Allison Transmission Holdings Inc. (ALSN)
Summary
Allison Transmission (ALSN) Soars 4.2%: Is Further Upside Left in the Stock?
Allison Transmission (ALSN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Allison Transmission: Looking For Recovery Of Main Business Units (Q2 Preview)
Allison Transmission is rated Hold ahead of Q2 earnings, with inorganic revenue growth from the Dana acquisition masking flat organic performance. Gross margins have declined from 49% to 29% post-acquisition, and operating leverage has worsened, raising concerns about sustainable earnings power. Key focus areas are updates on on-highway and off-highway demand, cost reduction strategies, and the impact of recent oil price volatility.
Allison Transmission: Bracing For A Q2 Miss
Allison Transmission (ALSN) is Buy-rated, with near-term earnings risk but strong medium-term demand signals in North America on-highway. Recent robust order growth in Class 4-8 trucks and Classes 5-7, where ALSN has 75% market share, points to a re-acceleration opportunity. Integration of the Dana off-highway acquisition creates short-term margin dilution and inorganic noise, but sets up for cleaner growth in FY27.
Allison Transmission Holdings Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 220 | $7,427 | $25,129.5 | $17,702.5 | 238.35% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,675 | $153,635.5 | $191,326.87 | $37,691.37 | 24.53% |
| CE Curtis Ellergodt Rothschild Investment LLC | 2,729 | $250,736.66 | $311,720.02 | $60,983.36 | 24.32% |
 Tweedy Browne Tweedy, Browne Company LLC | 15,796 | $1.54M | $1.81M | $263,807.21 | 17.11% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 108,607 | $12.7M | $12.41M | -$290,379.98 | -2.29% |
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Allison Transmission Holdings Inc. Profile
| Automobile Components Industry | Consumer Discretionary Sector | David S. Graziosi CEO | NYSE Exchange | 01973R101 CUSIP |
| US Country | 4,000 Employees | 18 May 2026 Last Dividend | - Last Split | 15 Mar 2012 IPO Date |
Overview
Allison Transmission Holdings, Inc., alongside its subsidiaries, plays a pivotal role in the design, manufacture, and sales of fully automatic transmissions catering to medium- and heavy-duty commercial vehicles, as well as medium- and heavy-tactical U.S. defense vehicles, extending its market reach globally. Its innovative approach also encompasses electrified propulsion systems, demonstrating its commitment to advancing towards sustainable mobility solutions. Originally established in 1915 with its headquarters firmly rooted in Indianapolis, Indiana, the company has demonstrated a century-long journey of growth and innovation in the automotive and defense sectors. Initially known as Clutch Holdings, Inc., it has evolved into an influential entity, recognized under the Allison Transmission brand, distinguished for its high-quality transmission solutions and electrification technologies.
Products and Services
- **Commercial-Duty On-Highway Transmissions:** - Designed for distribution, refuse, construction, fire, and emergency on-highway trucks, these transmissions ensure reliability and efficiency in critical applications where performance cannot be compromised. - **Off-Highway Transmissions:** - Catering to energy, mining, and construction vehicles and equipment, these transmissions are engineered to withstand the toughest off-highway conditions, offering durability and power for demanding operations. - **Defense Fully Automatic Transmissions:** - Developed for wheeled and tracked defense vehicles, these transmissions are built to meet the stringent requirements of military applications, ensuring performance and reliability in the most challenging environments. - **Electric Hybrid and Fully Electric Systems:** - As part of its commitment to sustainability and innovation, Allison Transmission offers electrified propulsion solutions, including electric hybrid and fully electric systems, marking a step forward in the evolution of vehicle propulsion technologies. - **ReTran Branded Remanufactured Transmissions:** - Offering an economical and environmentally-friendly alternative, ReTran provides remanufactured transmissions that meet the company's stringent quality standards, ensuring reliable performance with a smaller environmental footprint. - **Defense Kits and Engineering Services:** - Allison Transmission extends its product line to include defense kits and bespoke engineering services, providing tailored solutions to meet the specific needs of original equipment manufacturers and military stakeholders. - **Support Equipment and Replacement Parts:** - To bolster the longevity and performance of its transmissions, the company offers a comprehensive range of branded replacement parts and support equipment, ensuring vehicles remain operational and efficient.Each of these products and services is backed by Allison Transmission's global network of approximately 1,600 independent distributor and dealer locations, ensuring unparalleled support and accessibility for customers worldwide. This extensive portfolio underlines Allison Transmission’s dedication to offering advanced transmission solutions and support across a wide array of commercial, defense, and off-highway applications.
