Monitor upcoming quarterly results for progress on Off-Highway integration and synergy realization. The guidance was issued on November 2, 2026, so the next 10-Q or 8-K will show execution against these targets.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 10 $125.56entry
- T+1 · 14h ago +3.61%α +2.29% · $130.09
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
Price Chart
How similar events traded
Executive Summary
Allison Transmission held an Off-Highway Analyst Teach-In Day, presenting its expanded portfolio following the acquisition of the Allison Off-Highway business unit. The presentation highlighted the combined company's market position, growth strategy across end markets (construction, agriculture, mining, industrial), and provided financial guidance for FY 2026: net sales midpoint of $6,025 million, adjusted EBITDA midpoint of $1,555 million, and adjusted free cash flow midpoint of $875 million. The event is a strategic update with no new material financial disclosures beyond previously issued guidance.
Key Facts
- Allison Transmission held an Off-Highway Analyst Teach-In Day on November 10, 2026.
- The presentation detailed the expanded product portfolio and end market strategy after acquiring the Off-Highway Drive & Motion Systems business.
- FY 2026 guidance was reiterated: net sales midpoint of $6,025 million, adjusted EBITDA midpoint of $1,555 million, adjusted free cash flow midpoint of $875 million.
- YTD 2026 (nine months ended September 30, 2026) net sales were $4,506 million, net income was $484 million, adjusted EBITDA was $1,166 million.
- The Off-Highway segment (AOH) had annualized net sales of ~$2.7 billion and adjusted EBITDA of ~$380 million for the period.
- The company outlined four strategic priorities: capitalize on expanded propulsion solutions, accelerate profitable growth, unlock benefits of greater global scale, and reinforce position as a premier industrial asset.
Financial Impact
FY 2026 guidance: net sales midpoint $6,025M, adjusted EBITDA midpoint $1,555M, adjusted free cash flow midpoint $875M. YTD 2026 net sales $4,506M, net income $484M, adjusted EBITDA $1,166M.
Risk Factors
- Integration risks related to the Off-Highway acquisition may impact cost synergies and margin targets.
- End market cyclicality in construction, agriculture, and mining could affect revenue growth.
- Forward-looking statements about growth and synergies are subject to execution uncertainty.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-454553 |
| Document: d185962d8k.htm | 0001193125-26-454553 |
| Document: 0001193125-26-454553-index-headers.html | 0001193125-26-454553 |
| Document: 0001193125-26-454553-index.html | 0001193125-26-454553 |
| Document: 0001193125-26-454553.txt | 0001193125-26-454553 |
Track record
12 reports on ALSN
The track record builds as more bullish or bearish reports settle.
Filters
- Nov 11, 2026today Press Release Neutral 2/10 Entry $123.03 Now $125.56 +2.06% settles Nov 19
- Nov 10, 20261d ago 8-K Neutral 3/10 Viewing Entry $125.56 Now $125.56 −0.00% settles Nov 17
- Nov 2, 20269d ago Institutional Cluster Bullish 4/10 Entry $118.92 to $125.56 Now $125.56 +5.58% ▲ +5.58% +6.17% vs SPY
- Nov 2, 20269d ago 8-K Bullish 6/10 Entry $118.92 to $125.56 Now $125.56 +5.58% ▲ +5.58% +6.17% vs SPY
- Oct 23, 202619d ago Press Release Neutral 3/10 Entry $106.32 to $108.05 Now $125.56 +18.10% ▲ +1.63% +2.19% vs SPY
- Aug 15, 202612w ago Institutional Cluster Mixed 4/10 Entry $127.11 to $131.38 Now $125.56 −1.22% ▲ +3.36% +4.55% vs SPY
- Aug 13, 202612w ago Insider Cluster Neutral 2/10 Entry $125.87 to $133.23 Now $125.56 −0.25% ▲ +5.85% +7.22% vs SPY
- Aug 5, 202614w ago GOVT-CONTRACT Neutral 3/10 Entry $116.24 to $122.92 Now $125.56 +8.02% ▲ +5.75% +4.53% vs SPY
- Jun 16, 202621w ago 8-K Neutral 3/10 Entry $118.86 to $119.68 Now $125.56 +5.64% ▲ +0.69% +1.73% vs SPY
- May 8, 202626w ago 8-K Neutral 2/10 Entry $123.72 to $114.06 Now $125.56 +1.49% ▼ −7.81% −7.72% vs SPY
US Market Status
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