Investor Relations Presentation Q1 2025

Published May 6, 2025

© 2025 Allison Transmission, Inc. All Rights Reserved.





Business Overview

© 2025 Allison Transmission, Inc. All Rights Reserved. 3



Premier brand, offering superior performance, frequently specified by end users

  • Premium price component

  • Differentiated technology

  • Lower total cost of ownership

Well-positioned for revenue and earnings growth

  • Further adoption outside North America

  • Expanding addressable

    market

  • Funded growth opportunities in asset-light business model

  • $400 million of incremental annual revenue opportunities

Leading designer and manufacturer of propulsion solutions for commercial and defense vehicles

  • World's largest manufacturer of medium- and heavy-duty fully automatic transmissions

  • Established supplier of fully-integrated commercial-duty electrified propulsion systems

Strong cash flow generation and well-defined capital allocation policy

  • History of strong free cash flow generation

  • Capital allocation priorities include: investing to grow the business, strategic acquisition priorities, and returning cash to shareholders

LTM(1) Net Sales by End Market



Parts, Support Equipment and Other 20% Global Off-Highway Outside North America On-Highway 3% 15% 55% North America On-Highway Defense 7% LTM(1) Net Sales: $3.2 billion

(1) LTM 3/31/2025

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Allison Transmission Holdings Inc. published this content on May 06, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2025 at 07:49 UTC.