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Allison Transmission Holdings (ALSN)
NYSE:ALSN
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Allison Transmission Holdings (ALSN) Price & Analysis

376 Followers

ALSN Stock Chart & Stats

$128.78
$2.70(2.26%)
At close: 4:00 PM EDT
$128.78
$2.70(2.26%)

Bulls Say, Bears Say

Bulls Say
Raised Guidance And Cash GenerationHigher full-year targets indicate management expects strong operating performance to persist beyond one quarter. The combination of substantial EBITDA and free cash flow supports investment, debt reduction and shareholder returns, while providing resources to absorb integration demands.
Defense Program MomentumLarge defense awards expand Allison’s contracted opportunity base and strengthen its position in specialized military vehicle transmissions. Defense programs can support multi-year production and sustainment revenue, making this growth avenue less dependent on commercial vehicle cycles.
Recurring Aftermarket RevenueA large installed base creates revenue opportunities after the original transmission sale through replacement parts, maintenance and service activity. This recurring channel can improve customer retention and provide more durable cash generation across new-equipment production cycles.
Bears Say
Elevated LeverageHigher leverage increases Allison’s sensitivity to any earnings downturn and reduces financial flexibility while the company integrates Off-Highway. Debt reduction is a stated priority, but the debt-heavy structure can constrain capital allocation if profitability or cash conversion weakens.
Material-cost Margin PressureInput-cost inflation is pressuring the legacy business because customer price recovery occurs with a delay. This lag can keep margins below historical levels for multiple quarters, reduce earnings quality, and make profitability more volatile when commodity prices move rapidly.
Integration Costs And Delayed SynergiesThe Off-Highway transaction adds a substantial integration workload and near-term costs before the planned $120 million annual synergy benefit is realized. Delayed savings leave 2026 results carrying execution expenses without a comparable contribution from the synergy program.

Allison Transmission Holdings News

ALSN FAQ

What was Allison Transmission Holdings’s price range in the past 12 months?
Allison Transmission Holdings lowest stock price was $76.01 and its highest was $137.62 in the past 12 months.
    What is Allison Transmission Holdings’s market cap?
    Allison Transmission Holdings’s market cap is $8.89B.
      When is Allison Transmission Holdings’s upcoming earnings report date?
      Allison Transmission Holdings’s upcoming earnings report date is Nov 02, 2026 which is in 4 days.
        How were Allison Transmission Holdings’s earnings last quarter?
        Allison Transmission Holdings released its earnings results on Aug 03, 2026. The company reported $2.15 earnings per share for the quarter, missing the consensus estimate of $2.479 by -$0.329.
          Is Allison Transmission Holdings overvalued?
          According to Wall Street analysts Allison Transmission Holdings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Allison Transmission Holdings pay dividends?
            Allison Transmission Holdings pays a Quarterly dividend of $0.29 which represents an annual dividend yield of 1.06%. See more information on Allison Transmission Holdings dividends here
              What is Allison Transmission Holdings’s EPS estimate?
              Allison Transmission Holdings’s EPS estimate is 2.32.
                How many shares outstanding does Allison Transmission Holdings have?
                Allison Transmission Holdings has 82,578,040 shares outstanding.
                  What happened to Allison Transmission Holdings’s price movement after its last earnings report?
                  Allison Transmission Holdings reported an EPS of $2.15 in its last earnings report, missing expectations of $2.479. Following the earnings report the stock price went up 5.425%.
                    Which hedge fund is a major shareholder of Allison Transmission Holdings?
                    Currently, no hedge funds are holding shares in ALSN
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Allison Transmission Holdings

                      Allison Transmission Holdings, Inc. (ALSN), along with its affiliates, specializes in the global development, manufacturing, and sale of fully-automatic transmissions. These robust systems are engineered for both medium and heavy-duty commercial vehicles, as well as medium and heavy-tactical defense vehicles utilized by the U.S. military. The company's diverse product portfolio serves a broad spectrum of applications. This includes on-highway vehicles such as trucks for distribution, refuse collection, construction, fire, and emergency services, alongside school and transit buses, and recreational motor homes. Furthermore, Allison transmissions power off-highway equipment for the energy, mining, and construction industries, as well as both wheeled and tracked defense vehicles. New transmissions are marketed under the well-known Allison Transmission brand, while their remanufactured offerings are sold as ReTran. Beyond core transmissions, the company supplies a range of ancillary products and services. These encompass branded replacement parts, essential support equipment, aluminum die-cast components, and other items critical for maintaining their extensive installed base of vehicles. Additionally, they provide defense kits, specialized engineering services, and extended transmission coverage to key clients, including original equipment manufacturers (OEMs), distributors, and the U.S. government. Allison Transmission reaches its customer base through a robust, independent global network comprising approximately 1,400 distributor and dealer locations. Established in 1915, the company was formerly known as Clutch Holdings, Inc. Its corporate headquarters are situated in Indianapolis, Indiana.

                      Allison Transmission Holdings (ALSN) Earnings & Revenues

                      ALSN Company Deck

                      ALSN Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong positive financial and operational momentum driven by the Off-Highway acquisition, record transmission revenues, sizeable defense contract wins, robust adjusted EBITDA and record free cash flow, plus an upward revision to full-year guidance. Key short-term negatives include material-cost-driven margin pressure in the legacy transmission business, sizeable one-time acquisition and integration expenses, seasonal softness in Off-Highway (Q3), and regional weakness in the Americas and agriculture end markets. Management provided a clear $120M synergy plan and a multi-year realization timeline, but noted limited impact from those synergies on 2026 guidance.View all ALSN earnings summaries

                      ALSN Revenue Breakdown

                      71.53%71.53%5.40%3.36%2.14%17.56%
                      71.53% U.S.
                      5.40% China
                      3.36% Japan
                      2.14% Canada
                      17.56% Other
                      tipranks

                      ALSN Stock 12 Month Forecast

                      Average Price Target

                      $134.60
                      ▲(4.52% Upside)
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                      Ownership Overview

                      0.70%38.19%3.97%33.92%
                      3.97% Other Institutional Investors
                      33.92% Public Companies and
                      Individual Investors
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