The acquisition thesis is centered on accelerating sales growth through a strategic combination of business units and strengthening the company's localized production footprint to mitigate trade and tariff risks. Management reports that the integration of the newly acquired Allison Off Highway business is proceeding in a disciplined manner, with initial synergy realization beginning to take shape. The company provided 2026 revenue guidance of $5.575 billion to $5.925 billion, noting that while order trends ...