Reading ALSN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ALSN free→Reading ALSN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ALSN free→QuarterlyIQ Insights · ALSN
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Entry into a Material Definitive Agreement. On June 11, 2026, Allison Transmission Holdings, Inc. (the “Company”), Allison Transmission, Inc., a wholly-owned subsidiary of the Company (the “Borrower”), Fairfield Manufacturing Company, Inc., a wholly-owned subsidiary of the Borrower (the “Subsidiary Guarantor”), and Citibank, N.A., as administrative agent (in such capacity, the “Administrative Agent”) and as the 2026 refinancing term lender, entered into Amendment No. 6 to Credit Agreement (th…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The Compensation Committee (the “Committee”) of the Board of Directors of Allison Transmission Holdings, Inc. (the “Company”) previously approved the Executive Change in Control and Severance Plan (the “Severance Plan”), which provides severance benefits to senior level employees of Allison Transmission, Inc., a wholly owned subsidiary of the Compa…
Results of Operations and Financial Condition. On May 4, 2026, Allison Transmission Holdings, Inc. (“Allison”) published an earnings release reporting its financial results for the three months ended March 31, 2026. A copy of the earnings release is attached as Exhibit 99.1 hereto. Following the publication of the earnings release, Allison will host an earnings call on May 4, 2026 at 5:00 p.m. ET on which its financial results for the three months ended March 31, 2026 will be discussed. The i…
Results of Operations and Financial Condition. On February 23, 2026, Allison Transmission Holdings, Inc. (“Allison”) published an earnings release reporting its financial results for the three months and year ended December 31, 2025. A copy of the earnings release is attached as Exhibit 99.1 hereto. Following the publication of the earnings release, Allison will host an earnings call on February 23, 2026, at 5:00 p.m. ET on which its financial results for the three months and year ended Decem…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. In connection with the Acquisition, the Company appointed Craig M. Price as President and Business Unit Leader of Allison Off-Highway Drive and Motion Systems, effective on January 1, 2026. Mr. Price, age 50, served as Senior Vice President and President of Dana’s Off-Highway Drive and Motion Systems since September 2024. Mr. Price has been with Da…
Entry into a Material Definitive Agreement. On January 2, 2026, Allison Transmission Holdings, Inc. (the “Company”), Allison Transmission, Inc., a wholly-owned subsidiary of the Company (the “Borrower”), Citibank, N.A., as administrative agent (the “Administrative Agent”), and certain lenders and letter of credit issuers party thereto entered into Amendment No. 5 to Credit Agreement (the “Amendment”). The Amendment amends the Second Amended and Restated Credit Agreement, dated as of March 29,…
Completion of Acquisition or Disposition of Assets. On January 1, 2026, the Company completed its acquisition (the “Acquisition”) of the off-highway business of Dana Incorporated (“Dana”) pursuant to the previously disclosed Stock Purchase Agreement, dated June 11, 2025 (the “Purchase Agreement”), between the Company and Dana, for a purchase price of $2.732 billion, subject to certain adjustments. The disclosure set forth in this
Entry into a Material Definitive Agreement. Certain of the information required by this
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On November 21, 2025, the Issuer issued $500 million in aggregate principal amount of 5.875% Senior Notes due 2033 (the “Notes”). The Notes were issued pursuant to an indenture, dated as of November 21, 2025, between the Issuer and Wilmington Trust, National Association, as Trustee (the “Indenture”). The Notes pay interest semi-annually in arrears. The Notes were offered in a pri…
Other Events. On November 6, 2025, Allison Transmission Holdings, Inc. (the “Company”) announced that its wholly owned subsidiary, Allison Transmission, Inc. (the “ATI”) priced its offering of $500 million in aggregate principal amount of 5.875% Senior Notes due 2033 (the “Notes”) in a private placement (the “Notes Offering”) exempt from registration under the Securities Act of 1933, as amended (the “Securities Act”). The Company also announced that ATI priced its new senior secured increment…
Regulation FD Disclosure. On November 4, 2025, Allison Transmission Holdings, Inc. (the “Company”) announced that Allison Transmission, Inc. (“ATI”), the Company’s wholly owned subsidiary, commenced an offering of approximately $500 million in aggregate principal amount of senior notes, (the “Notes”) in a private placement (the “Offering”) exempt from registration under the Securities Act of 1933 (the “Securities Act”), subject to market conditions. As previously disclosed by the Company in i…
Regulation FD Disclosure. On October 30, 2025, Allison Transmission Holdings, Inc. (the “Company”) announced that Allison Transmission, Inc. (“ATI”), the Company’s wholly owned subsidiary, is seeking to enter into an amendment (the “Credit Agreement Amendment”) to the Second Amended and Restated Credit Agreement, dated as of March 29, 2019, as amended October 11, 2019, November 19, 2020, February 28, 2023 and March 13, 2024, among ATI, as borrower, the Company, Citibank, N.A., as administrati…
Results of Operations and Financial Condition. On October 29, 2025, Allison Transmission Holdings, Inc. (“Allison”) published an earnings release reporting its financial results for the three months ended September 30, 2025. A copy of the earnings release is attached as Exhibit 99.1 hereto. Following the publication of the earnings release, Allison will host an earnings call on October 29, 2025 at 5:00 p.m. ET on which its financial results for the three months ended September 30, 2025 will b…
Results of Operations and Financial Condition. On August 4, 2025, Allison Transmission Holdings, Inc. (“Allison”) published an earnings release reporting its financial results for the three months ended June 30, 2025. A copy of the earnings release is attached as Exhibit 99.1 hereto. Following the publication of the earnings release, Allison will host an earnings call on August 4, 2025 at 5:00 p.m. ET on which its financial results for the three months ended June 30, 2025 will be discussed. T…
Other Events. Debt Commitment Letter On June 11, 2025, in connection with the entry into the Purchase Agreement, the Company entered into a commitment letter (the “ Commitment Letter ”) with Barclays Bank PLC, Bank of America, N.A., BofA Securities, Inc. and Citigroup Global Markets Inc. (the “ Lenders ”), pursuant to which the Lenders have committed to provide a 364-day senior unsecured bridge term loan facility (the “ Bridge Facility ”), in an aggregate principal amount of up to $2 billion,…
Entry into a Material Definitive Agreement. On June 11, 2025, Allison Transmission Holdings, Inc. (the “ Company ” or “ Allison ”) entered into a Stock Purchase Agreement (the “ Purchase Agreement ”) with Dana Incorporated (“ Dana ”) pursuant to which, on the terms and subject to the conditions therein, Dana agreed to sell, and Allison agreed to acquire, Dana’s off-highway business (the “ Business ”), for a purchase price of $2.732 billion (the “ Purchase Price ”), subject to certain adjustme…
Results of Operations and Financial Condition. On May 1, 2025, Allison Transmission Holdings, Inc. (“Allison”) published an earnings release reporting its financial results for the three months ended March 31, 2025. A copy of the earnings release is attached as Exhibit 99.1 hereto. Following the publication of the earnings release, Allison will host an earnings call on May 1, 2025 at 5:00 p.m. ET on which its financial results for the three months ended March 31, 2025 will be discussed. The i…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On February 19, 2025, Richard P. Lavin, a member of the Board of Directors (the “Board”) of Allison Transmission Holdings, Inc. (the “Company”), advised the Company that he would not stand for re-election to the Board at the Company’s upcoming 2025 Annual Meeting of Stockholders due to health considerations. Mr. Lavin’s decision not to stand for re…
Other Events. On February 20, 2025, the Company announced that its Board had approved a new authorization under the Company’s previously announced stock repurchase program for the repurchase of up to an additional $1.0 billion of the Company’s outstanding common stock, bringing the total amount authorized under the program to $5.0 billion, of which approximately $519 million remained available for future repurchases as of December 31, 2024. A copy of the press release announcing the increase…
Results of Operations and Financial Condition. On February 11, 2025, Allison Transmission Holdings, Inc. (“Allison”) published an earnings release reporting its financial results for the three months and year ended December 31, 2024. A copy of the earnings release is attached as Exhibit 99.1 hereto. Following the publication of the earnings release, Allison will host an earnings call on February 11, 2025, at 5:00 p.m. ET on which its financial results for the three months and year ended Decem…
General market headlines, full earnings-call transcripts, and macro and sector developments flagged when they directly affect this stock are on the way. Today this tab covers SEC filings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.