---
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"
generated_at: "2026-06-09T10:14:25.187120+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Allison Transmission Q3 net sales $736M (+4% YoY), EPS $1.76 (+21%)

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-263026
- JSON: https://secwatch.observer/filing/0001193125-23-263026.json
- Plain text: https://secwatch.observer/filing/0001193125-23-263026.txt

## Key facts
- Earnings Releases
  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.
  - Period: the three months ended September 30, 2023
  - Revenue: $736 million
  - Net income: $158 million
  - EPS: $1.76
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1411207/000119312523263026/0001193125-23-263026-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.