ALSNAllison Transmission Holdings, Inc.

$128.78

Price

$128.78+49%1Y
1M+7.6%1Y+49%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Top tier
9/10
Value39
Quality87
Momentum72
Growth97
Strongest Growth, weakest Value · ranked vs Consumer Cyclical peers. The five questions below judge the company on its own terms.
What they do

Allison Transmission Holdings, Inc. and its subsidiaries (“Allison,” “we,” “us” or “our”) is a global leader in high-performance mobility and work solutions built for the needs of the modern industrial world. The business was founded in 1915 and has been headquartered in Indianapolis, Indiana since inception. Allison is traded on the New York Stock Exchange under the symbol “ALSN”. We have a global presence by serving customers in North America, Asia, Europe, South America, and Africa, with approximately 76% of our revenues being generated in North America in 2025.

In the company’s own words · 10-K filed Feb 24, 2026 · SEC EDGAR

P/E (TTM)20.1
Market Cap$9.88B
1Y Return+49%
5Y Return+250%

Business segments

Q1 2026 · $1.41B

The company’s own SEC segment disclosure.

  • North America On Highway$375.0M27%
  • Construction Material Handling$227.0M16%
  • Agriculture$154.0M11%
  • Service Parts Support Equipment And Other$153.0M11%
  • Service Parts Specialty And Other$152.0M11%
  • Outside North America On Highway$110.0M8%
  • Other (4)$235.0M17%

Allison Transmission Holdings, Inc. (ALSN) reported revenue of $1.41B in Q1 2026 (quarter ended March 31, 2026), up 84% from the same quarter a year earlier. That came with a gross margin of 29% and net income of $112M (8.0% of revenue). For the full year FY2025, revenue was $3.01B (−6.7% year on year) and net income $623M. Its largest product in 2026-Q1 was North America On Highway at $375M, 27% of the disclosed total, just ahead of Construction Material Handling at 16%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.