secwatch.observer — SEC 8-K summary
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Issuer:     Allison Transmission Holdings Inc (ALSN)
CIK:        0001411207
Form:       8-K
Filed at:   2025-08-04T23:59:59+00:00
Accession:  0001193125-25-172619
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Allison Q2 EPS record $2.29; announces $2.7B acquisition of Dana Off-Highway
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1411207/000119312525172619/0001193125-25-172619-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1411207/000119312525172619/d149090d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-172619

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