secwatch.observer — SEC 8-K summary
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Issuer:     Allison Transmission Holdings Inc (ALSN)
CIK:        0001411207
Form:       8-K
Filed at:   2026-02-23T23:59:59+00:00
Accession:  0001193125-26-063975
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Allison Transmission Q4 net income $99M; FY 2025 Adj EBITDA 37.5%; 2026 guide includes Dana acquisition
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- Q4 net sales $737M, net income $99M ($1.18 diluted EPS); FY net sales $3,010M, net income $623M ($7.33 EPS).
- FY Adjusted EBITDA $1,130M (37.5% margin, +140bps YoY); adjusted free cash flow $661M.
- Defense end market FY sales $267M (+26% YoY); Outside NA On-Highway record $507M.
- Completed Dana Off-Highway acquisition Jan 1, 2026; FY 2026 guidance: consol. sales $5,575-$5,925M, Adj. EBITDA $1,365-$1,515M.
- Q4 included $26M acquisition expenses & $29M impairment; FY stock repurchases $328M (4% of shares).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1411207/000119312526063975/0001193125-26-063975-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1411207/000119312526063975/d105532d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-063975

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