Allison Transmission Q1 net income rises 14% to $192 million as sales fall 3%
Allison Transmission reported first-quarter 2025 net sales of $766 million, down 3% from $789 million a year earlier, while net income rose 14% to $192 million and diluted EPS rose 17% to $2.23. The company reaffirmed its full-year 2025 guidance, including net sales of $3.2 billion to $3.3 billion and net income of $735 million to $785 million, and said it repurchased over $150 million of its stock during the quarter.
Key points
- Net sales were $766 million, down $23 million from $789 million; Global Off-Highway fell $28 million, while North America On-Highway rose $15 million.
- Net income was $192 million, up $23 million from $169 million, and diluted EPS was $2.23 versus $1.90, with the gain driven mainly by higher gross profit and unrealized mark-to-market adjustments on marketable securities.
- Full-year 2025 guidance was reaffirmed: net sales of $3.2 billion to $3.3 billion and adjusted EBITDA of $1.17 billion to $1.23 billion.
- The stock repurchase authorization was increased by $1 billion, leaving nearly $1.4 billion available at the end of the first quarter.
The filing
Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 01, 2025.
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