Allison Transmission Holdings, Inc. · NYSE:ALSN
Allison Transmission — Investor Day (November 2026)
42 slides from Allison Transmission's investor day presentation, Nov 10, 2026
Slide 1: Allison Off-Highway Analyst Teach-In Day
Exhibit 99.1 ALLISON OFF - HIGHWAY Analyst Teach-In Day Indianapolis, IN NOVEMBER 10, 2026
Slide 2: Agenda & Speaker Introductions
AGENDA Agenda & Speaker Introductions Jackie Bolles 10:30 a.m. A Global “New” Allison David Graziosi & Fred Bohley 10:35 a.m. Allison Off-Highway Drive & Motion Craig Price 10:50 a.m. Systems Allison Off-Highway Product Ettore Cosoli 11:00 a.m. Portfolio Allison Off-Highway End Markets Craig Price &
Slide 3: Today's Presenters
TODAY’S PRESENTERS David Fred Craig Scott Ettore Marcus Graziosi Bohley Price Mell Cosoli King Chair, President & Chief Operating President & Business Chief Financial Vice President of Vice President of Chief Executive Officer and President Unit Leader, Allison Officer & Treasurer Engineering, Allis
Slide 4: A Global "New" Allison
A GLOBAL “NEW” ALLISON Dave Graziosi & Fred Bohley 4
Slide 5: A Premier Industrial Asset Built for Growth
A PREMIER INDUSTRIAL ASSET BUILT FOR GROWTH Integrated Leader in High-Growth End Markets Benefitting from Global Megatrends Increased Exposure to Long-Term Structural Growth Drivers: • Infrastructure Investment and Construction Recovery • Global Data Center Build-Out & AI Infrastructure Surge • Glob
Slide 6: Leveraging a Transformed Business to Drive Sustainable Growth
LEVERAGING A TRANSFORMED BUSINESS TO DRIVE SUSTAINABLE GROWTH Four strategic priorities guiding Allison’s next phase of growth 1 2 Capitalize on an Expanded Accelerate Sustainable, Propulsion Solutions Portfolio Profitable Growth 3 4 Unlock the Benefits of Greater Reinforce Allison's Position as a G
Slide 7: Capitalize on an Expanded Propulsion Solutions Portfolio
CAPITALIZE ON AN EXPANDED PROPULSION SOLUTIONS PORTFOLIO Position as full-scale integrated provider enables: • Delivery of broader, more competitive solutions suite by combining conventional, hybrid and advanced electric technologies • Acceleration of innovation by pooling engineering expertise and
Slide 8: Broader, More Integrated Portfolio Positions Allison for Sustained Growth
BROADER, MORE INTEGRATED PORTFOLIO POSITIONS ALLISON FOR SUSTAINED GROWTH Expanded Capabilities Enable Allison to Serve More Customers Across Current and Future Industrials Market Expanded Core Transmissions / Axles Portfolio Category Expansion Transmissions Axles Mobile Planetary Heavy-Duty Power-
Slide 9: Accelerate Sustainable, Profitable Growth
ACCELERATE SUSTAINABLE, PROFITABLE GROWTH Multiple Opportunities for Durable Expansion Across Diverse End Markets Initiatives Already in Flight: • Leveraging combined transmissions, axles, and drivetrain portfolio to provide fully integrated mobility solutions • Strengthening value-selling focused o
Slide 10: Growth in Expanding End Markets
GROWTH IN EXPANDING END MARKETS Complementary, Deepening Off-Highway End Market Growth 1 1 1 On–Highway (50%) Defense (5%) Off–Highway (45%) Construction Agriculture Industrial Rugged Duty School/Shuttle Bus Transit Defense 5% Mining Material Handling Specialty Emergency Distribution Motorhome 45% 5
Slide 11: Unlock Benefits of Greater Global Scale
UNLOCK BENEFITS OF GREATER GLOBAL SCALE Identifying Synergies for Scalable Growth and Profit Enhancement • Realizing cost synergies through supply-chain consolidation, shared sourcing, and manufacturing footprint optimization • Improving overall costs by leveraging local-for-local sales and producti
Slide 12: The Power of Our Platform (Pre-Acquisition)
THE POWER OF OUR PLATFORM Scaled Platform Provides Greater Resilience, Lower Costs and Tighter Customer Proximity Pre-Acquisition Manufacturing 30 Facilities Technology 13 Centers Service & Assembly + 20 Centers Distribution 08 Centers Dealer Network 1,800 Locations 12
Slide 13: The Power of Our Platform (Post-Acquisition)
THE POWER OF OUR PLATFORM Scaled Platform Provides Greater Resilience, Lower Costs and Tighter Customer Proximity Post-Acquisition Manufacturing 30 Facilities Technology 13 Centers Service & Assembly + 20 Centers Distribution 08 Centers Dealer Network 1,800 Locations 13
Slide 14: Reinforce Allison's Position as Premier Industrial Asset
REINFORCE ALLISON’S POSITION AS PREMIER INDUSTRIAL ASSET • Market-leading supplier of integrated mobility solutions and drivetrain systems with strong competitive positioning and a track record of above-market sales growth • Diverse end market and geographic exposure supported by expanded product po
Slide 15: Allison Off-Highway Drive & Motion Systems
ALLISON OFF - HIGHWAY DRIVE & MOTION SYSTEMS Craig Price 15
Slide 16: Allison Off-Highway Highlights
ALLISON OFF - HIGHWAY HIGHLIGHTS 1 2 Industrial Key Financial Highlights Net Sales Mix (2025) By Geography By Customer ~$380mm $2.7bn Deere 3 Net Sales Adjusted EBITDA 11% AGCO (Annualized 2026) (Annualized 2026) 6% Asia-Pacific Oshkosh 23% 6% EMEA Other Manitou 6% 49% Key Attributes 55% Americas 5%
Slide 17: A Legacy of Growth: 30+ Years of Organic and Inorganic Growth
A LEGACY OF GROWTH: 30+ YEARS OF ORGANIC AND INORGANIC GROWTH The supplier of choice for off-highway drive and motion systems supported by best-in-class people, technology, quality and product lifecycle performance Established Gravatai, Facilities: 3 Established Wuxi, Established Mexico Acquired GKN
Slide 18: Allison Off-Highway Product Portfolio
ALLISON OFF - HIGHWAY PRODUCT PORTFOLIO Ettore Cosoli 18
Slide 19: AOH's Broad Product Portfolio
AOH’S BROAD PRODUCT PORTFOLIO: LEADING INDUSTRY PLAYER COVERING ALL TECHNOLOGIES OF POWER TRANSFORMATION Drive Systems Motion Systems Heavy Agricultural Compact Winch & Planetary Helical Axles Axles Axles Gearboxes Gearboxes Winch Drives Slew Drives Industrial Driveshafts Heavy-Duty Compact Continuo
Slide 20: Technology Leader Across Propulsion Types and Applications
TECHNOLOGY LEADER ACROSS PROPULSION TYPES AND APPLICATIONS Combustion Powertrains Alternative Powertrains Electric Powertrains E-Systems for Transmissions Traction Axles Axles Transmissions Software Axles Software E-Systems for Driveshafts Driveshafts Driveshafts Working Function ▪ A trusted industr
Slide 21: Combined Electrification Portfolio & Capabilities
COMBINED ELECTRIFICATION PORTFOLIO & CAPABILITIES Positions Allison to meet customer demand for hybrid and electric solutions while maintaining leadership in conventional propulsion Off-Highway Drive and Motion Systems Defense On-Highway System Voltage Low High e-Axles eSA20D eGen 100S eSA001 eSA144
Slide 22: AOH Electrification Market Trend
AOH ELECTRIFICATION MARKET TREND Leadership position in early-adopting, low voltage applications EV % Non-EV % 1 Forecast of Electrified Vehicles (units) in 2029 Low Voltage High Voltage 4% 17% 50% 73% 92% 93% 95% 95% 97% 98% 98% 98% 99% 99% 100% 96% 83% 50% 27% 1% 2% 0% 2% 2% 3% 1% 8% 7% 5% 5% 2 2
Slide 23: New Allison: Turning Power into Progress
NEW ALLISON: TURNING POWER INTO PROGRESS Allison is transitioning to a full-scale, integrated propulsion systems provider REPRESENTATIVE APPLICATIONS UTILIZING IN - PIPELINE COMBINED PORTFOLIO • Shifting from individual component supplier to driveline MOVING UP integrator THE VALUE • Single-source f
Slide 24: Allison Off-Highway End Markets
ALLISON OFF - HIGHWAY END MARKETS Craig Price & Marcus King 24
Slide 25: Serving Broad Range of End Markets and Applications
SERVING BROAD RANGE OF END MARKETS AND APPLICATIONS PRODUCTS DIVERSE APPLICATIONS HIGHLIGHTS BRANDS END MARKETS CONSTRUCTION 36%• Industry-leading products & MATERIAL and brands supported by HANDLING robust portfolio of ~1,000 Hydrostatic Drives and Compact Axles Agricultural Axles Heavy Axles paten
Slide 26: Leader in Markets with High Exposure to Durable Megatrends
LEADER IN MARKETS WITH HIGH EXPOSURE TO DURABLE MEGATRENDS END MARKETS KEY GROWTH DRIVERS CYCLE GLOBAL MEGATREND Increased infrastructure spending in the U.S. and urbanization in emerging markets Infrastructure Investment & CONSTRUCTION Structural undersupply of new single-family homes globally Cons
Slide 27: Construction & Material Handling End Market
1 TAM Construction: ~$4.3B CONSTRUCTION & MATERIAL HANDLING END MARKET 2 Material Handling: $0.4B Key Platforms & Products Cycle & End Market Conditions 36% Leading Indicators • E-commerce logistics growth • Infrastructure budgets • Warehouse CapEx • Housing starts HyStat Axles • Purchasing Managers
Slide 28: Agriculture End Market
1 TAM AGRICULTURE END MARKET Agriculture: ~$1.5B Key Applications & Products Cycle & End Market Conditions 22% Leading Indicators • Commodity prices, particularly corn, wheat and soybean • CEMA Business Barometer Driveshafts • Purchasing Managers’ Index • Farmer income • Commentary from public OEM c
Slide 29: Mining End Market
1 TAM MINING END MARKET Mining: ~$0.45B Key Applications & Products Cycle & End Market Conditions 7% Leading Indicators • Commodity prices, particularly precious metals and rare-earth metals • Mining CapEx Powershift • Commentary from public OEM customers Driveshafts Transmissions Key End Market Gro
Slide 30: Industrial End Market
1 TAM INDUSTRIAL END MARKET Industrial: ~$5.2B 15% Key Applications & Products Cycle & End Market Conditions Leading Indicators ROLLER PRESSER • Manufacturing PMI • Industrial output • Energy project pipelines Winches & Winch Drives SHREDDER Industrial Key End Market Growth Drivers Driveshafts Plane
Slide 31: Service Parts, Specialty & Other End Market
SERVICE PARTS, SPECIALTY & OTHER END MARKET 20% Representative Products & Applications Cycle & End Market Conditions Leading Indicators • Installed base of machines • Fleet ages Key End Market Growth Drivers • Increased fleet ages across multiple sectors impacting global parts outlook • Competitive
Slide 32: Delivering Strong Financial Performance
DELIVERING STRONG FINANCIAL PERFORMANCE Scott Mell 32
Slide 33: Allison Financial Highlights
ALLISON FINANCIAL HIGHLIGHTS 1 YTD 2026 FY 2026 Guide ($ in millions, except per share data) NET SALES $4,506 $6,025 Midpoint 2 NET INCOME $484 $665 Midpoint 3 ADJUSTED EBITDA $1,166 $1,555 Midpoint 3 Adjusted EBITDA Margin 25.9% 25.8% Midpoint NET CASH PROVIDED BY $811 $1,125 Midpoint OPERATING ACT
Slide 34: Strong Free Cash Flow Generation and Best-in-Class Adjusted EBITDA Margin
STRONG FREE CASH FLOW GENERATION AND BEST - IN- CLASS ADJUSTED EBITDA MARGIN Strong Operating Margins • Diverse end markets • Premium vocational pricing model in AT business, exploring opportunities in AOH • Focus on cost controls and productivity improvements 25.8% Positioned for Long- Term Cash Ea
Slide 35: A Premier Industrial Asset Built for Growth
A PREMIER INDUSTRIAL ASSET BUILT FOR GROWTH Integrated Leader in High-Growth End Markets Benefitting from Global Megatrends Reinforce Allison's Capitalize on an Accelerate Sustainable, Unlock the Benefits of Expanded Propulsion Position as a Premier Profitable Growth Greater Global Scale Solutions P
Slide 36: Appendix
APPENDIX @ Allison 36 ;
Slide 37: Safe Harbor Statement
SAFE HARBOR STATEMENT THIS PRESENTATION CONTAINS FORWARD-LOOKING STATEMENTS. THE WORDS “BELIEVE,” “EXPECT,” “ANTICIPATE,” “INTEND,” “ESTIMATE” AND OTH ER EXPRESSIONS THAT ARE PREDICTIONS OF OR INDICATE FUTURE EVENTS AND TRENDS AND THAT DO NOT RELATE TO HISTORICAL MA TTERS IDENTIFY FORWARD-LOOKING ST
Slide 38: Non-GAAP Financial Information
NON -GAAP FINANCIAL INFORMATION WE USE ADJUSTED EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION, AND AMORTIZATION (“EBITDA”) AND ADJUSTED EBITDA AS A PERCENT OF NET SALES (“ADJUSTED EBITDA MARGIN”) TO MEASURE OUR OPERATING PROFITABILITY. WE BELIEVE THAT ADJUSTED EBITDA AND ADJ USTED EBITDA MARGIN PROV
Slide 39: Non-GAAP Reconciliations (1 of 4)
NON- GAAP RECONCILIATIONS (1 OF 4) ADJUSTED EBITDA AND ADJUSTED FREE CASH FLOW RECONCILIATION Nine months ended $ in millions, Unaudited September 30, 2026 Net income (GAAP) $ 484 plus: Interest expense, net 166 Depreciation of property, plant and equipment 136 Income tax expense 114 Amortization ex
Slide 40: Non-GAAP Reconciliations (2 of 4)
NON- GAAP RECONCILIATIONS (2 OF 4) SEGMENT ADJUSTED EBITDA RECONCILIATION Allison Transmission Allison Off-Highway Central Group Function Consolidated Nine months ended Nine months ended Nine months ended Nine months ended September 30, September 30, September 30, September 30, $ in millions, Unaudi
Slide 41: Non-GAAP Reconciliations (3 of 4)
NON- GAAP RECONCILIATIONS (3 OF 4) ADJUSTED NET INCOME AND EARNINGS PER SHARE RECONCILIATION Nine months ended September 30, $ in millions, Unaudited 2026 Net income (GAAP) $ 484 plus: Amortization expense 66 Recognition of the stepped-up basis in inventory 64 Depreciation of the stepped-up basis in
Slide 42: Non-GAAP Reconciliations (4 of 4)
NON- GAAP RECONCILIATIONS (4 OF 4) GUIDANCE RECONCILIATION (Issued November 2, 2026) Guidance $ in millions, Unaudited Year Ending December 31, 2026 Low High Net income (GAAP) $ 645 $ 685 plus: Income tax expense 135 185 Depreciation of property, plant and equipment (a) 250 240 Interest expense, net
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