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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 (ALSN) investor relations material
Allison Transmission Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Announced definitive agreement to acquire Dana's Off-Highway business for $2.7 billion, expected to close late Q4 2025, with anticipated EPS accretion and $120 million annual run-rate synergies.
Q2 2025 net sales were $814 million, flat year-over-year, with strong growth in Defense (+47%) and Outside North America On-Highway (+11%), offset by declines in North America On-Highway (-9%) and Global Off-Highway (-30%).
Net income for Q2 2025 was $195 million, up 4% year-over-year, driven by price increases, improved gross margin, and mark-to-market gains.
Adjusted EBITDA for Q2 2025 was $313 million (+4% YoY), with margin rising to 38.5% (+160 bps YoY).
Record diluted EPS of $2.29, up 8% year-over-year, reflecting higher net income and share repurchases.
Financial highlights
Q2 2025 net sales: $814 million (flat YoY); net income: $195 million (+4% YoY); gross profit: $402 million (+2% YoY); adjusted EBITDA: $313 million (+4% YoY); diluted EPS: $2.29 (+8% YoY).
Gross margin for Q2 2025: 49%–49.4% (up from 48%–48.3% YoY); operating margin: 31% (down from 32% YoY).
Net cash from operating activities was $184 million, up from $171 million YoY; adjusted free cash flow for Q2 was $153 million.
Net income as a percent of net sales: 24.0% (up 110 bps YoY); adjusted EBITDA margin: 38.5% (up 160 bps YoY).
$778 million in cash and $745 million available under revolving credit facility at quarter end.
Outlook and guidance
2025 net sales guidance: $3,075–$3,175 million; net income: $640–$680 million; adjusted EBITDA: $1,130–$1,180 million.
Adjusted free cash flow expected at $620–$660 million; capital expenditures $165–$175 million.
Guidance reflects North America On-Highway softness, offset by Defense and international strength, and includes acquisition-related expenses and tax benefits from OBBBA.
Net cash from operating activities forecasted at $785–$835 million for 2025.
Maintaining midpoint of implied adjusted EBITDA margin guidance.
How will Allison manage integration of Dana's Off-Highway business?
What are the expected cash income tax impacts from One Big Beautiful Bill Act?
What risks are associated with the Dana acquisition?
Detail the synergies expected from Dana's acquisition.
Explain the impact of OBBBA on cash taxes.
How does Allison view 2026 demand shaping out?
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Next Allison Transmission earnings date
Q3 202529 Oct, 2025
Next Allison Transmission earnings date
Q3 202529 Oct, 2025
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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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