:05 PM
Allison Transmission Expands Global Defense Service Network
ALSN
New Projects/Investments
- Allison Transmission has significantly expanded its global network of authorized service providers to support its cross-drive transmissions for defense applications.
- The latest addition to this network is Wojskowe Zakłady Motoryzacyjne (WZM) in Poland, which is now an official channel partner for tracked vehicles.
- This strategic partnership allows maintenance and overhauls for key Polish combat systems, such as K9PL and Krab howitzers, Abrams tanks, and Borsuk infantry fighting vehicles, to be performed locally in Poznań.
- Allison's strategy focuses on local servicing and training, leveraging its commercial vehicle service network of approximately 1,600 independent distributors and dealers to reduce costs and downtime for defense customers.
Oct 29, 2025, 10:30 AM
Quarterly earnings call transcripts for Allison Transmission Holdings.
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