Allison Transmission : Q1 2025 Investor Relations Presentation

ALSN

Published on 05/07/2025 at 04:16

Investor Relations Presentation Q1 2025

Published May 6, 2025

© 2025 Allison Transmission, Inc. All Rights Reserved.

© 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

(1) LTM 3/31/2025

Disclaimer

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.