secwatch.observer — SEC 8-K summary
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Issuer:     Allison Transmission Holdings Inc (ALSN)
CIK:        0001411207
Form:       8-K
Filed at:   2026-08-03T20:05:21+00:00
Accession:  0001193125-26-330544
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Allison Q2 net sales $1.566B (+92% YoY); raises FY2026 guidance; adjusted EPS $2.73 (+8%)
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- Net sales $1,566M (+92% YoY) including $706M from Allison Off-Highway acquisition.
- Adjusted EBITDA $404M (26% margin, +29% YoY); adjusted diluted EPS $2.73 (+8% YoY).
- Allison Transmission segment record quarterly net sales $860M (+6% YoY); Off-Highway segment net sales $706M.
- FY2026 guidance raised: net sales $5.8-6.0B, adjusted EBITDA $1.465-1.575B, adjusted free cash flow $745-865M.
- Repurchased $46M stock, paid $0.29 dividend; cash ~$400M, $995M revolver capacity.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1411207/000119312526330544/0001193125-26-330544-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1411207/000119312526330544/d95413d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-330544

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