Allison Transmission Holdings, Inc. (ALSN) News & EventsALSNNews & EventsAllison Transmission Holdings, Inc.

Allison Transmission Reports Q2 Revenue of $1.57B

Reports Q2 revenue $1.57B, consensus $1.51B. CEO David Graziosi commented, "In the Allison Transmission business unit, execution of our growth initiatives in the Defense end market and continued momentum in the North American truck market led to record quarterly net sales of $860 million for the second quarter. We also saw strong year over year growth in the Allison Off-Highway business unit, particularly in the Construction & Material Handling and Mining end markets as demand continues to rebound from trough levels. The Agriculture end market, although showing signs of recovery in certain segments and regions, has yet to inflect positively. The successful integration of the Allison Off-Highway business unit, including capturing planned synergies and realizing the strategic benefits of the combined operations, remains a top priority. At the same time, Allison continues to execute across both business units, converting improving demand conditions into strong cash generation, reflected in record quarterly adjusted free cash flow of $281M in Q2. Alongside repurchasing $46 million of our common stock and paying a quarterly dividend, we also made additional progress toward our leverage target by repaying the remaining $150M outstanding under our revolving credit facility."

FY26 Revenue Consensus at $5.81B, Adjusted EBITDA View Raised to $1.465B

FY26 revenue consensus $5.81B. Raises FY26 adjusted EBITDA view to $1.465B-$13575B from $1.365B-$1.515B. Sees 2026 CapEx $260M-$280M.

Allison Signs Order for 3,000 EAGLE V with GDELS

Allison Transmission Holdings announced it will supply fully automatic transmissions for a significant order with General Dynamics European Land Systems, or GDELS, covering approximately 3,000 EAGLE V armored vehicles. The German Armed Forces' contract with GDELS also includes an option for up to 2,000 additional vehicles. The order encompasses both EAGLE V 4x4 command and control vehicles and EAGLE V 6x6 medium armored ambulance vehicles and is scheduled for delivery starting in 2027. Units will be delivered through Sterki AG, Allison's authorized dealer and distributor in Switzerland. The Allison 2500 Specialty Series fully automatic transmission remains the exclusive transmission option for all EAGLE variants. The German Armed Forces has operated vehicles from the EAGLE family for many years, procuring approximately 670 vehicles of the EAGLE IV and EAGLE V types since 2008. Additionally, the Bundeswehr has ordered 80 EAGLE V 6x6 protected ambulance vehicles, deliveries of which began in May 2025.