{"filings":[{"id":1084076,"accession_number":"0001193125-26-272602","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2026-06-16T20:14:04+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Allison reprices $508M term loan due 2031, margin cut 25bps, saves ~$1.3M annual interest","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repriced $508M term loan due March 13, 2031; interest margin reduced by 25 bps.","New interest margins: 1.50% for SOFR loans, 0.50% for base rate loans.","Annual cash interest expense reduction of approximately $1.3 million.","Maturity date of March 13, 2031 and all other material provisions unchanged.","CFO Scott Mell says repricing reaffirms commitment to balance sheet management."],"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":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},{"id":222948,"accession_number":"0001193125-24-113874","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q1 record sales $789M, EPS $1.90, dividend up 9% to $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net sales of $789M (up 6.5% YoY); diluted EPS $1.90 includes $0.13 impact from $14M UAW signing incentives.","Net income $169M vs $170M YoY; adjusted EBITDA $289M; net cash from ops $173M; adjusted free cash flow $162M.","North America On-Highway end market record $420M (+$44M) driven by Class 8 vocational and medium-duty truck demand.","Refinanced revolving credit facility ($750M) and term loan ($518M), paying down $101M debt; maturities extended to 2029/2031.","Increased quarterly dividend 9% to $0.25/share and repurchased nearly 1% of outstanding shares in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":789000000.0,"consensus_period":"2024-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":242439,"accession_number":"0001193125-24-070130","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Allison Transmission amends credit facility: revolver to $750M, maturities extended to 2029/2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolver commitments increased to $750M from $650M; maturity extended to March 2029.","$518M term loan refinanced, maturity extended to March 2031; ~$100M paydown on existing term loan.","0.10% SOFR credit spread adjustment removed on both facilities; term loan rate remains SOFR+175 bps.","CFO Fred Bohley says amendment supports low-cost, flexible, pre-payable debt structure with long maturities."],"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":0.35,"calibrated_materiality_score":0.35,"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":242438,"accession_number":"0001193125-24-033768","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission reports record FY2023 net sales of $3.04B; diluted EPS $7.40, up 34% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 net sales $775M (+8% YoY); Q4 diluted EPS $1.91 (+26% YoY).","Full year net sales $3,035M (+10% YoY); net income $673M; Adjusted EBITDA $1,108M.","North America On-Highway net sales up 13% YoY; Service Parts segment record $696M (+18%).","Repurchased over $260M of common stock (~6% of shares); dividend increased 4th consecutive year.","Management guides to another record revenue year in 2024 at midpoint."],"consensus_eps_estimate":null,"consensus_eps_actual":7.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":3035000000.0,"consensus_period":"2023-FY","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":259825,"accession_number":"0001193125-23-263026","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q3 net sales $736M (+4% YoY), EPS $1.76 (+21%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $736M (+4% YoY); net income $158M (+14%); diluted EPS $1.76 (+21%).","North America On-Highway sales $376M (+11% YoY); Service Parts $171M (+9%); Off-Highway declined sharply.","Gross margin expanded 230 bps to 48.5%; adjusted EBITDA $267M; free cash flow $182M.","Paid quarterly dividend $0.23/share; repurchased $20M of shares in Q3 (nearly 4% of shares YTD).","Reaffirmed full-year 2023 guidance; strong demand in NA On-Highway and Service Parts."],"consensus_eps_estimate":null,"consensus_eps_actual":5.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":2260000000.0,"consensus_period":"2023-Q3","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":277078,"accession_number":"0001193125-23-196106","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Q2 record net sales $783M, EPS $1.92, raises FY guidance to $3B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly net sales of $783M, up 18% YoY; diluted EPS $1.92, up 52% YoY.","Net income $175M (22% of sales), up 43% YoY; Adjusted EBITDA $288M.","Raised full-year 2023 net sales guidance to $3B at midpoint.","North America On-Highway net sales $397M (+17%); Service Parts $181M (+31%).","Repurchased over 2M shares in Q2; paid quarterly dividend of $0.23 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":3.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":1524000000.0,"consensus_period":"2023-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":294988,"accession_number":"0001193125-23-137120","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2023-05-05T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Allison Transmission amends bylaws and reports annual meeting voting results","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved amended bylaws addressing universal proxy rules, advance notice disclosures, majority vote standard, and federal forum provision.","Stockholders elected ten directors for one-year terms: voting results ranged from 67.2M to 79.5M votes for each nominee.","Ratified appointment of PricewaterhouseCoopers as independent auditor for 2023 with 82.95M votes for, 1.80M against.","Advisory vote on executive compensation approved with 74.85M for, 4.94M against, and 4.85M broker non-votes."],"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":0.4,"calibrated_materiality_score":0.4,"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":294987,"accession_number":"0001193125-23-122177","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q1 record net sales $741M (+9% YoY), EPS $1.85 (+42%), raises FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly net sales $741M, up 9% YoY; diluted EPS $1.85, up 42% YoY.","Net income $170M (+32% YoY); Adjusted EBITDA $276M.","Increased quarterly dividend 10% to $0.23 per share; repurchased 1% of outstanding shares.","Raised full year 2023 guidance citing sustained demand in North America and growth initiatives.","Service Parts, Support Equipment & Other end market record $183M (+32% YoY); North America On-Highway $376M (+9% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":741000000.0,"consensus_period":"2023-Q1","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":315548,"accession_number":"0001193125-23-061359","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2023-03-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Allison Transmission amends credit agreement to replace LIBOR with SOFR benchmark","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment No. 3 to Second Amended and Restated Credit Agreement dated Feb 28, 2023.","Replaces LIBOR with Term SOFR plus 0.10% credit spread adjustment for all interest periods.","No other material changes to credit agreement terms; existing LIBOR loans continue until March 23, 2023.","Effective upon satisfaction of conditions, including no objection from required lenders."],"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":315547,"accession_number":"0001193125-23-040198","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2023-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission reports record FY 2022 net sales of $2.769B, EPS $5.53 up 34%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $718M (+11% YoY); diluted EPS $1.52 (+32% YoY).","Full-year net sales $2,769M (+15% YoY); net income $531M; adjusted EBITDA $961M.","Repurchased $279M of stock in 2022 (~8% of outstanding shares).","North America On-Highway sales up 15% YoY; Outside NA On-Highway up 22% (China +59%).","Guides to another record revenue year in 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":5.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":2769000000.0,"consensus_period":"2022-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":333883,"accession_number":"0001193125-22-269597","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q3 2022: net sales $710M (+25% YoY), EPS $1.45 (+63%), raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $710M, up 25% YoY; diluted EPS $1.45, up 63% from $0.89.","Record quarterly ONA On-Highway net sales of $118M, driven by Europe, Asia, South America.","Adjusted EBITDA $245M; adjusted free cash flow $182M; net cash from ops $207M.","Repurchased $109M of stock (3% of shares) and paid $0.21 dividend per share.","Raised full year 2022 midpoint guidance citing strength across On- and Off-Highway end markets."],"consensus_eps_estimate":null,"consensus_eps_actual":4.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":2051000000.0,"consensus_period":"2022-Q3","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":351339,"accession_number":"0001193125-22-215709","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Allison Transmission appoints four new directors; Rabaut to retire as Lead Independent Director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Philip Christman (former Navistar President), Sasha Ostojic (venture partner), retired General Gustave Perna, and Krishna Shivram to Board effective immediately.","Thomas Rabaut will retire as Lead Independent Director after 2023 annual meeting; Richard Lavin appointed as successor.","Four directors (Rabaut, Askren, Garcia-Tunon, Reynolds) to retire at 2023 annual meeting; Board size to reduce from 14 to 10.","New directors assigned to committees: Christman on Audit/Compensation, Ostojic on Finance, Perna on Audit, Shivram on Audit/Finance and to become Audit Chair."],"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":351338,"accession_number":"0001193125-22-211277","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q2 net sales up 10% to $664M; diluted EPS $1.26 (+25% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $664M +10% YoY; diluted EPS $1.26 +25% YoY.","North America On-Highway net sales +13% to $340M; Off-Highway +122% to $20M.","Defense net sales -40% to $29M; Outside NA On-Highway +7% to $105M.","Full-year 2022 guidance midpoints affirmed; ranges narrowed.","Repurchased $34M of shares in Q2; dividend $0.21 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":2.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":1341000000.0,"consensus_period":"2022-Q2","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":351337,"accession_number":"0001193125-22-202066","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-07-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stan Askren to Not Stand for Re-Election to Allison Transmission Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stan A. Askren notified Board on July 20, 2022 of decision not to stand for re-election at 2023 annual meeting.","Decision not due to any disagreement with the company.","Askren continues as director and on Audit/Compensation Committees until term expires at 2023 meeting."],"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":351336,"accession_number":"0001193125-22-196981","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-07-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Allison Transmission adopts Executive Change in Control & Severance Plan for named officers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan provides severance for qualifying termination: Tier 1 execs get 1x base+bonus; Tier 2 get 1x base+prorated bonus; plus 12 months COBRA.","Upon change-in-control qualifying termination, Tier 1 execs receive 2x base+bonus, 18 months COBRA plus 6-month taxable payment, and accelerated equity vesting.","Named participants include CFO G. Frederick Bohley, SVP Marketing John M. Coll (Tier 1), and VP GC Eric C. Scroggins (Tier 2/1 for CIC).","Participants waive prior severance agreements and must sign release, with non-compete, non-solicitation, and confidentiality covenants."],"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},{"id":368682,"accession_number":"0001193125-22-146452","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Allison Transmission shareholders re-elect all 10 directors, ratify PwC, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders elected 10 directors for one-year terms; each nominee received over 81 million votes for.","PricewaterhouseCoopers ratified as independent auditor for 2022 with 90.6M for, 1.3M against.","Advisory vote on executive compensation passed with 83.6M for, 4.0M 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":0.15,"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":368681,"accession_number":"0001193125-22-123634","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Transmission Q1 revenue up 15% to $677M, EPS $1.30 (up 21%), reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $677M (+15% YoY); diluted EPS $1.30 (+21%); net income $129M.","Record quarterly revenue in Outside NA On-Highway end market (+30% YoY).","Affirms full-year 2022 guidance; Q1 adjusted EBITDA $244M.","Board approved $1B increase to share repurchase authorization; dividend raised to $0.21/share.","Share repurchases of $81M in Q1 (~2% of outstanding shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":677000000.0,"consensus_period":"2022-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":387927,"accession_number":"0001193125-22-052109","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Allison Transmission raises dividend 11% to $0.21, adds $1B to buyback","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend increased from $0.19 to $0.21 per share, payable March 18 to holders of record March 7.","Board authorized additional $1B stock repurchase, bringing total program to $4B; $314M remained as of Dec 31, 2021.","Annual stockholders meeting set for May 4; record date March 7.","CFO Fred Bohley cites strong financial performance and disciplined capital allocation for the moves."],"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":387926,"accession_number":"0001193125-22-044379","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Q4 net sales $644M (+20%), diluted EPS $1.15 (+117%); FY net sales $2,402M (+15%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $644M (+20% YoY); net income $118M (+97%); diluted EPS $1.15 (+117% YoY).","Full year net sales $2,402M (+15%); net income $442M (+48%); diluted EPS $4.13 (+58% YoY).","Q4 Outside NA On-Highway sales up 38% YoY; NA Off-Highway up 2,600% (from $1M to $27M).","FY2021 share repurchases $513M, representing 12% of shares outstanding as of Dec 31, 2020.","Q4 adjusted EBITDA $220M; net cash from ops $168M; adjusted free cash flow $105M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":2402000000.0,"consensus_period":"2021-FY","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":387925,"accession_number":"0001193125-22-019786","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2022-01-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Allison Transmission SVP Operations & Purchasing Michael Dick to retire March 11, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Dick, SVP Operations & Purchasing, will retire effective March 11, 2022; enters separation agreement with prorated equity vesting and non-compete.","Rafael Basso promoted to VP of Operations; Teresa van Niekerk retains VP of Purchasing and Supplier Quality; both report directly to CEO after retirement.","Dick's retirement is planned; he will assist with transition until his retirement date."],"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":0.3,"calibrated_materiality_score":0.3,"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":405859,"accession_number":"0001193125-21-309350","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2021-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Q3 net sales $567M (+7% YoY), EPS $0.89 (+31%); repurchased $100M in shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $567M (+7% YoY); diluted EPS $0.89 (+31% YoY); net income $94M (17% margin).","Adjusted EBITDA $189M (33% of sales); adjusted free cash flow $153M.","Credit ratings upgraded by both Moody's and Fitch during Q3.","Returned $100M to shareholders via share repurchases in Q3; quarterly dividend $0.19/share.","Outside NA On-Highway sales +31% YoY; NA Off-Highway +1900% on hydraulic fracturing demand."],"consensus_eps_estimate":null,"consensus_eps_actual":2.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":1758000000.0,"consensus_period":"2021-Q3","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":424883,"accession_number":"0001193125-21-278494","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2021-09-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Allison Transmission partners with Jing-Jin Electric on commercial-vehicle electrified powertrain","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Global strategic collaboration to develop integrated electrified propulsion solutions for commercial vehicles.","Allison will provide debt financing to support JJE North America's product development, testing and manufacturing.","Partnership combines JJE's electric motor/inverter expertise with Allison's commercial vehicle duty-cycle experience.","Both companies to leverage global manufacturing and service networks to support local-market customers."],"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":0.6,"calibrated_materiality_score":0.6,"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":424882,"accession_number":"0001193125-21-274715","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2021-09-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Allison Transmission signs $27M deal to acquire AVTEC's off-highway transmission portfolio","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Allison to pay ~$27M cash for AVTEC’s off-highway transmission portfolio and MEPZ component machining assets.","Acquisition includes intellectual property and integrates MEPZ operations into Allison's Chennai plant.","Transaction expected to close by end of 2021, subject to customary conditions.","Allison does not expect a material impact on current fiscal year earnings from the deal.","Deal accelerates Allison's off-highway opportunities in India and global markets."],"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":0.55,"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":424881,"accession_number":"0001193125-21-227560","cik":1411207,"company_name":"Allison Transmission Holdings Inc","ticker":"ALSN","form_type":"8-K","filed_at":"2021-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allison Q2 net sales $603M (+60% YoY), EPS $1.01, reaffirms guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $603M (+60% YoY); net income $110M up >375% from $23M.","Diluted EPS $1.01; adjusted EBITDA $213M (35% of sales).","Gross margin improved 400 bps to 47.8%.","North America On-Highway net sales +84%, Outside NA On-Highway +63%.","Settled $130M share repurchases; reaffirmed 2021 guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1191000000.0,"consensus_period":"2021-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}],"next_cursor":null}