Poland Selects Allison 3040 MX™ Cross-Drive Transmission for Amphibious Borsuk Infantry Fighting Vehicle

Rhea-AI Summary

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).

Positive

• Secured major order for 1,400+ vehicles over 10-15 years, strengthening defense market presence
• Strategic partnership with Poland's defense industry through MoU with PGZ
• Expansion of Authorized Service Network in Poland enhances long-term service capabilities

Negative

• Long implementation timeline of 10-15 years suggests gradual revenue recognition
• Heavy dependence on single government contract and political relations with Poland

Insights

Defense Industry Analyst

Allison secures major Polish defense contract for 1,400 vehicles, strengthening its European military market position and long-term revenue outlook.

Allison Transmission has secured a strategic victory with its latest contract win for the Polish Borsuk Infantry Fighting Vehicle program. The order for 3040 MX™ cross-drive transmissions positions Allison to supply components for up to 1,400 tracked vehicles that will be produced over the next 10-15 years. This represents a significant long-term revenue opportunity for the company's defense business segment.

The deal builds upon Allison's existing relationship with Poland's defense industry, following a 2023 Memorandum of Understanding with Grupa Zbrojeniowa (PGZ) that focused on tracked vehicle programs and service network expansion. The Borsuk amphibious tracked vehicle, designed to replace Poland's aging BWP-1 fleet, has been in testing since 2017 and received formal approval from the Polish Ministry of Defense in 2023.

What makes this particularly valuable is how Allison has leveraged its proven X300 propulsion technology—with a 30-year track record in European defense platforms like the CV90 and Warrior IFVs—while introducing advancements in the 3040 MX model. These improvements include enhanced maneuverability with high-speed reverse capabilities, integrated steering systems, better acceleration, improved fuel economy, and advanced electronic diagnostic controls.

For investors, this contract signals Allison's continued penetration of the European defense market and validates its R&D investments in military propulsion systems. The extended timeline of the Borsuk program provides predictable defense revenue to complement Allison's commercial business, potentially reducing overall revenue volatility and supporting long-term growth in the company's defense portfolio.

The Borsuk, the newest of many Allison-equipped vehicles developed for Poland, will drive the company's growth in the Defense end market.

INDIANAPOLIS, July 16, 2025 /PRNewswire/ -- Allison Transmission, a leading designer and manufacturer of vehicle propulsion solutions for tactical wheeled and tracked defense vehicles, has secured a new order of 3040 MX™ cross-drive transmissions for Poland's Borsuk Infantry Fighting Vehicle (IFV) program. This follows the Memorandum of Understanding announced in 2023 between Allison and Grupa Zbrojeniowa (PGZ) for the cooperation on tracked vehicle programs and the expansion of Allison's Authorized Service Network in Poland.

"The 3040 MX brings Allison's proven durability, reliability, performance and innovation to the medium tracked vehicle segment, and to Poland's indigenously designed and produced Borsuk IFV," said Dana Pittard, Vice President, Defense Programs, Allison Transmission. "Allison values its partnership with Poland, and we're extremely honored to play a key role in supporting their defense initiatives."

The 3040 MX was developed based on Allison's proven X300 propulsion system, which has been integral to the European CV90 and Warrior IFV drivetrain solutions for more than 30 years. This transmission offers several key advancements that enhance its overall performance, including improved maneuverability with high-speed reverse and integrated steering, as well as better acceleration and fuel economy. Additionally, it features operational improvements like enhanced reliability and advanced electronic controls with integrated diagnostics, making it a significant step forward in military vehicle propulsion.

Huta Stalowa Wola (HSW) is a subsidiary of PGZ, which is part of the consortium that will produce upwards of 1,400 Borsuk tracked vehicles over the next 10-15 years. The Borsuk, which is Polish for Badger, is an amphibious tracked vehicle that is operated by a three-person crew and was designed to replace the BWP-1 vehicle as the Polish military's tracked IFV. Vehicle prototypes have been in testing and validation since 2017 resulting in the 2023 agreement between the Polish Ministry of Defense and HSW.

About Allison Transmission
Allison Transmission (NYSE: ALSN) is a leading designer and manufacturer of propulsion solutions for commercial and defense vehicles and the largest global manufacturer of medium- and heavy-duty fully automatic transmissions that Improve the Way the World Works. Allison products are used in a wide variety of applications, including on-highway vehicles (distribution, refuse, construction, fire and emergency), buses (school, transit and coach), motorhomes, off-highway vehicles and equipment (energy, mining, construction and agriculture) and defense vehicles (tactical wheeled and tracked). Founded in 1915, the company is headquartered in Indianapolis, Indiana, USA. With a presence in more than 150 countries, Allison has regional headquarters in the Netherlands, China and Brazil, manufacturing facilities in the USA, Hungary and India, as well as global engineering resources, including electrification engineering centers in Indianapolis, Indiana, Auburn Hills, Michigan and London in the United Kingdom. Allison also has approximately 1,600 independent distributor and dealer locations worldwide. For more information, visit allisontransmission.com.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/poland-selects-allison-3040-mx-cross-drive-transmission-for-amphibious-borsuk-infantry-fighting-vehicle-302506746.html

SOURCE Allison Transmission, Inc.

FAQ

How many Borsuk vehicles will be equipped with Allison's 3040 MX transmission for Poland?

The program will produce over 1,400 Borsuk tracked vehicles over the next 10-15 years.

What are the key features of Allison's 3040 MX transmission for the Borsuk IFV?

The 3040 MX offers improved maneuverability with high-speed reverse, integrated steering, better acceleration, fuel economy, enhanced reliability, and advanced electronic controls with integrated diagnostics.

When did Allison Transmission partner with Poland's Grupa Zbrojeniowa (PGZ)?

Allison and PGZ signed a Memorandum of Understanding in 2023 for cooperation on tracked vehicle programs and service network expansion.

What is the Borsuk Infantry Fighting Vehicle program?

The Borsuk (Polish for Badger) is an amphibious tracked vehicle operated by a three-person crew, designed to replace Poland's BWP-1 vehicle as their military's tracked IFV.

How long has the Borsuk vehicle been in development?

Vehicle prototypes have been in testing and validation since 2017, leading to the 2023 agreement between the Polish Ministry of Defense and HSW.