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ALSN 
Allison Transmission Holdings Inc (ALSN)
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Upturn Advisory Summary
12/10/2025: ALSN (3-star) is a STRONG-BUY. BUY since 10 days. Simulated Profits (9.71%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $100.7
1 Year Target Price $100.7
| 2 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 67.31% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/10/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.84B USD | Price to earnings Ratio 11.5 | 1Y Target Price 100.7 |
Price to earnings Ratio 11.5 | 1Y Target Price 100.7 | ||
Volume (30-day avg) 10 | Beta 0.99 | 52 Weeks Range 75.76 - 120.40 | Updated Date 12/10/2025 |
52 Weeks Range 75.76 - 120.40 | Updated Date 12/10/2025 | ||
Dividends yield (FY) 1.11% | Basic EPS (TTM) 8.15 |
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 22.78% | Operating Margin (TTM) 27.33% |
Management Effectiveness
Return on Assets (TTM) 11.35% | Return on Equity (TTM) 40.38% |
Valuation
Trailing PE 11.5 | Forward PE 9.62 | Enterprise Value 9296195263 | Price to Sales(TTM) 2.55 |
Enterprise Value 9296195263 | Price to Sales(TTM) 2.55 | ||
Enterprise Value to Revenue 3.03 | Enterprise Value to EBITDA 8.62 | Shares Outstanding 83228716 | Shares Floating 100676378 |
Shares Outstanding 83228716 | Shares Floating 100676378 | ||
Percent Insiders 0.61 | Percent Institutions 104.86 |
Upturn AI SWOT
Allison Transmission Holdings Inc
Company Overview
History and Background
Allison Transmission was founded in 1915 as part of the Indianapolis Motor Speedway. It initially focused on developing transmissions for racing cars and aircraft engines. Over the years, it transitioned to designing and manufacturing transmissions for commercial vehicles, military applications, and energy markets. Allison was a part of General Motors until 2007 when it was acquired by private equity firms. It went public in 2012.
Core Business Areas
- On-Highway: Designs, manufactures, and sells fully automatic transmissions for commercial vehicles, including trucks, buses, and refuse vehicles.
- Off-Highway: Supplies transmissions for off-highway vehicles used in construction, mining, energy, and other specialized applications.
- Service Parts, Support Equipment and Other: Provides aftermarket parts, fluids, and service equipment to support its installed base of transmissions.
Leadership and Structure
The company is led by a CEO and a management team overseeing various functional areas like engineering, manufacturing, sales, and finance. The organizational structure is based on functional departments and business units focused on specific market segments.
Top Products and Market Share
Key Offerings
- 1000 Series Transmissions: Fully automatic transmissions for light and medium-duty commercial vehicles. Market share varies by application, but Allison is a dominant player in certain vocational segments. Competitors include Eaton and ZF Friedrichshafen. Significant revenue and usage.
- 3000/4000 Series Transmissions: Automatic transmissions for medium and heavy-duty commercial vehicles. Dominant in applications like refuse trucks and buses. Eaton and ZF are primary competitors. Significant revenue and usage.
- Electric Hybrid and Fully Electric Propulsion Systems: Developing and producing electric hybrid and fully electric propulsion systems. Competitors: Proterra, BAE Systems. Still emerging market share but growing.
Market Dynamics
Industry Overview
The global market for commercial vehicle transmissions is influenced by factors like economic growth, infrastructure development, emission regulations, and technological advancements such as electrification and autonomous driving. The market is competitive, with established players and emerging entrants.
Positioning
Allison Transmission is a leading provider of fully automatic transmissions for commercial vehicles. Its competitive advantages include its established brand reputation, extensive product portfolio, strong engineering capabilities, and a large installed base. They are moving towards the electrification market to compete against Proterra, BAE Systems, and others.
Total Addressable Market (TAM)
The global commercial vehicle transmission market is estimated to be in the billions of dollars. Allison is positioned to capture a significant portion of this market, particularly in the automatic transmission segment.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Extensive product portfolio
- Strong engineering capabilities
- Large installed base
- High barriers to entry
Weaknesses
- Reliance on traditional transmission technology
- Exposure to cyclical demand in commercial vehicle markets
- Slower adoption of electric vehicles (EVs) relative to some competitors
- Higher price point than some competitors
Opportunities
- Growth in emerging markets
- Increasing demand for fuel-efficient transmissions
- Adoption of hybrid and electric vehicle technology
- Expansion into new applications and markets
Threats
- Intensifying competition
- Technological disruption from electric vehicles
- Economic downturns
- Changing emission regulations
Competitors and Market Share
Key Competitors
- EATON
- ZFGNF
- DANA
Competitive Landscape
Allison Transmission has a strong position in the market for fully automatic transmissions. Its competitors offer a range of transmission solutions, including manual, automated manual, and automatic transmissions. The competitive landscape is evolving with the increasing adoption of electric vehicles.
Major Acquisitions
Vantage Power
- Year: 2019
- Acquisition Price (USD millions): 89
- Strategic Rationale: Acquisition of Vantage Power to accelerate the development of electric propulsion systems.
Growth Trajectory and Initiatives
Historical Growth: Allison Transmission's historical growth trends can be analyzed using historical revenue and earnings data.
Future Projections: Analyst estimates for Allison Transmission's future growth can be found in financial news sources and research reports.
Recent Initiatives: Recent initiatives may include new product launches, acquisitions, partnerships, and investments in research and development.
Summary
Allison Transmission is a leading provider of automatic transmissions, but faces challenges from electrification. Its established brand and large installed base are strengths. It must continue to innovate in electric and hybrid technology to maintain market position and adapt to changing industry trends.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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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