{"filings":[{"id":92694,"accession_number":"0001193125-26-214675","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Allison Transmission updates severance for CLO; annual meeting elects all directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Eric Scroggins, Chief Legal Officer, upgraded to Tier 1 participant in Executive Change in Control and Severance Plan.","Annual meeting held May 6, 2026; all nine director nominees elected with no opposition.","Ratification of PwC as auditor approved with 77.2M for, 0.7M against.","Advisory vote on executive compensation approved with 70.2M for, 2.8M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92693,"accession_number":"0001193125-26-204146","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Q1 revenue jumps 84% to $1.41B; adj. EPS $2.57 up 6%; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales rose 84% to $1.406B, driven by Allison Off-Highway acquisition closing Jan 1, 2026.","Adjusted diluted EPS $2.57, up 6% YoY; GAAP diluted EPS $1.33 due to $76M one-time inventory step-up and integration costs.","Adjusted EBITDA $362M (+22% YoY); margin 26%.","Allison Transmission segment sales $733M (-4% YoY); Off-Highway contributed $673M in net sales.","Full-year 2026 guidance reaffirmed: net sales $5.575-$5.925B, adj. EBITDA $1.365-$1.515B."],"consensus_eps_estimate":null,"consensus_eps_actual":1.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":1406000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103729,"accession_number":"0001193125-26-106549","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K/A","filed_at":"2026-03-16T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Allison Transmission closes $2.732B acquisition of Dana off-highway business; posts FY2024 net sales $2.7B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Dana's off-highway business for $2.732B via cash and debt; closed Jan 1, 2026.","Dana off-highway FY2024 net sales $2,696M, net income $205M; FY2023 net sales $3,085M, net income $238M.","Audited combined financial statements as of Dec 31, 2024 provided; includes restatement correction.","Pro forma unaudited financials filed as Exhibit 99.3 for illustrative purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103731,"accession_number":"0001193125-26-063975","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q4 net income $99M; FY 2025 Adj EBITDA 37.5%; 2026 guide includes Dana acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $737M, net income $99M ($1.18 diluted EPS); FY net sales $3,010M, net income $623M ($7.33 EPS).","FY Adjusted EBITDA $1,130M (37.5% margin, +140bps YoY); adjusted free cash flow $661M.","Defense end market FY sales $267M (+26% YoY); Outside NA On-Highway record $507M.","Completed Dana Off-Highway acquisition Jan 1, 2026; FY 2026 guidance: consol. sales $5,575-$5,925M, Adj. EBITDA $1,365-$1,515M.","Q4 included $26M acquisition expenses & $29M impairment; FY stock repurchases $328M (4% of shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":7.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":3010000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103730,"accession_number":"0001193125-26-000343","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2026-01-02T23:59:59+00:00","items":["1.01","2.01","2.03","5.02","7.01","9.01"],"status":"ready","headline":"Allison completes $2.732B Dana off-highway acquisition; combined revenue $5.5B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed $2.732B acquisition of Dana's off-highway drive & motion systems business on Jan 1, 2026.","Increased revolver to $1B (matures Jan 2031); added $1.2B term loan (matures Jan 2033) to fund deal.","Combined company to have $5.5B revenue across 29 countries; two business units under Bohley and Price.","Appointed Craig Price (ex-Dana SVP) as President & Business Unit Leader of Off-Highway division."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119996,"accession_number":"0001193125-25-293880","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Allison Transmission issues $500M 5.875% Senior Notes due 2033 to fund Dana off-highway acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of 5.875% Senior Notes due 2033 issued on Nov 21, 2025.","Net proceeds, along with term loan and revolver borrowings, to fund acquisition of Dana's off-highway business.","Notes redeemable after Dec 1, 2028 at call premiums declining from 2.9375% to 0%; before that make-whole.","If Dana acquisition does not close, Notes subject to special mandatory redemption at par plus accrued interest.","Notes are senior unsecured, rank equally with existing senior notes (4.750% due 2027, 5.875% due 2029, 3.750% due 2031)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119995,"accession_number":"0001193125-25-270819","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Allison Transmission prices $500M 5.875% Senior Notes and $1.2B term loan for Dana off-highway buy","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M 5.875% Senior Notes due 2033 priced in private placement on Nov 6, 2025.","$1.2B senior secured incremental term loan priced at Term SOFR + 1.75%.","Proceeds from both facilities, plus revolver draws and cash, to fund Dana off-highway acquisition.","Notes offering expected to close Nov 21, 2025; term loan closes concurrently with acquisition.","Notes subject to special mandatory redemption at par if Dana acquisition does not close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119994,"accession_number":"0001193125-25-265028","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Allison Transmission announces $500M senior notes offering to fund Dana off-highway acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M senior notes offering by unit Allison Transmission, Inc. in private placement.","Also plans $1.2B incremental term loan facility under existing credit agreement.","Proceeds combined with cash on hand to finance previously announced Dana off-highway acquisition.","No assurance offering or amendment will close; subject to market conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119993,"accession_number":"0001193125-25-259124","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Allison Transmission seeks $1.2B term loan to fund Dana off-highway buy; targets $120M synergies","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["ATI, Allison's subsidiary, is seeking a $1.2B incremental term loan facility under its credit agreement.","Proceeds from the term loan, revolver, and cash will finance the acquisition of Dana's off-highway business.","Lender presentation shows pro forma net sales of $5.9B (FY2024) and $5.7B (LTM Q2 2025).","Pro forma adjusted EBITDA margin target of 28.5% includes $120M run-rate synergy benefit.","Some financial figures in the exhibit are flagged as incorrect and will be updated; rely on corrected version."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119992,"accession_number":"0001193125-25-256299","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q3 net sales down 16% YoY to $693M, net income $137M; lowers FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $693M (-16% YoY); net income $137M ($1.63 diluted EPS); adjusted EBITDA $256M (37% margin).","Defense end market up 47% to $78M; North America On-Highway down $130M to $327M.","FY2025 guidance revised: net sales $2,975-$3,025M; adj. EBITDA $1,090-$1,125M; adj. FCF $600-$620M.","Q3 cash from ops $228M; used $27M for buybacks, $23M for dividends; Dana Off-Highway acquisition progressing.","Gross profit $329M vs $396M; SG&A $82M incl $14M acquisition costs; R&D $43M."],"consensus_eps_estimate":null,"consensus_eps_actual":6.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":2273000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136562,"accession_number":"0001193125-25-172619","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Q2 EPS record $2.29; announces $2.7B acquisition of Dana Off-Highway","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.29 (record), up 8% YoY; net income $195M, up 4%.","Net sales $814M, roughly flat YoY; Defense up $20M, Outside NA On-Highway up $14M.","Definitive agreement to acquire Dana Off-Highway for ~$2.7B; expected close late Q4 2025.","Adjusted EBITDA margin 38.5%, up 160 bps; Adjusted EBITDA $313M.","FY2025 guidance revised: net sales $3,075-$3,175M, Adj. EBITDA $1,130-$1,180M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":1580000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153755,"accession_number":"0001193125-25-140770","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Allison Transmission to acquire Dana's off-highway business for $2.732 billion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price $2.732B, subject to working capital and net debt adjustments.","Closing expected late Q4 2025, subject to regulatory approvals; no financing condition.","$2B bridge loan from Barclays, BofA, Citi; expects permanent financing before close.","Termination fee of $120M payable by Allison if deal fails due to regulatory/antitrust issues."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153754,"accession_number":"0001193125-25-139199","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Allison Transmission to acquire Dana's off-highway business for $2.7B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition price $2.7B; expected to close late Q4 2025, pending regulatory approvals.","Transaction expected to be immediately accretive to diluted EPS with ~$120M annual run-rate synergies.","Dana off-highway business operates in 25+ countries with ~11,000 employees, providing axles, propulsion, and hybrid/electric drive systems.","Allison to finance with cash and debt; committed financing from Barclays, BofA Securities, and Citigroup.","Investor call scheduled for June 12, 2025 at 8:45 a.m. EDT to discuss transaction details."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153753,"accession_number":"0001193125-25-116906","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Allison Transmission shareholders approve officer exculpation amendment, re-elect directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with >70M votes for each; no significant opposition.","Ratification of PwC as independent auditor for 2025 passed with 77.99M for vs 1.17M against.","Exculpation amendment approved (66.63M for, 8.93M against), aligning with Delaware law change.","Say-on-pay advisory vote passed (70.05M for, 5.56M against); board adopts annual vote until 2031."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153752,"accession_number":"0001193125-25-109981","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q1 net income up 14% to $192M, EPS $2.23; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales of $766M, down 2.9% YoY from $789M; net income rose 14% to $192M, diluted EPS $2.23 (+17%).","Adjusted EBITDA $287M, margin 37.5% (+90 bps YoY); adjusted free cash flow $155M.","North America On-Highway sales up $15M to $435M; Global Off-Highway down $28M to $18M on weak energy/mining demand.","Reaffirms FY 2025 guidance: net sales $3.2-3.3B, net income $735-785M, adj. EBITDA $1.17-1.23B, FCF $635-685M.","Repurchased over $150M of stock in Q1 (nearly 2% shares); $1.4B authorization remains; dividend increased for 6th year."],"consensus_eps_estimate":null,"consensus_eps_actual":2.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":766000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153751,"accession_number":"0001193125-25-077947","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-04-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Allison Transmission names Scott Mell as CFO effective April 14, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott Mell appointed CFO and Treasurer; succeeds Fred Bohley, who continues as COO.","Mell previously CFO at TriMas Corporation (2021–2025); nearly 30 years of financial experience.","Compensation includes $575,000 base salary, target bonus of 100%, LTIP target of 200% of base, and $200,000 cash bonus.","Initial equity grant of $822,300 (options, RSUs, performance units) plus $400,000 one-time RSU grant."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172433,"accession_number":"0001193125-25-030728","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Allison Transmission hikes dividend 8% to $0.27, adds $1B to buyback authorization","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend raised 8% to $0.27/share; payable March 14 to holders of record March 3.","Board approved additional $1B stock repurchase authorization, bringing total to $5B; $519M remained as of Dec 31, 2024.","Director Richard Lavin will not stand for re-election at May 7 annual meeting due to health; no disagreement with company.","2025 annual meeting of stockholders set for May 7; record date March 10."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172432,"accession_number":"0001193125-25-024308","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission reports record FY2024 revenue $3.2B, EPS $8.31, guides to another record year in 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record full year net sales $3.2B (+6% YoY); diluted EPS $8.31 (+12% YoY); Q4 net sales $796M, EPS $2.01.","North America On-Highway end market full year net sales $1.8B (+$223M); Defense up 28% YoY.","2025 guidance for record revenue at midpoint driven by price increases, Tracked vehicle demand, and NA vocational demand.","Returned over $250M via buybacks (~3% of shares); raised dividend for 5th consecutive year; paid down $101M term loan.","Full year adjusted EBITDA $1,165M; adjusted free cash flow $658M."],"consensus_eps_estimate":null,"consensus_eps_actual":8.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":3225000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189429,"accession_number":"0001193125-24-246521","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q3: record net sales $824M (+12% YoY), EPS $2.27 (+29%); raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $824M (quarterly record), +12% YoY; net income $200M (+27%); diluted EPS $2.27 (+29%).","North America On-Highway +$81M on Class 8 vocational & medium-duty truck demand; Defense +$10M.","Outside NA On-Highway net sales $126M (Q3 record), led by Asia demand; price increases on certain products.","Adjusted EBITDA $305M; net cash from ops $246M; adjusted free cash flow $210M.","Full-year 2024 revenue, earnings, and cash flow guidance raised on strength in NA On-Highway end market."],"consensus_eps_estimate":null,"consensus_eps_actual":6.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":2429000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205936,"accession_number":"0001193125-24-184838","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Q2 record revenue $816M, up 4% YoY; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales record $816M (+4% YoY); diluted EPS $2.13 (+11%).","North America On-Highway net sales $456M, all-time high, up $59M on Class 8 vocational demand.","Full-year 2024 revenue, earnings, free cash flow guidance raised.","Adjusted EBITDA $301M; operating cash flow $171M; adjusted free cash flow $150M.","Returned capital: $0.25 dividend per share and $31M share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":4.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":1605000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222950,"accession_number":"0001193125-24-154265","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Allison Transmission appoints CFO Fred Bohley as COO; equity target raised to 250% of salary","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fred Bohley appointed COO effective June 4, 2024, while continuing as CFO and Treasurer.","Compensation Committee approved equity award target increase from 190% to 250% of salary.","Grant of $372,000 in options, RSUs, and PSUs; PSUs tied to relative TSR through Feb 2027.","Company has begun an extensive search for a new CFO to succeed Bohley."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222949,"accession_number":"0001193125-24-136188","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Allison Transmission shareholders approve 2024 equity plan; 3.85M shares authorized","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["3,850,000 shares authorized for future awards under 2024 Plan, down from 5,617,016 under 2015 Plan.","Plan term extended to March 19, 2034; 2015 Plan was set to expire in 2025.","Provisions required for Section 162(m) performance-based compensation removed.","All ten director nominees elected; PwC ratified as 2024 independent auditor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":9322833758.813717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}