Allison Transmission Q3 net sales down 16% YoY to $693M, net income $137M; lowers FY2025 guidance

Allison Transmission Holdings Inc

2025-Q3 EPS reported $6.16 revenue$2,273,000,000

Net sales $693M (-16% YoY); net income $137M ($1.63 diluted EPS); adjusted EBITDA $256M (37% margin).
Defense end market up 47% to $78M; North America On-Highway down $130M to $327M.
FY2025 guidance revised: net sales $2,975-$3,025M; adj. EBITDA $1,090-$1,125M; adj. FCF $600-$620M.
Q3 cash from ops $228M; used $27M for buybacks, $23M for dividends; Dana Off-Highway acquisition progressing.
Gross profit $329M vs $396M; SG&A $82M incl $14M acquisition costs; R&D $43M.

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