Allison Transmission Holdings Inc

ALSN: XNYS (USA)

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Allison Transmission Earnings: Solid Results, but Underwhelming 2025 Guidance

David Whiston

Feb 12, 2025

Allison Transmission’s fourth quarter was solid, largely on continued volume and pricing strength in North America on-highway from strong Class 8 vocational vehicle demand. Revenue grew 2.7% year over year to $796 million, and diluted earnings per share rose 5.2% to $2.01, both surpassing LSEG consensus estimates. However, shares fell over 10% in Feb. 11 after-hours trading, likely on 2025 guidance that was lower than we had forecast. We are not changing our $92 per share fair value estimate but will reassess all valuation inputs when we roll our model forward for the 10-K.

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Allison Transmission Holdings Inc

Allison Transmission Earnings: Solid Results, but Underwhelming 2025 Guidance

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