Allison Transmission Holdings, Inc.
ALSN
NYSE·Consumer Cyclical·Auto - Parts·Mkt cap $10.9B
$131.24
▲ +2.18%
P/E
17.11
Mkt Cap
$10.9B
52-Wk Range
$76.01–$137.62
52-Week Range
$76.01 - $137.62
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 45.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Over 100 years of transmission engineering expertise and brand recognition
- Extensive distributor and dealer network with approximately 1,400 locations globally
- Diversified customer base across commercial, defense, and specialty vehicle markets
- Integrated aftermarket and remanufacturing business providing recurring revenue streams
Bear Case
2 risks
- Average volatility.
- Premium valuation to Auto Parts & Equipment peers
Growth
Strong growth ahead
Increasing demand for medium and heavy-duty commercial vehicles in logistics and e-commerce sectors
Value
Premium valuation to Auto Parts & Equipment peers
Momentum
Strong
+13.7% over 3m
Quality
Stable
Excellent business quality
Dividend
Modest
0.87% yield
Smart-money signal
Who's buying ALSN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 3, 2026
Reported EPS of $2.18 vs $2.48 consensus (-12.1% surprise). Revenue of $1.6B vs $1.5B expected (+4.2%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-12.1%
Revenue trend · last 8Q
—
—
-3%
-0%
-16%
-7%
+84%
+92%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$824.0M
$796.0M
$766.0M
$814.0M
$693.0M
$737.0M
$1.4B
$1.6B
Margins · last 8Q
Gross
32.9%
Operating
18.6%
Profit
11.6%
Wall Street consensus
3 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: Morgan Stanley · $126.00 · May 13, 2026
vs Industry
How ALSN stacks vs Auto - Parts
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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