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ALSN 
Allison Transmission Holdings Inc (ALSN)
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Upturn Advisory Summary
02/24/2026: ALSN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $114.8
1 Year Target Price $114.8
| 2 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.77B USD | Price to earnings Ratio 14.32 | 1Y Target Price 114.8 |
Price to earnings Ratio 14.32 | 1Y Target Price 114.8 | ||
Volume (30-day avg) 10 | Beta 0.98 | 52 Weeks Range 75.76 - 125.66 | Updated Date 02/24/2026 |
52 Weeks Range 75.76 - 125.66 | Updated Date 02/24/2026 | ||
Dividends yield (FY) 0.89% | Basic EPS (TTM) 8.16 |
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 2026-02-18 | When - | Estimate 1.51 | Actual 1.2197 |
Profitability
Profit Margin 22.78% | Operating Margin (TTM) 27.33% |
Management Effectiveness
Return on Assets (TTM) 11.35% | Return on Equity (TTM) 40.38% |
Valuation
Trailing PE 14.32 | Forward PE 8.58 | Enterprise Value 8857191121 | Price to Sales(TTM) 3.18 |
Enterprise Value 8857191121 | Price to Sales(TTM) 3.18 | ||
Enterprise Value to Revenue 2.77 | Enterprise Value to EBITDA 7.78 | Shares Outstanding 83228716 | Shares Floating 100864568 |
Shares Outstanding 83228716 | Shares Floating 100864568 | ||
Percent Insiders 1.1 | Percent Institutions 104.07 |
Upturn AI SWOT
Allison Transmission Holdings Inc
Company Overview
History and Background
Allison Transmission Holdings Inc. was founded in 1915 as a division of General Motors. It became an independent entity in 2010 when it was acquired by The Carlyle Group and Onex Corporation. In 2012, Allison Transmission Holdings Inc. went public and was listed on the New York Stock Exchange. The company has a long history of innovation in automatic transmission technology for commercial vehicles.
Core Business Areas
- On-Highway: Designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles, including trucks, buses, and motorhomes. These transmissions are known for their durability, fuel efficiency, and performance in demanding applications.
- Off-Highway: Provides fully automatic transmissions for a variety of off-highway applications, such as construction, mining, defense, and material handling equipment. These transmissions are engineered for extreme environments and challenging operational requirements.
- Service Parts: Offers genuine Allison transmission parts and service solutions to support its global customer base, ensuring the longevity and optimal performance of its products.
Leadership and Structure
Allison Transmission Holdings Inc. is led by a seasoned executive team, including a CEO, CFO, and other key functional leaders. The company is structured into divisions and business units focused on its core market segments. Its board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Allison Transmission Series (e.g., 1000, 2000, 3000, 4000, XFE, TC10): Allison offers a comprehensive range of fully automatic transmissions tailored for various vocational applications. Specific market share data for individual transmission series is not publicly disclosed but the company is a leading provider in the medium- and heavy-duty commercial vehicle automatic transmission market. Key competitors include ZF Friedrichshafen AG, Voith GmbH & Co. KGaA, and Eaton Corporation.
- Hybrid and Electric Propulsion Solutions: While primarily known for conventional automatic transmissions, Allison is increasingly investing in and offering hybrid and electric propulsion systems for commercial vehicles, addressing the growing demand for electrified powertrains. Market share in this nascent segment is rapidly evolving and highly competitive.
Market Dynamics
Industry Overview
The commercial vehicle transmission industry is driven by factors such as global economic growth, freight volumes, regulatory mandates (e.g., emissions standards), and technological advancements like electrification and automation. The demand for efficient and reliable powertrains remains strong, with a growing emphasis on sustainability and fuel economy.
Positioning
Allison Transmission Holdings Inc. is a recognized leader in fully automatic transmissions for commercial vehicles, particularly in North America. Its competitive advantages lie in its deep engineering expertise, established brand reputation for durability and performance, extensive aftermarket support network, and a broad product portfolio serving diverse vocational needs.
Total Addressable Market (TAM)
The TAM for commercial vehicle transmissions is substantial and growing. While precise figures vary by segment and geography, the global market for medium and heavy-duty commercial vehicle transmissions is valued in the tens of billions of dollars. Allison is well-positioned within the automatic transmission segment of this TAM, with opportunities for expansion into emerging markets and new propulsion technologies.
Upturn SWOT Analysis
Strengths
- Strong brand reputation for reliability and durability.
- Extensive global service and support network.
- Deep engineering expertise in automatic transmission technology.
- Diversified product portfolio across various vocational segments.
- Long-standing relationships with major OEMs.
Weaknesses
- Dependence on internal combustion engine (ICE) vehicle production, which may face long-term decline.
- Higher upfront cost compared to some manual or automated manual transmissions.
- Competition from established players and new entrants in electrification.
Opportunities
- Growth in electrification and hybrid propulsion systems.
- Expansion in emerging markets with increasing demand for commercial vehicles.
- Development of advanced features for connectivity and predictive maintenance.
- Strategic partnerships to accelerate technology development and market penetration.
Threats
- Increasing adoption of electric vehicles (EVs) that may not require traditional transmissions.
- Intensifying competition, particularly in the EV powertrain space.
- Economic downturns impacting commercial vehicle sales.
- Stringent environmental regulations favoring alternative powertrains.
Competitors and Market Share
Key Competitors
- ZF Friedrichshafen AG (Not publicly traded in the US)
- Eaton Corporation (ETN)
- Voith GmbH & Co. KGaA (Not publicly traded in the US)
Competitive Landscape
Allison holds a strong position in the North American automatic transmission market for commercial vehicles, often commanding a premium for its durable and high-performance products. Its key advantage is its specialization in fully automatic transmissions. Competitors like Eaton offer a broader range of powertrain components, while ZF is a significant global player with a strong presence in both automatic and automated manual transmissions. The landscape is evolving with the rise of electric powertrains, where new competitors are emerging.
Major Acquisitions
Electric Power Systems (ePower Systems)
- Year: 2022
- Acquisition Price (USD millions): 100
- Strategic Rationale: To bolster Allison's capabilities in electric propulsion systems and accelerate its entry into the growing market for electrified commercial vehicles.
Growth Trajectory and Initiatives
Historical Growth: Allison has demonstrated consistent historical growth, driven by increasing market penetration in its core segments and expansion of its product offerings. The company has also benefited from a general upswing in the commercial vehicle market.
Future Projections: Analyst estimates generally project continued revenue growth for Allison Transmission Holdings Inc., supported by ongoing demand for its advanced transmission solutions and its strategic focus on electrification. Projections often anticipate mid-single-digit to high-single-digit annual revenue growth.
Recent Initiatives: Recent initiatives include investments in advanced R&D for electric and hybrid powertrains, expansion of manufacturing capacity, strategic acquisitions to enhance technological capabilities, and focus on customer-centric solutions and aftermarket services.
Summary
Allison Transmission Holdings Inc. is a strong player in the commercial vehicle transmission market, distinguished by its expertise in fully automatic transmissions and a robust reputation for durability. Its established service network and diversified product offerings provide a solid foundation. However, the company must navigate the significant disruption posed by vehicle electrification, where new competitors are emerging and traditional powertrain demands may shift. Strategic investments in electric and hybrid technologies are crucial for its future growth and to mitigate threats from evolving market trends.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Allison Transmission Holdings Inc. Investor Relations
- Annual Reports (10-K)
- Quarterly Reports (10-Q)
- Financial News Outlets
- Industry Analyst Reports
Disclaimers:
This information is compiled from publicly available sources and is intended for informational purposes only. It does not constitute financial advice. Market share data is an estimation and may not reflect precise real-time figures. Future projections are based on analyst estimates and are subject to change. Investors should conduct their own due diligence 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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