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Upturn AI SWOT - About
ALSN 
Allison Transmission Holdings Inc (ALSN)
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Upturn Advisory Summary
06/18/2025: ALSN (3-star) is a SELL. SELL since 3 days. Profits (-7.40%). 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.
Analysis of Past Performance
Type Stock | Historic Profit 52.5% | Avg. Invested days 58 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/18/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.77B USD | Price to earnings Ratio 10.67 | 1Y Target Price 105.11 |
Price to earnings Ratio 10.67 | 1Y Target Price 105.11 | ||
Volume (30-day avg) 656714 | Beta 0.99 | 52 Weeks Range 72.90 - 121.89 | Updated Date 06/20/2025 |
52 Weeks Range 72.90 - 121.89 | Updated Date 06/20/2025 | ||
Dividends yield (FY) 1.17% | Basic EPS (TTM) 8.64 |
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 23.55% | Operating Margin (TTM) 27.33% |
Management Effectiveness
Return on Assets (TTM) 12.17% | Return on Equity (TTM) 50.15% |
Valuation
Trailing PE 10.67 | Forward PE 10.82 | Enterprise Value 9253999616 | Price to Sales(TTM) 2.51 |
Enterprise Value 9253999616 | Price to Sales(TTM) 2.51 | ||
Enterprise Value to Revenue 3.02 | Enterprise Value to EBITDA 8.57 | Shares Outstanding 84254800 | Shares Floating 100896103 |
Shares Outstanding 84254800 | Shares Floating 100896103 | ||
Percent Insiders 0.6 | Percent Institutions 101.34 |
Analyst Ratings
Rating 3.3 | Target Price 101.5 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 5 | Sell 2 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Allison Transmission Holdings Inc
Company Overview
History and Background
Allison Transmission was founded in 1915 as part of General Motors. It initially focused on developing aircraft engines. In 2007, it became an independent company. It designs and manufactures propulsion solutions for commercial and defense vehicles.
Core Business Areas
- On-Highway: This segment focuses on fully automatic transmissions for medium- and heavy-duty commercial vehicles, including trucks, buses, and refuse vehicles.
- Off-Highway: This segment includes transmissions for energy, mining, construction, agriculture, and other off-highway applications.
- Defense: This segment provides transmissions for military vehicles.
- Service Parts, Support Equipment and Other: Provides aftermarket parts and service.
Leadership and Structure
The leadership team is headed by the CEO. The organizational structure is based on functional departments such as engineering, sales, and marketing.
Top Products and Market Share
Key Offerings
- Market Share (%): 25
- Product Name 1: Fully Automatic Transmissions: Used in commercial and defense vehicles. Market share varies by segment; is a leader in the medium- and heavy-duty automatic transmission market. Competitors include Dana, Eaton, and ZF Friedrichshafen.
- Market Share (%): 10
- Product Name 2: Hybrid and Electric Systems: Developing electric hybrid and fully electric propulsion systems. Entering the market and competing with established players. Market share is growing and is expanding. Competitors include Dana, Eaton, and ZF Friedrichshafen
Market Dynamics
Industry Overview
The global transmission market is driven by factors like vehicle production, fuel efficiency regulations, and increasing demand for automation. Electrification is a growing trend.
Positioning
Allison Transmission holds a strong position in the fully automatic transmission market, particularly for medium- and heavy-duty vehicles. They are expanding into hybrid and electric solutions.
Total Addressable Market (TAM)
The global commercial vehicle transmission market is projected to reach billions of dollars. Allison Transmission is well-positioned to capture a significant share, particularly in its core segments. TAM est: 40 Billion
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Leading market share in automatic transmissions
- Established relationships with OEMs
- Robust engineering capabilities
- Diversified product portfolio
Weaknesses
- Dependence on cyclical commercial vehicle market
- Higher costs relative to manual transmissions
- Slower than competitors to move to EV solutions
- Price point might cause less purchases
Opportunities
- Growth in emerging markets
- Increasing demand for hybrid and electric vehicles
- Expansion into new applications
- Aftermarket service expansion
Threats
- Increased competition from other transmission technologies
- Economic downturns
- Fluctuations in raw material prices
- Stringent environmental regulations
Competitors and Market Share
Key Competitors
- DNB
- EATN
- ZF Friedrichshafen
Competitive Landscape
Allison Transmission holds advantages in automatic transmissions but faces competition from other players in other transmission technologies and electrification. Competitors have stronger balance sheets.
Major Acquisitions
Vantage Power
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquisition of Vantage Power enhanced Allison's electrification capabilities and allowed it to expand its reach into new markets.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by the company's strong market position in the automatic transmission market.
Future Projections: Analysts project continued growth, driven by expansion into new markets and applications, as well as the development of hybrid and electric solutions. EPS forecast for 2024 is around $7.
Recent Initiatives: Recent initiatives include investments in electric propulsion systems and expansion into new geographic markets.
Summary
Allison Transmission is a strong player in the fully automatic transmission market, particularly for medium- and heavy-duty vehicles. Their profitability is solid, their dividend is growing and it is positioned to benefit from the transition to hybrid and electric powertrains but faces rising competition, especially on EV tech and solutions. Economic fluctuations and technological shifts present challenges, but their initiatives to innovate are promising.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10K, 10Q), Analyst reports, Market research reports
Disclaimers:
The data provided is based on available information and is subject to change. This is not financial advice.
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 | CEO - | ||
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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