---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-256299"
form_type: "8-K"
ticker: "ALSN"
cik: "0001411207"
company_name: "Allison Transmission Holdings Inc"
filed_at: "2025-10-29T23:59:59+00:00"
generated_at: "2026-05-17T01:37:07.778320+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-256299
- form_type: 8-K
- ticker: ALSN
- cik: 0001411207
- company_name: Allison Transmission Holdings Inc
- filed_at: 2025-10-29T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1411207/000119312525256299/0001193125-25-256299-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1411207/000119312525256299/d20681d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-256299
- JSON: https://secwatch.observer/filing/0001193125-25-256299.json
- Plain text: https://secwatch.observer/filing/0001193125-25-256299.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.