secwatch.observer — SEC 8-K summary
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Issuer:     Allison Transmission Holdings Inc (ALSN)
CIK:        0001411207
Form:       8-K
Filed at:   2026-05-04T23:59:59+00:00
Accession:  0001193125-26-204146
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Allison Q1 revenue jumps 84% to $1.41B; adj. EPS $2.57 up 6%; reaffirms FY guidance
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- Net sales rose 84% to $1.406B, driven by Allison Off-Highway acquisition closing Jan 1, 2026.
- Adjusted diluted EPS $2.57, up 6% YoY; GAAP diluted EPS $1.33 due to $76M one-time inventory step-up and integration costs.
- Adjusted EBITDA $362M (+22% YoY); margin 26%.
- Allison Transmission segment sales $733M (-4% YoY); Off-Highway contributed $673M in net sales.
- Full-year 2026 guidance reaffirmed: net sales $5.575-$5.925B, adj. EBITDA $1.365-$1.515B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1411207/000119312526204146/0001193125-26-204146-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1411207/000119312526204146/d138525d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-204146

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