8-K filed January 2, 2026, 6:59 PM ET ticker ALSN CIK 0001411207

M&A confidence high sentiment positive materiality 0.85

Allison completes $2.732B Dana off-highway acquisition; combined revenue $5.5B

Allison Transmission Holdings Inc

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.

item 1.01 item 2.01 item 2.03 item 5.02 item 7.01 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001193125-26-000343
form_type: 8-K
ticker: ALSN
cik: 0001411207
company_name: Allison Transmission Holdings Inc
filed_at: 2026-01-02T23:59:59+00:00
discovered_at: 2026-05-14T18:02:35.015988+00:00
generated_at: 2026-05-16T11:48:06.259218+00:00
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Source-grounded claims

2306aa2550b2e3a3bfad1c6b1a6e7c241fa1a60c

Allison Transmission Holdings Inc incurred term loan of $1.2 billion with Citibank, N.A. maturing January 2, 2033.

(2) provide for an incremental term loan facility under the Credit Agreement in an aggregate principal amount equal to $1.2 billion, which matures on January 2, 2033

SEC 8-K Item 2.03/2.04 confidence 0.9 SEC evidence

d2c6f059ba704c1716305caaee2d8a365d9cb1c0

Allison Transmission Holdings Inc amended revolving credit of $1 billion with Citibank, N.A. maturing January 2, 2031.

(1) increase the revolving credit facility under the Credit Agreement from $750 million to $1 billion and extend the maturity date of such revolving credit facility from March 13, 2029 to January 2, 2031

SEC 8-K Item 2.03/2.04 confidence 0.9 SEC evidence

0f03eeda58c707de8369fe7065a1cd133900dcb6

Allison Transmission Holdings Inc completed an acquisition involving Dana Incorporated for $2.732 billion (closed 2026-01-01).

On January 1, 2026, the Company completed its acquisition (the “Acquisition”) of the off-highway business of Dana Incorporated (“Dana”) pursuant to the previously disclosed Stock Purchase Agreement, dated June 11, 2025 (the “Purchase Agreement”), between the Company and Dana, for a purchase price of $2.732 billion, subject to certain adjustments.

SEC 8-K Item 2.01/5.01 confidence 0.9 SEC evidence

4519f64d09b0ebe8ff07b29117e6d00c01008167

Allison Transmission Holdings Inc amended Amendment No. 5 to Credit Agreement with Citibank, N.A., as administrative agent, and certain lenders and letter of credit issuers valued at from $750 million to $1 billion (effective 2026-01-02).

On January 2, 2026, Allison Transmission Holdings, Inc. (the “Company”), Allison Transmission, Inc., a wholly-owned subsidiary of the Company (the “Borrower”), Citibank, N.A., as administrative agent (the “Administrative Agent”), and certain lenders and letter of credit issuers party thereto entered into Amendment No. 5 to Credit Agreement (the “Amendment”).

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

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(2) provide for an incremental term loan facility under the Credit Agreement in an aggregate principal amount equal to $1.2 billion, which matures on January 2, 2033

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On January 1, 2026, the Company completed its acquisition (the “Acquisition”) of the off-highway business of Dana Incorporated (“Dana”) pursuant to the previously disclosed Stock Purchase Agreement, dated June 11, 2025 (the “Purchase Agreement”), between the Company and Dana, for a purchase price of $2.732 billion, subject to certain adjustments.

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On January 1, 2026, the Company completed its acquisition (the “Acquisition”) of the off-highway business of Dana Incorporated (“Dana”) pursuant to the previously disclosed Stock Purchase Agreement, dated June 11, 2025 (the “Purchase Agreement”), between the Company and Dana, for a purchase price of $2.732 billion, subject to certain adjustments.

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On January 2, 2026, Allison Transmission Holdings, Inc. (the “Company”), Allison Transmission, Inc., a wholly-owned subsidiary of the Company (the “Borrower”), Citibank, N.A., as administrative agent (the “Administrative Agent”), and certain lenders and letter of credit issuers party thereto entered into Amendment No. 5 to Credit Agreement (the “Amendment”).

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Source: SEC EDGAR

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