{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-263026","form_type":"8-K","ticker":"ALSN","cik":"0001411207","company_name":"Allison Transmission Holdings Inc","filed_at":"2023-10-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.962213+00:00","generated_at":"2026-06-09T10:14:25.187120+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 Q3 net sales $736M (+4% YoY), EPS $1.76 (+21%)","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-263026","json":"https://secwatch.observer/filing/0001193125-23-263026.json","markdown":"https://secwatch.observer/filing/0001193125-23-263026.md","text":"https://secwatch.observer/filing/0001193125-23-263026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1411207/000119312523263026/0001193125-23-263026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1411207/000119312523263026/d560490d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T10:14:25.187120+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":"78c10766654c34b0da3c725ccf81c39a5d9aab98","claim":"Allison Transmission Holdings Inc reported the three months ended September 30, 2023 results: revenue $736 million, net income $158 million, EPS $1.76. Guidance reaffirmed.","evidence_excerpt":"Allison Transmission Announces Third Quarter 2023 Results * Net sales of $736 million, up 4% year over year * Net Income of $158 million, up 14% year over year * Diluted EPS of $1.76, up 21% year over year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1411207/000119312523263026/0001193125-23-263026-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended September 30, 2023"},{"label":"Revenue","value":"$736 million"},{"label":"Net income","value":"$158 million"},{"label":"EPS","value":"$1.76"},{"label":"Guidance","value":"reaffirmed"},{"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"}