AI brief of an SEC Form 8-K · Allison Transmission (ALSN)

Allison Transmission Q1 sales up 84% to $1,406 million; diluted EPS $1.33

Mixed Impact 3 of 5 earnings Written later

Allison Transmission reported first quarter 2026 net sales of $1,406 million, up from $766 million a year earlier, after adding the Allison Off-Highway business acquired on January 1, 2026. Net income fell to $112 million from $192 million, mainly due to acquisition costs, while adjusted diluted EPS rose 6% to $2.57. The company reaffirmed its full-year 2026 guidance, which includes net income of $600 million to $750 million.

Key points

  • Net sales were $1,406 million, including $673 million from the Allison Off-Highway business unit.
  • Net income was $112 million versus $192 million; diluted EPS was $1.33 versus $2.23 a year earlier.
  • Adjusted diluted EPS was $2.57, up from $2.43, excluding acquisition-related and other items.
  • Full-year 2026 guidance was reaffirmed, with consolidated net income of $600 million to $750 million and adjusted EBITDA of $1,365 million to $1,515 million.

The filing

CompanyAllison Transmission (ALSN)
Form8-K, current report
Filed with the SECMay 4, 2026, 4:41 PM ET
Accession number0001193125-26-204146

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.