ALSN Stock - Allison Transmission Holdings, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $3.23B | $3.04B | $2.77B | $2.40B | $2.08B |
| Gross Profit | $1.53B | $1.47B | $1.30B | $1.15B | $998.00M |
| Gross Margin | 47.4% | 48.4% | 46.8% | 47.7% | 48.0% |
| Operating Income | $992.00M | $919.00M | $784.00M | $669.00M | $534.00M |
| Net Income | $731.00M | $673.00M | $531.00M | $442.00M | $299.00M |
| Net Margin | 22.7% | 22.2% | 19.2% | 18.4% | 14.4% |
| EPS | $8.40 | $7.48 | $5.53 | $4.13 | $2.62 |
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells commercial and defense fully-automatic transmissions for medium-and heavy-duty commercial vehicles, and medium-and heavy-tactical U.S. defense vehicles worldwide. It offers transmissions for various applications, including distribution, refuse, construction, fire, and emergency on-highway trucks; school and transit buses; motor homes; energy, mining, and construction off-highway vehicles and equipment; and wheeled and tracked defense vehicles. The company markets its transmissions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name. It also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its transmissions, as well as defense kits, engineering services, and extended transmission coverage services to various original equipment manufacturers, distributors, and the U.S. government. The company serves customers through an independent network of approximately 1,400 independent distributor and dealer locations. The company was formerly known as Clutch Holdings, Inc. Allison Transmission Holdings, Inc. was founded in 1915 and is headquartered in Indianapolis, Indiana.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 8th 2025 | Raymond James | Upgrade | Strong Buy | $110 |
| November 14th 2025 | Wells Fargo | Initiation | Equal Weight | - |
| June 28th 2024 | Raymond James | Initiation | Outperform | $85 |
| June 26th 2024 | Citigroup | Initiation | Neutral | $80 |
| January 8th 2024 | Morgan Stanley | Initiation | Equal Weight | $62 |
| October 16th 2023 | JP Morgan | Upgrade | Neutral | $70← $63 |
Earnings History & Surprises
ALSNEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 29, 2026 | — | — | — | — |
Q1 2026 | Feb 10, 2026 | $1.55 | — | — | — |
Q4 2025 | Oct 29, 2025 | $1.95 | $1.63 | -16.4% | ✗ MISS |
Q3 2025 | Aug 4, 2025 | $2.20 | $2.29 | +4.1% | ✓ BEAT |
Q2 2025 | May 1, 2025 | $2.05 | $2.23 | +8.8% | ✓ BEAT |
Q1 2025 | Feb 11, 2025 | $1.90 | $2.01 | +5.8% | ✓ BEAT |
Q4 2024 | Oct 29, 2024 | $2.02 | $2.27 | +12.4% | ✓ BEAT |
Q3 2024 | Jul 25, 2024 | $2.02 | $2.13 | +5.4% | ✓ BEAT |
Q2 2024 | Apr 25, 2024 | $1.89 | $1.90 | +0.5% | ✓ BEAT |
Q1 2024 | Feb 13, 2024 | $1.43 | $1.91 | +33.6% | ✓ BEAT |
Q4 2023 | Oct 25, 2023 | $1.75 | $1.76 | +0.6% | ✓ BEAT |
Q3 2023 | Jul 27, 2023 | $1.62 | $1.92 | +18.5% | ✓ BEAT |
Q2 2023 | Apr 27, 2023 | $1.54 | $1.85 | +20.1% | ✓ BEAT |
Q1 2023 | Feb 15, 2023 | $1.25 | $1.52 | +21.6% | ✓ BEAT |
Q4 2022 | Oct 26, 2022 | $1.29 | $1.45 | +12.4% | ✓ BEAT |
Q3 2022 | Aug 3, 2022 | $1.35 | $1.26 | -6.7% | ✗ MISS |
Q2 2022 | Apr 27, 2022 | $1.17 | $1.30 | +11.1% | ✓ BEAT |
Q1 2022 | Feb 16, 2022 | $0.91 | $1.15 | +26.4% | ✓ BEAT |
Q4 2021 | Oct 27, 2021 | $0.90 | $0.89 | -1.1% | ✗ MISS |
Q3 2021 | Jul 28, 2021 | $0.95 | $1.01 | +6.3% | ✓ BEAT |
Latest News
Citigroup Maintains Neutral on Allison Transmission, Raises Price Target to $105
➖ NeutralCitigroup Maintains Neutral on Allison Transmission, Raises Price Target to $100
➖ NeutralShares of machinery companies are trading higher after the Fed cut rates by 25 basis points.
📈 PositiveAllison Transmission Expands Investment In India, Partnering On Defense And Industrial Modernization Projects
📈 PositiveRaymond James Upgrades Allison Transmission to Strong Buy, Raises Price Target to $110
📈 PositiveShares of companies in the broader machinery sector are trading higher. Stocks across sectors are rising after NY Fed President Williams indicated he sees room for a further policy adjustment in the near term.
📈 PositiveWells Fargo Initiates Coverage On Allison Transmission with Equal-Weight Rating, Announces Price Target of $85
➖ NeutralCitigroup Maintains Neutral on Allison Transmission, Lowers Price Target to $90
➖ NeutralJP Morgan Maintains Neutral on Allison Transmission, Lowers Price Target to $87
➖ NeutralALSN stock has given up its prior loss. Allison Transmission Holdings shares were trading lower after the company reported worse-than-expected Q3 financial results and cut its FY25 sales guidance below estimates.
📉 NegativeAllison Transmission Holdings shares are trading lower after the company reported worse-than-expected Q3 financial results and cut its FY25 sales guidance below estimates.
📉 NegativeAllison Transmission Holdings shares are trading lower after the company reported worse-than-expected Q3 financial results and cut its FY25 sales guidance below estimates.
📉 NegativeAllison Transmission Lowers FY2025 Sales Guidance from $3.075B-$3.175B to $2.750B-$3.025B vs $3.091B Est
📉 NegativeAllison Transmission Q3 EPS $1.63 Misses $1.84 Estimate, Sales $693.000M Miss $760.042M Estimate
📉 NegativeAllison Transmission Expands Global Network Of Authorized Service Providers To Support Cross-Drive Transmissions For Defense Applications
📈 PositiveJP Morgan Maintains Neutral on Allison Transmission, Lowers Price Target to $90
➖ NeutralAllison Transmission Awarded $97M Contract To Support U.S. Army's Abrams Main Battle Tank Program
📈 PositiveAllison Transmission Announces Its 4500 Rugged Duty Series Automatic Transmission Has Been Successfully Integrated With The Cummins X15N Natural Gas Engine In Kenworth T880 Tractors
📈 PositiveReported Earlier, President Trump To Impose 25% Tariff On Heavy Big Trucks Made Outside United States Starting October 1st 2025
📉 NegativeDana to sell off-highway business to Allison Transmission for $2.7B
📈 PositiveFrequently Asked Questions about ALSN
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