Allison Transmission Hldgs Inc Stock Price, News & Analysis

Dana (NYSE: DAN) and Allison Transmission (NYSE: ALSN) announced that all required regulatory approvals for Allison's acquisition of Dana's Off-Highway business have been received.

The parties intend to close the transaction at or near the end of this year, subject to final customary closing procedures. Dana said the deal enabled a $600 million return to shareholders this year and positions the company to reduce debt by approximately $2 billion next year. Allison said the acquisition aligns with its long-term growth strategy and will integrate the Off-Highway Drive and Motion Systems team into its global operations.

Allison Transmission (NYSE: ALSN) declared a quarterly cash dividend of $0.27 per share for Q4 2025. The dividend will be paid on December 5, 2025 to shareholders of record at the close of business on November 21, 2025.

The company said future dividends remain at the Board's discretion and will depend on Allison Transmission's financial position, results of operations, available cash, cash flow, capital requirements and other relevant factors.

Allison Transmission (NYSE: ALSN) priced a private offering of $500 million aggregate principal amount of 5.875% Senior Notes due 2033 on November 6, 2025, and a new senior secured incremental term loan facility of $1,200 million bearing interest at Term SOFR + 1.75%. The issuer intends to use net proceeds, borrowings and cash to finance the acquisition of the off-highway business of Dana Incorporated and to pay related fees and expenses.

The Notes offering is expected to settle on or about November 21, 2025 and is being placed to qualified institutional buyers under Rule 144A and Regulation S. If the Dana acquisition does not close, the Notes will be mandatorily redeemed at par. Notes will be guaranteed by applicable domestic subsidiaries subject to exceptions; initially none are expected to guarantee.

Allison Transmission (NYSE:ALSN) reported Q3 2025 net sales of $693 million and net income of $137 million (diluted EPS $1.63) on Oct 29, 2025. Defense sales were $78 million, up over 47% year‑over‑year, while total net sales declined $131 million vs. Q3 2024. Adjusted EBITDA was $256 million (≈37% margin). The company generated $228 million of operating cash flow and $184 million of adjusted free cash flow in the quarter, and returned capital via $27 million of share repurchases and $23 million of dividends.

Allison updated 2025 guidance to $2,975–$3,025 million net sales, $620–$650 million net income, and $1,090–$1,125 million adjusted EBITDA, with adjusted free cash flow guidance of $600–$620 million.

Allison Transmission (NYSE:ALSN) on Oct 29, 2025 expanded its global authorized service network for defense cross-drive transmissions by naming Wojskowe Zakłady Motoryzacyjne (WZM) in Poland as an authorized channel partner for tracked vehicles.

The arrangement enables maintenance and overhauls in Poznań by Polish state-owned firms, complements existing Polish support for wheeled vehicles, and aims to reduce transoceanic shipments, costs and downtime. Allison said it leverages a commercial service network of approximately 1,600 independent distributors and dealers and supports transmissions deployed in more than 80 allied and partner nations. More global expansion is planned.

Allison Transmission (NYSE: ALSN) will release its third quarter 2025 financial results and host a conference call at 5:00 p.m. EDT on Wednesday, October 29, 2025. David S. Graziosi (CEO), G. Frederick Bohley (COO) and Scott Mell (CFO) will review the company's performance.

The results news release will be issued post-market on October 29, 2025. Investors can join the live call via dial-in at +1-877-425-9470 (US) or +1-201-389-0878 (international), or by webcast at ir.allisontransmission.com. A replay will be available from 9:00 p.m. EDT on October 29 until 11:59 p.m. EDT on November 12, 2025 (replay dial-in +1-844-512-2921, international +1-412-317-6671, passcode 13756515).

Allison Transmission (NYSE:ALSN) was awarded a $97 million contract on Oct 13, 2025 to deliver propulsion systems supporting U.S. Army Abrams tank orders for 2026. The company’s X1100 cross-drive transmission has powered the Abrams platform for nearly five decades and is described as meeting the Army’s mobility, survivability, maintainability, and modularity goals.

Allison said it supports depot repair activity at the Army’s Anniston depot under the Army's right to repair initiative and has qualified select service channel members for cross-drive support. The company also highlights investments in electric hybrid propulsion, digital diagnostics, and modular drivetrains aligned with Army logistics and efficiency priorities.

Allison Transmission (NYSE:ALSN) announced that its 4500 Rugged Duty Series (RDS) fully automatic transmission has been integrated with the Cummins X15N natural gas engine and is fitted in Kenworth T880 tractors, with availability for Kenworth L770 and Peterbilt 567 and 520 models. The Cummins X15N delivers 500 horsepower and 1,850 lb-ft of torque. Ozinga Renewable Energy Logistics has deployed the X15N + Allison 4500 RDS combination in fleet operation, and the companies highlight improved drivability, increased payload potential from lower engine weight, and lower NOx emissions versus diesel; use of renewable natural gas is cited as able to produce a negative carbon footprint.

The announcement emphasizes fuel-agnostic compatibility—diesel, electric, or natural gas—and directs readers to AllisonTransmission.com for more information.

Allison Transmission (NYSE:ALSN) announced that its Neutral at Stop technology will become standard on Kenworth and Peterbilt models equipped with Allison 4700 Rugged Duty Series™ transmissions. The fuel-saving feature automatically shifts the transmission to neutral when vehicles are stopped, reducing engine load and fuel consumption.

The technology, part of Allison's FuelSense® 2.0 package, can help achieve fuel savings of up to 6%. This advancement particularly benefits fleets operating in stop-start duty cycles, such as urban delivery and refuse collection vehicles, contributing to both cost reduction and environmental sustainability.