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Allison Transmission Holdings (ALSN)
NYSE:ALSN
Earnings Data
Report Date
Apr 23, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
2.1Last Year’s EPS
1.9Same Quarter Last Year
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 11, 2025
|% Change Since: -13.04%
|Next Earnings Date:Apr 23, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong overall performance with record net sales and strategic growth in new markets and products. The company demonstrated solid financial management with debt reduction and shareholder returns. However, challenges included a decline in adjusted EBITDA and free cash flow, as well as flat growth expectations in the outside North America on-highway market.Company Guidance
During the call, Allison Transmission provided guidance for the full year 2025, projecting net sales in the range of $3.2 billion to $3.3 billion, driven by 400 basis points of price realization, increased demand for track vehicle applications, and robust North American vocational demand. They expect net income between $735 million and $785 million, with adjusted EBITDA ranging from $1.170 billion to $1.230 billion. The company forecasts net cash provided by operating activities between $800 million and $860 million, capital expenditures between $165 million and $175 million, and adjusted free cash flow in the range of $635 million to $685 million. The guidance also highlights a focus on maintaining strong cash generation, strategic debt repayment, and continued capital returns to shareholders through dividends and share repurchases.Record Net Sales and Revenue Growth
Allison Transmission achieved all-time high net sales of $3.2 billion for the year 2024, with a 15% increase in the North America on-highway market. The defense end market saw a 28% increase in sales, reaching $212 million, and outside North America on-highway sales reached a record $493 million.
Strong Financial Performance
Full year earnings per share increased to a company record diluted EPS of $8.31, up 12% from 2023. Q4 net sales increased 3% year-over-year to $796 million, with a gross profit increase to $373 million.
New Product Launches and Strategic Partnerships
Allison introduced the 6,000 series transmission for widebody dump trucks and announced a partnership with XCMG for the TerraTran transmission in the XG110 WBD trucks.
Debt Reduction and Shareholder Returns
Paid down over $100 million of term loan debt, maintaining a net leverage ratio of 1.4x. Returned cash to shareholders through dividends and share repurchases, with over $500 million of repurchase authorization remaining.
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ALSN Earnings History
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
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ALSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 11, 2025 | $113.89 | $99.69 | -12.47% |
| Oct 29, 2024 | $99.67 | $107.56 | +7.92% |
| Jul 25, 2024 | $83.76 | $87.08 | +3.96% |
| Apr 25, 2024 | $79.38 | $73.67 | -7.19% |
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.
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FAQ
When does Allison Transmission Holdings (ALSN) report earnings?
Allison Transmission Holdings (ALSN) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
What is Allison Transmission Holdings (ALSN) earnings time?
Allison Transmission Holdings (ALSN) earnings time is at Apr 23, 2025, TBA Not 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 (Q1) is 2.1.
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