Allison Transmission (ALSN)
Market Price (12/24/2025): $100.0 | Market Cap: $8.4 BilSector: Consumer Discretionary | Industry: Automotive Parts & Equipment
Allison Transmission (ALSN)
Market Price (12/24/2025): $100.0Market Cap: $8.4 BilSector: Consumer DiscretionaryIndustry: Automotive Parts & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.4%, FCF Yield is 7.4% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.2%, Rev Chg QQuarterly Revenue Change % is -16% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31% | Key risksALSN key risks include [1] the accelerated adoption of electric drivetrains threatening its core business, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 20% | |
| Low stock price volatilityVol 12M is 31% | |
| Megatrend and thematic driversMegatrends include Future of Freight, and Automation & Robotics. Themes include Autonomous Trucks, Freight Technology, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.4%, FCF Yield is 7.4% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 20% |
| Low stock price volatilityVol 12M is 31% |
| Megatrend and thematic driversMegatrends include Future of Freight, and Automation & Robotics. Themes include Autonomous Trucks, Freight Technology, Show more. |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.2%, Rev Chg QQuarterly Revenue Change % is -16% |
| Key risksALSN key risks include [1] the accelerated adoption of electric drivetrains threatening its core business, Show more. |
Why The Stock Moved
Qualitative Assessment
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I am unable to provide information for the requested future time period (August 31, 2025, to December 25, 2025) as I cannot access future data or predict future stock movements. Show moreStock Movement Drivers
Fundamental Drivers
The 16.4% change in ALSN stock from 9/24/2025 to 12/24/2025 was primarily driven by a 26.9% change in the company's P/E Multiple.| 9242025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 86.53 | 100.73 | 16.41% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3200.00 | 3069.00 | -4.09% |
| Net Income Margin (%) | 23.81% | 22.78% | -4.35% |
| P/E Multiple | 9.54 | 12.10 | 26.90% |
| Shares Outstanding (Mil) | 84.00 | 84.00 | 0.00% |
| Cumulative Contribution | 16.41% |
Market Drivers
9/24/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| ALSN | 16.5% | |
| Market (SPY) | 4.4% | 36.1% |
| Sector (XLY) | 2.3% | 33.8% |
Fundamental Drivers
The 9.1% change in ALSN stock from 6/25/2025 to 12/24/2025 was primarily driven by a 16.4% change in the company's P/E Multiple.| 6252025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 92.29 | 100.73 | 9.15% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3202.00 | 3069.00 | -4.15% |
| Net Income Margin (%) | 23.55% | 22.78% | -3.28% |
| P/E Multiple | 10.40 | 12.10 | 16.35% |
| Shares Outstanding (Mil) | 85.00 | 84.00 | 1.18% |
| Cumulative Contribution | 9.13% |
Market Drivers
6/25/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| ALSN | 9.2% | |
| Market (SPY) | 14.0% | 42.4% |
| Sector (XLY) | 15.3% | 36.7% |
Fundamental Drivers
The -6.6% change in ALSN stock from 12/24/2024 to 12/24/2025 was primarily driven by a -6.4% change in the company's P/E Multiple.| 12242024 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 107.88 | 100.73 | -6.63% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3204.00 | 3069.00 | -4.21% |
| Net Income Margin (%) | 22.66% | 22.78% | 0.52% |
| P/E Multiple | 12.93 | 12.10 | -6.37% |
| Shares Outstanding (Mil) | 87.00 | 84.00 | 3.45% |
| Cumulative Contribution | -6.74% |
Market Drivers
12/24/2024 to 12/24/2025| Return | Correlation | |
|---|---|---|
| ALSN | -6.6% | |
| Market (SPY) | 15.8% | 63.3% |
| Sector (XLY) | 5.3% | 59.1% |
Fundamental Drivers
The 148.5% change in ALSN stock from 12/25/2022 to 12/24/2025 was primarily driven by a 59.7% change in the company's P/E Multiple.| 12252022 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 40.54 | 100.73 | 148.45% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2695.00 | 3069.00 | 13.88% |
| Net Income Margin (%) | 18.85% | 22.78% | 20.83% |
| P/E Multiple | 7.58 | 12.10 | 59.66% |
| Shares Outstanding (Mil) | 95.00 | 84.00 | 11.58% |
| Cumulative Contribution | 145.12% |
Market Drivers
12/25/2023 to 12/24/2025| Return | Correlation | |
|---|---|---|
| ALSN | 76.6% | |
| Market (SPY) | 48.9% | 56.1% |
| Sector (XLY) | 38.7% | 51.6% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALSN Return | -9% | -14% | 17% | 42% | 88% | -6% | 130% |
| Peers Return | 18% | 20% | -3% | 17% | 17% | 53% | 186% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| ALSN Win Rate | 50% | 50% | 50% | 67% | 83% | 33% | |
| Peers Win Rate | 60% | 63% | 38% | 48% | 58% | 65% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| ALSN Max Drawdown | -44% | -23% | -9% | -0% | -4% | -26% | |
| Peers Max Drawdown | -50% | -3% | -28% | -13% | -15% | -21% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: CMI, BWA, ETN, DAN, CAT. See ALSN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | ALSN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -28.5% | -25.4% |
| % Gain to Breakeven | 39.9% | 34.1% |
| Time to Breakeven | 463 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -45.5% | -33.9% |
| % Gain to Breakeven | 83.6% | 51.3% |
| Time to Breakeven | 1,060 days | 148 days |
| 2018 Correction | ||
| % Loss | -23.6% | -19.8% |
| % Gain to Breakeven | 30.9% | 24.7% |
| Time to Breakeven | 1,631 days | 120 days |
Compare to BWA, LEA, GNTX, VC, GT
In The Past
Allison Transmission's stock fell -28.5% during the 2022 Inflation Shock from a high on 5/14/2021. A -28.5% loss requires a 39.9% gain to breakeven.
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Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells commercial and defense fully-automatic transmissions for medium-and heavy-duty commercial vehicles, and medium-and heavy-tactical U.S. defense vehicles worldwide. It offers transmissions for various applications, including distribution, refuse, construction, fire, and emergency on-highway trucks; school and transit buses; motor homes; energy, mining, and construction off-highway vehicles and equipment; and wheeled and tracked defense vehicles. The company markets its transmissions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name. It also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its transmissions, as well as defense kits, engineering services, and extended transmission coverage services to various original equipment manufacturers, distributors, and the U.S. government. The company serves customers through an independent network of approximately 1,400 independent distributor and dealer locations. The company was formerly known as Clutch Holdings, Inc. Allison Transmission Holdings, Inc. was founded in 1915 and is headquartered in Indianapolis, Indiana.
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Here are a few analogies for Allison Transmission (ALSN):
- Like Intel, but for automatic transmissions in trucks and buses.
- The Cummins of transmissions for commercial vehicles.
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- Fully Automatic Commercial Transmissions: Designed for medium- and heavy-duty commercial vehicles, including refuse, construction, distribution, bus, and fire & emergency applications.
- Off-Highway Transmissions: Used in various industries such as energy, mining, construction, and specialty equipment.
- Defense Transmissions: Specifically engineered for military wheeled and tracked vehicles, including combat and tactical systems.
- Electric Hybrid Propulsion Systems: Advanced electric propulsion solutions primarily for urban bus applications to enhance fuel efficiency and reduce emissions.
- Service Parts and Components: Provides genuine Allison parts and components to support the maintenance and repair of their transmission products throughout their lifecycle.
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Allison Transmission (ALSN) primarily sells its products to other companies, specifically Original Equipment Manufacturers (OEMs) that integrate Allison's fully automatic transmissions into their vehicles. The company does not primarily sell to individuals.
Allison's customer base consists of a diverse set of global OEMs across various sectors, including:
- Commercial Trucks: Manufacturers of heavy-duty, medium-duty, and vocational trucks.
- Buses: Producers of school buses, transit buses, and motorcoaches.
- Defense Vehicles: Contractors and government entities for military and tactical vehicles.
- Off-Highway & Specialty Vehicles: Manufacturers of equipment for construction, mining, energy, and other industrial applications.
While Allison Transmission does not publicly disclose a comprehensive list of all individual major customers due to competitive reasons, and no single customer accounted for 10% or more of its net sales in recent years, the company partners with a wide array of global OEMs. Based on industry knowledge and common partnerships, some of their significant public company customers include:
- Daimler Truck Holding AG (Symbol: DTRUY)
- PACCAR Inc (Symbol: PCAR)
- Volvo Group (Symbol: VOLVY)
- Oshkosh Corporation (Symbol: OSK)
- Blue Bird Corporation (Symbol: BLBD)
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David S. Graziosi, Chair, President & Chief Executive Officer
Mr. Graziosi has served as Chair of the Board since 2021 and President and Chief Executive Officer of Allison Transmission since June 2018. He joined Allison in November 2007 as Executive Vice President, Chief Financial Officer, and Treasurer, and was promoted to President in January 2016. Before joining Allison, Mr. Graziosi served as Executive Vice President and Chief Financial Officer of Covalence Specialty Materials Corporation from 2006 to 2007. He also held various positions at Hexion Specialty Chemicals, Inc., Resolution Performance Products LLC, General Chemical Industrial Products Inc., Sun Chemical Group B.V., Colgate-Palmolive Company, and Arthur Andersen LLP. Mr. Graziosi joined Allison shortly after its sale by General Motors to The Carlyle Group and Onex Corporation in 2007, and was instrumental in the company's subsequent initial public offering in 2012.
Scott Mell, Chief Financial Officer & Treasurer
Mr. Mell assumed the role of Chief Financial Officer and Treasurer, effective April 14, 2025. He brings nearly 30 years of extensive financial and operational leadership experience to Allison Transmission. Most recently, he served as Chief Financial Officer at TriMas Corporation from May 2021 to March 2025. Prior to that, Mr. Mell provided operational and financial advisory services for over 25 years, including with Riveron Consulting LLC from 2018 to 2021. He also held senior leadership positions at Ernst & Young LLP, McKinsey & Company, and AlixPartners, LLP.
G. Frederick Bohley, Chief Operating Officer
Mr. Bohley currently serves as Chief Operating Officer, a position he has held since April 2025. He joined Allison Transmission in 1991 in the Finance organization. His career at Allison includes roles such as National Account Executive, Director of Latin American Operations, Director of International Marketing and Business Planning, and Executive Director of Financial Planning and Analysis, Pricing and International Finance. He was promoted to Vice President, Chief Financial Officer, and Treasurer in 2018, and served as Senior Vice President, Chief Financial Officer, and Treasurer from June 2019 until June 2024, at which point he was appointed COO. Mr. Bohley was with Allison when it was divested from General Motors and subsequently became a publicly traded company.
John M. Coll, Senior Vice President, Global Marketing, Sales & Service
Mr. Coll serves as the Senior Vice President of Global Marketing, Sales & Service for Allison Transmission.
Ryan Milburn, Vice President, Engineering and Technology Development
Mr. Milburn has served as Vice President, Engineering and Technology Development for Allison Transmission since August 2021. His previous roles include Vice President, E-Mobility Engineering, Vice President, Mechatronics & Controls Software, Executive Director, Embedded Controls, Managing Director Europe, Middle East and Africa, and Vice President and Chief Information Officer.
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Allison Transmission (ALSN) faces several key risks to its business operations. The most significant risk is the **accelerated adoption of electric drivetrains** in commercial vehicles. This trend poses a fundamental challenge to Allison's core business, which primarily manufactures fully automatic transmissions for internal combustion engines. A faster transition to electric vehicles, particularly in heavy-duty truck sectors, could reduce demand for Allison's traditional products and impact the company's long-term growth and valuation. Another important risk is the **cyclicality of demand in its core markets and general economic conditions**. Allison's sales and profitability are closely tied to the demand for commercial vehicles, particularly in the North America On-Highway market. Economic downturns or prolonged softness in these markets can lead to reduced sales and lower profits, as demonstrated by past performance and revised guidance. General economic and industry conditions are consistently cited as factors that could materially affect the company's results. Finally, Allison Transmission faces risks related to its **concentration of sales among a few key customers and the challenges in expanding international adoption** of its fully automatic transmissions. A significant portion of Allison's net sales comes from its top five customers, meaning the loss of any one of these customers could materially impact its business. Furthermore, the company's long-term growth strategy relies on increasing the adoption rate of fully automatic transmissions in commercial vehicles outside North America; a failure to achieve this could impair its growth prospects.AI Analysis | Feedback
The rapid global shift towards vehicle electrification in the commercial vehicle industry (medium- and heavy-duty trucks, buses). As original equipment manufacturers (OEMs) increasingly transition to battery electric, hybrid electric, and and fuel cell electric powertrains, the demand for Allison Transmission's core product—multi-speed automatic transmissions designed for internal combustion engines—is expected to decline significantly. Many electric drivetrain architectures utilize simpler, single-speed gearboxes or direct-drive systems, fundamentally reducing or eliminating the need for complex, multi-speed transmissions.
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Allison Transmission (ALSN) operates in several key markets, primarily focusing on propulsion solutions for commercial and defense vehicles.
Main Products and Addressable Markets:
- Fully Automatic Transmissions for Medium and Heavy-Duty Commercial Vehicles: Allison Transmission is a leading global manufacturer of fully automatic transmissions for a diverse range of on-highway commercial vehicles, including those used in distribution, refuse, construction, fire and emergency services, as well as school, transit, and coach buses. The global commercial vehicle transmission market was valued at approximately USD 26.9 billion in 2024 and is projected to reach USD 36.4 billion by 2030, growing at a CAGR of 5.2%. Another estimate places the global market at USD 28.5 billion in 2025, forecasted to grow to USD 46.9 billion by 2035. The automatic transmission segment is expected to hold the largest share within this market. The global medium & heavy commercial vehicles transmission market alone was valued at USD 11 billion in 2022.
- Off-Highway Transmissions: Allison also provides propulsion solutions for off-highway vehicles and equipment used in demanding applications such as energy, mining, and construction. The global off-highway transmission market size was estimated at USD 12.8 billion in 2024 and is forecasted to reach USD 20.6 billion by 2033. Similarly, the global off-highway equipment transmission component market was valued at an estimated USD 2.9 billion in 2024, with projections to reach USD 4.8 billion by 2034. The global market for off-highway gearboxes, which are integral to these systems, was approximately USD 12 billion in 2023 and is expected to grow to around USD 19 billion by 2032.
- Electric and Hybrid Propulsion Systems (e.g., eGen Power®, eGen Flex): Allison is a leader in electrified propulsion solutions, including electric hybrid and fully electric systems for commercial and specialty vehicles, such as transit buses and medium- and heavy-duty fleets. The global electric vehicle (EV) transmission market was valued at approximately USD 11.32 billion in 2024 and is projected to reach USD 28.99 billion by 2032, exhibiting a CAGR of 12.2%. Another report estimates the electric vehicle transmission market size at USD 9.22 billion in 2024, growing to USD 21.55 billion in 2029. The broader global electric commercial vehicle market was valued at USD 72.3 billion in 2024.
- Defense Solutions: Allison designs and manufactures transmissions for defense vehicles, including both wheeled and tracked military applications. While Allison has seen increased demand and sales in its Defense end market, a specific global market size for defense transmissions was not identified in the provided information.
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Allison Transmission (ALSN) is expected to drive future revenue growth over the next two to three years through a combination of strategic initiatives and market tailwinds. Here are 4 expected drivers of Allison Transmission's future revenue growth:- Expansion in the Global Defense Market: Allison Transmission anticipates significant revenue growth from its defense segment. The company has secured new contracts and forged strategic partnerships for defense programs in various regions, including India's Future Infantry Combat Vehicle program, and with the British and German militaries for Boxer armored vehicles. Additionally, Allison is involved in defense vehicle programs in Canada and Poland, with production slated to begin in 2025. This expansion outside traditional markets is a key diversification strategy, with the company optimistic about a $400 million growth opportunity in this sector.
- Strategic Price Increases: Allison Transmission has consistently cited higher pricing as a significant contributor to its revenue and gross margin expansion. Management commentary from recent earnings calls indicates that price realization is a key factor in offsetting various market pressures and driving financial performance.
- Growth in International On-Highway and Off-Highway Markets: The company is actively pursuing growth opportunities in international markets beyond North America. This includes increased demand in regions such as South America, Europe, and Asia, particularly in India where Allison plans to significantly expand its manufacturing footprint by 2026. Efforts to diversify and broaden its revenue base globally are expected to contribute to future sales.
- Development and Commercialization of New Propulsion Solutions, including Electrification: Allison Transmission is investing heavily in new product development, focusing on both conventional and advanced propulsion solutions, including its electrification strategy. This includes the eGen Power® portfolio for electric vehicles and the Next Generation Electrified Transmission (NGET) initiative, which aims to provide flexible power modes for electrified vehicle fleets. New conventional products like the FracTran for oilfield services, TerraTran for construction and mining, and the Allison 3414 Regional Haul Series for the Class 8 Tractor Day Cab market are also expected to contribute incremental annual revenue.
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Share Repurchases
- Allison Transmission's Board of Directors approved a $1 billion increase to its stock repurchase authorization in February 2025, bringing the total program to $5 billion, with approximately $519 million remaining available as of December 31, 2024.
- The company repurchased over $260 million of its common stock in 2023, representing nearly 6% of outstanding shares.
- Between April and June 2025, Allison repurchased 1,088,028 shares for $102.49 million.
Share Issuance
- Allison Transmission's shares outstanding have consistently declined over the past few years due to share repurchase programs. For instance, 2024 shares outstanding were 0.088 billion, a 3.3% decline from 2023, and 2023 shares outstanding were 0.091 billion, a 5.21% decline from 2022.
Outbound Investments
- Allison has entered into a definitive agreement to acquire Dana's Off-Highway business for approximately $2.7 billion.
- This acquisition is intended to be financed with new debt and cash on hand, with the closing anticipated in late Q4 2025.
- The strategic rationale for this acquisition is to strengthen Allison's position as a premier industrial company and accelerate current and future global growth opportunities.
Capital Expenditures
- Allison expects capital expenditures to be in the range of $165 million to $175 million for 2025.
- The company's expected capital expenditures for 2024 were in the range of $125 million to $135 million.
- Higher capital expenditures contributed to a decrease in adjusted free cash flow in the fourth quarter of 2024 compared to the same period in 2023.
Latest Trefis Analyses
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| ARTICLES |
Trade Ideas
Select ideas related to ALSN. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 10.6% | 10.6% | 0.0% |
| 11262025 | HRB | H&R Block | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.8% | 4.8% | -0.1% |
| 11262025 | LRN | Stride | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.6% | 2.6% | -4.4% |
| 11212025 | ABNB | Airbnb | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 19.5% | 19.5% | 0.0% |
| 11212025 | MTN | Vail Resorts | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.9% | 3.9% | -1.6% |
| 03312020 | ALSN | Allison Transmission | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.9% | 27.6% | -9.6% |
Research & Analysis
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Peer Comparisons for Allison Transmission
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 212.09 |
| Mkt Cap | 40.6 |
| Rev LTM | 20,408 |
| Op Inc LTM | 2,536 |
| FCF LTM | 1,770 |
| FCF 3Y Avg | 1,205 |
| CFO LTM | 2,610 |
| CFO 3Y Avg | 2,132 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -0.7% |
| Rev Chg 3Y Avg | 6.3% |
| Rev Chg Q | 2.6% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Mgn LTM | 14.4% |
| Op Mgn 3Y Avg | 14.1% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 13.7% |
| CFO/Rev 3Y Avg | 13.1% |
| FCF/Rev LTM | 10.3% |
| FCF/Rev 3Y Avg | 9.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 40.6 |
| P/S | 2.4 |
| P/EBIT | 17.4 |
| P/E | 30.8 |
| P/CFO | 15.4 |
| Total Yield | 4.0% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 4.3% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.2% |
| 3M Rtn | 17.1% |
| 6M Rtn | 39.5% |
| 12M Rtn | 46.3% |
| 3Y Rtn | 123.0% |
| 1M Excs Rtn | 2.8% |
| 3M Excs Rtn | 13.5% |
| 6M Excs Rtn | 23.3% |
| 12M Excs Rtn | 30.6% |
| 3Y Excs Rtn | 45.0% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $100.80 | |
| Market Cap ($ Bil) | 8.5 | |
| First Trading Date | 03/15/2012 | |
| Distance from 52W High | -15.3% | |
| 50 Days | 200 Days | |
| DMA Price | $87.46 | $90.85 |
| DMA Trend | down | up |
| Distance from DMA | 15.3% | 11.0% |
| 3M | 1YR | |
| Volatility | 24.4% | 31.5% |
| Downside Capture | 41.36 | 121.09 |
| Upside Capture | 104.35 | 96.86 |
| Correlation (SPY) | 36.6% | 63.3% |
ALSN Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.93 | 0.69 | 0.73 | 0.99 | 1.04 | 1.00 |
| Up Beta | 1.57 | 1.38 | 1.64 | 1.77 | 1.03 | 1.01 |
| Down Beta | -0.23 | 0.45 | 0.26 | 0.50 | 0.97 | 0.97 |
| Up Capture | 159% | 76% | 63% | 50% | 80% | 118% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 12 | 22 | 32 | 58 | 128 | 413 |
| Down Capture | 58% | 48% | 72% | 132% | 116% | 99% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 7 | 19 | 30 | 66 | 119 | 334 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of ALSN With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| ALSN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -4.9% | 8.3% | 19.2% | 71.9% | 8.9% | 6.0% | -10.4% |
| Annualized Volatility | 31.4% | 24.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -0.14 | 0.27 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 58.9% | 63.3% | -0.5% | 19.4% | 49.9% | 20.0% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of ALSN With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| ALSN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 20.6% | 9.8% | 14.9% | 18.7% | 11.7% | 4.8% | 32.6% |
| Annualized Volatility | 29.3% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.67 | 0.37 | 0.70 | 0.97 | 0.51 | 0.17 | 0.59 |
| Correlation With Other Assets | 41.9% | 48.9% | 4.0% | 16.9% | 37.3% | 16.1% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of ALSN With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| ALSN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 16.6% | 13.1% | 14.7% | 14.9% | 6.9% | 5.2% | 69.2% |
| Annualized Volatility | 29.5% | 22.0% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.58 | 0.55 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 47.1% | 53.6% | -3.5% | 23.7% | 39.4% | 9.7% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2025 | 2.4% | -1.0% | 9.8% |
| 8/4/2025 | -1.8% | 0.3% | 0.3% |
| 5/1/2025 | 4.1% | 5.7% | 9.5% |
| 2/11/2025 | -12.5% | -9.1% | -17.8% |
| 10/29/2024 | 7.9% | 9.5% | 18.7% |
| 7/25/2024 | 4.0% | 3.4% | 7.6% |
| 4/25/2024 | -7.2% | -7.0% | -5.2% |
| 2/13/2024 | 13.9% | 15.2% | 22.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 15 | 15 |
| # Negative | 10 | 9 | 9 |
| Median Positive | 4.6% | 3.4% | 9.5% |
| Median Negative | -5.7% | -6.3% | -5.2% |
| Max Positive | 13.9% | 15.2% | 22.3% |
| Max Negative | -12.5% | -9.9% | -28.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10302025 | 10-Q 9/30/2025 |
| 6302025 | 8052025 | 10-Q 6/30/2025 |
| 3312025 | 5022025 | 10-Q 3/31/2025 |
| 12312024 | 2132025 | 10-K 12/31/2024 |
| 9302024 | 10302024 | 10-Q 9/30/2024 |
| 6302024 | 7262024 | 10-Q 6/30/2024 |
| 3312024 | 4262024 | 10-Q 3/31/2024 |
| 12312023 | 2142024 | 10-K 12/31/2023 |
| 9302023 | 10262023 | 10-Q 9/30/2023 |
| 6302023 | 7282023 | 10-Q 6/30/2023 |
| 3312023 | 4282023 | 10-Q 3/31/2023 |
| 12312022 | 2162023 | 10-K 12/31/2022 |
| 9302022 | 10272022 | 10-Q 9/30/2022 |
| 6302022 | 8042022 | 10-Q 6/30/2022 |
| 3312022 | 4282022 | 10-Q 3/31/2022 |
| 12312021 | 2172022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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