HighGravityDataCurrent guidance
18 items
Allison Transmission
Guidance from Allison Transmission’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 3, 2026
Data checked
Aug 3, 2026
What changed in the Aug 3, 2026 release
Each item compared with the same item in the previous release (May 4, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Raised | Consolidated net sales | for FY2026 | “$5,575 to $5,925 million” | “$5,800 to $6,000 million” | Filing ↗ |
| New | Additional depreciation (included in net income) | for FY2026 | — | “$50 million” | Filing ↗ |
| Raised | Consolidated adjusted EBITDA | for FY2026 | “$1,365 to $1,515 million” | “$1,465 to $1,575 million” | Filing ↗ |
| Narrowed | Consolidated net income | for FY2026 | “$600 to $750 million” | “$600 to $700 million” | Filing ↗ |
| New | Expenses related to the stepped-up basis in inventory (included in net income) | for FY2026 | — | “approximately $75 million” | Filing ↗ |
| Raised | One-time, pre-tax expenses associated with the separation, integration and restructuring of the Allison Off-Highway business unit included in net income | for FY2026 | “more than $100 million” | “approximately $140 million” | Filing ↗ |
| Raised | Consolidated adjusted free cash flow | for FY2026 | “$655 to $805 million” | “$745 to $865 million” | Filing ↗ |
| Lowered | Consolidated capital expenditures | for FY2026 | “$295 to $315 million, including one-time separation and integration capital expenditures of approximately $45 million” | “$260 to $280 million” | Filing ↗ |
| Raised | Consolidated net cash provided by operating activities | for FY2026 | “$970 to $1,100 million, including approximately $55 million of one-time cash outlays associated with the acquisition of the Allison Off-Highway business unit” | “$1,025 to $1,125 million” | Filing ↗ |
| New | One-time cash outlays associated with the acquisition of the Allison Off-Highway business unit (included in operating cash flow) | for FY2026 | — | “approximately $55 million” | Filing ↗ |
| New | One-time separation and integration capital expenditures (included in capital expenditures) | for FY2026 | — | “approximately $30 million” | Filing ↗ |
| Reiterated | Allison Off-Highway acquisition impact on net income and diluted EPS | for FY2026 | “expected to be accretive to net income and diluted EPS” | “expected to be accretive to net income and diluted EPS” | Filing ↗ |
Show 5 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Net sales for the Allison Off-Highway business unit | for FY2026 | “$2,550 to $2,750 million” | — | Filing ↗ |
| Not restated | Net sales for the Allison Off-Highway Drive and Motion Systems segment | for FY2026 | “$2,550 to $2,750 million” | — | Filing ↗ |
| Not restated | Net sales for the Allison Transmission business unit | for FY2026 | “$3,025 to $3,175 million” | — | Filing ↗ |
| Not restated | Net sales for the Allison Transmission segment | for FY2026 | “$3,025 to $3,175 million” | — | Filing ↗ |
| Not restated | Net leverage target | for the long term | “2.0x” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Consolidated net sales | “$5,800 to $6,000 million” | for FY2026 | GAAP-tied | Feb 23, 2026 | 3 | Filing ↗ |
| Net sales for the Allison Off-Highway business unit | “$2,550 to $2,750 million” | for FY2026 | GAAP-tied | May 4, 2026 | 1 | Filing ↗ |
| Net sales for the Allison Off-Highway Drive and Motion Systems segment | “$2,550 to $2,750 million” | for FY2026 | GAAP-tied | Feb 23, 2026 | 1 | Filing ↗ |
| Net sales for the Allison Transmission business unit | “$3,025 to $3,175 million” | for FY2026 | GAAP-tied | May 4, 2026 | 1 | Filing ↗ |
| Net sales for the Allison Transmission segment | “$3,025 to $3,175 million” | for FY2026 | GAAP-tied | Feb 23, 2026 | 1 | Filing ↗ |
| Additional depreciation (included in net income) | “$50 million” | for FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Allison Off-Highway acquisition impact on net income and diluted EPS | “expected to be accretive to net income and diluted EPS” | for FY2026 | GAAP-tied | Feb 23, 2026 | 3 | Filing ↗ |
| Consolidated adjusted EBITDA | “$1,465 to $1,575 million” | for FY2026 | Company-defined | Feb 23, 2026 | 3 | Filing ↗ |
| Consolidated net income | “$600 to $700 million” | for FY2026 | GAAP-tied | Feb 23, 2026 | 3 | Filing ↗ |
| Expenses related to the stepped-up basis in inventory (included in net income) | “approximately $75 million” | for FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| One-time, pre-tax expenses associated with the separation, integration and restructuring of the Allison Off-Highway business unit included in net income | “approximately $140 million” | for FY2026 | GAAP-tied | May 4, 2026 | 2 | Filing ↗ |
| One-time, pre-tax expenses included in net income associated with separation, integration and restructuring of the Off-Highway Drive and Motion Systems segment | “approximately $70 million” | for FY2026 | GAAP-tied | Feb 23, 2026 | 1 | Filing ↗ |
| Consolidated adjusted free cash flow | “$745 to $865 million” | for FY2026 | Company-defined | Feb 23, 2026 | 3 | Filing ↗ |
| Consolidated capital expenditures | “$260 to $280 million” | for FY2026 | Company-defined | Feb 23, 2026 | 3 | Filing ↗ |
| Consolidated net cash provided by operating activities | “$1,025 to $1,125 million” | for FY2026 | GAAP-tied | Feb 23, 2026 | 3 | Filing ↗ |
| One-time cash outlays associated with the acquisition of the Allison Off-Highway business unit (included in operating cash flow) | “approximately $55 million” | for FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| One-time separation and integration capital expenditures (included in capital expenditures) | “approximately $30 million” | for FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net leverage target | “2.0x” | for the long term | Company-defined | May 4, 2026 | 1 | Filing ↗ |
How one item moved
Net sales, for FY2025 — every statement across the year, each linked to its filing.
How your Autos & components sector group guides
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Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | Long-term |
|---|---|---|---|---|
| Consolidated net sales | 3 statements | — | — | — |
| Net sales | — | 4 statements | 1 statement | — |
| Net sales for the Allison Off-Highway business unit | 1 statement | — | — | — |
| Net sales for the Allison Off-Highway Drive and Motion Systems segment | 1 statement | — | — | — |
| Net sales for the Allison Transmission business unit | 1 statement | — | — | — |
The full record for Allison Transmission and its Autos & components peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 3, 2026 | FY2026 Q2 | 0001193125-26-330544 | 12 | Open filing ↗ |
| May 4, 2026 | FY2026 Q1 | 0001193125-26-204146 | 11 | Open filing ↗ |
| Feb 23, 2026 | FY2025 Q4 | 0001193125-26-063975 | 10 | Open filing ↗ |
| Oct 29, 2025 | FY2025 Q3 | 0001193125-25-256299 | 7 | Open filing ↗ |
| Aug 4, 2025 | FY2025 Q2 | 0001193125-25-172619 | 7 | Open filing ↗ |
| May 1, 2025 | FY2025 Q1 | 0001193125-25-109981 | 6 | Open filing ↗ |
| Feb 11, 2025 | FY2024 Q4 | 0001193125-25-024308 | 6 | Open filing ↗ |
| Oct 29, 2024 | FY2024 Q3 | 0001193125-24-246521 | 6 | Open filing ↗ |
Not located in filing
19 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 19 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Additions of long-lived assets (g) = $(315) — $(295) | span gate: value not verbatim in filing | May 4, 2026 |
| Additions of long-lived assets (g) = Low: $(315); High: $(295) | span gate: value not verbatim in filing | May 4, 2026 |
| Additions of long-lived assets (e) = $(315) — $(295) | span gate: value not verbatim in filing | Feb 23, 2026 |
| Income tax expense = Low $160 million; High $220 million | span gate: value not verbatim in filing | Feb 23, 2026 |
| Depreciation & Amortization = Low $275 million; High $255 million | span gate: value not verbatim in filing | Feb 23, 2026 |
| Interest expense, net = Low $220 million; High $210 million | span gate: value not verbatim in filing | Feb 23, 2026 |
| Acquisition-related expenses = Low $50 million; High $40 million | span gate: value not verbatim in filing | Feb 23, 2026 |
| Stock-based compensation expense = Low $30 million; High $20 million | span gate: value not verbatim in filing | Feb 23, 2026 |
| Restructuring & One-Time expenses = Low $30 million; High $20 million | span gate: value not verbatim in filing | Feb 23, 2026 |
| Additions of long-lived assets = Low $(315) million; High $(295) million | span gate: value not verbatim in filing | Feb 23, 2026 |
| Other unrealized gains (c) = (9) — (9) | span gate: value not verbatim in filing | Oct 29, 2025 |
| Additions of long-lived assets = $(165) — $(175) | span gate: value not verbatim in filing | Oct 29, 2025 |
| Additions of long-lived assets = Low $(165) to High $(175) | span gate: value not verbatim in filing | Oct 29, 2025 |
| Other unrealized (gains)/losses (c) = (8) — (8) | span gate: value not verbatim in filing | Aug 4, 2025 |
| Unrealized gain on marketable securities (b) = (3) — (3) | span gate: value not verbatim in filing | May 1, 2025 |
| Additions of long-lived assets = $(165) — $(175) | span gate: value not verbatim in filing | May 1, 2025 |
| Additions of long-lived assets = $(165) — $(175) | span gate: value not verbatim in filing | Feb 11, 2025 |
| Additions of long-lived assets = $(165) to $(175) million | span gate: value not verbatim in filing | Feb 11, 2025 |
| Additions of long-lived assets = Low $(135) / High $(145) | span gate: value not verbatim in filing | Oct 29, 2024 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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