Allison Transmission — Aug 4, 2025 release

2025 Guidance Update Given current end markets conditions, anticipated acquisition-related expenses and expected favorable cash income tax impacts from the recently passed One Big Beautiful Bill Act, we are revising our full year 2025 guidance provided to the market on May 1 st . Allison now expects 2025 net sales in the range of $3,075 to $3,175 million, Net income in the range of $640 to $680 million, Adjusted EBITDA in the range of $1,130 to $1,180 million, Net cash provided by operating activities in the range of $785 to $835 million, capital expenditures in the range of $165 to $175 million, and Adjusted free cash flow in the range of $620 to $660 million. We are maintaining the midpoint of the implied Adjusted EBITDA margin guidance.   2 Conference Call and Webcast The Company will host a conference call at 5:00 p.m. EDT on Monday, August 4, 2025 to discuss its second quarter 2025 results. The dial-in phone number for the conference call is +1-877-425-9470 and the international dial-in number is +1-201-389-0878. A live webcast of the conference call will also be available online at https://ir.allisontransmission.com. For those unable to participate in the conference call, a replay will be available from 9:00 p.m. EDT on August 4 until 11:59 p.m. EDT on August 18. The replay dial-in phone number is +1-844-512-2921 and the international replay dial-in number is +1-412-317-6671. The replay passcode is 13754959. About Allison Transmission Allison Transmission (NYSE: ALSN) is a leading designer and manufacturer of propulsion solutions for commercial and defense vehicles and the largest global manufacturer