Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Allison Transmission Holdings / Equity Bottom-Up

<ul><li>Allison Transmission Holdings Inc. reported strong second-quarter 2026 results, with consolidated net sales rising 92% year-over-year to $1.566 billion.</li><li>Growth was driven primarily by the newly added Allison Off-Highway business, which contributed $706 million, while the Allison Transmission segment increased 6% to a quarterly record of $860 million.</li><li>Defense remained a major growth driver, with revenue increasing 57% year-over-year to nearly $100 million.</li></ul>

Allison Transmission Holdings Inc. reported strong second-quarter 2026 results, with consolidated net sales rising 92% year-over-year to $1.566 billion.Growth was driven primarily by the newly added Allison Off-Highway business, which contributed $706 million, while the Allison Transmission segment increased 6% to a quarterly record of $860 million.Defense remained a major growth driver, with revenue increasing 57% year-over-year to nearly $100 million.

Allison Transmission’s Next Big Catalyst — Off-Highway

<ul><li>Allison Transmission Holdings Inc. reported strong second quarter 2026 results driven by the recent acquisition of its Off-Highway business unit and solid performance in the Transmission business unit.</li><li>Consolidated net sales jumped 92% year-over-year to $1.566 billion, mainly reflecting the addition of the Off-Highway segment, which contributed $706 million in revenue, and a 6% increase to a record $860 million in the Transmission business unit.</li><li>The growth in the Transmission unit was notably supported by a 57% year-over-year revenue increase in the defense end market, underscoring continued strength amid rising global defense budgets and geopolitical uncertainty.</li></ul>

Allison Transmission Holdings Inc. reported strong second quarter 2026 results driven by the recent acquisition of its Off-Highway business unit and solid performance in the Transmission business unit.Consolidated net sales jumped 92% year-over-year to $1.566 billion, mainly reflecting the addition of the Off-Highway segment, which contributed $706 million in revenue, and a 6% increase to a record $860 million in the Transmission business unit.The growth in the Transmission unit was notably supported by a 57% year-over-year revenue increase in the defense end market, underscoring continued strength amid rising global defense budgets and geopolitical uncertainty.

Allison Transmission’s Off-Highway Acquisition — Revenue Jumps 92%!

<ul><li>Allison Transmission Holdings Inc.’s first quarter 2026 financial and operational update reflects a period of significant integration activity following the acquisition of the Dana Off-Highway business unit.</li><li>The company reported consolidated net sales of approximately $1.406 billion, combining $733 million from its legacy transmission segment and $673 million from the Off-Highway business.</li><li>While the legacy Allison Transmission segment experienced a 4% year-over-year decline in net sales—attributed partly to a robust prior-year quarter—the defense end market within this segment saw a 64% revenue increase, driven by strong domestic and international demand amid heightened national security budgets.</li></ul>

Allison Transmission Holdings Inc.’s first quarter 2026 financial and operational update reflects a period of significant integration activity following the acquisition of the Dana Off-Highway business unit.The company reported consolidated net sales of approximately $1.406 billion, combining $733 million from its legacy transmission segment and $673 million from the Off-Highway business.While the legacy Allison Transmission segment experienced a 4% year-over-year decline in net sales—attributed partly to a robust prior-year quarter—the defense end market within this segment saw a 64% revenue increase, driven by strong domestic and international demand amid heightened national security budgets.

Can Allison Transmission Cut Leverage To 1.0-2.0x After Dana?

<ul><li>Allison Transmission Holdings Inc. reported its first quarter of 2026 financial results amid ongoing integration of its recently acquired Allison Off-Highway business unit.</li><li>The company’s consolidated net sales reached approximately $1.406 billion, with the legacy Allison Transmission unit generating $733 million and the Off-Highway business contributing $673 million.</li><li>While the legacy transmission unit experienced a 4% decline year-over-year, largely attributed to a tough prior-year comparison and cautious demand in North America’s On-Highway truck market, the Off-Highway segment saw over 10% growth compared to prior-year levels, driven notably by strength in mining and construction sectors, particularly in Europe and India.</li></ul>

Allison Transmission Holdings Inc. reported its first quarter of 2026 financial results amid ongoing integration of its recently acquired Allison Off-Highway business unit.The company’s consolidated net sales reached approximately $1.406 billion, with the legacy Allison Transmission unit generating $733 million and the Off-Highway business contributing $673 million.While the legacy transmission unit experienced a 4% decline year-over-year, largely attributed to a tough prior-year comparison and cautious demand in North America’s On-Highway truck market, the Off-Highway segment saw over 10% growth compared to prior-year levels, driven notably by strength in mining and construction sectors, particularly in Europe and India.

Allison Transmission Holdings’ $673 Million Off-Highway Boost—A Game-Changing Acquisition Taking Shape!

<ul><li>Allison Transmission Holdings, Inc. recently held its fourth-quarter earnings call for 2025, sharing highlights and challenges for the period.</li><li>The company has completed its acquisition of the Off-Highway Drive & Motion Systems business from Dana Incorporated, a strategic move to enhance its market reach and product portfolio.</li><li>This acquisition positions Allison Transmission as a global leader with operations across 25 countries, aiming to leverage this expanded footprint for greater efficiency and improved financial performance.</li></ul>

Allison Transmission Holdings, Inc. recently held its fourth-quarter earnings call for 2025, sharing highlights and challenges for the period.The company has completed its acquisition of the Off-Highway Drive & Motion Systems business from Dana Incorporated, a strategic move to enhance its market reach and product portfolio.This acquisition positions Allison Transmission as a global leader with operations across 25 countries, aiming to leverage this expanded footprint for greater efficiency and improved financial performance.

Allison Transmission’s Mining Momentum Is Heating Up—Can the 4800 Series Become the Reliability King in Harsh Fleets?

United States

Allison Transmission Holdings, Inc. manufactures fully-automatic transmissions for medium and heavy-duty commercial vehicles, medium and heavy-tactical U.S. military vehicles, and hybrid-propulsion systems for transit buses.  The Company's products are used in a variety of applications.

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Allison Transmission Holdings (ALSN US)

Allison Transmission’s Next Big Catalyst — Off-Highway

Allison Transmission Holdings Inc. reported strong second-quarter 2026 results, with consolidated net sales rising 92% year-over-year to $1.566...

Baptista Research

Allison Transmission’s Off-Highway Acquisition — Revenue Jumps 92%!

Allison Transmission Holdings Inc. reported strong second quarter 2026 results driven by the recent acquisition of its Off-Highway business unit...

Baptista Research

Can Allison Transmission Cut Leverage To 1.0-2.0x After Dana?

Allison Transmission Holdings Inc.’s first quarter 2026 financial and operational update reflects a period of significant integration activity...

Baptista Research

Allison Transmission Holdings’ $673 Million Off-Highway Boost—A Game-Changing Acquisition Taking Shape!

Allison Transmission Holdings Inc. reported its first quarter of 2026 financial results amid ongoing integration of its recently acquired Allison...

Baptista Research

Allison Transmission’s Mining Momentum Is Heating Up—Can the 4800 Series Become the Reliability King in Harsh Fleets?

Allison Transmission Holdings, Inc. recently held its fourth-quarter earnings call for 2025, sharing highlights and challenges for the period. The...

Baptista Research

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