earnings
confidence high
sentiment neutral
materiality 0.85
Allison Transmission Q4 net income $99M; FY 2025 Adj EBITDA 37.5%; 2026 guide includes Dana acquisition
Allison Transmission Holdings Inc
2025-FY EPS reported
$7.33
revenue$3,010,000,000
- Q4 net sales $737M, net income $99M ($1.18 diluted EPS); FY net sales $3,010M, net income $623M ($7.33 EPS).
- FY Adjusted EBITDA $1,130M (37.5% margin, +140bps YoY); adjusted free cash flow $661M.
- Defense end market FY sales $267M (+26% YoY); Outside NA On-Highway record $507M.
- Completed Dana Off-Highway acquisition Jan 1, 2026; FY 2026 guidance: consol. sales $5,575-$5,925M, Adj. EBITDA $1,365-$1,515M.
- Q4 included $26M acquisition expenses & $29M impairment; FY stock repurchases $328M (4% of shares).