Allison Transmission Holdings, Inc. (ALSN) Stock

Allison Transmission Holdings, Inc. (ALSN) is a Consumer Discretionary stock trading at $129.15 (as of 2026-08-20), with a market capitalization of $10.71B and a trailing P/E of 19.7. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Allison Transmission Holdings, Inc. designs, manufactures, and sells fully-automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles worldwide. It markets transmissions under the Allison Transmission and ReTran brands, and also provides replacement parts, support equipment and defense kits to OEMs, distributors, the U.S. government, and customers through an independent dealer network.

Understand Allison Transmission Holdings, Inc.: how it makes money

Allison Transmission designs, manufactures, and sells commercial and defense fully-automatic transmissions for medium and heavy-duty vehicles, plus related offerings and service support, mainly earning money from net sales of transmissions and related products in different end markets.

Latest results suggest profitability depends on the Allison Transmission segment generating operating profit, while the Allison Off-Highway segment is an operating loss, so the group outcome is sensitive to how these segments perform relative to each other.

Revenue by segment (latest quarter)
Transmission$0.7B
Off-Highway$0.7B

Business quality (Solid): Clear segment profit split in the latest quarter (Transmission profit, Off-Highway loss), and the presence of a large independent service network footprint supports ongoing service-related activity, but the Off-Highway segment operating loss is a structural headwind investors may focus on.

Valuation: At 18× earnings, ALSN trades in line with the Automobiles & Trucks average (20×). Note: one-time items can distort reported P/E.

Bull case

  • The Allison Transmission segment is profitable in the latest quarter: Segment operating profit Allison Transmission is 0.25 USD_B, which indicates a core profit engine within the group.
  • Service coverage is broad through an independent dealer and distributor network: Global service network footprint independent dealers and distributors is 1600.0 (count), which can help support service activity around installed equipment.

Bear case

  • The Allison Off-Highway segment is currently loss-making: Segment operating loss Allison Off-Highway is 0.02 USD_B, which can pressure consolidated results and increase sensitivity to segment mix.
  • End-market demand shifts between on-highway and off-highway applications may impact results: The provided segment revenues show substantial scale in both Transmission (0.73 USD_B) and Off-Highway (0.67 USD_B), so changes in either segment can affect overall profitability.
Valuation — source: SEC EDGAR (first-party)
Price$129.15
Market Cap$10.71B
P/E Ratio19.7
EV / EBITDA15.1
Price / Book5.63
Price / Sales2.93
FCF Yield5.7%
DCF Value (model)$97.09
DCF Upside vs Price-24.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.01B
Net Margin20.7%
Revenue Growth (YoY)83.6%
EPS Growth (YoY)-40.3%
FCF Growth (YoY)-33.5%
Financial Health — source: SEC EDGAR
Altman Z-Score2.84 (grey)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E19.7
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Automobiles & Trucks)17.2
vs Sector-3.7%
vs Industry14.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderFMR LLC ($1.46B)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryAutomobiles & Trucks
CEODavid S. Graziosi
Employees4,000
CountryUS
IPO Date2012-03-15

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ALSN earnings history · ALSN institutional & insider holders · ALSN KPIs & operating metrics · ALSN financials · ALSN investor presentations & press releases · ALSN SEC filings · ALSN peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.