Allison Transmission Q4 net income falls to $99 million; issues 2026 guidance
Allison Transmission reported fourth quarter 2025 net sales of $737 million, down $59 million year over year, and net income of $99 million, down from $175 million. For full year 2025, net sales were $3.01 billion and net income was $623 million, both lower than 2024. The company also issued 2026 guidance that includes the Dana Off-Highway business, which it acquired on January 1, 2026.
Key points
- Q4 2025 diluted EPS was $1.18, compared with $2.01 in Q4 2024; net income included a $29 million impairment loss and $26 million of acquisition-related expenses.
- Full year 2025 diluted EPS was $7.33, compared with $8.31 in 2024; full year net sales were $3,010 million, down $215 million.
- 2026 guidance: consolidated net income of $600 million to $750 million and Adjusted EBITDA of $1,365 million to $1,515 million, subject to completion of purchase price accounting.
- Full year 2025 repurchases totaled $328 million of common stock, representing 4 percent of outstanding shares.
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 February 23, 2026.
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.