Every material Form 8-K Allison Transmission filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Allison reported third-quarter 2026 net sales of $1,534 million, up from $693 million a year earlier, with the Allison Off-Highway business acquired on January 1, 2026 contributing $653 million. Net income rose to $191 million from $137 million, and diluted EPS was $2.30 versus $1.63, while the company raised its full-year 2026 guidance for net sales, net income, adjusted EBITDA, operating cash flow and adjusted free cash flow.
Q3 net sales $1,534 million, up 121% year over year; Allison Transmission segment record $881 million, up 27%
Net income $191 million versus $137 million; diluted EPS $2.30 versus $1.63; adjusted diluted EPS $2.90
Adjusted EBITDA $400 million, margin 26.1% versus 36.9% a year earlier
Full-year 2026 guidance raised: net sales $5,975 to $6,075 million; net income $645 to $685 million; adjusted free cash flow $850 to $900 million
Allison Transmission reported second quarter 2026 net sales of $1,566 million, up 92% from $814 million a year earlier, mainly due to the Allison Off-Highway business acquired on January 1, 2026. Net income fell to $181 million from $195 million and diluted EPS fell to $2.15 from $2.29, but the company raised its full year 2026 guidance for net sales, net income and adjusted EBITDA.
Q2 net sales were $1,566 million, including $706 million from Allison Off-Highway; Allison Transmission segment sales were a record $860 million.
Q2 net income was $181 million, down from $195 million, and diluted EPS was $2.15, down 6%; adjusted diluted EPS was $2.73, up 8%.
Full year 2026 guidance raised: net sales of $5,800 to $6,000 million, net income of $600 to $700 million, and adjusted EBITDA of $1,465 to $1,575 million.
Q2 adjusted free cash flow was $281 million, and the company repurchased $46 million of common stock and repaid the remaining $150 million under its revolving credit facility.
Allison Transmission amended its credit agreement on June 11, 2026, refinancing $508 million of term loan debt and lowering the interest rate margin by 0.25%. The company said the change will reduce annual cash interest expense by approximately $1.3 million, and the March 13, 2031 maturity is unchanged.
Amendment No. 6 to the Credit Agreement was dated June 11, 2026, with Citibank, N.A. as administrative agent and 2026 refinancing term lender
Margin on refinanced loans is 1.50% per annum for SOFR loans or 0.50% per annum for base rate loans
CFO Scott Mell said the change will reduce annual cash interest expense by approximately $1.3 million
The term loan maturity date of March 13, 2031 and other material provisions remain unchanged
At its May 6, 2026 annual meeting, Allison Transmission stockholders elected nine directors, ratified PricewaterhouseCoopers LLP as auditor for 2026, and approved executive compensation in an advisory vote. The company also disclosed that its Compensation Committee approved Chief Legal Officer Eric C. Scroggins' participation as a Tier 1 Participant in its Executive Change in Control and Severance Plan.
Nine directors elected for one-year terms ending at the 2027 annual meeting; Judy L. Altmaier received 71,134,529 votes for and Sasha Ostojic received 72,863,411 votes for
PwC ratified as independent registered public accounting firm for 2026 with 77,162,806 votes for and 690,303 against
Advisory say-on-pay vote approved with 70,176,855 votes for and 2,759,179 against
Committee approved Eric C. Scroggins' Tier 1 Participant status in the Severance Plan on May 6, 2026
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.
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.
Allison Transmission reported fourth quarter 2025 net sales of $737 million, down $59 million year over year, and net income of $99 million, down from $175 million. For full year 2025, net sales were $3.01 billion and net income was $623 million, both lower than 2024. The company also issued 2026 guidance that includes the Dana Off-Highway business, which it acquired on January 1, 2026.
Q4 2025 diluted EPS was $1.18, compared with $2.01 in Q4 2024; net income included a $29 million impairment loss and $26 million of acquisition-related expenses.
Full year 2025 diluted EPS was $7.33, compared with $8.31 in 2024; full year net sales were $3,010 million, down $215 million.
2026 guidance: consolidated net income of $600 million to $750 million and Adjusted EBITDA of $1,365 million to $1,515 million, subject to completion of purchase price accounting.
Full year 2025 repurchases totaled $328 million of common stock, representing 4 percent of outstanding shares.
Allison Transmission completed its acquisition of Dana Incorporated's off-highway drive and motion systems business on January 1, 2026, for a purchase price of $2.732 billion, subject to adjustments. The company amended its credit agreement to increase its revolving credit facility to $1 billion and add a $1.2 billion incremental term loan to help fund the deal, adding substantial new debt for shareholders to weigh against the expanded business.
Acquisition completed January 1, 2026; purchase price $2.732 billion, subject to adjustments
Revolving credit facility increased from $750 million to $1 billion and extended to January 2, 2031
New $1.2 billion incremental term loan matures January 2, 2033
Craig M. Price named President and Business Unit Leader of Allison Off-Highway Drive and Motion Systems effective January 1, 2026
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Allison Transmission filing is on SEC EDGAR ↗. 8-K briefs of other companies →