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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Allison Transmission
Allison Transmission (ALSN) investor relations material
Allison Transmission Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Feb, 2026
Executive summary
Completed acquisition of Dana's Off-Highway Drive & Motion Systems on January 1, 2026, expanding global reach and product portfolio.
Integration efforts are underway, with a focus on synergy realization and disciplined execution.
2025 performance impacted by macroeconomic headwinds, but cost control and execution led to improved adjusted EBITDA margin and record net sales in Outside North America On-Highway and Defense markets.
Defense end market revenue grew 26% year-over-year to $267 million, achieving a $100 million incremental annual revenue objective.
Repurchased $328 million of stock in 2025, representing 4% of outstanding shares.
Financial highlights
Full year 2025 net sales were $3,010 million, down $215 million year-over-year; Q4 net sales were $737 million, down 7% year-over-year.
Full year 2025 net income was $623 million (down from $731 million in 2024); Q4 net income was $99 million, down 43% year-over-year, impacted by a $29 million impairment and $26 million acquisition expenses.
Full year adjusted EBITDA was $1,130 million (37.5% margin, up 140 bps); Q4 adjusted EBITDA was $265 million (36% margin, up 210 bps).
Net cash from operating activities in Q4 was $243 million, up $32 million year-over-year; full year was $836 million; adjusted free cash flow was $169 million for Q4 and $661 million for the year.
Q4 gross margin improved by 110 basis points to 48% year-over-year.
Outlook and guidance
2026 consolidated net sales guidance: $5,575–$5,925 million; net income: $600–$750 million, including ~$70 million in one-time integration costs.
Adjusted EBITDA guidance: $1,364–$1,515 million (25% margin midpoint); adjusted free cash flow: $655–$805 million.
Guidance assumes continued softness in North America On-Highway and Off-Highway end markets at or near trough.
No cost synergies from the acquisition are included in 2026 guidance; $120 million annual run rate synergies targeted for future years.
2026 capital expenditures expected at $295–$315 million, including $45 million in one-time integration CapEx.
Quantify 2026 net income accretion from Dana deal
Q4 2025 operational performance excluding one-offs
Given 2025 repurchases, what's 2026 buyback outlook?
Synergy capture timeline and impact on margins
Path to 40% EBITDA for Allison Transmission
Rationale for cautious 2026 end market outlook
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Next Allison Transmission earnings date
Q1 202630 Apr, 2026
Allison Transmission
Next Allison Transmission earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Allison Transmission Holdings Inc is a leader in commercial and defense fully-automatic transmissions, serving the medium-and heavy-duty commercial vehicle and medium-and heavy-tactical U.S. defense markets. Allison Transmission Holdings Inc products include fullyautomated hydraulic transmissions for commercial vehicles and manual transmissions for military vehicles. The company also provides aftermarket parts, technical support, and training services worldwide.
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