secwatch.observer — SEC 8-K summary
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Issuer:     Allison Transmission Holdings Inc (ALSN)
CIK:        0001411207
Form:       8-K
Filed at:   2025-10-29T23:59:59+00:00
Accession:  0001193125-25-256299
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1411207/000119312525256299/0001193125-25-256299-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1411207/000119312525256299/d20681d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-256299

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