Allison Transmission Holdings, Inc. filings document the operating results, governance, capital structure and material events of a NYSE-listed manufacturer of fully automatic transmissions and off-highway drive and motion systems. Form 8-K reports cover quarterly and annual financial results, investor presentation materials, dividend and capital allocation disclosures, and material agreements involving credit facilities and financing arrangements.
Allison's proxy and annual-meeting filings describe board elections, auditor ratification, advisory executive-compensation votes, corporate responsibility and sustainability disclosures, board composition, and compensation plans. The company's filings also identify its common stock, listed under ALSN, and provide formal disclosure around shareholder voting matters, executive severance arrangements and the completed expansion of its off-highway business.
Allison Transmission Holdings reported softer results for 2025 but strong profitability and cash generation while integrating the recently acquired Dana Off-Highway business. Full-year net sales were $3.010 billion, net income was $623 million and diluted EPS was $7.33. Adjusted EBITDA reached $1.13 billion, a 37.5% margin, with net cash from operations of $836 million and Adjusted free cash flow of $661 million. In Q4, net sales were $737 million, net income $99 million and Adjusted EBITDA $265 million with a 36.0% margin, reflecting lower North America On-Highway volumes, a $29 million impairment and $26 million of acquisition-related expenses. The company repurchased $328 million of stock, about 4% of shares, ended the year with cash of $1.495 billion and long-term debt of $2.885 billion, and guides 2026 consolidated net sales of $5.575–$5.925 billion, net income of $600–$750 million and Adjusted free cash flow of $655–$805 million, including contributions from the Off-Highway acquisition.
Allison Transmission Holdings Chair, President and CEO David S. Graziosi reported equity compensation changes involving restricted stock units and related dividend equivalents. On February 19, 2026, 5,971 restricted stock units and 67 dividend equivalent rights were settled into the same number of common shares at no cost.
Following these grants and settlements, his directly owned common stock increased through awards coded as acquisitions, then 1,771 shares were disposed of through share withholding at $117.78 per share to cover tax obligations on the vesting. After these transactions, he directly held 246,472 shares of common stock.
Allison Transmission Holdings Inc chief legal officer Eric C. Scroggins reported equity compensation activity involving restricted stock units, dividend equivalent rights, and common shares. On February 19, 2026, 416 restricted stock units granted February 19, 2025 settled into 416 shares of common stock, and 4 dividend equivalent rights settled into 4 additional shares. To cover tax withholding on the vesting of these awards, 147 common shares were withheld by the company, based on a share value of $117.78. After these transactions, Scroggins directly held 13,940 shares of Allison Transmission common stock.
Allison Transmission Holdings Inc COO and President G. Frederick Bohley reported equity-related transactions on February 19, 2026. Restricted stock units and related dividend equivalent rights vested and were settled into 1,590 and 17 shares of common stock, respectively, at no cash cost to him. To cover tax withholding on these vestings, 664 shares of common stock were withheld at $117.78 per share. After these transactions, Bohley directly owned 100,017 common shares and indirectly held 360 shares through his spouse.
Allison Transmission Holdings COO G. Frederick Bohley exercised and sold shares under a pre-set plan. On February 13, 2026, he exercised 10,348 employee stock options at $23.59 per share, receiving the same number of Allison Transmission common shares.
That same day, he sold 10,348 common shares in open-market transactions under a Rule 10b5-1 trading plan adopted on August 26, 2025, at weighted average prices around $115–$117 per share. After these transactions, he directly owned 99,074 common shares and indirectly owned 360 shares through his spouse.
Allison Transmission Holdings Inc. insider filed a Rule 144 notice to sell 10,348 shares of common stock through Merrill Lynch on 02/13/2026. The planned sale has an aggregate market value of 1204517.81 and is listed for trading on the NYSE.
The shares were acquired the same day via an exercise of employee stock options using a broker-assisted cashless exercise. The filing notes that 83,228,716 shares of common stock are outstanding, providing context for the size of this planned transaction.
Allison Transmission Holdings reported that its Chief Legal Officer and Assistant Secretary, Eric C. Scroggins, acquired 5,448 performance stock units on February 11, 2026 as an equity award. Each unit represents the right to receive one share of common stock, earned based on company performance over 2023–2025.
The filing explains that these units were earned after performance goals for the 2023–2025 period were assessed, and the earned PSUs are scheduled to vest on February 28, 2026, aligning executive compensation with the company’s multi‑year results.
Allison Transmission Holdings’ Chair, President and CEO David S. Graziosi reported an equity award tied to company performance. On February 11, 2026, he acquired 78,893 performance stock units, each representing a right to receive one share of common stock, at a stated price of $0.
These units were earned based on Allison’s actual performance over the 2023–2025 period from a grant originally made on February 22, 2023. The earned PSUs are scheduled to vest on February 28, 2026, after which they can convert into an equivalent number of common shares.
Allison Transmission Holdings executive G. Frederick Bohley reported an equity award tied to company performance. On February 11, 2026, he acquired 17,101 performance stock units (PSUs) at a price of $0 per unit. Each PSU represents the right to receive one share of Allison Transmission common stock.
The PSUs relate to a grant made on February 22, 2023, with the final amount based on Allison’s performance over the 2023–2025 period. Based on actual performance for 2023–2025, Bohley earned 17,101 PSUs, which are scheduled to vest on February 28, 2026, and are held as a direct ownership position.
Allison Transmission Holdings director Barbour D. Scott received 102 shares of common stock on February 6, 2026 as part of his quarterly director retainer. The grant was made under the company’s Eighth Amended and Restated Non-Employee Director Compensation Policy and was priced using the $115.63 closing share price on the grant date. After this stock payment, he directly owns 11,603 shares of Allison Transmission common stock.