$ALSN

Allison Transmission Holdings (ALSN) will unify its business units under the Allison brand, retaining product brands like Spicer. The move aims to strengthen global reach and maintain customer trust. The company operates in sectors like infrastructure, mining, and energy. ALSN's CEO, David Graziosi, emphasized the long history and reliability of their products. The announcement was made ahead of the bauma exhibition. ALSN is a global leader in high-performance mobility solutions.

Citigroup upgraded Allison Transmission to 'Buy' from 'Neutral' with a $135 price target. The stock has a 5-day change of +0.69%, 1st Jan change of -6.87%, and a 12-month change of +12.22%. The upgrade is based on valuation, EPS revisions, and visibility metrics.

Several stocks fell after Middle East tensions and rising oil prices. Terex (TEX) -3.5%, ESAB (ESAB) -4.2%, Allison Transmission (ALSN) -2.9%, Rocket Lab (RKLB) -4.4%, and Bloom Energy (BE) -5%. Bloom Energy's volatility noted, up 181% YTD but -19.8% from 52-week high. Higher Treasury yields and geopolitical risks drove market declines.

Allison Transmission (ALSN) redeemed $100M of its 4.750% Senior Notes due 2027 on Sept 30, 2026, at 100% of the principal plus accrued interest. $300M of the notes remain outstanding. The company is a global leader in high-performance mobility solutions.

Freedom Broker initiated coverage on Allison Transmission (ALSN) with a buy rating and $144 price target, citing strong market positions, high margins, and growth prospects. The stock is up 36% over the past year. ALSN reported Q2 2026 earnings of $2.73 per share, beating estimates, with revenue of $1.56 billion. The company raised its full-year revenue outlook.

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.