$ALSN

Allison Transmission (ALSN) reported Q2 2026 earnings and revenue above consensus, driven by defense demand and its Off-Highway business. The company raised its 2026 sales and adjusted EBITDA guidance, aiming for $120M in annual cost savings by 2029. Investors are assessing the impact of these updates on the company's investment narrative and risks, particularly around electrification and integration challenges.

Greenbrier (GBX) reported Q2 revenue of $576.5M, down 31.6% YoY, missing estimates. Commercial Vehicle Group (CVGI) reported $195.2M, up 13.5% YoY, beating estimates. Cummins (CMI) reported $9.46B, up 9.4% YoY, missing EPS and EBITDA estimates. GBX and CVGI stocks fell 3.7% and 32.7% since results, respectively; CMI fell 11.8%.

Graziosi David S. (Chair, President and CEO) sold 26,708 shares of Allison Transmission Holdings Inc (ALSN) at an average of $132.97 ($132.44–$134.05, $3.55M total) across 3 trades on 2026-08-21.

Allison Transmission (ALSN) reported that officer David Graziosi plans to sell 26,708 shares of common stock under Rule 144, with a market value of $3.55 million. The sale is tied to the exercise of employee stock options and is scheduled for August 21, 2026, via a broker-assisted cashless sale on the NYSE.

Scroggins Eric C. (CLO & Asst. Secretary) sold 1,050 shares of Allison Transmission Holdings Inc (ALSN) at $125.00 ($0.13M total) on 2026-08-11.

A Q2 earnings roundup covers heavy transportation equipment makers. Greenbrier (GBX) reported $576.5M revenue, down 31.6% YoY, missing expectations by 5.9%, and issued full-year guidance below analysts; shares down 3.7% to $46.13. Oshkosh (OSK) revenue rose to $2.92B, beating by 3.3%, shares flat at $155.43. Allison Transmission (ALSN) revenue rose to $1.57B, up 92.4%, beating by 3.1%, shares up 8.6% to $126.27.

Allison Transmission Holdings Inc. (NYSE: ALSN) said its board declared a cash dividend of $0.29 per share for Q3 2026. The payment is scheduled for Aug. 31, 2026, to shareholders of record as of Aug. 21, 2026. Future dividends depend on the board’s discretion and company financial conditions.

Bohley G Frederick (See Remarks) sold 3,961 shares of Allison Transmission Holdings Inc (ALSN) at $122.38 ($0.48M total) on 2026-08-10.

Allison Transmission (ALSN) reported Q2 revenue of $1.57B versus $1.52B estimates and adjusted EPS of $2.73 versus $2.59, with adjusted EBITDA of $404M versus $392.5M. The company lifted full-year revenue guidance to $5.9B and EBITDA guidance to $1.52B (midpoint). Management cited Off-Highway integration, defense contract wins, and pricing actions to offset costs.

Allison Transmission (NYSE:ALSN) reported Q2 updates on pricing, demand and guidance. COO Fred Bohley said North American on-highway revenue rose 15% sequentially and off-highway Q2 revenue was $706 million. The company expects 2026 net sales $5.8B-$6.0B and adjusted EBITDA $1.465B-$1.575B, plus defense contract wins.