Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
ALSN 
Allison Transmission Holdings Inc (ALSN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
10/31/2025: 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 $101.78
1 Year Target Price $101.78
| 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 10/31/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.87B USD | Price to earnings Ratio 10.13 | 1Y Target Price 101.78 |
Price to earnings Ratio 10.13 | 1Y Target Price 101.78 | ||
Volume (30-day avg) 10 | Beta 1 | 52 Weeks Range 76.01 - 121.52 | Updated Date 11/2/2025 |
52 Weeks Range 76.01 - 121.52 | Updated Date 11/2/2025 | ||
Dividends yield (FY) 1.27% | 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 2025-11-04 | When After Market | Estimate 1.85 | Actual 1.7464 |
Profitability
Profit Margin 22.78% | Operating Margin (TTM) 27.33% |
Management Effectiveness
Return on Assets (TTM) 11.06% | Return on Equity (TTM) 40.38% |
Valuation
Trailing PE 10.13 | Forward PE 8.58 | Enterprise Value 8857191121 | Price to Sales(TTM) 2.24 |
Enterprise Value 8857191121 | Price to Sales(TTM) 2.24 | ||
Enterprise Value to Revenue 2.77 | Enterprise Value to EBITDA 7.78 | Shares Outstanding 83228716 | Shares Floating 100756740 |
Shares Outstanding 83228716 | Shares Floating 100756740 | ||
Percent Insiders 0.61 | Percent Institutions 102.9 |
Upturn AI SWOT
Allison Transmission Holdings Inc
Company Overview
History and Background
Allison Transmission was founded in 1915 as a division of General Motors. Initially focused on aircraft engines, it shifted to automatic transmissions and became a separate entity in 2007 after being acquired by private equity firms. The company went public in 2012.
Core Business Areas
- North America On-Highway: Designs, manufactures, and sells automatic transmissions for commercial vehicles used in distribution, refuse, construction, fire and emergency, and other applications within North America.
- Outside North America On-Highway: Designs, manufactures, and sells automatic transmissions for commercial vehicles used in various applications outside of North America.
- Off-Highway: Designs, manufactures, and sells automatic transmissions for energy, mining, construction, agriculture, and defense vehicles and equipment.
- Service Parts, Support Equipment and Other: This segment includes the sale of service parts, support equipment, extended transmission coverage, and other services to support the installed base of Allison transmissions.
Leadership and Structure
The company is led by a CEO and a senior management team. The organizational structure includes functional departments such as engineering, manufacturing, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- 1000 Seriesu2122: Automatic transmissions for light-duty commercial vehicles. Competitors include Aisin Seiki Co., Ltd. and ZF Friedrichshafen AG. Market share data is difficult to obtain precisely but Allison is a leader in this segment.
- 2000 Seriesu2122: Automatic transmissions for medium-duty commercial vehicles. Competitors include Aisin Seiki Co., Ltd. and ZF Friedrichshafen AG. Market share data is difficult to obtain precisely but Allison is a leader in this segment.
- 3000 Seriesu2122: Automatic transmissions for heavy-duty commercial vehicles. Competitors include Aisin Seiki Co., Ltd. and ZF Friedrichshafen AG. Market share data is difficult to obtain precisely but Allison is a leader in this segment.
- 4000 Seriesu2122: Automatic transmissions for heavy-duty commercial vehicles. Competitors include Aisin Seiki Co., Ltd. and ZF Friedrichshafen AG. Market share data is difficult to obtain precisely but Allison is a leader in this segment.
- TC10u00ae: Fuel-efficient automatic transmission for tractors. Competitors include Eaton Cummins Automated Transmission Technologies. Market share data is difficult to obtain precisely but Allison is a leader in this segment.
Market Dynamics
Industry Overview
The market for commercial vehicle transmissions is influenced by factors such as economic growth, emission regulations, fuel efficiency demands, and technological advancements, including the shift toward electrification.
Positioning
Allison Transmission holds a leading position in the global market for medium- and heavy-duty fully automatic transmissions. Its competitive advantages include a strong brand reputation, durable products, and established relationships with OEMs.
Total Addressable Market (TAM)
The TAM is estimated to be in the billions of dollars annually, encompassing the global market for commercial vehicle transmissions. Allison is well-positioned to capture a significant portion of this TAM due to its established market presence and technological expertise.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation
- Durable and Reliable Products
- Established Relationships with OEMs
- Extensive Global Service Network
- Significant Market Share in Key Segments
Weaknesses
- Dependence on Cyclical Commercial Vehicle Market
- Limited Presence in Electric Vehicle Transmissions
- Relatively High Product Cost
- Geographic concentration of revenue (North America)
Opportunities
- Expansion into Electric and Hybrid Vehicle Transmissions
- Growth in Emerging Markets
- Increased Demand for Fuel-Efficient Transmissions
- Development of New Applications for Existing Products
Threats
- Intensified Competition from Existing Players
- Technological Disruption from Electric Vehicles
- Economic Downturns Affecting Commercial Vehicle Sales
- Changes in Emission Regulations
Competitors and Market Share
Key Competitors
- EATON (ETN)
- BORGWARNER (BWA)
- CUMMINS (CMI)
Competitive Landscape
Allison Transmission benefits from its long-standing reputation and specialized expertise, while competitors may offer a broader range of powertrain solutions or a stronger presence in certain geographic regions.
Major Acquisitions
Visions Connected
- Year: 2019
- Acquisition Price (USD millions): 83
- Strategic Rationale: Acquisition of Visions Connected was to expand Allisonu2019s capabilities in vehicle operations and to deliver connected solutions to its customers.
Growth Trajectory and Initiatives
Historical Growth: Allison Transmission's growth has been tied to the commercial vehicle market, with fluctuations based on economic cycles.
Future Projections: Analyst estimates vary, but projections generally anticipate continued growth in key markets and expansion into new technologies like electrification.
Recent Initiatives: Recent initiatives include investments in electric vehicle transmission technology and expansion into new markets.
Summary
Allison Transmission is a well-established company with a strong market position in automatic transmissions for commercial vehicles. Its strengths lie in its brand reputation, durable products, and relationships with OEMs. Challenges include dependence on the cyclical commercial vehicle market and the need to adapt to the shift towards electric vehicles. The company's initiatives in electrification and emerging markets position it for future growth, but intensified competition and economic uncertainties remain potential threats.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Allison Transmission Holdings Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Yahoo Finance
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Financial figures 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.