Exhibit 99.1 News Release Allison Transmission Announces Fourth Quarter and Full Year 2025 Results INDIANAPOLIS, February 23, 2026 – Allison Transmission Holdings Inc. (NYSE: ALSN) today reported full year 2025 net sales of $3 billion with Adjusted EBITDA margin of 37.5 percent and net cash provided by operating activities of $836 million. David S. Graziosi, Chair, President and Chief Executive Officer of Allison commented, "Although 2025 presented meaningful macroeconomic challenges, we remained discipline ...

use Adjusted EBITDA and Adjusted EBITDA as a percent of net sales to measure our operating profitability. We believe that Adjusted EBITDA and Adjusted EBITDA as a percent of net sales provide management, investors and creditors with useful measures of the operational results of our business and increase the period- to-period comparability of our operating profitability and comparability with other companies. Adjusted EBITDA as a percent of net sales is also used in the calculation of management's incentive ...

Core Viewpoint - The upcoming earnings report for Allison Transmission (ALSN) is anticipated to show a significant decline in quarterly earnings and revenues compared to the previous year [1]. Group 1: Earnings and Revenue Estimates - Analysts expect quarterly earnings of $1.56 per share, reflecting a decline of 22.4% year over year [1]. - Revenue forecasts stand at $722.46 million, indicating a decrease of 9.2% compared to the same quarter last year [1]. - The consensus EPS estimate has been revised 29.4% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. Group 2: Market Segment Performance - 'Net Sales by End Market- North America On-Highway' is projected to reach $335.37 million, down 20% from the prior-year quarter [5]. - 'Net Sales by End Market- Service Parts, Support Equipment & Other' is expected to be $167.14 million, reflecting a slight decline of 1.1% year over year [5]. - 'Net Sales by End Market- Outside North America On-Highway' is forecasted at $125.38 million, suggesting a year-over-year increase of 1.1% [6]. - 'Net Sales by End Market- Defense' is anticipated to reach $85.50 million, indicating a significant increase of 25.7% from the previous year [6]. Group 3: Stock Performance and Outlook - Over the past month, Allison Transmission shares have gained 7.4%, contrasting with a decline of 1.3% in the Zacks S&P 500 composite [6]. - Based on its Zacks Rank 2 (Buy), ALSN is expected to outperform the overall market in the near future [6].

Core Viewpoint - Investors are evaluating Allison Transmission (ALSN) and Modine (MOD) for potential undervalued stock opportunities in the Automotive - Original Equipment sector [1] Valuation Metrics - ALSN has a forward P/E ratio of 12.03, while MOD has a significantly higher forward P/E of 45.63 [5] - ALSN's PEG ratio is 1.21, indicating a more favorable valuation compared to MOD's PEG ratio of 1.34 [5] - ALSN's P/B ratio stands at 5.26, compared to MOD's P/B ratio of 10.24, suggesting ALSN is more undervalued relative to its book value [6] Earnings Outlook - Both ALSN and MOD have a Zacks Rank of 1 (Strong Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] - Despite both companies having solid earnings prospects, ALSN is identified as the superior value option based on valuation metrics [7] Value Grades - ALSN holds a Value grade of A, while MOD has a Value grade of D, highlighting ALSN's stronger position in terms of value [6]

Industry Overview - The Zacks Automotive - Original Equipment Industry includes companies that design, engineer, and manufacture components and systems for vehicle manufacturers, focusing on powertrain, driveline, safety, and structural technologies for electric, hybrid, and internal combustion vehicles [3] - The industry serves global automotive manufacturers, with demand closely tied to vehicle production volumes and model mix [3] Current Challenges - Vehicle demand is expected to cool in 2026 due to high interest rates, elevated car prices, and tighter household budgets, leading to affordability issues [1][4] - U.S. vehicle sales are projected to decline to about 15.8 million units in 2026, reflecting a 2.4% year-over-year decrease [4] - The average new car transaction price is near $50,000, with financing costs consuming a larger share of household income, limiting buyer activity [4] Technological Trends - The industry is undergoing a transformation towards electric, hybrid, and software-defined vehicles, requiring suppliers to deliver lightweight structures and advanced safety systems [5] - The push towards electrification and advanced driver assistance is altering the component mix and supplier positioning, favoring companies with strong engineering capabilities [5] Cost Management - Rising expenses related to R&D, skilled labor, and retooling manufacturing lines are increasing cost intensity for suppliers [6] - Operational efficiency, disciplined capital allocation, and supply chain optimization are critical for suppliers to manage costs effectively while supporting innovation [6] Tariff and Trade Impacts - The U.S. has imposed 25% tariffs on certain imported automobile parts, increasing cost volatility and encouraging regional localization among suppliers [7] - Suppliers with established regional manufacturing footprints are better positioned to navigate these shifts compared to smaller or more concentrated peers [7] Industry Performance - The Zacks Automotive - Original Equipment Industry ranks 148 out of over 240 Zacks industries, placing it in the bottom 39% and indicating mixed to dull near-term prospects [9][10] - The industry's earnings estimates have declined by 15.5% over the past year, reflecting a negative earnings outlook [10] Stock Performance - The industry has underperformed the S&P 500 and its sector over the past year, losing 3.5% compared to the sector's growth of 30% and the S&P 500's growth of 17% [12] Valuation Metrics - The industry is currently trading at an EV/EBITDA ratio of 16.14X, compared to the S&P 500's 17.2X and the sector's 28.74X [15] - Over the past five years, the industry has traded between 7.94X and 22.18X, with a median of 14.30X [16] Notable Companies - Modine Manufacturing is positioned to benefit from data center cooling, with a projected revenue growth of over 70% year-over-year for data center revenues [19][20] - Allison Transmission is well-positioned to benefit from rising global defense budgets, with a new contract for Poland's Infantry Fighting Vehicle program [24][26] - Westport Fuel Systems focuses on advanced alternative fuel systems, with a joint venture with Volvo enhancing its role in low- and net-zero carbon transportation [29][31]

Core Insights - Allison Transmission Holdings (ALSN) and Ford Motor (F) are highlighted as top auto stocks with strong buy ratings as they approach Q4 results [1][2] Group 1: Allison Transmission Holdings (ALSN) - Allison's core business, a key supplier of transmissions for commercial and defense vehicles, has been performing well, supported by strategic acquisitions that enhance investor confidence [3] - The recent acquisition of Dana Incorporated's Off-Highway Drive & Motion Systems business has created a global multi-billion-dollar revenue enterprise across 29 countries [3] - ALSN has experienced a remarkable increase of over 150% in stock price over the last three years, significantly outperforming broader indexes and the Zacks Auto, Tires and Trucks sectors, which rose by 49% [4] - Despite a projected 22% year-over-year decline in Q4 EPS to $1.56, the Most Accurate estimate suggests a potential earnings beat with a forecast of $1.68, indicating a 7.69% upside [6][9] - Annual sales and EPS are expected to rebound significantly in FY26, reaching new peaks of $5.67 billion and $9.68 per share, respectively [7] Group 2: Ford Motor (F) - Ford is positioned as an intriguing value stock, with expectations to surpass Q4 2025 EPS estimates of $0.17, as the Most Accurate estimate is at $0.19 [9][11] - Total vehicle sales for Ford increased by 6% in 2025 to 2.2 million, marking its best performance since 2019 [10] - To mitigate tariff impacts, Ford launched a "From America, For America" campaign, allowing public purchases at employee discount prices while cutting costs on future vehicle models [12] - Ford's stock has rebounded nearly 50% over the past year, trading around $13, and has shown positive gains of 7% over the last three years [12] - The stock trades at less than 10X forward earnings, with a promising rebound in FY26 EPS expected at $1.53, supporting a 4.35% annual dividend yield while maintaining a payout ratio under 50% [13][14]

Core Viewpoint - Allison Transmission Holdings Inc. will announce its fourth quarter and full year 2025 financial results on February 23, 2026, with a conference call scheduled for 5:00 p.m. EST [1] Company Overview - Allison Transmission is a global leader in high-performance mobility and work solutions, operating through two business units: Allison Transmission and Allison Off-Highway Drive & Motion Systems [3] - The company is headquartered in Indianapolis, Indiana, and has been a reliable partner in essential industries for over 110 years, serving more than 150 countries [3]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Allison Transmission, with a focus on how actual results compare to estimates, which could significantly influence stock price movements [1][2]. Earnings Expectations - Allison Transmission is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year decrease of 22.4% [3]. - Revenues are projected to be $722.46 million, down 9.2% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 26.78% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Allison Transmission is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +7.69% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1 [10]. - Allison Transmission currently holds a Zacks Rank of 1, indicating a strong likelihood of exceeding the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Allison Transmission had an expected EPS of $1.95 but reported $1.63, resulting in a surprise of -16.41% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - Patrick Industries, another player in the automotive industry, is expected to report earnings of $0.74 per share, showing a year-over-year increase of 42.3% [18]. - Despite a positive Earnings ESP of +2.70%, Patrick Industries has a Zacks Rank of 4, making it challenging to predict an earnings beat [20].

Core Insights - The article emphasizes the importance of the Zacks Rank in identifying strong stocks through earnings estimates and revisions, while also acknowledging that investors have diverse strategies [1] - Value investing is highlighted as a popular method for identifying undervalued stocks that present profit opportunities [2] Company Analysis - Allison Transmission Holdings (ALSN) is currently under observation, holding a Zacks Rank of 1 (Strong Buy) and a Value grade of A [4] - ALSN's current P/E ratio is 10.31, significantly lower than the industry average of 17.85, indicating potential undervaluation [4] - The stock's Forward P/E has fluctuated between 9.25 and 13.43 over the past year, with a median of 11.03, suggesting a favorable valuation trend [4][5] - Given the strong earnings outlook and current valuation metrics, ALSN is positioned as a compelling value stock [5]

Core Insights - The article discusses a rotation thesis from Big Tech investments to cyclical value, energy, and high-quality stocks that focus on dividend income and growth [1]. Group 1: Investment Focus - The emphasis is on transitioning investment strategies towards sectors that offer dividend growth opportunities, particularly in cyclical and energy stocks [1][2]. - The analysis aims to provide actionable investment ideas that align with major economic developments in supply chains and commodities [2]. Group 2: Analyst Background - Leo Nelissen is identified as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities, contributing to the iREIT®+HOYA Capital team [2].