Allison Transmission Holdings Inc — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Allison Transmission reported Q3 2026 net sales of $1,534M (up 121% YoY, including $653M from Dana Off-Highway acquisition completed Jan 1, 2026), net income of $191M (12.5% margin), and adjusted diluted EPS of $2.90 (up 59% YoY). Adjusted EBITDA was $400M (26.1% margin). The company raised full-year 2026 guidance: net sales $5,975–$6,075M (from $5,800–$6,000M), net income $645–$685M (from $600–$700M), adjusted EBITDA $1,530–$1,580M (from $1,465–$1,575M), and adjusted free cash flow $850–$900M (from $745–$865M). YTD debt repayment exceeded $400M; Q3 capex was $65M, with $57M in share repurchases and $23M in dividends paid.
Why this rating
~$2.5B Dana acquisition (33% of company market cap) completed; integration proceeding well with raised guidance, strong legacy business growth (27% Allison Transmission sales), and robust FCF generation supporting deleveraging and shareholder returns.
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