Filing Flows › Allison Transmission Holdings (ALSN) › Q2 2025
Allison Transmission Holdings (ALSN) Q2 2025 earnings results (second quarter 2025)
10-Q filed Aug 5, 2025
Allison Transmission Holdings (ALSN) reported revenue of $814M for the second quarter 2025 (Q2 2025), -0.2% from a year earlier and +6% from the quarter before. Operating margin was 31.4%, net earnings $195M (24.0% of revenue).
Allison Transmission Holdings, Q2 2025: revenue $814M (-0.2% year over year), operating margin 31.4%, net earnings $195M, operating cash flow $184M. The chart follows the revenue to costs, profit and cash.
| Q2 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $814M | +6% | -0.2% |
| Gross profit | $403M | +7% | +2% |
| Operating profit | $256M | +3% | -3% |
| Net earnings | $195M | +2% | +4% |
| Operating cash flow | $184M | +2% | +8% |
| Free cash flow | $153M | -1% | +2% |
What changed
Revenue was $814.0M in Q2 2025, roughly flat year over year and up 6% from the previous quarter. North America on Highway was the largest line at 51% of revenue. North America on Highway lost $39.0M year over year (down 9%), 1950% of the total change.
Gross margin was 49.5%, up 1.2 points from a year earlier. Operating profit was $256.0M, a 31.4% margin (down 0.8 points year over year). Operating expenses grew 12% against flat revenue. The fastest-growing cost line was SG&A (+27%). Net earnings were $195.0M, up 4% year over year. The effective tax rate was 19.4%.
Operating cash flow was $184.0M (up 8% year over year), 94% of net earnings. Non-cash charges added back $30.0M of depreciation and amortization and $8.0M of share-based compensation. Working capital and other items used $49.0M. Capital expenditures of $31.0M left free cash flow of $153.0M.
Questions
What was Allison Transmission Holdings' revenue in the second quarter 2025?
Allison Transmission Holdings (ALSN) reported revenue of $814M for the second quarter 2025 (Q2 2025), -0.2% from a year earlier and +6% from the quarter before.
Was Allison Transmission Holdings profitable in the second quarter 2025?
Operating profit was $256M (31.4% of revenue) and net earnings $195M.