{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-122177","form_type":"8-K","ticker":"ALSN","cik":"0001411207","company_name":"Allison Transmission Holdings Inc","filed_at":"2023-04-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.760187+00:00","generated_at":"2026-06-16T08:43:25.493342+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Allison Transmission Q1 record net sales $741M (+9% YoY), EPS $1.85 (+42%), raises FY2023 guidance","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-122177","json":"https://secwatch.observer/filing/0001193125-23-122177.json","markdown":"https://secwatch.observer/filing/0001193125-23-122177.md","text":"https://secwatch.observer/filing/0001193125-23-122177.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1411207/000119312523122177/0001193125-23-122177-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1411207/000119312523122177/d182789d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T08:43:25.493342+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"58f4f02dfbf621aba90d7e6a235b10ea7eaa3de7","claim":"Allison Transmission Holdings Inc updated its full year 2023 guidance (raised).","evidence_excerpt":"As a result of sustained demand in our end markets, particularly in North America, and the continued execution of our growth initiatives, we are pleased to raise full year 2023 guidance.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1411207/000119312523122177/0001193125-23-122177-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2023"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"e8808bf33959f8df784c5f560d4d1ce270f94d09","claim":"Allison Transmission Holdings Inc reported three months ended March 31, 2023 results: revenue $741 million, net income $170 million, EPS $1.85.","evidence_excerpt":"First Quarter Financial Highlights Net sales for the quarter were an all-time high of $741 million. Year over year results were led by: • A $44 million increase in net sales in the Service Parts, Support Equipment and Other end market, leading to record quarterly sales of $183 million, principally driven by higher demand for global service parts and support equipment, higher demand for aluminum die cast components and price increases on certain products. • A $30 million increase in net sales in the North America On-Highway end market principally driven by strength in customer demand for medium-duty and Class 8 vocational trucks and price increases on certain products. Net income for the quarter was $170 million. Diluted EPS for the quarter was $1.85.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1411207/000119312523122177/0001193125-23-122177-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2023"},{"label":"Revenue","value":"$741 million"},{"label":"Net income","value":"$170 million"},{"label":"EPS","value":"$1.85"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}