Allison Transmission Hldgs Inc Stock Price, News & Analysis

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.

Allison Transmission (NYSE: ALSN) has announced a strategic acquisition of Dana Incorporated's Off-Highway business for $2.7 billion. The deal enhances Allison's global powertrain capabilities by integrating Dana's off-highway operations, which span 25 countries with 11,000 employees. The acquisition targets construction, forestry, agriculture, specialty, aftermarket, industrial, and mining segments. The transaction is expected to close in Q4 2025 and will be immediately accretive to Allison's earnings per share, with projected annual synergies of $120 million. The deal will be financed through a combination of cash and debt, pending regulatory approvals. Dana's off-highway business brings expertise in axles, propulsion solutions, drivetrain components, and hybrid/electric drive systems.

Allison Transmission (ALSN) has announced the availability of its 3000 Series™ automatic transmission for the CNG-powered Mack Granite® in waste management applications. This follows the 2023 launch of the Allison 4500 Rugged Duty Series™ with the same vehicle. The 3000 Series™ is designed for medium and heavy-duty vehicles, supporting engines with 210-450 horsepower and torque capacities up to 1,250 lb-ft.

The transmission pairs with various fuel types, including diesel and CNG, offering improved fuel efficiency and reduced emissions. This integration aims to help refuse fleets achieve sustainability goals while maintaining productivity through seamless, full-power shifts.

Allison Transmission Holdings (NYSE: ALSN) has announced a quarterly dividend of $0.27 per share for Q2 2025. The dividend will be paid on May 30, 2025, to stockholders of record as of May 19, 2025. The company noted that future dividend payments will be subject to Board approval and various factors including financial position, operations results, cash availability, and capital requirements.

Allison Transmission (NYSE: ALSN) reported strong Q1 2025 financial results with net income of $192 million, up 14% year-over-year, representing 25.1% of net sales. The company achieved diluted EPS of $2.23 (up 17%) and an adjusted EBITDA margin of 37.5%. Net sales reached $766 million, with growth in North America On-Highway (+$15M) and Defense (+$5M) markets, offset by declines in Global Off-Highway (-$28M) and Service Parts (-$12M). The company demonstrated commitment to shareholder returns through a $1 billion increase in stock repurchase authorization and repurchased over $150M of common stock in Q1. Allison reaffirmed its 2025 guidance, projecting net sales of $3,200-3,300M and net income of $735-785M.