Geopolitics Alpha

8-K - Allison Transmission Holdings Inc (0001411207) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Allison Transmission Holdings filed an 8-K with the SEC on Nov 2 (a notice of a material company event).
  • Exposed: ALSN, XLY, BWA, ALV, MOD
  • Market reaction: ALSN +3.0% after two sessions; XLY −0.7% after two sessions; MOD −26.0% after two sessions

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GEOPOLITICS ALPHA8-K - Allison TransmissionHoldings Inc (0001411207) (Filer)ALSNGEOPOLITICS ALPHA

8-K - Allison Transmission Holdings filed an 8-K with the SEC on Nov 2 (a notice of a material company event).

Directly affected

  • ALSN Allison Transmission Holdings+1.4% 14d

    Named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+5.7% 30d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Allison Transmission Holdings belongs to, so it often moves with news about it.

  • BWA BorgWarner-5.4% 5d

    BorgWarner is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news.

  • ALV Autoliv+5.7% 10d

    Autoliv is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news.

  • MOD Modine Manufacturing-50.0% 30d

    Modine Manufacturing is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news.

  • LEA Lear-2.8% 16d

    Lear is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news.

  • GNTX Gentex-6.5% 16d

    Gentex is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ALSN-4.81%-2.76%base+5.13%+6.62%+3.03%after close
XLY-2.29%-1.67%base-0.69%+3.55%-0.68%after close
BWA+7.63%+2.98%base-0.06%-2.57%-8.14%after close
ALV-5.50%-4.73%base-2.74%+2.40%+1.09%after close
MOD+10.81%+12.50%base+1.58%-20.37%-26.02%after close
LEA-4.70%-4.19%base-4.51%-2.97%-6.73%after close
GNTX-1.68%-1.44%base-2.21%+1.29%-1.58%after close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-02 AccNo: 0001193125-26-443664 Size: 7 MB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

Price since this story was published: Allison Transmission Holdings (ALSN)

Since the first closing price after “8-K - Allison Transmission Holdings Inc (0001411207) (Filer),” Allison Transmission Holdings (ALSN) is +1.38%.

CompanyWhenMoveStatus
Allison Transmission Holdings (ALSN)that day+5.13%final price
Allison Transmission Holdings (ALSN)the next day+6.62%final price
Allison Transmission Holdings (ALSN)two days later+3.03%final price
Allison Transmission Holdings (ALSN)three days earlier-2.76%final price
Allison Transmission Holdings (ALSN)five days earlier-4.81%final price
Autoliv (ALV)that day-2.74%final price
Autoliv (ALV)the next day+2.40%final price
Autoliv (ALV)two days later+1.09%final price
Autoliv (ALV)three days earlier-4.73%final price
Autoliv (ALV)five days earlier-5.50%final price
Borgwarner (BWA)that day-0.06%final price
Borgwarner (BWA)the next day-2.57%final price
Borgwarner (BWA)two days later-8.14%final price
Borgwarner (BWA)three days earlier+2.98%final price
Borgwarner (BWA)five days earlier+7.63%final price
Gentex (GNTX)that day-2.21%final price
Gentex (GNTX)the next day+1.29%final price
Gentex (GNTX)two days later-1.58%final price
Gentex (GNTX)three days earlier-1.44%final price
Gentex (GNTX)five days earlier-1.68%final price
Lear (LEA)that day-4.51%final price
Lear (LEA)the next day-2.97%final price
Lear (LEA)two days later-6.73%final price
Lear (LEA)three days earlier-4.19%final price
Lear (LEA)five days earlier-4.70%final price
Modine Manufacturing (MOD)that day+1.58%final price
Modine Manufacturing (MOD)the next day-20.37%final price
Modine Manufacturing (MOD)two days later-26.02%final price
Modine Manufacturing (MOD)three days earlier+12.50%final price
Modine Manufacturing (MOD)five days earlier+10.81%final price
Select Sector Spdr Tr (XLY)that day-0.69%final price
Select Sector Spdr Tr (XLY)the next day+3.55%final price
Select Sector Spdr Tr (XLY)two days later-0.68%final price
Select Sector Spdr Tr (XLY)three days earlier-1.67%final price
Select Sector Spdr Tr (XLY)five days earlier-2.29%final price
ALSN

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - Allison Transmission Holdings Inc (0001411207) (Filer)”

Companies carried with this story

  • ALSN Allison Transmission Holdings

    In “8-K - Allison Transmission Holdings Inc (0001411207) (Filer),” Allison Transmission Holdings (ALSN) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> ALSN

  • XLY Select Sector Spdr Tr

    Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Allison Transmission Holdings Inc (0001411207) (Filer).” Reason on file: Consumer Discretionary Select Sector SPDR holds the consumer sector that Allison Transmission Holdings belongs to, so it often moves with news about it

  • BWA Borgwarner

    Borgwarner (BWA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Allison Transmission Holdings Inc (0001411207) (Filer).” Reason on file: BorgWarner is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news

  • ALV Autoliv

    For “8-K - Allison Transmission Holdings Inc (0001411207) (Filer),” Autoliv (ALV) is linked, with no stored direction, medium confidence. Reason on file: Autoliv is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news

  • MOD Modine Manufacturing

    In “8-K - Allison Transmission Holdings Inc (0001411207) (Filer),” Modine Manufacturing (MOD) is linked, with no stored direction, medium confidence. Reason on file: Modine Manufacturing is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news

  • LEA Lear

    Lear (LEA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Allison Transmission Holdings Inc (0001411207) (Filer).” Reason on file: Lear is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news

  • GNTX Gentex

    Gentex (GNTX) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Allison Transmission Holdings Inc (0001411207) (Filer).” Reason on file: Gentex is a peer of Allison Transmission Holdings in motor vehicle parts and accessories; rivals often move on the same news

How “8-K - Allison Transmission Holdings Inc (0001411207) (Filer)” reaches Allison Transmission Holdings (ALSN)

On 2 Nov 2026, “8-K - Allison Transmission Holdings Inc (0001411207) (Filer)” is the story that connects Allison Transmission Holdings (ALSN) to this story.

The link for Allison Transmission Holdings (ALSN) is this: SEC 8-K filing -> direct issuer disclosure -> ALSN

A second company, Select Sector Spdr Tr (XLY), is listed for a different reason: Consumer Discretionary Select Sector SPDR holds the consumer sector that Allison Transmission Holdings belongs to, so it often moves with news about it

Dates and price levels for Allison Transmission Holdings (ALSN)

ALSN traded between 109.03 and 123.07 across 14 sessions. The latest close on file is 120.54. BWA traded between 50.05 and 55.28 across 5 sessions. The latest close on file is 50.41. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

A simple score for Allison Transmission Holdings (ALSN)

46 out of 100

“8-K - Allison Transmission Holdings Inc (0001411207) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.