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. The company's 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 through 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
$7.4B
10.10
$8.76
0.96
$1.06
1.22%

What the Analysts think about ALSN

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

Bulls say / Bears say

The $2.7 billion acquisition of Dana Incorporated’s Off-Highway business significantly broadens Allison’s global powertrain portfolio and is expected to deliver $120 million of annual synergies, with immediate EPS accretion enhancing its electrification roadmap. (Reuters) (Investing.com)
Allison posted a record diluted EPS of $2.29 in Q2 2025, up 8% year-over-year, reflecting successful operational efficiencies and pricing power despite flat revenue, underscoring management’s execution. (Nasdaq)
Adjusted free cash flow reached $153 million in Q2 2025, and the company repurchased $102 million of common stock (over 1% of outstanding shares), demonstrating strong cash generation and shareholder-focused capital allocation. (PRNewswire)
North America On-Highway net sales declined by $39 million year-over-year in Q2 2025 due to weakening medium-duty truck demand amid a protracted freight market downturn, pressuring Allison’s largest revenue segment. (PRNewswire)
Global Off-Highway net sales fell $7 million year-over-year in Q2 2025, a 30% sequential drop driven by lower energy, mining, and construction equipment demand internationally, highlighting cyclical end-market vulnerability. (PRNewswire)
The Q2 2025 SG&A expense included $15 million of acquisition-related costs, and the $2.7 billion Dana deal is projected to increase net leverage toward 3.0x, potentially constraining financial flexibility during integration. (PRNewswire) (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 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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