Allison Transmission Q3 2025 Earnings Release

Allison Transmission Holdings Inc. reported its financial results for the third quarter of 2025, with net sales of $693 million, a 16% decrease compared to the same period in 2024. The decline was primarily driven by lower demand in the North America On-Highway, Global Off-Highway, and Service Parts, Support Equipment & Other end markets, partially offset by a 47% increase in net sales in the Defense end market. Net income for the quarter was $137 million, down 32% year-over-year, primarily due to lower gross profit and acquisition-related expenses. Adjusted EBITDA was $256 million, with a margin of 36.9%. The company also updated its full-year 2025 guidance, expecting net sales in the range of $2,975 to $3,025 million and net income between $620 and $650 million.