Allison Transmission — Aug 3, 2026 release

    2   Full Year 2026 Guidance Update Given our second quarter results and improving conditions across our end markets, we are increasing our full year 2026 guidance provided to the market on May 4, 2026. Allison expects:     •   Consolidated net sales in the range of $5,800 to $6,000 million     •   Consolidated net income in the range of $600 to $700 million, subject to the completion of purchase price accounting associated with the acquisition of the Allison Off-Highway business unit     •   Net income guidance includes approximately $140 million of one-time, pre-tax expenses associated with the separation, integration and restructuring of the Allison Off-Highway business unit, including approximately $75 million of expenses related to the stepped-up basis in inventory. Net income guidance also includes $50 million of additional depreciation. Including one-time costs, the Allison Off-Highway acquisition is expected to be accretive to net income and diluted EPS in 2026     •   Consolidated adjusted EBITDA in the range of $1,465 to $1,575 million     •   Consolidated net cash provided by operating activities in the range of $1,025 to $1,125 million, including approximately $55 million of one-time cash outlays associated with the acquisition of the Allison Off-Highway business unit     •   Consolidated capital expenditures in the range of $260 to $280 million, including one-time separation and integrat