Allison Transmission Q2 diluted EPS rises 8% to record $2.29; full-year guidance revised
Allison Transmission reported second-quarter 2025 net sales of $814 million, essentially flat from $816 million a year earlier, while net income rose 4% to $195 million. The company also revised its full-year 2025 guidance, citing current end-market conditions, acquisition-related expenses and expected favorable cash income tax impacts from the One Big Beautiful Bill Act. Shareholders also get a view of the pending $2.7 billion acquisition of Dana's Off-Highway business, which is expected to close in late Q4 2025.
Key points
- Q2 2025 diluted EPS was $2.29, up from $2.13 in Q2 2024; net income was $195 million, up from $187 million.
- Q2 Adjusted EBITDA was $313 million, up from $301 million, and Adjusted EBITDA margin was 38.5%.
- Revised 2025 guidance: net sales $3,075 to $3,175 million, net income $640 to $680 million, Adjusted EBITDA $1,130 to $1,180 million.
- Pending Dana Off-Highway acquisition for approximately $2.7 billion, expected to close late in Q4 2025; Q2 acquisition-related expenses were $15 million.
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 August 04, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.