earnings
confidence high
sentiment positive
materiality 0.85
Allison Q2 EPS record $2.29; announces $2.7B acquisition of Dana Off-Highway
Allison Transmission Holdings Inc
2025-Q2 EPS reported
$4.50
revenue$1,580,000,000
- Diluted EPS $2.29 (record), up 8% YoY; net income $195M, up 4%.
- Net sales $814M, roughly flat YoY; Defense up $20M, Outside NA On-Highway up $14M.
- Definitive agreement to acquire Dana Off-Highway for ~$2.7B; expected close late Q4 2025.
- Adjusted EBITDA margin 38.5%, up 160 bps; Adjusted EBITDA $313M.
- FY2025 guidance revised: net sales $3,075-$3,175M, Adj. EBITDA $1,130-$1,180M.