Allison Transmission Holdings, Inc. (ALSN) Q2 2026 Earnings Call Transcript

Allison Transmission Holdings, Inc. ( ALSN ) Q2 2026 Earnings Call August 3, 2026 5:00 PM EDT

Company Participants

Jacalyn Bolles - Executive Director of Treasury & IR

David Graziosi - Chairman, President & CEO

Scott Mell - Senior VP, CFO & Treasurer

G. Bohley - President & Business Unit Leader of Allison Transmission and COO

Craig Price - President and Business Unit Leader of Allison Off-Highway Drive & Motion Systems

Conference Call Participants

Robert Wertheimer - Melius Research LLC

Timothy Thein - Raymond James & Associates, Inc., Research Division

Isaac Sellhausen - Oppenheimer & Co. Inc., Research Division

Jerry Revich - Wells Fargo Securities, LLC, Research Division

Tami Zakaria - JPMorgan Chase & Co, Research Division

Angel Castillo Malpica - Morgan Stanley, Research Division

Kyle Menges - Citigroup Inc., Research Division

Operator

Good afternoon, and thank you for standing by. Welcome to Allison's Second Quarter 2026 Earnings Conference Call. My name is Sherry, and I will be your conference call operator today.

After the prepared remarks, Allison's executives will conduct a question-and-answer session and conference call participants will be given instructions at that time. As a reminder, this conference call is being recorded.

I would now like to turn the conference over to Jackie Bolles, Executive Director of Treasury and Investor Relations. Please go ahead, Jackie.

Jacalyn Bolles Executive Director of Treasury & IR

Thank you, Sherry. Good afternoon, and thank you for joining us for our Second Quarter 2026 Earnings Conference Call. With me this afternoon are Dave Graziosi, our Chair, President and Chief Executive Officer; Scott Mell, our Chief Financial Officer and Treasurer; Fred Bohley, Allison's Chief Operating Officer and Allison Transmission Business Unit Leader; and Craig Price, Allison Off-Highway Business Unit Leader. As a reminder, this conference call, webcast and this afternoon's presentation are available on the Investor Relations section of allisontransmission.com. A replay of this call will be available through August 17.

As noted on Slide 2