Allison Transmission Hldgs Inc Stock Price, News & Analysis

Allison Transmission (NYSE:ALSN) has announced a quarterly cash dividend of $0.27 per share for the third quarter of 2025. The dividend will be paid on August 29, 2025, to stockholders of record as of August 20, 2025.

Future dividend payments will be subject to Board approval and various factors including the company's financial position, operations, cash flow, and capital requirements.

Allison Transmission (NYSE:ALSN) has achieved a significant milestone in South America's education sector by powering the region's first-ever automatic transmission school buses in Brazil. The company is supplying its T2100 automatic transmissions with xFE™ technology to Brazilian manufacturer Volare for their school buses.

The initiative is part of Brazil's Caminho da Escola Program, with the municipality of Redenção in Ceará state being the latest recipient. The buses are specifically designed for challenging rural terrain, featuring both 4x2 and 4x4 configurations. Allison's automatic transmissions provide enhanced driver control, reduced maintenance, and improved performance compared to manual transmissions, particularly beneficial for navigating unpaved roads and difficult driving conditions.

Allison Transmission (NYSE:ALSN) reported strong Q2 2025 financial results and announced a transformational acquisition. The company delivered record quarterly earnings per share of $2.29, up 8% year-over-year, with net sales of $814 million and net income of $195 million, up 4%.

Key highlights include an improved Adjusted EBITDA margin of 38.5%, up 160 basis points, and the announcement of a definitive agreement to acquire Dana Incorporated's Off-Highway business for $2.7 billion, expected to close in late Q4 2025. The quarter saw significant growth in Defense and Outside North America On-Highway markets, while maintaining strong capital allocation with $102 million in share repurchases.

Allison Transmission (NYSE:ALSN) announced that its 4000 Series™ fully automatic transmission is now compatible with the CARB low NOx compliant PACCAR MX-13 engine for Kenworth T880 and Peterbilt Model 567 truck models. This marks the only fully automatic transmission available with the MX-13 engine that meets CARB compliance standards.

The integration features Allison's FuelSense® 2.0 technology, which can deliver up to 6% fuel savings through dynamic shift point adjustments and torque optimization. The transmission comes with six or seven forward gears and includes features like DynActive® Shifting, Neutral at Stop, and Acceleration Rate Management to enhance vehicle efficiency.

Allison Transmission (NYSE:ALSN) has secured a multi-million dollar contract from the Ground Vehicle Systems Center (GVSC) for Phase 2 of the Next Generation Electrified Transmission (NGET) program. The new phase focuses on enhancing the eMachine and Inverter system to enable flexible power modes and reduce noise in electrified vehicle fleets.

The company's eGen Force™ technology, selected for the XM30 program, features an advanced transmission system capable of generating 220 kilowatts of electrical power. The system includes eight forward and three reverse gears, providing a 12:1 ratio coverage, and combines internal combustion efficiency with electric motor capabilities for enhanced tactical operations and improved survivability.

Allison Transmission (NYSE:ALSN), the world's largest manufacturer of medium and heavy-duty fully automatic transmissions for commercial and defense vehicles, has scheduled its Q2 2025 earnings conference call for August 4, 2025, at 5:00 p.m. EDT.

The company's leadership team, including CEO David S. Graziosi, COO G. Frederick Bohley, and CFO Scott Mell, will discuss the quarterly financial results. The earnings release will be issued after market close on the same day.

Investors can access the call through the dial-in numbers or watch the live webcast on the company's investor relations website.

Allison Transmission (NYSE:ALSN) has secured a new order for its 3040 MX™ cross-drive transmissions for Poland's Borsuk Infantry Fighting Vehicle program. The agreement follows a 2023 Memorandum of Understanding between Allison and Grupa Zbrojeniowa (PGZ) for tracked vehicle programs and service network expansion in Poland.

The 3040 MX transmission, based on Allison's X300 propulsion system, offers enhanced features including improved maneuverability, better acceleration, and fuel economy. The program involves the production of over 1,400 Borsuk tracked vehicles over the next 10-15 years by PGZ subsidiary Huta Stalowa Wola (HSW).

Allison Transmission (NYSE:ALSN) has announced a partnership with the Maryland Department of Transportation Maryland Transit Administration to deploy New Flyer buses equipped with the eGen Flex® hybrid propulsion system in Baltimore. The 40-foot electric-hybrid buses will be manufactured in 2025.

The innovative eGen Flex system features geofencing technology that enables up to 50% engine-off operation during routes and delivers up to 25% improved fuel economy compared to conventional diesel buses. The system aims to help reduce emissions and noise while providing cost benefits for municipalities.

Dana Incorporated (NYSE: DAN) has announced the sale of its Off-Highway business to Allison Transmission Holdings for $2.7 billion, representing 7x the expected 2025 adjusted EBITDA. The transaction is expected to close in Q4 2025, generating $2.4 billion in net cash proceeds after taxes and expenses. Dana plans to use approximately $2 billion to reduce debt, targeting a net leverage ratio of 1x. The company's board has authorized a $1 billion capital return program through 2027, with $550 million to be returned to shareholders at or before the transaction closing. This strategic move aligns with Dana's transformation into a focused light- and commercial-vehicle supplier, streamlining operations while maintaining both traditional and electrified systems capabilities.