Allison Transmission/$ALSN

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About Allison Transmission

Allison Transmission is the largest manufacturer of fully automatic transmissions for medium- and heavy-duty commercial vehicles. Its automatic transmissions allow customers to achieve better fuel and operator efficiency than less expensive manual and automated manual transmissions. Allison serves several end markets, including on- and off-highway equipment and military vehicles. Its on-highway business commands approximately 60% global market share. The company's transmissions can be found in Class 4-8 trucks, buses, and a limited number of large passenger vehicles (heavy-duty pickup trucks and motorhomes). Allison also produces commercial hybrid propulsion systems and is developing fully electric powertrains.

Ticker

$ALSN

Primary listing

NYSE

Employees

4,000

ALSN Metrics

BasicAdvanced
$6.8B
10.06
$8.15
1.00
$1.06
1.32%

What the Analysts think about ALSN

Analyst ratings (Buy, Hold, Sell) for Allison Transmission stock.

Bulls say / Bears say

The pending $2.7 billion acquisition of Dana’s off-highway business announced on June 11, 2025 will expand Allison’s product range into off-highway drivetrain and motion systems for heavy-duty vehicles, diversifying end markets and generating expected synergies. (Reuters)
In Q2 2025, Allison reported record diluted EPS of $2.29, up 8 percent year over year and above FactSet estimates, highlighting operational leverage and strong pricing power. (Nasdaq)
In July 2025, Allison secured a multi-million dollar second-phase contract for the Next Generation Electrified Transmission program, reinforcing its leadership in defense propulsion and creating opportunities for its hybrid and electric powertrain technologies. (Investing.com)
North America On-Highway net sales fell by $39 million in Q2 2025, reflecting weaker demand for medium-duty trucks and exposing the company to risks from cyclical downturns in its core market. (PR Newswire)
After missing Q3 2025 estimates, Allison lowered its full-year revenue guidance to $2.975 billion–$3.025 billion, indicating slowing demand and potential pressure on margins. (Nasdaq)
Weakness in the freight market led to a 31.5 percent decline in Q3 2025 net income to $137 million and a 15.9 percent drop in sales to $693 million, putting pressure on results and prompting cautious comments from management. (TTNews)
Data summarised monthly by Lightyear AI. Last updated on 8 Nov 2025.

ALSN Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

ALSN Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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