Highest-materiality recent filing
Allison reprices $508M term loan due 2031, margin cut 25bps, saves ~$1.3M annual interest
Repriced $508M term loan due March 13, 2031; interest margin reduced by 25 bps.
Allison Transmission updates severance for CLO; annual meeting elects all directors
Eric Scroggins, Chief Legal Officer, upgraded to Tier 1 participant in Executive Change in Control and Severance Plan.
Allison Q1 revenue jumps 84% to $1.41B; adj. EPS $2.57 up 6%; reaffirms FY guidance
Net sales rose 84% to $1.406B, driven by Allison Off-Highway acquisition closing Jan 1, 2026.
Acquired Dana's off-highway business for $2.732B via cash and debt; closed Jan 1, 2026.
Q4 net sales $737M, net income $99M ($1.18 diluted EPS); FY net sales $3,010M, net income $623M ($7.33 EPS).
Allison completes $2.732B Dana off-highway acquisition; combined revenue $5.5B
Completed $2.732B acquisition of Dana's off-highway drive & motion systems business on Jan 1, 2026.
Allison Transmission issues $500M 5.875% Senior Notes due 2033 to fund Dana off-highway acquisition
$500M aggregate principal of 5.875% Senior Notes due 2033 issued on Nov 21, 2025.
Allison Transmission prices $500M 5.875% Senior Notes and $1.2B term loan for Dana off-highway buy
$500M 5.875% Senior Notes due 2033 priced in private placement on Nov 6, 2025.
Allison Transmission announces $500M senior notes offering to fund Dana off-highway acquisition
$500M senior notes offering by unit Allison Transmission, Inc. in private placement.
Allison Transmission seeks $1.2B term loan to fund Dana off-highway buy; targets $120M synergies
ATI, Allison's subsidiary, is seeking a $1.2B incremental term loan facility under its credit agreement.
Allison Transmission Q3 net sales down 16% YoY to $693M, net income $137M; lowers FY2025 guidance
Net sales $693M (-16% YoY); net income $137M ($1.63 diluted EPS); adjusted EBITDA $256M (37% margin).
Allison Q2 EPS record $2.29; announces $2.7B acquisition of Dana Off-Highway
Diluted EPS $2.29 (record), up 8% YoY; net income $195M, up 4%.
Allison Transmission to acquire Dana's off-highway business for $2.732 billion
Total purchase price $2.732B, subject to working capital and net debt adjustments.
Allison Transmission to acquire Dana's off-highway business for $2.7B
Acquisition price $2.7B; expected to close late Q4 2025, pending regulatory approvals.
All nine director nominees elected with >70M votes for each; no significant opposition.
Allison Transmission Q1 net income up 14% to $192M, EPS $2.23; reaffirms FY guidance
Net sales of $766M, down 2.9% YoY from $789M; net income rose 14% to $192M, diluted EPS $2.23 (+17%).
Allison Transmission names Scott Mell as CFO effective April 14, 2025
Scott Mell appointed CFO and Treasurer; succeeds Fred Bohley, who continues as COO.
Allison Transmission hikes dividend 8% to $0.27, adds $1B to buyback authorization
Quarterly dividend raised 8% to $0.27/share; payable March 14 to holders of record March 3.
Record full year net sales $3.2B (+6% YoY); diluted EPS $8.31 (+12% YoY); Q4 net sales $796M, EPS $2.01.
Net sales $824M (quarterly record), +12% YoY; net income $200M (+27%); diluted EPS $2.27 (+29%).
Allison Q2 record revenue $816M, up 4% YoY; raises full-year guidance
Net sales record $816M (+4% YoY); diluted EPS $2.13 (+11%).
Allison Transmission appoints CFO Fred Bohley as COO; equity target raised to 250% of salary
Fred Bohley appointed COO effective June 4, 2024, while continuing as CFO and Treasurer.
Allison Transmission shareholders approve 2024 equity plan; 3.85M shares authorized
3,850,000 shares authorized for future awards under 2024 Plan, down from 5,617,016 under 2015 Plan.
Allison Transmission Q1 record sales $789M, EPS $1.90, dividend up 9% to $0.25
Record net sales of $789M (up 6.5% YoY); diluted EPS $1.90 includes $0.13 impact from $14M UAW signing incentives.
Allison Transmission amends credit facility: revolver to $750M, maturities extended to 2029/2031
Revolver commitments increased to $750M from $650M; maturity extended to March 2029.
Allison Transmission reports record FY2023 net sales of $3.04B; diluted EPS $7.40, up 34% YoY
Record Q4 net sales $775M (+8% YoY); Q4 diluted EPS $1.91 (+26% YoY).
Allison Transmission Q3 net sales $736M (+4% YoY), EPS $1.76 (+21%)
Q3 net sales $736M (+4% YoY); net income $158M (+14%); diluted EPS $1.76 (+21%).
Allison Q2 record net sales $783M, EPS $1.92, raises FY guidance to $3B
Record quarterly net sales of $783M, up 18% YoY; diluted EPS $1.92, up 52% YoY.
Allison Transmission amends bylaws and reports annual meeting voting results
Board approved amended bylaws addressing universal proxy rules, advance notice disclosures, majority vote standard, and federal forum provision.
Allison Transmission Q1 record net sales $741M (+9% YoY), EPS $1.85 (+42%), raises FY2023 guidance
Record quarterly net sales $741M, up 9% YoY; diluted EPS $1.85, up 42% YoY.
Allison Transmission amends credit agreement to replace LIBOR with SOFR benchmark
Amendment No. 3 to Second Amended and Restated Credit Agreement dated Feb 28, 2023.
Allison Transmission reports record FY 2022 net sales of $2.769B, EPS $5.53 up 34%
Q4 net sales $718M (+11% YoY); diluted EPS $1.52 (+32% YoY).
Allison Transmission Q3 2022: net sales $710M (+25% YoY), EPS $1.45 (+63%), raises FY guidance
Net sales $710M, up 25% YoY; diluted EPS $1.45, up 63% from $0.89.
Allison Transmission appoints four new directors; Rabaut to retire as Lead Independent Director
Appointed Philip Christman (former Navistar President), Sasha Ostojic (venture partner), retired General Gustave Perna, and Krishna Shivram to Board effective immediately.
Allison Transmission Q2 net sales up 10% to $664M; diluted EPS $1.26 (+25% YoY)
Net sales $664M +10% YoY; diluted EPS $1.26 +25% YoY.
Stan Askren to Not Stand for Re-Election to Allison Transmission Board
Stan A. Askren notified Board on July 20, 2022 of decision not to stand for re-election at 2023 annual meeting.
Allison Transmission adopts Executive Change in Control & Severance Plan for named officers
Plan provides severance for qualifying termination: Tier 1 execs get 1x base+bonus; Tier 2 get 1x base+prorated bonus; plus 12 months COBRA.
Allison Transmission shareholders re-elect all 10 directors, ratify PwC, approve say-on-pay
Stockholders elected 10 directors for one-year terms; each nominee received over 81 million votes for.
Allison Transmission Q1 revenue up 15% to $677M, EPS $1.30 (up 21%), reaffirms FY guidance
Net sales $677M (+15% YoY); diluted EPS $1.30 (+21%); net income $129M.
Allison Transmission raises dividend 11% to $0.21, adds $1B to buyback
Quarterly dividend increased from $0.19 to $0.21 per share, payable March 18 to holders of record March 7.
Allison Q4 net sales $644M (+20%), diluted EPS $1.15 (+117%); FY net sales $2,402M (+15%)
Q4 net sales $644M (+20% YoY); net income $118M (+97%); diluted EPS $1.15 (+117% YoY).
Allison Transmission SVP Operations & Purchasing Michael Dick to retire March 11, 2022
Michael Dick, SVP Operations & Purchasing, will retire effective March 11, 2022; enters separation agreement with prorated equity vesting and non-compete.
Allison Q3 net sales $567M (+7% YoY), EPS $0.89 (+31%); repurchased $100M in shares
Net sales $567M (+7% YoY); diluted EPS $0.89 (+31% YoY); net income $94M (17% margin).
Allison Transmission partners with Jing-Jin Electric on commercial-vehicle electrified powertrain
Global strategic collaboration to develop integrated electrified propulsion solutions for commercial vehicles.
Allison Transmission signs $27M deal to acquire AVTEC's off-highway transmission portfolio
Allison to pay ~$27M cash for AVTEC’s off-highway transmission portfolio and MEPZ component machining assets.
Allison Q2 net sales $603M (+60% YoY), EPS $1.01, reaffirms guidance
Net sales $603M (+60% YoY); net income $110M up >375% from $23M.
Upon Mr. Mell’s appointment, G. Frederick Bohley, the Company’s current Chief Operating Officer, Chief Financial Officer and Treasurer, will continue to serve as Chief Operating Officer of the Company and will no longer serve as Chief Financial Officer and Treasurer as of April 14, 2025.
On April 10, 2025, Allison Transmission Holdings, Inc. (the “Company” or “Allison”) announced the appointment of Scott A. Mell to serve as the Company’s Chief Financial Officer and Treasurer, effective April 14, 2025.
On February 19, 2025, Richard P. Lavin, a member of the Board of Directors (the “Board”) of Allison Transmission Holdings, Inc. (the “Company”), advised the Company that he would not stand for re-election to the Board at the Company’s upcoming 2025 Annual Meeting of Stockholders due to health considerations.
On June 3, 2024, the Board of Directors (the “Board”) of Allison Transmission Holdings, Inc. (the “Company” or “Allison”) appointed G. Frederick Bohley, to serve as the Company’s Chief Operating Officer, effective June 4, 2024. Mr. Bohley will continue to serve as Chief Financial Officer and Treasurer of the Company.
appointed Philip J. Christman, Sasha Ostojic, Gustave F. Perna and Krishna Shivram to serve as members of the Company’s Board, effective immediately
appointed Philip J. Christman, Sasha Ostojic, Gustave F. Perna and Krishna Shivram to serve as members of the Company’s Board, effective immediately
appointed Philip J. Christman, Sasha Ostojic, Gustave F. Perna and Krishna Shivram to serve as members of the Company’s Board, effective immediately
The independent directors of the Board selected Richard L. Lavin to succeed Mr. Rabaut as Lead Independent Director of the Board effective immediately following the 2023 Annual Meeting.
On August 5, 2022, Alvaro Garcia-Tunon, who currently serves as chair of the Audit Committee of the Board and as a member of the Finance Committee of the Board, and Richard V. Reynolds, who currently serves as a member of the Audit and Compensation Committees of the Board, each notified the Board of their decision not to stand for re-election at the Company’s 2023 Annual Meeting.
On August 5, 2022, Alvaro Garcia-Tunon, who currently serves as chair of the Audit Committee of the Board and as a member of the Finance Committee of the Board, and Richard V. Reynolds, who currently serves as a member of the Audit and Compensation Committees of the Board, each notified the Board of their decision not to stand for re-election at the Company’s 2023 Annual Meeting.
appointed Philip J. Christman, Sasha Ostojic, Gustave F. Perna and Krishna Shivram to serve as members of the Company’s Board, effective immediately
On August 5, 2022, Thomas R. Rabaut, who currently serves as Lead Independent Director of the Board and chair of the Nominating and Corporate Governance Committee of the Board, notified the Board of his decision not to stand for re-election at the 2023 Annual Meeting.
Max materiality 0.90 · Median 0.70 · Most common event earnings