ALSN Allison Transmission (ALSN) Q2 FY26 earnings call
Allison Transmission reported strong Q2 FY26 results, driven by significant defense program wins and the successful integration of the Off-Highway business unit. The company is actively executing its synergy capture strategy, targeting $120 million in annual run-rate synergies by the end of 2029, with a substantial portion expected by 2027 and 2028. While facing material cost headwinds, management expressed confidence in pricing power and sequential improvement in North America On-Highway volumes in the second half of the year.
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Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.