Monitor future task orders under this IDIQ for sustained defense revenue visibility. The award is modest relative to total revenue but supports the defense segment's contribution.
How the stock moved after the report
NEUTRAL VIEWSTOCK BELOW ENTRY AT T+60- T+0 · Aug 6 $116.24entry
- T+1 · 3mo ago +2.27%α +1.66% · $118.88
- T+5 · 3mo ago +5.75%α +4.53% · $122.92
- T+20 · 2mo ago +10.50%α +9.90% · $128.44
- T+60 · 13d ago −7.05%α −5.38% · $108.05
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Allison Transmission received a $67.5 million task order from the Department of Defense for Abrams transmission deliveries under a multi-year contract. The award represents about 1.2% of the company's annualized revenue, a routine but notable addition to its defense backlog.
Key Financial Metrics
Published 93 days after the action
Key Facts
- Award amount: $67,480,497.29
- Awarding agency: Department of Defense
- Contract type: New task order under existing IDIQ
- Period of performance starts August 5, 2026
- Description: CY27 (Delivery Order Year 4) for Abrams transmission LTC
- Company annualized revenue: $5.624 billion
- Award represents approximately 1.2% of annualized revenue
Financial Impact
$67.5 million task order, ~1.2% of annualized revenue
Risk Factors
- Funding subject to continuing resolutions or sequestration
- Execution risk on delivery schedule
- No stated margin profile for this order
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-W912CH26F0040 |
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 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 Viewing 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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