The earnings call highlighted strong growth in defense and international markets, alongside strategic acquisitions. However, these were balanced by declines in other segments such as the Global Off-Highway and North America On-Highway markets, resulting in overall flat revenue growth.

Company Guidance -

Q3 2025

During the Allison Transmission Second Quarter 2025 Earnings Conference Call, guidance for the full year 2025 was updated. The company now expects net sales to range between $3.075 billion and $3.175 billion, with net income projected between $640 million and $680 million. Adjusted EBITDA is anticipated to be between $1.130 billion and $1.180 billion, maintaining the midpoint of the implied full-year adjusted EBITDA margin guidance. Net cash provided by operating activities is expected to be between $785 million and $835 million, with capital expenditures ranging from $165 million to $175 million, and adjusted free cash flow projected between $620 million and $660 million. The guidance adjustment reflects current end market conditions, anticipated acquisition-related expenses, and favorable cash income tax impacts from recent legislative changes.

Strong Defense Market Growth

Defense market net sales increased 47% year-over-year, driven by new orders and strategic initiatives.

Record Sales in the Outside North America On-Highway Market

Outside North America On-Highway net sales reached a record $142 million, an 11% increase year-over-year, driven by higher demand in South America and Europe.

Acquisition of Dana's Off-Highway Business

Allison announced the acquisition of Dana's Off-Highway business for $2.700 billion, expected to close in late Q4 2025, with identified annual run rate synergies of $120 million.

Improved Gross Profit and Net Income

Gross profit increased by $8 million to $402 million, and net income rose by $8 million to $195 million compared to the same period in 2024.

Allison Transmission Holdings (ALSN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALSN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.88 / -	2.27	―	―	―
Aug 04, 2025	2025 (Q2)	2.21 / 2.29	2.13	7.51% (+0.16)
May 01, 2025	2025 (Q1)	2.05 / 2.23	1.9	17.37% (+0.33)
Feb 11, 2025	2024 (Q4)	1.91 / 2.01	1.91	5.24% (+0.10)
Oct 29, 2024	2024 (Q3)	2.03 / 2.27	1.76	28.98% (+0.51)
Jul 25, 2024	2024 (Q2)	2.06 / 2.13	1.92	10.94% (+0.21)
Apr 25, 2024	2024 (Q1)	1.89 / 1.90	1.85	2.70% (+0.05)
Feb 13, 2024	2023 (Q4)	1.44 / 1.91	1.52	25.66% (+0.39)
Oct 25, 2023	2023 (Q3)	1.75 / 1.76	1.45	21.38% (+0.31)
Jul 27, 2023	2023 (Q2)	1.64 / 1.92	1.26	52.38% (+0.66)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALSN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$87.73	$86.15	-1.80%
May 01, 2025	$92.86	$96.70	+4.14%
Feb 11, 2025	$113.25	$99.14	-12.46%
Oct 29, 2024	$99.11	$106.96	+7.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Allison Transmission Holdings (ALSN) report earnings?

Allison Transmission Holdings (ALSN) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is Allison Transmission Holdings (ALSN) earnings time?

Allison Transmission Holdings (ALSN) earnings time is at Oct 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ALSN EPS forecast?

ALSN EPS forecast for the fiscal quarter 2025 (Q3) is 1.88.

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