secwatch.observer — SEC 8-K summary
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Issuer:     Allison Transmission Holdings Inc (ALSN)
CIK:        0001411207
Form:       8-K
Filed at:   2025-05-01T23:59:59+00:00
Accession:  0001193125-25-109981
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Allison Transmission Q1 net income up 14% to $192M, EPS $2.23; reaffirms FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1411207/000119312525109981/0001193125-25-109981-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1411207/000119312525109981/d926612d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-109981

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