Allison Transmission Q3 net sales fall to $693 million; net income $137 million
Allison Transmission reported third-quarter 2025 net sales of $693 million, down from $824 million a year earlier, with net income of $137 million versus $200 million and diluted EPS of $1.63 versus $2.27. The company revised its full-year 2025 guidance, now expecting net sales of $2,975 million to $3,025 million and Adjusted EBITDA of $1,090 million to $1,125 million, citing weaker North America On-Highway demand.
Key points
- Q3 net sales were $693 million, versus $824 million in Q3 2024; North America On-Highway sales fell $130 million.
- Q3 net income was $137 million and diluted EPS was $1.63, compared with $200 million and $2.27 a year earlier.
- Full-year 2025 guidance revised: net income $620 million to $650 million and Adjusted EBITDA $1,090 million to $1,125 million.
- Defense sales rose $25 million to $78 million; the company is still working to close its acquisition of Dana's Off-Highway business.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits 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 October 29, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.