Allison Transmission Holdings, Inc.
NYSE•ALSN
CEO: Mr. David S. Graziosi CPA
Sector: Consumer Cyclical
Industry: Auto - Parts
Listing Date: 2012-03-15
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles, and electrified propulsion systems worldwide. It provides commercial-duty on-highway, off-highway and defense fully automatic transmissions, and electric hybrid and fully electric systems. The company 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. It provides its transmissions and electric propulsion solutions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name. The company also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its solutions, as well as defense kits, engineering services, and extended transmission coverage services to various original equipment manufacturers, distributors, and the U.S. government. It serves customers through an independent network of approximately 1,600 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.
Contact Information
Market Cap
$9.42B
P/E (TTM)
17.6
44
Dividend Yield
1.0%
52W High
$137.62
52W Low
$76.01
52W Range
Rank13Top 2.2%
6.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 6.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q1 2026 Data
Revenue
$1.41B+0.00%
4-Quarter Trend
EPS
$1.33+0.00%
4-Quarter Trend
FCF
$103.00M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Total Sales Decline 7% Total Net Sales reached $3,010M in 2025, down 7% from $3,225M in 2024, driven by On-Highway weakness.
Gross Margin Expansion Noted Gross Profit margin improved 120 basis points to 49% in 2025, helped by price increases offsetting lower volumes.
Defense Sales Grew 26% Defense end market net sales increased $55M, or 26%, driven by Tracked vehicle demand and growth initiatives.
Off-Highway Sales Halved Global Off-Highway net sales dropped 50% to $53M, primarily due to lower demand in energy and construction sectors.
Risk Factors
OEM Customer Concentration Risk Top five OEM customers accounted for 52% of 2025 net sales; loss of any major customer severely impacts results.
Acquisition Integration Costs Expect significant costs related to integrating the acquired Off-Highway Business; failure to integrate impacts operations and financial condition.
Commodity Price Volatility 66% of Cost of Sales relies on purchased components; 10% steel price variation impacts earnings by $11M annually.
International Adoption Slow Long-term growth impaired if automatic transmission adoption outside North America does not accelerate faster than anticipated.
Outlook
2026 Sales Growth Expected Expect higher net sales in 2026 driven by North America On-Highway and Defense end markets growth acceleration.
Diversified Portfolio Achieved Acquisition completed January 1, 2026, creating a more diversified portfolio across on-highway, off-highway, and defense markets.
Capital Structure Management Total indebtedness stood at $2,909M as of December 31, 2025; liquidity sufficient for near-term requirements.
Cybersecurity Program Guided Cybersecurity risk management program guided by NIST CSF framework to protect critical systems and proprietary information.
Peer Comparison
Revenue (TTM)
$42.34B
$23.52B
$20.66B
Gross Margin (Latest Quarter)
38.4%
36.0%
33.8%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| MGA | $18.05B | 26.8 | 5.4% | 21.2% |
| BWA | $14.73B | 40.7 | 6.3% | 29.8% |
| APTV | $14.38B | 39.8 | 3.9% | 37.1% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
20.0%
Strong Growth
4Q Net Income CAGR
-16.9%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:Aug 3, 2026
EPS:$2.50
|Revenue:$1.50B
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data