Allison Transmission Holdings Inc — fact timeline

Allison Transmission Holdings Inc reported for the three months ended March 31, 2026 results: revenue $1,406 million, net income $112 million, EPS Diluted EPS of $1.33, Adjusted Diluted EPS of $2.57.

“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 News Release Allison Announces First Quarter 2026 Results * Net Sales of $1,406 million, up 84% year over year, including the addition of the Allison Off-Highway business unit acquired on January 1, 2026 * Net Income of $112 million, 8% of Net Sales * Diluted EPS of”

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”).”

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”

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”

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.”

Allison Transmission Holdings Inc incurred senior notes of $500 million in aggregate principal amount with Wilmington Trust, National Association at 5.875% maturing due 2033.

“On November 21, 2025, the Issuer issued $500 million in aggregate principal amount of 5.875% Senior Notes due 2033 (the “Notes”). The Notes were issued pursuant to an indenture, dated as of November 21, 2025, between the Issuer and Wilmington Trust, National Association, as Trustee (the “Indenture”).”

G. Frederick Bohley changed role as Chief Operating Officer at Allison Transmission Holdings Inc.

“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.”

Scott A. Mell was appointed as Chief Financial Officer and Treasurer at Allison Transmission Holdings Inc.

“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.”

Richard P. Lavin departed as Director at Allison Transmission Holdings Inc.

“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.”

G. Frederick Bohley was appointed as Chief Operating Officer at Allison Transmission Holdings Inc.

“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.”

Allison Transmission Holdings Inc shareholders approved Advisory vote on executive compensation at the 2024-05-08 meeting.

“Proposal 4 – Advisory Vote on Executive Compensation. FOR AGAINST ABSTAIN BROKER NON-VOTES 73,113,634 2,965,883 75,626 4,007,075”

Allison Transmission Holdings Inc shareholders approved Approval of the 2024 Plan at the 2024-05-08 meeting.

“Proposal 3 – Approval of the 2024 Plan. FOR AGAINST ABSTAIN BROKER NON-VOTES 72,171,724 3,919,062 64,357 4,007,075”

Allison Transmission Holdings Inc shareholders approved Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2024 at the 2024-05-08 meeting.

“Proposal 2 – Ratification of Appointment of PwC. FOR AGAINST ABSTAIN 78,406,667 1,724,330 31,221”

Allison Transmission Holdings Inc shareholders approved Election of ten directors for one-year terms ending at the 2025 annual meeting at the 2024-05-08 meeting.

“Proposal 1 – Election of Directors. NOMINEES FOR AGAINST ABSTAIN BROKER NON-VOTES Judy L. Altmaier 74,750,968 1,374,985 29,190 4,007,075 D. Scott Barbour 75,194,143 925,104 35,896 4,007,075 Philip J. Christman 75,227,365 898,769 29,009 4,007,075 David C. Everitt 71,622,411 4,503,009 29,723 4,007,075 David S. Graziosi 73,141,016 2,835,355 178,772 4,007,075 Carolann I. Haznedar 74,092,169 2,034,465 28,509 4,007,075 Richard P. Lavin 58,446,329 17,679,785 29,029 4,007,075 Sasha Ostojic 75,648,296 478,533 28,314 4,007,075 Gustave F. Perna 73,638,038 2,487,608 29,497 4,007,075 Krishna Shivram 75,556,760 570,845 27,538 4,007,075”