Allison Transmission Holdings Q3 2025 Earnings Call Highlights: Revenue Down 16%, Net Income Decreases by $63 Million

Allison Transmission Holdings Inc reported Q3 2025 earnings with revenue of $693 million, down 16% YoY. Adjusted EBITDA margin was 37%, essentially flat YoY, while net income decreased to $137 million, a $63 million drop from the same period in 2024. Defense end market sales increased 47% YoY. The company maintained a strong balance sheet with $902 million in cash and $1.65 billion in liquidity. Full-year 2025 guidance includes net sales of $2.975 billion to $3.025 billion and adjusted EBITDA of $1.09 billion to $1.125 billion.