
Nov 2, 2026
Allison Transmission Q3 2026 Earnings Call Transcript
Allison Transmission reported a 121% year-over-year increase in third-quarter net sales to $1.534 billion, driven by the integration of its Off-Highway business unit and a 27% increase in its Transmission business unit sales. The company raised its full-year 2026 revenue guidance to between $5.975 billion and $6.075 billion and emphasized its transition to an integrated propulsion systems provider, focusing on capturing more content per vehicle across conventional and electric platforms. Operational highlights include strong demand in North America's On-Highway end market and successful integration of the Off-Highway business.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish

Nov 1, 2026
Parcion Private Wealth LLC Sells 39,664 Shares of Allison Transmission Holdings, Inc. $ALSN
Parcion Private Wealth LLC significantly reduced its stake in Allison Transmission Holdings, Inc. by 85.4% during the third quarter, selling 39,664 shares and retaining 6,773 shares valued at $767,000. Despite this, institutional investors hold 96.9% of the company's stock, with several other funds increasing their positions. Allison Transmission reported strong quarterly earnings of $2.73 per share, exceeding expectations, and a 92.4% year-over-year revenue increase to $1.57 billion.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Oct 28, 2026
BlackRock Discloses 9.3% Ownership Stake in Allison Transmission Holdings
BlackRock, Inc. has revealed a 9.3% beneficial ownership stake in Allison Transmission Holdings Inc. common stock, according to a Schedule 13G filing with the SEC. As of September 30, 2026, BlackRock holds 7,651,817 shares, exercising sole voting authority over 7,419,339 shares and sole dispositive power over all reported shares. The filing, dated October 27, 2026, classifies BlackRock as a parent holding company.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish