Allison Transmission is navigating a pivotal transition marked by a $2.6B acquisition that expanded assets to $8.7B and lifted debt to $4.1B, while TTM revenue contracted 6.7% to $3.01B. The company's core profitability remains robust, with Q2 2026 gross margi...
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue showed early-stage recovery with Q2 2026 growth of 5.7% YoY to $860M, yet TTM revenue declined 6.7%, while gross margin held at 46.2% and operating margin at 32.7%, reflecting pricing power despite mix shifts.
ALSN is undergoing a strategic shift following its acquisition of Dana's off-highway business, which could enhance its market position and capabilities.
The company's proprietary propulsion technologies provide a competitive edge in the market, particularly in commercial and defense vehicles.
Allison Transmission's contracts with the U.S. defense sector for medium- and heavy-tactical vehicles provide a stable revenue stream.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $2.18-12.1% vs $2.48 | $1.6B+4.2% vs $1.5B |
Q2 2026 May 4, 2026 | $1.33-35.7% vs $2.07 | $1.4B+1.9% vs $1.4B |
Q1 2026 Feb 23, 2026 | $1.18-24.4% vs $1.56 | $737M+1.6% vs $725M |
Q4 2025 Oct 29, 2025 | $1.63-16.4% vs $1.95 | $693M-3.6% vs $719M |
Engineers Gate Manager LP bought a new stake in Allison Transmission Holdings, Inc. (NYSE: ALSN) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 10,968 shares of the auto parts company's stock, valued at approximately $1,237,000. Several other large investors also
Corient Private Wealth LP lowered its holdings in Allison Transmission Holdings, Inc. (NYSE: ALSN) by 31.5% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 89,557 shares of the auto parts company's stock after selling 41,170 shares during the period. Corient Private Wealth LP owned
Allison Transmission (ALSN) reported earnings 30 days ago. What's next for the stock?
Corient Private Wealth LP bought a new position in Allison Transmission Holdings, Inc. (NYSE: ALSN) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 88,913 shares of the auto parts company's stock, valued at approximately $10,024,000. Corient Private Wealth LP owned approximately 0.11%
Benchmark ALSN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Allison Transmission Holdings, Inc. (ALSN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $114.59 | $9.5B | 15.63 | -6.67% | 20.7% | 35.42% | 0.93% | |
| $41.38 | $951.44M | 24.63 | 8.07% | 1.26% | 2.88% | — | |
| $60.55 | $12.42B | 47.30 | 1.65% | 2.89% | 7.15% | — | |
| $29.70 | $3.71B | 46.41 | -27.07% | — | -12.41% | — | |
| $438.76 | $170.37B | 41.95 | 10.33% | 12.76% | 19.51% | — | |
| $45.17 | $9.56B | 60.23 | 3.47% | 1.17% | 2.36% | — |
Allison Transmission Holdings, Inc. (ALSN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Allison Transmission Holdings, Inc. (ALSN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jun 16, 2026·SEC
May 8, 2026·SEC
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Allison Transmission Holdings, Inc. (ALSN) stock FAQ — growth, dividends, profitability & financials explained
Allison Transmission Holdings, Inc. (ALSN) reported $3.70B in revenue for fiscal year 2025. This represents a 71% increase from $2.16B in 2011.
Allison Transmission Holdings, Inc. (ALSN) saw revenue decline by 6.7% over the past year.
Yes, Allison Transmission Holdings, Inc. (ALSN) is profitable, generating $529.0M in net income for fiscal year 2025 (20.7% net margin).
Yes, Allison Transmission Holdings, Inc. (ALSN) pays a dividend with a yield of 0.93%. This makes it attractive for income-focused investors.
Allison Transmission Holdings, Inc. (ALSN) has a return on equity (ROE) of 35.4%. This is excellent, indicating efficient use of shareholder capital.
Allison Transmission Holdings, Inc. (ALSN) generated $731.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
