Allison Transmission reports Q3 EPS $1.63, consensus $1.85

Reports Q3 revenue $693M, consensus $754.66M. CEO David Graziosi commented, “Throughout 2025, our largest end market, North America On-Highway, has been negatively affected by global macroeconomic factors leading to demand uncertainty and shifting customer behaviors. During this period, we are fully focused on the things we can control, including our commitment to operational excellence, quality, customer service and maintaining strong execution across our business. We also continue to work diligently on closing the acquisition of Dana’s Off-Highway business and are pleased with the progress to date. Allison remains agile and responsive to evolving market dynamics, ensuring we can quickly adapt as conditions change. Importantly, even in this challenging operating environment, we continue to generate strong cash flow, enabling continued investment in our strategic initiatives and capital allocation priorities, including the repurchase of $27M of our common stock and $23M of dividend payments during the third quarter.”