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Allison Transmission (ALSN)

Market Price (9/14/2025): $88.4 | Market Cap: $7.4 Bil
Sector: Consumer Discretionary | Industry: Automotive Parts & Equipment

Allison Transmission (ALSN)

Market Price (9/14/2025): $88.4
Market Cap: $7.4 Bil
Sector: Consumer Discretionary
Industry: Automotive Parts & Equipment

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.1%, FCF Yield is 8.8%		  Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -0.2%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31%		  
2 Attractive cash flow generation
CFO/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%		  
3 Low stock price volatility
Vol 12M is 33%		  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.1%, FCF Yield is 8.8%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31%
2 Attractive cash flow generation
CFO/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%
3 Low stock price volatility
Vol 12M is 33%
4 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -0.2%

Market Valuation

 9/14/252024202320222021
Share Price CYE$88.40$107.50$57.17$40.18$34.38
Market Cap CYE ($ Bil)7.49.45.03.73.5
Total Debt ($ Bil)2.42.42.52.52.5
Total Cash ($ Bil)0.80.80.60.20.1
Enterprise Value ($ Bil)9.011.87.56.26.0
Valuation Ratios     
P/S TTM2.32.91.71.41.6
P/EBIT TTM7.39.55.65.25.7
P/E TTM9.712.97.87.58.8
Sector Ratios     
P/S TTM (Sector)0.80.80.90.81.3
P/EBIT TTM (Sector)7.36.97.05.57.4
P/E TTM (Sector)9.68.18.97.39.2
 9/14/2520242023
Share Price CYE$88.40$107.50$57.17
Market Cap CYE ($ Bil)7.49.45.0
Total Debt ($ Bil)2.42.42.5
Total Cash ($ Bil)0.80.80.6
Enterprise Value ($ Bil)9.011.87.5
Valuation Ratios   
P/S TTM2.32.91.7
P/EBIT TTM7.39.55.6
P/E TTM9.712.97.8
Sector Ratios   
P/S TTM (Sector)0.80.80.9
P/EBIT TTM (Sector)7.36.97.0
P/E TTM (Sector)9.68.18.9

Market Cap Chart

Business Description

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. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
ALSN Return-9%-14%17%42%88%-18%101%
Peers Return9%25%-19%15%-24%18%14%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: BWA, GNTX, LEA, VC, GT. See ALSN Returns vs. Peers.
[3] 2025 data is for the year up to 9/12/2025 (YTD)

Latest Trefis Analyses

TitleTopicDate
0DASHBOARDS  
1Allison Transmission Earnings Notes  
2Allison Transmission vs Cheniere Energy: Which Is A Better Investment?Counter-Intuitive Comparisons 
3Allison Transmission vs Red Rock Resorts: Which Is A Better Investment?Counter-Intuitive Comparisons 
4How Does ALSN Stack Up Against Its Peers?Peer Comparison 
5Better Bet Than ALSN Stock: Pay Less Than Allison Transmission To Get More From UAL, IBKR   
6Better Bet Than ALSN Stock: Pay Less Than Allison Transmission To Get More From NCLH, ANF   
7ALSN Dip Buy Analysis  
8Allison Transmission Total Shareholder Return (TSR): 88.0% in 2024 and 46.8% 3-yr compounded annual returns (above peer average)  
9Allison Transmission (ALSN) Operating Cash Flow ComparisonFinancials 
10Allison Transmission (ALSN) Net Income ComparisonFinancials 
11ARTICLES  
12APTV’s 24% One Month Pop Begs The Question: Is ALSN Better Instead? September 6th, 2025
13APTV’s One-Month Rally Offers a Chance to Reevaluate ALSN September 6th, 2025
14Better Bet Than Dana Stock: Pay Less To Get More From ALSN August 14th, 2025
15Better Bet Than Deere Stock: Pay Less To Get More From Industry Peer July 16th, 2025
16This Transmissions Company Is Likely To Offer Better Returns Over Caterpillar Stock December 2nd, 2021
Title
0DASHBOARDS
1APTV’s 24% One Month Pop Begs The Question: Is ALSN Better Instead?
2APTV’s One-Month Rally Offers a Chance to Reevaluate ALSN
3Better Bet Than Dana Stock: Pay Less To Get More From ALSN
4Better Bet Than Deere Stock: Pay Less To Get More From Industry Peer
5This Transmissions Company Is Likely To Offer Better Returns Over Caterpillar Stock
6ARTICLES
7Allison Transmission Earnings Notes
8Allison Transmission vs Cheniere Energy: Which Is A Better Investment?
9Allison Transmission vs Red Rock Resorts: Which Is A Better Investment?
10How Does ALSN Stack Up Against Its Peers?
11Better Bet Than ALSN Stock: Pay Less Than Allison Transmission To Get More From UAL, IBKR 
12Better Bet Than ALSN Stock: Pay Less Than Allison Transmission To Get More From NCLH, ANF 
13ALSN Dip Buy Analysis
14Allison Transmission Total Shareholder Return (TSR): 88.0% in 2024 and 46.8% 3-yr compounded annual returns (above peer average)
15Allison Transmission (ALSN) Operating Cash Flow Comparison
16Allison Transmission (ALSN) Net Income Comparison

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1OCTOEightco900.0%562.1%
2QMMMQMMM875.3%5698.4%
3WLDSWearable Devices780.4%8.0%
4CWDCaliberCos268.8%-45.1%
5AIREReAlpha Tech257.5%-49.8%
6PTNMPitanium154.0% 
7OPIOffice Properties Income Trust144.0%-42.6%
8HYPDHyperion DeFi144.0% 
9ISPCiSpecimen128.4%-26.6%
10EDHLEverbright Digital127.6% 

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1DGNXDiginex-85.6% 
2LGCLLucas GC-69.1%-76.6%
3YYGHYY-68.7%-76.6%
4BINIBollinger Innovations-61.6%-100.0%
5IPDNProfessional Diversity Network-54.5%-41.4%
6INHDInno-53.4%-4.4%
7CDTCDT Equity-49.2%-99.4%
8NFENew Fortress Energy-46.5%-91.3%
9TGHLGrowhub-44.8% 
10SLXNSilexion Therapeutics-43.1%-86.5%

1 Month Top Gainers

#TickerCompany1M RtnYTD Rtn
1PMIPicard Medical11249.2%11249.2%
2GIBOGIBO7400.0% 
3LNZALanzaTech Global4710.5%-85.8%
4CHSNChanson International3717.0%-99.3%
5QMMMQMMM2669.4%5698.4%
6VTAKCatheter Precision1332.7%-71.4%
7CURXCuranex Pharmaceuticals1309.0%1309.0%
8OCTOEightco811.9%562.1%
9WLDSWearable Devices708.6%8.0%
10PTNMPitanium423.7% 

1 Month Top Losers

#TickerCompany1M RtnYTD Rtn
1BINIBollinger Innovations-93.4%-100.0%
2ETSElite Express-92.8%-92.8%
3CJETChijet Motor-92.7%-94.6%
4ELPWElong Power-91.7%-75.8%
5STFSStar Fashion Culture-91.4%-97.8%
6JEM707 Cayman-90.4%-98.0%
7FLYEFly-E-90.4%-82.8%
8NXTTNext Technology-89.3%-93.8%
9NUTRNusaTrip-87.2%-87.2%
10CUPRCuprina-84.3% 

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1OCTOEightco900.0%562.1%
2QMMMQMMM875.3%5698.4%
3WLDSWearable Devices780.4%8.0%
4CWDCaliberCos268.8%-45.1%
5AIREReAlpha Tech257.5%-49.8%
6PTNMPitanium154.0% 
7OPIOffice Properties Income Trust144.0%-42.6%
8HYPDHyperion DeFi144.0% 
9ISPCiSpecimen128.4%-26.6%
10EDHLEverbright Digital127.6% 

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1DGNXDiginex-85.6% 
2LGCLLucas GC-69.1%-76.6%
3YYGHYY-68.7%-76.6%
4BINIBollinger Innovations-61.6%-100.0%
5IPDNProfessional Diversity Network-54.5%-41.4%
6INHDInno-53.4%-4.4%
7CDTCDT Equity-49.2%-99.4%
8NFENew Fortress Energy-46.5%-91.3%
9TGHLGrowhub-44.8% 
10SLXNSilexion Therapeutics-43.1%-86.5%

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for Allison Transmission

Financials

ALSNBWAGNTXLEAVCGTMedian
NameAllison .BorgWarn.Gentex Lear Visteon Goodyear. 
Mkt Price88.4043.7028.45105.50124.558.5266.05
Mkt Cap7.49.56.25.73.42.46.0
Rev LTM3,20014,0062,38522,8903,82218,4898,914
Op Inc LTM1,0001,292466860343735798
FCF LTM6541,000405478331-522442
FCF 3Y Avg646625338526242-396432
CFO LTM8221,5825541,032466498688
CFO 3Y Avg7941,3085001,109366689741

Growth & Margins

ALSNBWAGNTXLEAVCGTMedian
NameAllison .BorgWarn.Gentex Lear Visteon Goodyear. 
Rev Chg LTM2.7%-2.8%2.4%-21.6%-3.3%-4.5%-3.0%
Rev Chg 3Y Avg8.0%6.6%11.1%8.0%8.5%-2.7%8.0%
Rev Chg Q-0.2%-2.2%14.8%-48.0%-4.4%-2.3%-2.3%
QoQ Delta Rev Chg LTM-0.1%-0.6%3.7%-19.5%-1.2%-0.6%-0.6%
Op Mgn LTM31.2%9.2%19.5%3.8%9.0%4.0%9.1%
Op Mgn 3Y Avg30.3%9.0%20.3%3.8%7.7%3.9%8.3%
QoQ Delta Op Mgn LTM-0.2%0.1%-0.3%0.1%-0.0%-0.8%-0.1%
CFO/Rev LTM25.7%11.3%23.2%4.5%12.2%2.7%11.7%
CFO/Rev 3Y Avg25.7%9.3%21.8%4.5%9.3%3.5%9.3%
FCF/Rev LTM20.4%7.1%17.0%2.1%8.7%-2.8%7.9%
FCF/Rev 3Y Avg20.9%4.5%14.7%2.1%6.2%-2.0%5.3%

Valuation

ALSNBWAGNTXLEAVCGTMedian
NameAllison .BorgWarn.Gentex Lear Visteon Goodyear. 
Mkt Cap7.49.56.25.73.42.46.0
P/S2.30.72.60.20.90.10.8
P/EBIT7.317.613.47.010.02.58.6
P/E9.732.815.612.111.75.911.9
P/CFO9.06.011.35.57.34.96.6
Total Yield10.6%3.6%8.2%11.2%8.6%16.8%9.6%
Dividend Yield0.3%0.5%1.7%3.0%0.0%0.0%0.4%
FCF Yield 3Y Avg10.1%8.0%5.6%8.4%8.2%-11.9%8.1%
D/E0.30.40.00.50.13.70.4
Net D/E0.20.2-0.00.3-0.13.40.2

Returns

ALSNBWAGNTXLEAVCGTMedian
NameAllison .BorgWarn.Gentex Lear Visteon Goodyear. 
1M Rtn1.6%5.9%4.1%3.9%3.0%0.2%3.4%
3M Rtn-10.5%32.7%31.7%17.5%39.0%-22.2%24.6%
6M Rtn-7.8%53.4%18.4%13.3%54.9%-7.0%15.8%
12M Rtn1.9%37.6%-0.6%4.0%38.0%8.5%6.3%
3Y Rtn160.6%39.5%14.0%-17.2%-1.5%-34.9%6.2%
1M Excs Rtn-4.3%3.7%0.4%1.2%-0.9%-2.6%-0.2%
3M Excs Rtn-22.0%22.5%19.5%4.8%25.4%-32.9%12.2%
6M Excs Rtn-24.5%39.2%1.4%-4.5%35.4%-25.3%-1.6%
12M Excs Rtn-17.3%20.6%-20.2%-15.9%13.1%-8.3%-12.1%
3Y Excs Rtn87.5%-28.6%-54.2%-82.9%-62.5%-102.9%-58.3%

Comparison Analyses

Title
0How Does ALSN Stack Up Against Its Peers?
1Allison Transmission vs. BorgWarner: With Return Forecast Of 14%, Allison Transmission Is A Better Bet
2ALSN Could Deliver 10% Returns And Outperform LEA
3ALSN or ADNT - With 13% Return Forecast, ADNT Probably Deserves Your Money
4Allison Transmission vs. LNG: With Return Forecast Of 66%, LNG Is A Better Bet
5Allison Transmission vs. Autodesk: With Return Forecast Of 24%, Autodesk Is A Better Bet
6Allison Transmission vs. Exelon: With Return Forecast Of 18%, Allison Transmission Is A Better Bet
7Allison Transmission vs. MSCI: Both Seem Similar Bets
8Allison Transmission vs. Gentex: Industry Competitors, But Allison Transmission Is A Better Bet
9Allison Transmission vs. Goodyear Tire & Rubber: Industry Competitors, But Allison Transmission Is A Better Bet

Financials

$ Mil | FY: 12/312025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q42022Q3
Period End6/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/20233/31/202312/31/20229/30/2022
Filing Date8/5/20255/2/20252/13/202510/30/20247/26/20244/26/20242/14/202410/26/20237/28/20234/28/20232/16/202310/27/2022
Key Financials Quarterly            
Total Revenue814766796824816789775736783741718710
Ebitda294284262299285261270259282277237229
Operating Income256249235260263234225222242230192203
Net Income195192175200187169170158175170141139
EPS2.322.262.032.302.151.921.911.761.941.851.521.46
Key Financials TTM            
Total Revenue TTM3,2003,2023,2253,2043,1163,0833,0352,9782,9522,8332,7692,695
Ebitda TTM1,1391,1301,1071,1151,0751,0721,0881,0551,025965918902
Operating Income TTM1,0001,007992982944923919886867812784768
Net Income TTM762754731726684672673644625572531508
Growth Rates Quarterly            
Total Revenue Growth-0.2%-2.9%2.7%12.0%4.2%6.5%7.9%3.7%17.9%9.5%11.5%25.2%
EBITDA Growth3.2%8.8%-3.0%15.4%1.1%-5.8%13.9%13.1%27.0%20.4%7.2%20.5%
Operating Income Growth-2.7%6.4%4.4%17.1%8.7%1.7%17.2%9.4%29.4%13.9%9.1%39.0%
Net Income Growth4.3%13.6%2.9%26.6%6.9%-0.6%20.6%13.7%43.4%31.8%19.5%47.9%
Margins Quarterly            
EBITDA Margin36.1%37.1%32.9%36.3%34.9%33.1%34.8%35.2%36.0%37.4%33.0%32.3%
Operating Income Margin31.4%32.5%29.5%31.6%32.2%29.7%29.0%30.2%30.9%31.0%26.7%28.6%
Net Income Margin24.0%25.1%22.0%24.3%22.9%21.4%21.9%21.5%22.3%22.9%19.6%19.6%
Cash & Debt            
Total Cash778753781788648551555501351344232180
Total Debt2,3992,4002,4062,4062,4072,4082,5072,5082,5092,5102,5112,511
Net Debt / (Cash)1,6211,6471,6251,6181,7591,8571,9522,0072,1582,1662,2792,331
Cash Flows Quarterly            
FCF from Operations184181211246171173238212141193224207
Cash Flows TTM            
FCF from Operations TTM822809801828794764784770765688657601
Returns to Shareholders Quarterly            
Dividends222421222222202021221920
Share Repurchases10515012150315210620974062101
Return on Invested Capital (ROIC) Quarterly            
ROIC23.4%23.2%22.3%23.8%23.1%20.8%19.5%18.8%19.6%18.4%15.6%17.3%
Return on Invested Capital (ROIC) TTM            
ROIC TTM23.1%23.2%23.0%22.7%21.2%20.3%19.6%18.7%17.9%16.7%15.7%15.1%

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Design, manufacture and distribution of vehicle propulsion solutions3,0352,7692,4022,0812,698
Total3,0352,7692,4022,0812,698


Price Behavior

ALSN Betas & Captures as of 8/31/2025

 1M2M3M6M1Y3Y
Beta1.601.631.431.061.090.95
Up Beta2.432.452.141.051.040.89
Down Beta1.711.161.601.041.061.00
Up Capture87%53%26%83%106%115%
Bmk +ve Days10223571142415
Stock +ve Days8162659131415
Down Capture182%235%213%121%115%97%
Bmk -ve Days11192754106334
Stock -ve Days13263666117332

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity3,214,920
Short Interest: % Change Since 8152025-1.7%
Average Daily Volume853,730
Days-to-Cover Short Interest3.77
Basic Shares Quantity84,000,000
Short % of Basic Shares3.8%

Returns Analyses

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/4/2025-1.8%0.3%0.0%
5/1/20254.1%5.7%9.5%
2/11/2025-12.5%-9.1%-17.8%
10/29/20247.9%9.5%18.7%
7/25/20244.0%3.4%7.6%
4/25/2024-7.2%-7.0%-5.2%
2/13/202413.9%15.2%22.3%
10/25/2023-10.4%-9.9%-4.9%
...
SUMMARY STATS   
# Positive131515
# Negative1199
Median Positive5.1%3.4%8.1%
Median Negative-6.3%-6.3%-5.2%
Max Positive13.9%15.2%22.3%
Max Negative-12.5%-9.9%-28.0%

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0Bohley G FrederickChief Operating Officer8152025Buy89.503,000268,5008,867,113Form
1Scroggins Eric C.VP, Gen. Counsel & Assist. Sec5092025Sell98.055,358525,3521,340,049Form
2Coll JohnSVP, Global MSS4032025Sell95.331,788170,4501,466,938Form
3Milburn Ryan A.VP, Engr. & Tech Dev.3182025Sell96.204,546437,3251,360,076Form
4Milburn Ryan A.VP, Engr. & Tech Dev.2272025Sell98.5466265,2331,471,301Form

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