Allison Transmission Holdings, Inc. logo

Allison Transmission Holdings, Inc.

ALSN

NYSEConsumer CyclicalAuto - Parts

Previous close

$133.23

+$4.11 · +3.18%

Aug 21, 4:00 PM ET

ALSN company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

33

Expensive

Momentum

42

Neutral

Sentiment

67

Bullish

Risk resilience

65

Moderate Risk

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Company profile

Company website

Allison Transmission Holdings, Inc. (ALSN), along with its affiliates, specializes in the global development, manufacturing, and sale of fully-automatic transmissions. These robust systems are engineered for both medium and heavy-duty commercial vehicles, as well as medium and heavy-tactical defense vehicles utilized by the U.S. military. The company's diverse product portfolio serves a broad spectrum of applications. This includes on-highway vehicles such as trucks for distribution, refuse collection, construction, fire, and emergency services, alongside school and transit buses, and recreational motor homes. Furthermore, Allison transmissions power off-highway equipment for the energy, mining, and construction industries, as well as both wheeled and tracked defense vehicles. New transmissions are marketed under the well-known Allison Transmission brand, while their remanufactured offerings are sold as ReTran. Beyond core transmissions, the company supplies a range of ancillary products and services. These encompass branded replacement parts, essential support equipment, aluminum die-cast components, and other items critical for maintaining their extensive installed base of vehicles. Additionally, they provide defense kits, specialized engineering services, and extended transmission coverage to key clients, including original equipment manufacturers (OEMs), distributors, and the U.S. government. Allison Transmission reaches its customer base through a robust, independent global network comprising approximately 1,400 distributor and dealer locations. Established in 1915, the company was formerly known as Clutch Holdings, Inc. Its corporate headquarters are situated in Indianapolis, Indiana.

Industry
Auto - Parts
Sector
Consumer Cyclical
Headquarters
US
CEO
David S. Graziosi
Listed since
Mar 15, 2012
Employees
4,000

Market position

Day range

Current $133.23

52-week range

Current $133.23

Open
$130.34
Previous close
$129.12
Volume
933.39K
0.89× average
Average volume
1.05M
Average daily volume
Market cap
11.05B USD
Beta
0.95
Market reference 1
50-day average
$119.05
+11.91% above average
200-day average
$112.45
+18.48% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
9.65B USD
EV / EBITDA
9.41×
Earnings yield
7.58%
Free cash flow yield
7.89%

Profitability & efficiency

Return on equity
33.37%
Return on assets
10.24%
Return on invested capital
13.39%

Financial health

Current ratio
4.85×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends51%39%27%15%Gross margin, FY2021: 47.67%Gross margin, FY2022: 46.84%Gross margin, FY2023: 48.43%Gross margin, FY2024: 47.41%Gross margin, FY2025: 48.37%Operating margin, FY2021: 27.85%Operating margin, FY2022: 28.31%Operating margin, FY2023: 30.28%Operating margin, FY2024: 30.76%Operating margin, FY2025: 32.33%Net margin, FY2021: 18.40%Net margin, FY2022: 19.18%Net margin, FY2023: 22.17%Net margin, FY2024: 22.67%Net margin, FY2025: 20.70%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 47.67%. Gross margin FY2022 46.84%. Gross margin FY2023 48.43%. Gross margin FY2024 47.41%. Gross margin FY2025 48.37%. Operating margin FY2021 27.85%. Operating margin FY2022 28.31%. Operating margin FY2023 30.28%. Operating margin FY2024 30.76%. Operating margin FY2025 32.33%. Net margin FY2021 18.40%. Net margin FY2022 19.18%. Net margin FY2023 22.17%. Net margin FY2024 22.67%. Net margin FY2025 20.70%.

Income trends

Revenue

3.01B USD-6.67%

Operating income

973M USD-1.92%

Net income

623M USD-14.77%
Income trends across reported periods3.5B USD2.39B USD1.28B USD163.7M USDRevenue, FY2021: 2.4B USDRevenue, FY2022: 2.77B USDRevenue, FY2023: 3.04B USDRevenue, FY2024: 3.23B USDRevenue, FY2025: 3.01B USDOperating income, FY2021: 669M USDOperating income, FY2022: 784M USDOperating income, FY2023: 919M USDOperating income, FY2024: 992M USDOperating income, FY2025: 973M USDNet income, FY2021: 442M USDNet income, FY2022: 531M USDNet income, FY2023: 673M USDNet income, FY2024: 731M USDNet income, FY2025: 623M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 2.4B USD. Revenue FY2022 2.77B USD. Revenue FY2023 3.04B USD. Revenue FY2024 3.23B USD. Revenue FY2025 3.01B USD. Operating income FY2021 669M USD. Operating income FY2022 784M USD. Operating income FY2023 919M USD. Operating income FY2024 992M USD. Operating income FY2025 973M USD. Net income FY2021 442M USD. Net income FY2022 531M USD. Net income FY2023 673M USD. Net income FY2024 731M USD. Net income FY2025 623M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue3.01B USD3.23B USD3.04B USD2.77B USD2.4B USD
Cost of goods sold1.55B USD1.7B USD1.57B USD1.47B USD1.26B USD
Gross profit1.46B USD1.53B USD1.47B USD1.3B USD1.15B USD
Research and development174M USD200M USD194M USD185M USD171M USD
Selling, general, and administrative309M USD337M USD357M USD328M USD305M USD
Operating expenses483M USD537M USD551M USD513M USD476M USD
Interest expense98M USD89M USD107M USD118M USD116M USD
Depreciation and amortization124M USD121M USD154M USD155M USD150M USD
Operating income973M USD992M USD919M USD784M USD669M USD
Net income623M USD731M USD673M USD531M USD442M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
64%
7 beats, 4 misses, 0 met estimates
Average EPS surprise
-1.64%
11 comparable reports
Latest EPS result
2.18
Estimate 2.48 · Miss by 12.10%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates2.582.081.581.08Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 11, 2025: actual 2.01, estimate 1.9, surprise +5.79%, Beat. Q2 2025, reported May 1, 2025: actual 2.23, estimate 2.05, surprise +8.78%, Beat. Q3 2025, reported Aug 4, 2025: actual 2.29, estimate 2.2, surprise +4.09%, Beat. Q4 2025, reported Oct 29, 2025: actual 1.63, estimate 1.95, surprise -16.41%, Miss. Q1 2026, reported Feb 23, 2026: actual 1.18, estimate 1.56, surprise -24.36%, Miss. Q2 2026, reported May 4, 2026: actual 1.33, estimate 2.07, surprise -35.75%, Miss. Q3 2026, reported Aug 3, 2026: actual 2.18, estimate 2.48, surprise -12.10%, Miss. Q4 2026, reported Oct 29, 2026: actual —, estimate 2.42, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.64B1.3B960.72M623.16MQ1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25MissQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 11, 2025: actual 796M USD, estimate 789.91M USD, surprise +0.77%, Beat. Q2 2025, reported May 1, 2025: actual 766M USD, estimate 787.79M USD, surprise -2.77%, Miss. Q3 2025, reported Aug 4, 2025: actual 814M USD, estimate 799.26M USD, surprise +1.84%, Beat. Q4 2025, reported Oct 29, 2025: actual 693M USD, estimate 719.14M USD, surprise -3.64%, Miss. Q1 2026, reported Feb 23, 2026: actual 737M USD, estimate 725.43M USD, surprise +1.59%, Beat. Q2 2026, reported May 4, 2026: actual 1.41B USD, estimate 1.38B USD, surprise +1.86%, Beat. Q3 2026, reported Aug 3, 2026: actual 1.57B USD, estimate 1.5B USD, surprise +4.24%, Beat. Q4 2026, reported Oct 29, 2026: actual —, estimate 1.46B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$130.5

2.05% downside
Past 12 months12-month forecastHigh $135Average $130.5Low $126

ALSN news

ALSN peers

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