Allison Transmission Holdings Inc — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Allison Transmission (market cap $7.9B) acquired Dana's Off-Highway business on January 1, 2026 for $2.529B (net of cash). Q2 2026 consolidated net sales were $1.566B (+92% YoY, with $706M from Off-Highway); adjusted EBITDA $404M (25.8% margin); adjusted diluted EPS $2.73 (+8% YoY). Company raised full-year 2026 net sales guidance to $5.8–6.0B (from $5.575–5.925B), adjusted EBITDA to $1.465–1.575B (from $1.365–1.515B), and adjusted free cash flow to $745–865M (from $655–805M). Integration expenses of ~$140M pre-tax expected in 2026, including $75M inventory step-up charge.
Why this rating
Material M&A (26% of company size) with strong synergy capture underway; raised guidance signals execution confidence and end-market momentum offsetting integration costs.
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