Allison Transmission Holdings (ALSN) Stock Overview
Designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
ALSN Community Fair Values
Create NarrativeSee what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Allison Transmission Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$115.75 |
| 52 Week High | US$137.62 |
| 52 Week Low | US$76.01 |
| Beta | 0.94 |
| 1 Month Change | -6.79% |
| 3 Month Change | 0.97% |
| 1 Year Change | 14.52% |
| 3 Year Change | 116.15% |
| 5 Year Change | 181.97% |
| Change since IPO | 394.66% |
Recent News & Updates
Narrative Update • Jun 01
ALSN: Off Highway Integration And Margins Will Support Future Earnings Durability
Analysts have nudged their average price target on Allison Transmission Holdings higher to $126, reflecting updated assumptions around a modest shift in the discount rate, slightly firmer profit margins, and a small adjustment to future P/E expectations. Analyst Commentary Recent research activity around Allison Transmission Holdings shows a cluster of bullish analysts revisiting their models and lifting valuation marks, pointing to a more constructive stance on the stock.
Narrative Update • May 07
ALSN: Cost Discipline And Off Highway Outlook Will Shape Future Balance
Allison Transmission Holdings' analyst fair value estimate has shifted from $131.00 to $136.50 as analysts factor in recent price target increases, stronger than expected Q4 EBITDA on cost and pricing actions, and expectations for mid single digit-plus growth in the Off-highway segment, alongside an updated P/E and discount rate framework. Analyst Commentary Recent research updates on Allison Transmission highlight a mix of confidence in the current execution and caution around end market visibility and longer term outlook.Recent updates
Narrative Update • Jun 01
ALSN: Off Highway Integration And Margins Will Support Future Earnings Durability
Analysts have nudged their average price target on Allison Transmission Holdings higher to $126, reflecting updated assumptions around a modest shift in the discount rate, slightly firmer profit margins, and a small adjustment to future P/E expectations. Analyst Commentary Recent research activity around Allison Transmission Holdings shows a cluster of bullish analysts revisiting their models and lifting valuation marks, pointing to a more constructive stance on the stock.Narrative Update • May 07
ALSN: Cost Discipline And Off Highway Outlook Will Shape Future Balance
Allison Transmission Holdings' analyst fair value estimate has shifted from $131.00 to $136.50 as analysts factor in recent price target increases, stronger than expected Q4 EBITDA on cost and pricing actions, and expectations for mid single digit-plus growth in the Off-highway segment, alongside an updated P/E and discount rate framework. Analyst Commentary Recent research updates on Allison Transmission highlight a mix of confidence in the current execution and caution around end market visibility and longer term outlook.Narrative Update • Apr 21
ALSN: Cost Actions And Off Highway Demand Will Shape Future Risk Reward
Narrative Update The analyst price target for Allison Transmission has been raised to $131.00 from $129.70, reflecting updated fair value and P/E assumptions as analysts factor in recent cost-driven earnings beats, mixed end market commentary, and varying views on longer term demand. Analyst Commentary Recent research updates on Allison Transmission highlight a mix of confidence in execution and caution around end market visibility, which is feeding into higher price targets but still varied ratings.Narrative Update • Apr 05
ALSN: Cost And Pricing Execution Will Support Future Earnings Durability
Allison Transmission's analyst price targets have moved higher into a $95 to $135 range, as analysts point to Q4 EBITDA outperformance driven by cost reductions and price increases, along with expectations for mid single digit plus growth in the Off-highway segment. Analyst Commentary Recent research updates on Allison Transmission point to a tighter, higher price target band between US$95 and US$135, with several bullish analysts reacting to Q4 execution and expectations for the Off-highway segment.Seeking Alpha • Apr 01
Allison Transmission: Not A Great Year And 2026 May Not Be Very Different
Summary Allison Transmission (ALSN) remains a hold as core NA on-highway markets stay weak and revenue declined 7% YoY in FY25. Gross margins held steady due to effective pricing, but operating efficiency metrics like ROA and ROE deteriorated, reflecting eroding pricing power. ALSN's acquisition of Dana’s Off-highway segment boosts sales but does not materially improve EBITDA guidance or offset cyclical trucking weakness. Defense contracts provide margin upside and diversification, but the segment remains too small to drive near-term growth or justify a more bullish stance. Read the full article on Seeking AlphaNarrative Update • Mar 22
ALSN: Cost And Pricing Execution Will Support Future Earnings Durability
Allison Transmission Holdings' updated analyst price target rises in this narrative to $174.73, reflecting analysts' focus on a higher assumed fair value, a modestly lower discount rate, stronger modeled revenue growth, a slightly lower profit margin, and a higher future P/E, supported by a series of recent target increases from major firms following Q4 cost and pricing progress. Analyst Commentary Recent Street research highlights a clear tilt toward higher valuation assumptions for Allison Transmission Holdings, with multiple bullish analysts lifting price targets following the latest Q4 update.Narrative Update • Mar 08
ALSN: Q4 Execution And Off Highway Demand Will Shape Balanced Risk Reward
The analyst price target for Allison Transmission has increased to about $130 from roughly $115. Analysts point to stronger than expected Q4 results driven by cost reductions and pricing, as well as steady contributions from off highway end markets.Narrative Update • Feb 21
ALSN: Value-Based Pricing And Neutral Views Will Shape Future Risk Reward Balance
Analysts have lifted their fair value estimate for Allison Transmission Holdings from $100.20 to $114.80, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples, as reflected in recent price target increases from major firms. Analyst Commentary Recent target moves around Allison Transmission Holdings give you a snapshot of how Wall Street is thinking about the risk and reward trade off here.
Narrative Update • Feb 07
ALSN: Muted Truck Demand And Execution Risks Will Restrain Future Upside
Analysts have lifted their fair value estimate for Allison Transmission Holdings to $92 from $77, citing updated views on revenue growth, margins, and future P/E. This change is supported by several recent price target increases across the Street.Narrative Update • Jan 24
ALSN: Value-Based Pricing And Margin Strength Will Support Future Earnings
Analysts have raised their blended price target on Allison Transmission to about $147 from $134, citing recent target increases and a view that current fair value assumptions, profit margins and forward P/E expectations are better supported by their latest research. Analyst Commentary Recent Street research on Allison Transmission Holdings highlights a cluster of higher price targets that align with the view that current fair value and P/E expectations are better supported by recent work on the company.Narrative Update • Jan 10
ALSN: Medium Duty Truck Demand Concerns Will Constrain Future Upside
Analysts have trimmed their fair value estimate for Allison Transmission Holdings from US$84.00 to US$77.00, reflecting updated assumptions on discount rate, growth, margins and long term P/E in light of recent Street research. The new estimate balances confidence in value based pricing and core business execution with a more muted medium duty truck demand outlook.Analysis Article • Jan 05
Allison Transmission Holdings (NYSE:ALSN) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative Update • Dec 17
ALSN: Value-Based Pricing Will Support Earnings Amid Softer Truck Demand
Analysts have modestly raised their fair value estimate for Allison Transmission Holdings to approximately $134 from about $129. This reflects slightly stronger expectations for revenue growth and profitability, even as they balance this with a more cautious long term demand outlook for medium duty trucks.Narrative Update • Dec 03
ALSN: Value-Based Pricing Will Support Margins Despite Truck Cycle Headwinds
Analysts have modestly lifted their price target on Allison Transmission Holdings to $85, citing confidence in its value-based pricing strategy and steady core transmission performance, even as they flag a more muted long-term backdrop for medium-duty truck demand. Analyst Commentary Analyst reactions frame Allison Transmission as a fundamentally solid operator with disciplined pricing, but one whose long-term growth profile is tempered by structural demand headwinds in its core markets.Narrative Update • Nov 19
ALSN: Consistent Execution Will Support Margin Strength Despite Medium-Duty Truck Weakness
Analysts have slightly lowered their price target for Allison Transmission Holdings from $101.89 to $100.20. They cite consistent business performance while anticipating softer long-term demand in the medium-duty truck segment.Narrative Update • Nov 04
ALSN: Global Defense Expansion And Share Repurchases Will Drive Upside Potential
Analysts have revised their price target for Allison Transmission Holdings from $103.00 to $101.89, citing higher expected revenue growth, moderating profit margins, and a slight increase in the discount rate. What's in the News North American Class 8 truck orders fell 32% year-over-year to 20,500 vehicles in September.Narrative Update • Oct 20
Electrification And Global Expansion Will Unlock Future Opportunities
Narrative Update: Allison Transmission Holdings Analyst Price Target Adjusted Analysts have lowered their fair value estimate for Allison Transmission Holdings from $104.89 to $103.00. This change reflects adjustments to growth projections and valuation assumptions.Analysis Article • Sep 12
Does Allison Transmission Holdings (NYSE:ALSN) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Narrative Update • Sep 03
Electrification And Global Expansion Will Unlock Future Opportunities
The significant upward revision in consensus revenue growth forecasts and a notable decline in expected future P/E have driven a modest increase in Allison Transmission Holdings' analyst price target from $101.67 to $104.89. What's in the News Repurchased 1,088,028 shares for $102.49 million, bringing total buybacks to 87,472,892 shares (72.29%) valued at $3,737.26 million since program inception.Analysis Article • Aug 28
Should You Investigate Allison Transmission Holdings, Inc. (NYSE:ALSN) At US$89.20?
Allison Transmission Holdings, Inc. ( NYSE:ALSN ), is not the largest company out there, but it received a lot of...Analysis Article • Jul 20
Are Investors Undervaluing Allison Transmission Holdings, Inc. (NYSE:ALSN) By 45%?
Key Insights Allison Transmission Holdings' estimated fair value is US$158 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Jul 06
Does Allison Transmission Holdings (NYSE:ALSN) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Feb 27
Allison Transmission: Long-Term Looks Promising, But Uncertain For Now
Summary Allison Transmission Holdings, Inc.'s FY24 results show steady sales growth and strong operational efficiency despite rising input costs, highlighting management's adeptness in maintaining profitability. The company's impressive ROA and ROE, along with a solid balance sheet, indicate robust financial health and efficient asset utilization. Key growth drivers include North American on-highway demand, defense sector expansion, and innovations in electrification despite market uncertainties and potential tariff impacts. Given macroeconomic risks, I am cautiously optimistic and initiate coverage on ALSN stock with a hold awaiting further margin developments and guidance updates. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Allison Transmission: Why This Stock Is A Buy After My Initial Doubts
Summary The 22% price increase since August outperformed the S&P 500, indicating strong momentum, despite my earlier concerns about valuation. The financial statements show strong positive cash flows, improved debt management, and solid liquidity over the past couple of years, fully backing up the stock's strong momentum. Peer comparisons reveal the company isn’t overvalued, despite high historical valuation ratios. The stimulus pack in China and the US rate cuts are strong tailwinds to consider. I was wrong on Allison Transmission; it’s a Buy due to strong fundamentals, free cash flow growth, and favorable market conditions. Read the full article on Seeking AlphaShareholder Returns
| ALSN | US Machinery | US Market | |
|---|---|---|---|
| 7D | 3.7% | 2.4% | -2.8% |
| 1Y | 14.5% | 39.7% | 22.8% |
Return vs Industry: ALSN underperformed the US Machinery industry which returned 39.7% over the past year.
Return vs Market: ALSN underperformed the US Market which returned 22.8% over the past year.
Price Volatility
| ALSN volatility | |
|---|---|
| ALSN Average Weekly Movement | 4.9% |
| Machinery Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: ALSN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ALSN's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1915 | 4,000 | Dave Graziosi | www.allisontransmission.com |
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles, and electrified propulsion systems 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 of off-highway vehicles and equipment; and wheeled and tracked defense vehicles. The company also provides its transmissions and electric propulsion solutions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name.
Allison Transmission Holdings, Inc. Fundamentals Summary
| ALSN fundamental statistics | |
|---|---|
| Market cap | US$9.60b |
| Earnings (TTM) | US$543.00m |
| Revenue (TTM) | US$3.65b |
17.7x
P/E Ratio2.6x
P/S RatioIs ALSN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ALSN income statement (TTM) | |
|---|---|
| Revenue | US$3.65b |
| Cost of Revenue | US$2.10b |
| Gross Profit | US$1.55b |
| Other Expenses | US$1.01b |
| Earnings | US$543.00m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 6.55 |
| Gross Margin | 42.58% |
| Net Profit Margin | 14.88% |
| Debt/Equity Ratio | 222.3% |
How did ALSN perform over the long term?
See historical performance and comparisonDividends
1.0%
Current Dividend Yield17%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/08 04:05 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Allison Transmission Holdings, Inc. is covered by 25 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Luke Junk | Baird |
| Andrew Kaplowitz | Barclays |
| Sherif El-Sabbahy | BofA Global Research |