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 strong top-line growth in the first half of 2026 following its acquisition of Dana’s off‑highway business. Second‑quarter 2026 net sales were $1,566 million, up from $814 million a year earlier, with the new Allison Off‑Highway segment contributing $706 million. Net income for the quarter was $181 million versus $195 million, as higher interest expense and integration costs offset revenue growth.
For the first six months of 2026, net sales were $2,972 million compared with $1,580 million, while net income was $293 million versus $387 million. The Dana off‑highway acquisition closed for $2,628 million, adding $876 million of identifiable intangible assets and $755 million of goodwill. It was financed with cash, a new $1,200 million Incremental Term Loan and $500 million 5.875% Senior Notes due 2033. Long‑term debt rose to $4,140 million from $2,909 million, and cash decreased to $399 million from $1,495 million, while operating cash flow improved to $468 million. The first‑lien net leverage ratio was 1.01x, well within the 5.50x covenant.
Allison Transmission Holdings, Inc. reported strong growth for the three months ended June 30, 2026, with consolidated net sales of $1,566 million, up from $814 million a year earlier, including $706 million from the newly acquired Allison Off-Highway business unit. The legacy Allison Transmission business unit delivered record quarterly net sales of $860 million, a 6 percent increase.
GAAP net income was $181 million, down from $195 million, with diluted EPS of $2.15. On a non-GAAP basis, adjusted net income was $229 million and adjusted diluted EPS $2.73, an 8 percent year-over-year increase. Adjusted EBITDA was $404 million, up from $313 million, for a 25.8 percent margin. Net cash provided by operating activities rose to $312 million, and adjusted free cash flow reached a record $281 million. At quarter-end, cash and cash equivalents were $399 million, total debt $4,114 million and net debt $3,715 million; the company repaid the remaining $150 million outstanding under its revolving credit facility, repurchased $46 million of stock and paid a $0.29 per-share dividend.
Management is integrating the Off-Highway Drive & Motion Systems acquisition, targeting $120 million of annual run-rate synergies with about 90 percent of initiatives in flight. Reflecting second-quarter performance and market conditions, full-year 2026 guidance was raised to $5,800–$6,000 million in net sales, $1,465–$1,575 million in adjusted EBITDA and $745–$865 million in adjusted free cash flow, with capital expenditures of $260–$280 million.
Vanguard Portfolio Management LLC filed an amended ownership report for Allison Transmission Holdings Inc. as of June 30, 2026. Vanguard reports beneficial ownership of 4,000,079 shares of common stock, representing 4.82% of the class. It has sole voting power over 14,535 shares and sole dispositive power over 4,000,079 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard Portfolio Management LLC and specified affiliates and funds, and no other single person has an interest in more than 5% of the class through these holdings.
Allison Transmission Holdings, Inc. amended its credit agreement to reprice an existing $508 million term loan due March 13, 2031. The amendment lowers the interest rate margin by 25 basis points, resulting in a margin of 1.50% per annum for SOFR loans or 0.50% per annum for base rate loans.
The company states this reduction is expected to cut annual cash interest expense by approximately $1.3 million, while the term loan’s maturity date and other material provisions under the credit agreement remain unchanged.
Allison Transmission Holdings insider G. Frederick Bohley reported routine equity award activity. On 2026-06-04, restricted stock units and related dividend equivalent rights vested, resulting in the acquisition of 543 shares of common stock.
To cover tax obligations on this vesting, 242 shares were withheld by the company. After these transactions, Bohley holds 112,886 shares of Allison Transmission common stock directly and 360 shares indirectly through his spouse. The filing reflects compensation-related vesting rather than open-market buying or selling.
EVERITT DAVID C reported acquisition or exercise transactions in this Form 4 filing.
Allison Transmission Holdings Inc director David C. Everitt received additional equity-linked compensation through dividend equivalent rights. On this date, he was granted 73 dividend equivalent rights tied to previously awarded deferred stock units, with no cash price shown for the grant.
Each dividend equivalent right is the economic equivalent of one share of Allison Transmission common stock and will vest proportionately with the related deferred stock units. Following this grant, Everitt directly holds 3,762 dividend equivalent rights, reflecting routine compensation rather than an open-market trade.
Scroggins Eric C. reported acquisition or exercise transactions in this Form 4 filing.
Allison Transmission Holdings Inc reported that Chief Legal Officer and Assistant Secretary Eric C. Scroggins received a grant of dividend equivalent rights tied to existing equity awards. On May 29, 2026, he was awarded 13 dividend equivalent rights, each economically equivalent to one share of common stock.
These rights accrued on previously awarded restricted stock units and will vest in step with those units. Following this grant, Scroggins holds 50 dividend equivalent rights in total. The transaction is a compensation-related award rather than an open-market trade.
Graziosi David S. reported acquisition or exercise transactions in this Form 4 filing.
Allison Transmission Holdings Chair, President and CEO David S. Graziosi reported a compensation-related award of 144 Dividend Equivalent Rights tied to existing restricted stock units. These rights carry a stated price of $0.00 and each is economically equivalent to one share of common stock.
Following this grant, Graziosi holds 668 Dividend Equivalent Rights directly. The rights accrue on previously awarded RSUs and vest in step with those RSUs, so they function as additional stock-based compensation rather than open‑market purchases or sales.
BARBOUR D. SCOTT reported acquisition or exercise transactions in this Form 4 filing.
Allison Transmission Holdings Inc director D. Scott Barbour reported an award of dividend equivalent rights linked to existing restricted stock units. On this Form 4, he received 3 dividend equivalent rights, each economically equal to one share of Allison Transmission common stock and granted at no cash cost.
Bohley G Frederick reported acquisition or exercise transactions in this Form 4 filing.
Allison Transmission Holdings Inc reported a Form 4 for officer G. Frederick Bohley showing a routine compensation-related award. Bohley received 39 dividend equivalent rights on May 29, 2026, tied to previously granted restricted stock units (RSUs).
Each dividend equivalent right is the economic equivalent of one share of Allison Transmission common stock and will vest proportionately with the underlying RSUs. Following this award, Bohley holds 180 dividend equivalent rights in total. The transaction involves no open-market buying or selling and reflects standard equity-based compensation.