earnings
confidence high
sentiment positive
materiality 0.80
Allison Transmission reports record FY2024 revenue $3.2B, EPS $8.31, guides to another record year in 2025
Allison Transmission Holdings Inc
2024-FY EPS reported
$8.31
revenue$3,225,000,000
- Record full year net sales $3.2B (+6% YoY); diluted EPS $8.31 (+12% YoY); Q4 net sales $796M, EPS $2.01.
- North America On-Highway end market full year net sales $1.8B (+$223M); Defense up 28% YoY.
- 2025 guidance for record revenue at midpoint driven by price increases, Tracked vehicle demand, and NA vocational demand.
- Returned over $250M via buybacks (~3% of shares); raised dividend for 5th consecutive year; paid down $101M term loan.
- Full year adjusted EBITDA $1,165M; adjusted free cash flow $658M.