Allison Transmission Holdings, Inc. ALSN
- Market cap
- $9.3B
- P/E
- 17.9×
Follow ALSN
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 20.56 | 32.80 | 37.41 | 41.26 | 26.15 | 32.55 | 32.63 | 41.08 | 55.19 | 76.01 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
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| 35.76 | 45.69 | 53.76 | 52.67 | 49.73 | 46.40 | 45.33 | 61.53 | 122.53 | 121.81 |
High Price
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| 2,600 | 2,700 | 2,900 | 3,700 | 3,300 | 3,400 | 3,500 | 3,700 | 4,000 | 4,000 |
Employees
|
|||
| 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
Revenue/Emp
|
|||
| 1,840 | 2,262 | 2,713 | 2,698 | 2,081 | 2,402 | 2,769 | 3,035 | 3,225 | 3,010 |
Revenue
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| 46.96% | 50.00% | 52.41% | 51.67% | 47.96% | 47.67% | 46.84% | 48.43% | 47.41% | 48.60% |
Gross Margin
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| 341 | 527 | 805 | 768 | 393 | 572 | 645 | 827 | 897 | 804 |
EBT
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| 18.53% | 23.30% | 29.67% | 28.47% | 18.89% | 23.81% | 23.29% | 27.25% | 27.81% | 26.71% |
EBT Margin
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| 215 | 504 | 639 | 604 | 299 | 442 | 531 | 673 | 731 | 623 |
Net Income
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| 183 | 176 | 170 | 172 | 152 | 154 | 159 | 158 | 124 | 132 |
Depreciation
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| 10.95 | 15.18 | 20.40 | 22.11 | 18.25 | 22.45 | 28.84 | 33.72 | 37.07 | 35.83 |
Revenue/Sh
|
|||
| 1.28 | 3.38 | 4.81 | 4.95 | 2.62 | 4.13 | 5.53 | 7.48 | 8.40 | 7.42 |
Earnings/Sh
|
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| 3.52 | 4.42 | 6.29 | 6.94 | 4.92 | 5.93 | 6.84 | 8.71 | 9.21 | 9.95 |
Cash Flow/Sh
|
|||
| (0.42) | (0.61) | (0.75) | (1.41) | (1.01) | (1.64) | (1.72) | (1.39) | (1.60) | (2.08) |
Capex/Sh
|
|||
| 3.10 | 3.81 | 5.54 | 5.53 | 3.91 | 4.30 | 5.13 | 7.32 | 7.61 | 7.87 |
Free CF/Sh
|
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| 6.43 | 4.62 | 4.95 | 6.40 | 6.63 | 5.93 | 9.10 | 13.70 | 18.98 | 22.23 |
Book Value/Sh
|
|||
| 168 | 149 | 133 | 122 | 114 | 107 | 96 | 90 | 87 | 84 |
Shares
|
|||
| 26.45 | 12.79 | 9.13 | 9.78 | 16.46 | 8.78 | 7.47 | 7.64 | 12.86 | 13.28 |
PE Ratio
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| 3.09 | 2.89 | 2.15 | 2.19 | 2.36 | 1.62 | 1.44 | 1.69 | 2.92 | 2.73 |
PS Ratio
|
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| 5.26 | 9.49 | 8.86 | 7.55 | 6.50 | 6.13 | 4.56 | 4.16 | 5.69 | 4.40 |
PB Ratio
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| 4.15 | 3.93 | 3.00 | 3.05 | 3.42 | 2.61 | 2.26 | 2.33 | 3.42 | 3.20 |
EV/Sales
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| 14.70 | 15.67 | 11.05 | 12.18 | 15.96 | 13.64 | 12.72 | 10.74 | 16.65 | 14.55 |
EV/FCF
|
|||
| 591 | 658 | 837 | 847 | 561 | 635 | 657 | 784 | 801 | 836 |
Op' Cash Flow
|
|||
| (71) | (91) | (100) | (172) | (115) | (175) | (165) | (125) | (139) | (175) |
Capex
|
|||
| 520 | 567 | 737 | 675 | 446 | 460 | 492 | 659 | 662 | 661 |
FCF
|
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| 206 | 215 | 299 | 269 | 383 | 212 | 386 | 749 | 1,032 | 1,773 |
Working Cap'
|
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| 2,159 | 2,546 | 2,523 | 2,518 | 2,513 | 2,510 | 2,507 | 2,503 | 2,400 | 2,890 |
Total Debt
|
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| 1,954 | 2,347 | 2,292 | 2,326 | 2,203 | 2,383 | 2,275 | 1,948 | 1,619 | 1,395 |
Net Debt
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| 1,081 | 689 | 659 | 781 | 756 | 634 | 874 | 1,233 | 1,651 | 1,867 |
Sh' Equity
|
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| 4.98% | 11.97% | 15.14% | 13.91% | 6.70% | 9.89% | 11.63% | 13.88% | 14.11% | 10.91% |
ROA
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| 9.31% | 13.42% | 19.55% | 17.94% | 11.28% | 13.86% | 15.56% | 18.06% | 18.96% | 16.86% |
ROIC
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| 18.95% | 56.95% | 94.81% | 83.89% | 38.91% | 63.60% | 70.42% | 63.88% | 50.69% | 35.42% |
ROE
|
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Allison Transmission Holdings, Inc. peers in Auto Parts
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| APTV Aptiv PLC | $9.1B | 42.3× | Compare |
| ALV Autoliv, Inc. | $8.3B | 13.8× | Compare |
| MOD Modine Manufacturing Company | $10.6B | 74.5× | Compare |
| BWA BorgWarner Inc. | $12.1B | 30.4× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| AUR Aurora Innovation, Inc. | $12.3B | 0.0× | Compare |
| MBLY Mobileye Global Inc. | $6.6B | 0.0× | Compare |
| LEA Lear Corporation | $5.9B | 11.4× | Compare |
| LKQ LKQ Corporation | $5.8B | 12.9× | Compare |
Allison Transmission Holdings, Inc. (ALSN) key facts
- Allison Transmission Holdings, Inc. (ALSN) is an Auto Parts company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
- Allison Transmission Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $3.0 billion, down 6.67% from fiscal 2024.
- Net income was $623.0 million, or $7.42 per share (basic), a net margin of 20.7%.
- As of September 25, 2026, ALSN traded at $113.86, a market capitalization of $9.3 billion.
- At that price the stock trades at 17.9× trailing-twelve-month earnings and 2.1× sales.
- Allison Transmission Holdings, Inc. pays an annual dividend of $0.92 per share, a yield of 1.46%, with a payout ratio of 13.1%.
- Return on equity was 35.4% and debt-to-equity 2.08.
Allison Transmission Holdings, Inc. (ALSN) Latest News
25 Sep
Allison Transmission (ALSN) is singled out as the sole small-cap buy, with a market cap around $9.3B. It supplies transmissions to OEMs and fleet operators. The piece cites 18.9% revenue growth over the last two years, 17.7% annualized EPS growth driven by share repurchases, and a robust free cash flow margin of 19.2%, which affords flexible capital deployment. ALSN trades at $112.76, about 10.5x forward P/E. The report positions ALSN as a potential long-term winner and labels EverQuote (EVER) and UFPI Industries (UFPI) as stocks to avoid. A full free research report is promised to readers. Solid fundamentals and a buy call could provide a modest near-term sentiment lift, but no transformative catalysts are presented.
15 Sep
Allison Transmission Holdings (ALSN) is expanding into markets beyond commercial vehicles to capture new growth opportunities. Strategic expansion into new markets represents a major move that can significantly boost revenue diversification and long-term performance.
11 Aug
Allison Transmission Holdings Inc. held its Q2 earnings call, where analysts raised top questions on revenue trends, margin pressures, demand in key end markets, electric vehicle strategy, and capital allocation plans. Q2 earnings call details operational results and strategic responses that can shift near-term investor sentiment and valuation multiples.
10 Aug
Allison Transmission Holdings, Inc. (ALSN) held its Q2 2026 earnings call to review quarterly results and business outlook. Q2 2026 earnings details and guidance directly shape ALSN valuation and investor positioning.
3 Aug
Allison Transmission Holdings, Inc. announced its second quarter 2026 financial results. Quarterly results release directly shapes market expectations and valuation for Allison Transmission.
Allison Transmission Holdings, Inc. (ALSN) Q2 earnings key metrics are examined to assess company performance and financial results. Q2 earnings metrics analysis can moderately influence ALSN financial outlook and investor sentiment.
Allison Transmission Holdings, Inc. (ALSN) released Q2 earnings call highlights covering financial results, revenue, earnings, and management commentary on operations and outlook. Q2 earnings highlights deliver financial results and guidance that moderately shape near-term investor views on ALSN performance.
Allison Transmission Holdings, Inc. (ALSN) exceeded Q2 earnings and revenue estimates. Earnings and revenue beats generate short-term positive market reaction without shifting core operations or long-term trajectory.
Allison Transmission reported Q2 CY2026 sales exceeding expectations with optimistic full-year sales guidance. Quarterly sales beat and optimistic annual guidance support improved near-term financial outlook.
27 Jul
Allison Transmission Holdings, Inc. (ALSN) anticipates earnings growth, prompting evaluation of the stock as a potential buy. Projected earnings growth signals possible improvements in financial results and market perception for Allison Transmission Holdings.
23 Jul
Allison Transmission Holdings wins EAGLE V contract, indicating its stock could be 12% undervalued. EAGLE V contract win boosts Allison Transmission Holdings revenue prospects and valuation materially.
22 Jul
Allison Transmission will supply fully automatic transmissions to General Dynamics European Land Systems for EAGLE Series vehicles ordered by the German Armed Forces. Defense contract win adds revenue in military segment but remains modest relative to total operations and existing defense exposure.
12 Jul
Allison Transmission (ALSN) secures $250M contract to supply transmissions for BAE Systems CV90 MkIV vehicles. $250M contract win boosts ALSN revenue and defense market position.
30 Jun
Allison Transmission Holdings (ALSN) will join the S&P MidCap 400 index; Goodyear Tire & Rubber will join the S&P SmallCap 600. S&P MidCap 400 inclusion typically lifts institutional ownership and share demand for ALSN.
16 Jun
Allison Transmission will supply 4040 MX transmissions for BAE Systems Hägglunds CV90 MkIV vehicles. New defense sector contract win supports ALSN transmission sales without altering overall trajectory.
9 Jun
Allison Transmission Holdings secures multi-million dollar contract to supply automatic transmissions for next-generation tactical trucks of French Land Forces. Contract win adds moderate revenue and defense exposure but remains limited in scale relative to overall operations.
5 Jun
Allison Transmission Holdings beat Q1 earnings expectations and acquired an Off Highway business, triggering fresh valuation assessment of the company. Q1 earnings beat plus Off Highway acquisition represent major strategic moves that can materially shift company trajectory and investor views.
Allison Transmission’s deal with Dana is reshaping the company's growth strategies, profitability outlook and debt management priorities. Dana deal constitutes a major strategic move that could significantly alter Allison Transmission's trajectory and investor sentiment.
19 May
Allison Transmission reported Q1 earnings within the heavy transportation equipment sector, detailing revenue, operational performance and market positioning for the period. Q1 earnings disclosure informs near-term financial outlook and operational trends for Allison Transmission.
13 May
Allison Transmission Holdings, Inc. (ALSN) Q1 earnings call featured top 5 analyst questions on financial performance, market demand, supply chain issues, guidance outlook, and strategic initiatives. Q1 earnings call highlights on key analyst concerns directly shape investor sentiment and ALSN's market trajectory.
5 May
Allison Transmission Holdings, Inc. (ALSN) Q1 earnings beat estimates, driven by additions in the off-highway segment. Q1 earnings beat fueled by off-highway growth highlights strong operational momentum and positive trajectory for market performance.
4 May
Allison Transmission Holdings, Inc. (ALSN) released its Q1 2026 earnings call summary, detailing quarterly financial performance, operational updates, and future outlook. Q1 2026 earnings call summary reveals financial results, guidance, and strategic updates that significantly influence ALSN's trajectory and investor sentiment.
Allison Transmission Holdings, Inc. (ALSN) released its Q1 2026 earnings call transcript detailing financial results, management discussion, and future outlook. Q1 2026 earnings transcript discloses financial performance, guidance, and strategic updates with significant potential to alter ALSN's market trajectory and investor sentiment.
Allison Transmission (NYSE:ALSN) beat Q1 CY2026 sales expectations. Beating sales expectations boosts financial performance and investor sentiment significantly.
Allison Transmission Holdings, Inc. (ALSN) announced first quarter 2026 results. Q1 2026 earnings release delivers key financial metrics and guidance shaping ALSN's trajectory and investor sentiment.
Allison Transmission Holdings, Inc. (ALSN) released its Q2 2025 earnings call transcript detailing quarterly financial results, performance highlights, and forward guidance. Q2 2025 earnings results and management guidance significantly shape investor sentiment and ALSN's stock trajectory.
Allison Transmission Holdings, Inc. (ALSN) released Q1 earnings call highlights, detailing financial results, operational performance, and future guidance. Q1 earnings call highlights offer insights into financial performance and outlook with moderately noticeable influence on ALSN's trajectory.
Allison Transmission Holdings, Inc. (ALSN) reported Q1 earnings and revenues that beat analyst estimates. Q1 earnings and revenue beats positively affect financial performance and short-term market sentiment.
27 Apr
Allison Transmission Holdings, Inc. (ALSN) faces expectations of earnings growth, sparking debate on whether to buy the stock. Expected earnings growth signals moderate positive influence on financial performance and investor sentiment.
21 Apr
Allison Transmission Holdings (ALSN) carries two major risks, positioning it as a poor investment choice, while one alternative stock is recommended instead. Two specified risks threaten ALSN's financial stability and market position, likely causing moderate negative impact on performance and sentiment.