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Upturn AI SWOT - About
ALSN 
Allison Transmission Holdings Inc (ALSN)
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Upturn Advisory Summary
09/17/2025: ALSN (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $104.89
1 Year Target Price $104.89
| 2 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 52.49% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.33B USD | Price to earnings Ratio 10.01 | 1Y Target Price 104.89 |
Price to earnings Ratio 10.01 | 1Y Target Price 104.89 | ||
Volume (30-day avg) 10 | Beta 1.01 | 52 Weeks Range 79.94 - 121.52 | Updated Date 09/17/2025 |
52 Weeks Range 79.94 - 121.52 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 1.19% | Basic EPS (TTM) 8.76 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.81% | Operating Margin (TTM) 27.33% |
Management Effectiveness
Return on Assets (TTM) 12.19% | Return on Equity (TTM) 47.08% |
Valuation
Trailing PE 10.01 | Forward PE 8.7 | Enterprise Value 8956695021 | Price to Sales(TTM) 2.29 |
Enterprise Value 8956695021 | Price to Sales(TTM) 2.29 | ||
Enterprise Value to Revenue 2.8 | Enterprise Value to EBITDA 7.86 | Shares Outstanding 83616704 | Shares Floating 100753689 |
Shares Outstanding 83616704 | Shares Floating 100753689 | ||
Percent Insiders 0.61 | Percent Institutions 103.67 |
Upturn AI SWOT
Allison Transmission Holdings Inc
Company Overview
History and Background
Allison Transmission was founded in 1915 as part of the Indianapolis Speedway Team Company. It was later acquired by General Motors and became a leading producer of automatic transmissions for commercial vehicles. In 2007, it became independent and was later acquired by The Carlyle Group. It went public in 2012.
Core Business Areas
- On-Highway: Designs, manufactures, and sells automatic transmissions for commercial vehicles, including trucks, buses, and specialty vehicles used on public roads.
- Off-Highway: Designs, manufactures, and sells automatic transmissions for vehicles used in construction, mining, energy, and other off-highway applications.
- Service Parts, Support Equipment and Other: Provides service parts, support equipment, and other related products and services.
Leadership and Structure
The leadership team includes David Graziosi (Chairman and CEO) and various VPs heading finance, operations, and technology. The organizational structure is hierarchical, with functional departments reporting to executive leadership.
Top Products and Market Share
Key Offerings
- 1000 Seriesu2122: Automatic transmission for light-duty commercial vehicles. Competitors: Aisin Seiki, ZF Friedrichshafen. Data unavailable on market share specific to 1000 Series.
- 2000 Seriesu2122: Automatic transmission for medium-duty commercial vehicles. Competitors: Aisin Seiki, ZF Friedrichshafen. Data unavailable on market share specific to 2000 Series.
- 3000 Seriesu2122/4000 Seriesu2122: Automatic transmission for heavy-duty commercial vehicles. Competitors: Aisin Seiki, ZF Friedrichshafen. Data unavailable on market share specific to 3000/4000 Series.
- Electric Hybrid and Electric Propulsion Systems: Develops and produces hybrid and full electric propulsion systems for buses and trucks. Competitors: Dana Inc., Eaton Corporation.
Market Dynamics
Industry Overview
The commercial vehicle transmission industry is undergoing a shift towards electrification and hybridization, driven by increasing environmental regulations and demand for fuel-efficient vehicles. The industry is characterized by intense competition and technological advancements.
Positioning
Allison Transmission is a leading global manufacturer of automatic transmissions and hybrid propulsion systems for commercial and defense vehicles. The company's competitive advantages include its established brand reputation, its extensive product portfolio, and its strong engineering capabilities.
Total Addressable Market (TAM)
The global commercial vehicle transmission market is estimated to be worth $30+ billion USD annually. Allison is well-positioned to capture a significant share, especially with their developments in electrification.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Extensive product portfolio
- Strong engineering capabilities
- Global sales and service network
- High-quality products
Weaknesses
- High dependence on commercial vehicle market cycles
- Exposure to raw material price fluctuations
- Slower adoption of EV technology compared to peers
- High Debt Levels
Opportunities
- Growing demand for hybrid and electric vehicles
- Expansion into emerging markets
- Development of new transmission technologies
- Increased outsourcing of transmission manufacturing
- Growing defense spending
Threats
- Intense competition from other transmission manufacturers
- Increased regulation of vehicle emissions
- Economic downturns
- Disruptive technologies like direct drive
- Geopolitical risks
Competitors and Market Share
Key Competitors
- DNB
- EATN
- BWA
Competitive Landscape
Allison Transmission has a strong competitive position due to its expertise in medium and heavy-duty automatic transmissions. However, it faces increasing competition from companies like Dana, Eaton and BorgWarner, particularly in hybrid and electric technologies. The key to maintaining its position will be continuous innovation and adaptation to the changing market dynamics.
Major Acquisitions
AVTEC Limited
- Year: 2019
- Acquisition Price (USD millions): 382
- Strategic Rationale: Expanded Allison's presence in India and broadened its off-highway product portfolio.
Growth Trajectory and Initiatives
Historical Growth: Allison Transmission has experienced steady growth in revenue and earnings over the past years, driven by strong demand for its automatic transmissions and hybrid propulsion systems.
Future Projections: Future growth is projected to be driven by the increasing demand for hybrid and electric vehicles, as well as the company's expansion into emerging markets. Analysts predict steady growth in revenue and earnings over the next several years.
Recent Initiatives: Recent strategic initiatives undertaken by Allison Transmission include the development of new electric propulsion systems, the expansion of its manufacturing capacity, and the acquisition of new technologies.
Summary
Allison Transmission is a well-established leader in automatic transmissions, particularly for commercial vehicles. Their robust product portfolio and strong brand reputation provide a solid foundation. However, increased competition in hybrid/electric technologies and market cyclicality pose challenges. Strategic initiatives focusing on electrification and emerging markets are crucial for sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
- Press Releases
- Yahoo Finance
Disclaimers:
This analysis is based on publicly available information and represents an opinion, not financial advice. Market conditions and company performance can change rapidly. Consult a financial professional before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Allison Transmission Holdings Inc
Exchange NYSE | Headquaters Indianapolis, IN, United States | ||
IPO Launch date 2012-03-15 | Chairman, President & CEO Mr. David S. Graziosi CPA | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 4000 | |
Full time employees 4000 | |||
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. 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. 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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