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Allison Transmission Holdings, Inc.

NYSE•ALSN
CEO: Mr. David S. Graziosi CPA
セクター: Consumer Cyclical
業種: Auto - Parts
上場日: 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.
連絡先情報
One Allison Way, Indianapolis, IN, 46222, United States
317-242-5000
www.allisontransmission.com
時価総額
$9.39B
PER (TTM)
15.2
37.7
配当利回り
1.0%
52週高値
$128.85
52週安値
$76.01
52週レンジ
70%
順位13Top 2.2%
6.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$737.00M+0.00%
直近4四半期の推移

EPS

$1.18+0.00%
直近4四半期の推移

フリーCF

$163.00M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

MGA stock ticker logoMGA
$42.18B
-1.5%
LEA stock ticker logoLEA
$23.26B
-0.2%
APTV stock ticker logoAPTV
$20.40B
+3.5%

粗利益率 (最新四半期)

ALSN stock ticker logoALSN
47.8%
-0.6pp
DORM stock ticker logoDORM
41.6%
+3.9pp
LKQ stock ticker logoLKQ
35.1%
-0.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
MGA$15.50B18.76.7%26.5%
APTV$15.23B94.31.8%34.6%
BWA$10.82B38.94.8%30.4%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-1.3%
横ばい
4四半期純利益CAGR
-19.8%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月29日
|
EPS:$2.08
|
売上高:$1.38B
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損益計算書
バランスシート
キャッシュフロー計算書
財務比率
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損益計算書
直近12ヶ月
データなし