US · Consumer Cyclical · Auto Parts
EPS came in at 2.73 against a street estimate of 2.60 — a beat of 5.0%.
Analysts rate Allison Transmission Holdings Inc a hold (3 buy, 5 hold, 2 sell out of 10) with an average price target of $139.40.
CONFIDENT Q2 revenue up 92% YoY to $1.57B (Off-Highway acquisition), legacy transmission up 6% with strong defense growth. Raised FY26 guidance. Executing $120M synergy plan on schedule. Q2 2026 Americas off-highway region down YoY driven by construction, material handling, agriculture weakness. Europe defense momentum strongest; geopolitical tailwinds supporting elevated spending. Analysts pressed commodity cost recovery timing and pricing power versus inflation. Management confident in >50–75 bps annual price increases via long-term contracts with 6–12 month lag on material cost pass-through. H2 guidance rests on EPA clarity and OEM order visibility solidifying. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 15.08% |
| Vanguard Portfolio Management, LLC | 5.07% |
| BlackRock Inc | 4.59% |
| Vanguard Capital Management, LLC | 4.50% |
| Fuller & Thaler Asset Management Inc | 4.11% |
| Boston Partners Global Investors, Inc | 3.46% |
| Renaissance Technologies Corp | 2.74% |
| Geode Capital Management, LLC | 2.67% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ALLISON TRANSMISSION HOLDINGS, INC. — 10-Q SUMMARY Q2 2026 (Six Months Ended June 30, 2026) --- HEADLINE NUMBERS • Net sales (6 months): $2,972 mil | 2026-08-05 |
| Results announced · Q3 2026 ALLISON TRANSMISSION HOLDINGS INC. – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Consolidated Net Sales: $1,566 million, up 92% year-over-year (inclu | 2026-08-03 |
| Material agreement · Q2 2026 ALLISON TRANSMISSION HOLDINGS, INC. – 8-K SUMMARY HEADLINE NUMBERS • $508 million of term loan debt refinanced on June 11, 2026 • Debt maturity date | 2026-06-16 |
| Board / officer change · Q2 2026 ALLISON TRANSMISSION HOLDINGS, INC. - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company held annual stockholder meeting on May 6, 2026 • Eric C. S | 2026-05-08 |
| Quarterly report · Q1 2026 ALLISON TRANSMISSION HOLDINGS, INC. – 10-Q SUMMARY Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Net sales: $1,406 million (Q1 2026) vs. $766 | 2026-05-07 |
| Results announced · Q2 2026 ALLISON TRANSMISSION HOLDINGS INC. – Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales: $1,406 million, up 84% year-over-year (includes $673 mill | 2026-05-04 |
| Proxy statement · Q2 2026 ALLISON TRANSMISSION HOLDINGS, INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine directors to serve until the 2027 | 2026-03-25 |
| Annual report FY2025 ALLISON TRANSMISSION HOLDINGS, INC. — 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Fiscal Year Ended: December 31, 2025 • Total Net Sales: $3,010 m | 2026-02-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.29 / share ex-date Aug 21, 2026 · pay Aug 31, 2026 | 2026-08-21 |
| Dividend | $0.29 / share ex-date May 18, 2026 · pay May 29, 2026 | 2026-05-18 |
| Dividend | $0.29 / share ex-date Mar 9, 2026 · pay Mar 20, 2026 | 2026-03-09 |
| Dividend | $0.27 / share ex-date Nov 21, 2025 · pay Dec 5, 2025 | 2025-11-21 |
| Dividend | $0.27 / share ex-date Aug 20, 2025 · pay Aug 29, 2025 | 2025-08-20 |
| Announcement | Date |
|---|---|
| Acquisition completed; executive appointed as President of acquired business unit Dana Incorporated completed an acquisition (details in separate June 2025 filing) and appointed Craig M. Price as President and Business Unit Leader of Allison Off-Highway Drive and Motion S | 2026-01-02 |
| $500M senior notes issued to finance Dana Incorporated off-highway business acquisition The company issued $500 million in senior notes (bonds) on November 21, 2025, with a 5.875% interest rate maturing in 2033. The proceeds will finance the previously announced acquisition of | 2025-11-24 |
| Previously announced acquisition of Dana's off-highway business financing Allison Transmission Holdings announced it is proceeding with financing for its previously announced acquisition of Dana Incorporated's off-highway business. The company is raising capital t | 2025-11-04 |
| Previously announced acquisition of Dana Incorporated's off-highway business progressing Allison Transmission Holdings announced it is securing financing through a Credit Agreement Amendment to fund its previously announced acquisition of Dana Incorporated's off-highway business | 2025-10-31 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Allison Transmission Holdings Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.