Q3 2025 Allison Transmission Holdings Inc Earnings Call Transcript
Key Points
- Allison Transmission Holdings Inc (ALSN) achieved an adjusted EBITDA margin of 37% despite a challenging operating environment.
- The company generated an adjusted free cash flow of $184 million in the third quarter.
- Allison Transmission Holdings Inc (ALSN) maintains a solid balance sheet with over $900 million of cash on hand.
- The company is actively working to close the acquisition of Dana's off-highway business, which is expected to enhance its global footprint.
- Allison Transmission Holdings Inc (ALSN) announced strategic partnerships and product deployments in international markets, such as Brazil and Turkey, showcasing growth initiatives outside North America.
- Revenue decreased by 16% year over year, primarily due to lower demand in the North American On-Highway end market.
- Net income for the quarter was $137 million, a decrease of $63 million from the same period in 2024.
- The North America On-Highway market is facing significant challenges due to macroeconomic factors, including tariffs and evolving trade policies.
- The company incurred $14 million in expenses related to the acquisition of Dana's Off-Highway segment.
- Net cash provided by operating activities decreased by $18 million compared to the same period in 2024, driven by lower gross profit and acquisition-related expenses.
Good afternoon. Thank you for standing by.
Welcome to Allison Transmission's third-quarter 2025 earnings conference call. My name is Shamali, and I will be your conference call operator today.
(Operator Instructions)
As a reminder, this conference call is being recorded.
(Operator Instructions)
I would now like to turn the conference call over to Jackie Bolles, Executive Director of Treasury & Investor Relations
Please go ahead, Jackie.
Thank you, Shamali. Good afternoon and thank you for joining us for our third-quarter 2025 earnings conference call.
With me this afternoon are Dave Graziosi, our Chair and Chief Executive Officer; Fred Bohley, our Chief Operating Officer; and Scott Mel, our Chief Financial Officer & Treasurer.
As a reminder, a conference call, webcast, and this afternoon's presentation are available on the Investor Relations section of
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
