"Allison transmissions are an ideal fit for the demanding conditions at MDO sites like Pakur in Jharkhand," said Amar Kanth Mishra, Head Technical of Shar Projects Private Limited. "They've consistently delivered the reliability and performance we need in these environments. With the addition of XCMG WBD trucks to our fleet, we're confident that Allison's technology will continue to support our growth and operational excellence across current and future projects." Allison's commitment to India's industrial ...

11 times earnings doesn't sound too expensive for Allison -- but just wait.Shares of truck transmission manufacturer Allison Transmission (ALSN +2.87%) jumped 3.3% through 1:15 p.m. ET Monday -- and you can thank Wall Street analyst Raymond James for that.RJ just upgraded Allison to "strong buy" with a $110 price target. RJ hearts AllisonRaymond James cited Allison's pending acquisition of Dana Incorporated's (DAN +0.91%) off-highway business for its upgrade, as TheFly.com reports.In June, Allison entered i ...

It has been about a month since the last earnings report for Allison Transmission (ALSN) . Shares have added about 7% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Allison Transmission due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Allison Transmission Holdings, Inc. before we dive into how ...

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Core Insights - Dana Incorporated and Allison Transmission Holdings have received all necessary regulatory approvals for the sale of Dana's Off-Highway business to Allison, with the transaction expected to close by the end of the year [1][2] - This transaction is part of Dana's transformation strategy, allowing the company to return $600 million to shareholders and reduce debt by approximately $2 billion in the following year [2] Company Overview: Dana Incorporated - Dana is a leader in designing and manufacturing efficient propulsion and energy-management solutions for various mobility markets globally, focusing on sustainable progress through both conventional and clean-energy solutions [3] - In 2024, Dana reported sales of approximately $7.7 billion and employs around 28,000 people across 26 countries [4] - The company has received recognition as one of the "World's Most Ethical Companies" for 2025 and as one of "America's Most Responsible Companies 2025" [4] Company Overview: Allison Transmission Holdings - Allison Transmission is a leading designer and manufacturer of propulsion solutions for commercial and defense vehicles, recognized as the largest global manufacturer of medium- and heavy-duty fully automatic transmissions [5] - The company operates in over 150 countries and has regional headquarters in the Netherlands, China, and Brazil, with manufacturing facilities in the USA, Hungary, and India [5]

Core Points - Allison Transmission Holdings, Inc. announced a private placement of $500 million in 5.875% Senior Notes due 2033 and a $1,200 million senior secured incremental term loan facility [1][2] - The proceeds from these offerings will be used to finance the acquisition of Dana Incorporated's off-highway business and cover related expenses [1] - The Notes Offering is expected to close around November 21, 2025, while the Incremental Term Loan Facility will close concurrently with the Dana Business Acquisition [1] Financial Details - The Notes will bear an interest rate of 5.875% and the Incremental Term Loan Facility will have an interest rate of Term SOFR plus 1.75% [1] - The total amount of the Incremental Term Loan Facility is $1,200 million [1] Company Overview - Allison Transmission is a leading designer and manufacturer of propulsion solutions for commercial and defense vehicles, and the largest global manufacturer of medium- and heavy-duty fully automatic transmissions [5] - The company operates in over 150 countries and has manufacturing facilities in the USA, Hungary, and India [5] - Founded in 1915, Allison Transmission is headquartered in Indianapolis, Indiana [5]

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Core Insights - Allison Transmission Holdings (ALSN) reported Q3 2025 earnings of $1.63 per share, missing the Zacks Consensus Estimate of $1.95 and declining 28% year over year. Quarterly revenues were $693 million, down 16% from the previous year and also below the Zacks Consensus Estimate of $756 million [1][10]. Segment Performance - Net sales in the North America On-Highway end market decreased by 28% year over year to $327 million, missing the Zacks Consensus Estimate of $368 million, primarily due to soft demand for Class 8 vocational and medium-duty trucks [2]. - Outside North America, net sales in the On-Highway end market were $122 million, a decline of 3% from the same quarter in 2024, missing the Zacks Consensus Estimate of $130.83 million due to lower demand in Asia [3]. - Global Off-Highway end market net sales fell to $7 million from $20 million in the prior year, missing the Zacks Consensus Estimate of $17.77 million, attributed to weaker demand from the energy, mining, and construction sectors outside North America [3]. - The Defense end market saw a 47% year-over-year increase in net sales to $78 million, driven by higher demand for tracked vehicle applications and price increases, surpassing the Zacks Consensus Estimate of $60 million [4]. - Net sales in the Service Parts, Support Equipment & Other end markets decreased by 5% year over year to $159 million, missing the Zacks Consensus Estimate of $169 million due to lower demand for aluminum die cast components and support equipment [5]. Financial Position - Gross profit for the quarter was $329 million, down from $396 million in the previous year due to lower volumes and unfavorable direct material costs [6]. - Adjusted EBITDA was $256 million, a decrease from $305 million reported a year ago [6]. - Selling, general and administrative expenses were $82 million, down 4% year over year, while engineering, research, and development expenses decreased to $43 million from $51 million [7]. - Cash and cash equivalents stood at $902 million as of September 30, 2025, an increase from $781 million at the end of 2024. Long-term debt remained unchanged at $2.39 billion [7]. - Net cash provided by operating activities totaled $228 million, with adjusted free cash flow at $184 million, down from $210 million generated a year ago [8]. 2025 Outlook - The company revised its full-year 2025 outlook, now expecting net sales between $2.975 billion and $3.025 billion, down from the previous projection of $3.075 billion to $3.175 billion. Net income is anticipated in the range of $620 million to $650 million, compared to the prior estimate of $640 million to $680 million [11]. - Adjusted EBITDA is now expected to be between $1.09 billion and $1.13 billion, down from the previous estimate of $1.13 billion to $1.18 billion [11]. - Net cash provided by operating activities is projected to be between $765 million and $795 million, with capital expenditures estimated at $165 million to $175 million. Adjusted free cash flow is now expected to be between $600 million and $620 million, down from the previous range of $620 million to $660 million [12].

Financial Performance - In Q3 2025, total net sales decreased by 16% to $693 million compared to $824 million in Q3 2024[102] - North America On-Highway net sales fell by 28% to $327 million, primarily due to lower demand for Class 8 vocational and medium-duty trucks[102] - Defense end market net sales increased by 47% to $78 million, driven by higher demand for tracked vehicle applications[104] - Adjusted EBITDA for Q3 2025 was $256 million, representing 36.9% of net sales, compared to $305 million or 37.0% in Q3 2024[113] - Net income for Q3 2025 was $137 million, or 20% of net sales, down from $200 million or 24% in Q3 2024[116] - Net sales for the quarter ended September 30, 2025 were $693 million, a decrease of 16% from $824 million in the same quarter of 2024[118] - Gross profit for the quarter ended September 30, 2025 was $329 million, down 17% from $396 million in the same quarter of 2024[121] - Operating income for Q3 2025 was $204 million, representing 29% of net sales, compared to $260 million or 31% in Q3 2024[117] - For the nine months ended September 30, 2025, net sales were $2,273 million, a decrease of 6% from $2,429 million in the same period of 2024[129] Expenses and Costs - Cost of sales decreased by 15% to $364 million for the quarter ended September 30, 2025, compared to $428 million for the same period in 2024[119] - Selling, general and administrative expenses decreased by 4% to $82 million for the quarter ended September 30, 2025, compared to $85 million in the same quarter of 2024[122] - Engineering expenses for the quarter ended September 30, 2025 were $43 million, a decrease of 16% from $51 million in the same quarter of 2024[123] - Direct material costs accounted for approximately 66% of the cost of sales for the nine months ended September 30, 2025[107] Cash Flow and Liquidity - As of September 30, 2025, total available cash and cash equivalents were $902 million, up from $781 million as of December 31, 2024[140] - Cash flows provided by operating activities for the nine months ended September 30, 2025, were $593 million, a slight increase from $590 million in the same period of 2024[150] - Cash used for investing activities increased to $108 million for the nine months ended September 30, 2025, compared to $70 million in 2024, primarily due to a $33 million increase in capital expenditures[151] - Cash used for financing activities rose to $368 million for the nine months ended September 30, 2025, compared to $287 million in 2024, driven by higher stock repurchases[152] - The company repurchased $283 million of its common stock under the Repurchase Program during the nine months ended September 30, 2025, with approximately $1,236 million available under the program as of that date[148] Debt and Leverage - The company had $510 million of indebtedness associated with ATI's Term Loan as of September 30, 2025[143] - The first lien net leverage ratio was 0.35x as of September 30, 2025, indicating strong compliance with financial covenants[145] - The company has entered into a Commitment Letter for up to $2,000 million of borrowing capacity under the Bridge Facility to finance a portion of the Acquisition[147] Future Outlook and Strategic Initiatives - The company expects decreased net sales in the North America On-Highway end market in 2025, partially offset by price increases and increased demand in the Defense market[101] - The company is considering strategic acquisitions to enhance its product portfolio and market presence[159] - The company plans to enhance customer engagement through improved service offerings, which is expected to boost retention rates by G%[159] - Future guidance indicates a focus on sustainability initiatives, with a commitment to reduce carbon emissions by H% by 2025[159]

Core Viewpoint - Tourmaline Oil is rated as a strong buy, indicating confidence in the company's ability to generate value for investors [1]. Company Analysis - Tourmaline Oil is positioned to continue delivering substantial returns, supported by its operational strategies and market conditions [1]. Analyst Background - The analyst, Daniel Mellado, has a strong academic background in economics and statistics, with experience in analyzing agricultural commodities and managing trading and data analysis teams [1]. - His expertise includes developing algorithmic trading strategies and providing analysis and valuation for various sectors, including commodities, banking, technology, and pharmaceuticals [1]. Investment Approach - The investment recommendations are based on a thorough analysis of financial statements, regulatory environments, and macroeconomic variables [1].