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Allison Transmission Holdings Inc (ALSN)



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Upturn Advisory Summary
06/27/2025: ALSN (3-star) is currently NOT-A-BUY. Pass it for now.
Year Target Price $101.5
Year Target Price $101.5
2 | Strong Buy |
1 | Buy |
5 | Hold |
0 | Under performing |
2 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 52.5% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.98B USD | Price to earnings Ratio 10.96 | 1Y Target Price 104.56 |
Price to earnings Ratio 10.96 | 1Y Target Price 104.56 | ||
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 73.05 - 121.89 | Updated Date 06/29/2025 |
52 Weeks Range 73.05 - 121.89 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.14% | Basic EPS (TTM) 8.64 |
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 10.96 | Forward PE 10.73 | Enterprise Value 9622558042 | Price to Sales(TTM) 2.49 |
Enterprise Value 9622558042 | Price to Sales(TTM) 2.49 | ||
Enterprise Value to Revenue 3.01 | Enterprise Value to EBITDA 8.52 | Shares Outstanding 84254800 | Shares Floating 100896103 |
Shares Outstanding 84254800 | Shares Floating 100896103 | ||
Percent Insiders 0.6 | Percent Institutions 101.33 |
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 a division of General Motors. It was originally involved in the development of aircraft engines. In 1928, it began producing automatic transmissions. Allison became an independent company in 2007 after being acquired by private equity firms. It went public in 2012.
Core Business Areas
- North America On-Highway: Designs, manufactures and sells automatic transmissions for commercial vehicles in North America, including trucks, buses, and specialty vehicles.
- North America Off-Highway: Designs, manufactures and sells transmissions for off-highway applications, such as construction, mining, energy, and airport vehicles.
- Outside North America On-Highway: Focuses on international markets for on-highway commercial vehicles.
- Outside North America Off-Highway: Focuses on international markets for off-highway applications.
- Service Parts, Support Equipment and Other: Provides aftermarket parts, fluids, recalibrated transmissions, support equipment, extended transmission coverage, training and other services.
Leadership and Structure
David S. Graziosi is the Chairman and CEO. The organizational structure is a hierarchical model with functional departments such as engineering, manufacturing, sales, and finance, reporting to the executive leadership team.
Top Products and Market Share
Key Offerings
- 1000 Seriesu2122 Transmissions: Automatic transmissions for light-duty commercial vehicles. Estimated market share varies regionally, but is generally substantial in the North American market. Competitors include Eaton, ZF, and other transmission manufacturers. Revenue not directly reported for individual series.
- 2000 Seriesu2122 Transmissions: Automatic transmissions for medium-duty commercial vehicles. Market share is significant in relevant applications. Competitors include Eaton, ZF. Revenue not directly reported for individual series.
- 3000 Seriesu2122 and 4000 Seriesu2122 Transmissions: Heavy-duty automatic transmissions for a wide range of vocational vehicles, including refuse trucks, construction vehicles, and transit buses. Allison holds a strong market position in heavy-duty automatic transmissions. Competitors include Eaton, ZF. Revenue not directly reported for individual series.
- Electric Hybrid and Electric Vehicle Transmissions: Electric hybrid and fully electric propulsion solutions for commercial vehicles. Increasingly important as electrification grows in the transportation sector. Competitors include Eaton, Dana, and emerging EV powertrain suppliers. Market share is growing. Revenue contribution is growing.
Market Dynamics
Industry Overview
The commercial vehicle transmission industry is characterized by increasing demand for fuel efficiency, lower emissions, and advanced technologies, including electrification. The industry is influenced by regulations, technological advancements, and economic cycles.
Positioning
Allison Transmission holds a leading position in the global market for fully automatic transmissions for medium- and heavy-duty commercial vehicles. Its competitive advantages include its established brand reputation, extensive engineering expertise, and strong relationships with OEMs.
Total Addressable Market (TAM)
The global commercial vehicle transmission market is estimated to be in the tens of billions of dollars. Allison Transmission is positioned to capture a significant portion of this TAM, particularly in the automatic transmission segment. The push towards electrification provides both opportunity and risk for Allison as it seeks to maintain market share.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Extensive engineering expertise
- Leading market share in automatic transmissions
- Strong relationships with OEMs
- High barriers to entry
Weaknesses
- Dependence on traditional automatic transmission technology
- Limited presence in electric vehicle powertrain market compared to peers
- Exposure to cyclicality of commercial vehicle market
- Higher price point for transmissions can deter customers in low cost markets
Opportunities
- Growing demand for electric and hybrid commercial vehicles
- Expansion into new geographic markets
- Development of advanced transmission technologies
- Strategic acquisitions to diversify product portfolio
Threats
- Increasing competition from electric powertrain suppliers
- Shift towards alternative transmission technologies
- Economic downturns impacting commercial vehicle sales
- Stringent emission regulations driving powertrain changes
Competitors and Market Share
Key Competitors
- EATN
- MTUAY
- ZFGN-DE
Competitive Landscape
Allison Transmission's advantages include its established brand, engineering expertise, and strong relationships with OEMs. Its disadvantages include its dependence on traditional automatic transmission technology and its limited presence in the electric vehicle powertrain market.
Major Acquisitions
AVTEC Limited
- Year: 2019
- Acquisition Price (USD millions): 255
- Strategic Rationale: Expanded presence in India and broadened product portfolio.
Growth Trajectory and Initiatives
Historical Growth: Allison's historical growth has been driven by demand for commercial vehicles and its strong market position in automatic transmissions.
Future Projections: Future growth is expected to be driven by expansion into electric and hybrid vehicle markets, as well as continued demand for traditional automatic transmissions.
Recent Initiatives: Recent initiatives include investments in electric and hybrid vehicle technology, strategic acquisitions, and expansion into new geographic markets.
Summary
Allison Transmission is a leading player in the global automatic transmission market for commercial vehicles, benefiting from its established brand and strong engineering capabilities. While its core business remains robust, the company faces increasing competition from electric powertrain solutions. Allison's strategic investments in electrification and expansion into new markets are crucial for sustaining long-term growth. The company must navigate the transition to electric vehicles effectively to maintain its market position and competitive advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Allison Transmission Holdings Inc. annual reports and investor presentations
- Industry reports from market research firms
- Financial news articles and analyst reports
Disclaimers:
This analysis is based on publicly available information and represents a general overview of Allison Transmission Holdings Inc. It is not financial advice and should not be used as the sole basis for investment decisions. Market conditions and company performance can change rapidly.
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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