ALSN changes
Pick any two versions below to diff them.
- Price
- $118.92 → $130.09(+9.4%)
- Discount category
- Below intrinsic value → Close to intrinsic value
- Recent events
- Nov added: 10, 2026: Allison held its Off-Highway Analyst Teach-In Day in Indianapolis and posted the slides. The slides show net sales of $4,506 million and adjusted EBITDA of $1,166 million for the first nine months of 2026. They repeat the 2026 guidance of November 2, added: 2026, with midpoints of $6,025 million for net sales, $1,555 million for adjusted EBITDA (a margin of 25.8%) and $875 million for adjusted free cash flow. Management named four priorities: a wider propulsion product range, profitable growth, the benefits of greater scale and its position as a premier industrial asset. Nov 2, 2026: Allison reported Q3 2026 results and raised its 2026 guidance for the second quarter in a row. Net sales rose 121% to $1,534 million with the Off-Highway business, and the Allison Transmission unit had record net sales of $881 million, up 27%. Diluted EPS was $2.30, and adjusted diluted EPS was $2.90, up 59%. Adjusted EBITDA rose 56% to $400 million, and adjusted free cash flow was $278 million. Allison has repaid more than $400 million of debt in 2026, and it bought back $57 million of stock in Q3. The new 2026 guidance is net sales of $5,975 million to $6,075 million, adjusted EBITDA of $1,530 million to $1,580 million and adjusted free cash flow of $850 million to $900 million. Oct 19, 2026: Allison said that it will report Q3 2026 results after the market closes on November 2, 2026, with a call at 5:00 p.m. Eastern Time. Aug 3, 2026: Allison reported Q2 2026 results. Net sales rose 92% to $1,566 million with the Off-Highway business. Diluted EPS was $2.15 and adjusted diluted EPS was $2.73, up 8%. Adjusted EBITDA rose 29% to $404 million, and adjusted free cash flow was a record $281 million. Allison repaid the remaining $150 million on its revolver and raised its 2026 guidance. Jun 11, 2026: Allison refinanced about $508 million of term loans due March 13, 2031, and lowered the interest margin on these loans by 0.25%. Feb 23, 2026: Allison reported 2025 results. Net sales were $3 billion, net income was $623 million and adjusted EBITDA was $1,130 million, or 37.5% of net sales. Defense net sales rose 26% to $267 million. Jan 2, 2026: Allison completed the purchase of Dana's Off-Highway business for $2.732 billion. To pay for it, Allison added a $1.2 billion term loan due 2033 and increased its revolving credit facility to $1 billion, now due January 2, 2031. Craig M. Price, the former head of Dana's Off-Highway business, became President of Allison Off-Highway.