Allison Transmission Reports Weaker 2025 Results with $29M Impairment, Details Dana Acquisition Integration
ALSN sits 51% above its 52-week low of $76.01.
Summary
Allison Transmission's 2025 annual report confirms weaker financial performance, including a $29 million impairment, while detailing the Dana acquisition and a significant ongoing share repurchase program.
Key Events · Earnings and Guidance · ALSN
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Full Year 2025 Financial Performance
Reported net sales of $3,010 million, a 7% decrease from 2024, with net income of $623 million and basic EPS of $7.42, both down from the prior year.
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Impairment Loss on Electrified Products
Recorded a $29 million impairment loss on long-lived assets related to the production of certain electrified products in Q4 2025.
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Dana Off-Highway Business Acquisition Details
Provided further details on the $2.732 billion acquisition of Dana's off-highway business, completed on January 1, 2026, and its financing through new debt facilities.
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Share Repurchase Program Update
Disclosed an additional $1,000 million authorization for share repurchases on February 20, 2025, with approximately $1,192 million remaining under the program as of December 31, 2025.
Analysis · ALSN · Manufacturing
This annual report provides the full audited financial results for fiscal year 2025, confirming a decline in net sales, net income, and EPS compared to 2024. A notable $29 million impairment loss was recorded on long-lived assets related to electrified products in Q4 2025, indicating challenges in this segment. The filing also details the integration of the recently completed $2.732 billion acquisition of Dana's off-highway business and highlights a substantial ongoing share repurchase program with $1.192 billion remaining. While 2025 performance was weaker, the company anticipates higher net sales in 2026, driven by key end markets, building on information previously disclosed in recent 8-K filings.
At the time of this filing, ALSN was trading at $115.00 on NYSE in the Manufacturing sector, with a market capitalization of approximately $9.7B. The 52-week trading range was $76.01 to $119.48. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.