earnings
confidence high
sentiment positive
materiality 0.70
Allison Transmission Q1 net income up 14% to $192M, EPS $2.23; reaffirms FY guidance
Allison Transmission Holdings Inc
2025-Q1 EPS reported
$2.23
revenue$766,000,000
- Net sales of $766M, down 2.9% YoY from $789M; net income rose 14% to $192M, diluted EPS $2.23 (+17%).
- Adjusted EBITDA $287M, margin 37.5% (+90 bps YoY); adjusted free cash flow $155M.
- North America On-Highway sales up $15M to $435M; Global Off-Highway down $28M to $18M on weak energy/mining demand.
- Reaffirms FY 2025 guidance: net sales $3.2-3.3B, net income $735-785M, adj. EBITDA $1.17-1.23B, FCF $635-685M.
- Repurchased over $150M of stock in Q1 (nearly 2% shares); $1.4B authorization remains; dividend increased for 6th year.