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Consumer Cyclical - Auto - Parts - NYSE - US
$ 97.78
-1.5 %
$ 8.36 B
Market Cap
11.24
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one ALSN stock under the worst case scenario is HIDDEN Compared to the current market price of 97.8 USD, Allison Transmission Holdings, Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one ALSN stock under the base case scenario is HIDDEN Compared to the current market price of 97.8 USD, Allison Transmission Holdings, Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one ALSN stock under the best case scenario is HIDDEN Compared to the current market price of 97.8 USD, Allison Transmission Holdings, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ALSN

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$125.0$125.0$120.0$120.0$115.0$115.0$110.0$110.0$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
FINANCIALS
3.22 B REVENUE
6.26%
992 M OPERATING INCOME
7.94%
731 M NET INCOME
8.62%
801 M OPERATING CASH FLOW
2.17%
-147 M INVESTING CASH FLOW
-13.95%
-427 M FINANCING CASH FLOW
-28.61%
766 M REVENUE
-3.77%
249 M OPERATING INCOME
5.96%
192 M NET INCOME
0.00%
181 M OPERATING CASH FLOW
-14.22%
-26 M INVESTING CASH FLOW
66.23%
-184 M FINANCING CASH FLOW
-31.43%
Balance Sheet Allison Transmission Holdings, Inc.
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Current Assets 1.54 B
Cash & Short-Term Investments 781 M
Receivables 360 M
Other Current Assets 397 M
Non-Current Assets 3.8 B
Long-Term Investments 11 M
PP&E 803 M
Other Non-Current Assets 2.98 B
14.64 %6.75 %7.44 %15.05 %55.92 %Total Assets$5.3b
Current Liabilities 506 M
Accounts Payable 212 M
Short-Term Debt 11 M
Other Current Liabilities 283 M
Non-Current Liabilities 3.18 B
Long-Term Debt 2.4 B
Other Non-Current Liabilities 784 M
5.75 %7.68 %64.99 %21.28 %Total Liabilities$3.7b
EFFICIENCY
Earnings Waterfall Allison Transmission Holdings, Inc.
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Revenue 3.22 B
Cost Of Revenue 1.7 B
Gross Profit 1.53 B
Operating Expenses 537 M
Operating Income 992 M
Other Expenses 261 M
Net Income 731 M
4b4b3b3b3b3b2b2b2b2b1b1b500m500m003b(2b)2b(537m)992m(261m)731mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
47.41% GROSS MARGIN
47.41%
30.76% OPERATING MARGIN
30.76%
22.67% NET MARGIN
22.67%
44.28% ROE
44.28%
13.70% ROA
13.70%
16.70% ROIC
16.70%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Allison Transmission Holdings, Inc.
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800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 731 M
Depreciation & Amortization 121 M
Capital Expenditures 0
Stock-Based Compensation 0
Change in Working Capital -77 M
Others -34 M
Free Cash Flow 658 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Allison Transmission Holdings, Inc.
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Wall Street analysts predict an average 1-year price target for ALSN of $103 , with forecasts ranging from a low of $85 to a high of $115 .
ALSN Lowest Price Target Wall Street Target
85 USD -13.07%
ALSN Average Price Target Wall Street Target
103 USD 5.00%
ALSN Highest Price Target Wall Street Target
115 USD 17.61%
Price
Max Price Target
Min Price Target
Average Price Target
125125120120115115110110105105100100959590908585808075757070Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.28% DIVIDEND YIELD
0.27 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.201.201.001.000.800.800.600.600.400.400.200.200.000.000.150.150.150.150.150.170.190.210.230.250.270.150.150.150.150.150.170.190.210.230.250.150.150.150.150.150.170.190.210.230.250.150.600.150.600.150.600.150.600.150.600.170.680.190.760.210.840.230.920.251.000.272015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Allison Transmission Holdings, Inc.
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Sold
0-3 MONTHS
1.58 M USD 3
3-6 MONTHS
2.88 M USD 2
6-9 MONTHS
1.64 M USD 3
9-12 MONTHS
1.09 M USD 2
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Allison Transmission Q1 Earnings Top Estimates, Sales Miss ALSN expects full-year 2025 net sales and net income in the band of $3.2-$3.3 billion and $735-$785 million, respectively. zacks.com - 2 weeks ago
Allison Transmission Holdings, Inc. (ALSN) Q1 2025 Earnings Call Transcript Allison Transmission Holdings, Inc. (NYSE:ALSN ) Q1 2025 Results Conference Call May 1, 2025 5:00 PM ET Company Participants Jacalyn Bolles - Executive Director, Treasury and Investor Relations David Graziosi - Chair and Chief Executive Officer Scott Mell - Chief Financial Officer and Treasurer Frederick Bohley - Chief Operating Officer. Conference Call Participants Kyle Menges - Citigroup Isaac Chausen - Oppenheimer Tim Thein - Raymond James Rob Wertheimer - Melius Research Tami Zakaria - JPMorgan Angel Castillo - Morgan Stanley Luke Junk - Baird Jerry Revich - Goldman Sachs Operator Good afternoon, thank you for standing by. seekingalpha.com - 2 weeks ago
Allison Transmission (ALSN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates The headline numbers for Allison Transmission (ALSN) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 2 weeks ago
Allison Transmission (ALSN) Surpasses Q1 Earnings Estimates Allison Transmission (ALSN) came out with quarterly earnings of $2.23 per share, beating the Zacks Consensus Estimate of $1.97 per share. This compares to earnings of $1.90 per share a year ago. zacks.com - 2 weeks ago
Allison Transmission Announces First Quarter 2025 Results Net Income of $192 million, up 14% year over year, and 25.1% of Net Sales, up 370 basis points year over year Diluted EPS of $2.23, up 17% year over year Adjusted EBITDA margin of 37.5%, up 90 basis points year over year  INDIANAPOLIS , May 1, 2025 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), today reported first quarter net sales of $766 million, with top-line performance driven by strength in the North America On-Highway and Defense end markets. David S. Graziosi, Chair and Chief Executive Officer of Allison Transmission commented, "Allison is well-positioned to navigate current trade uncertainties, utilizing our global footprint to provide our North American customers with Made in USA products while supplying our Outside North America customers with on-highway products produced outside North America. prnewswire.com - 2 weeks ago
All Three Indian Government-Funded OEMs Choose Allison Transmission for India's FICV Program INDIANAPOLIS , April 23, 2025 /PRNewswire/ -- Allison Transmission, the world's largest manufacturer of medium- and heavy-duty fully automatic transmissions for commercial and defense vehicles, has been selected to provide its 3040 MX cross-drive transmission for all three Government-funded original equipment manufacturers (OEMs) competing in India's Future Infantry Combat Vehicle (FICV) prototype program. The FICV program aims to modernize the Indian Army's fleet by replacing the aging BMP-II Infantry Fighting Vehicles (IFVs) with advanced, domestically manufactured combat vehicles. prnewswire.com - 3 weeks ago
Allison Transmission Schedules First Quarter 2025 Earnings Conference Call INDIANAPOLIS , April 18, 2025 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), a leading designer and manufacturer of conventional and electrified vehicle propulsion solutions and the largest global manufacturer of medium- and heavy-duty fully automatic transmissions for commercial and defense vehicles, today announced that it will hold its first quarter 2025 financial results conference call at 5:00 p.m. EDT on Thursday, May 1, 2025. prnewswire.com - 1 month ago
Allison Transmission (ALSN) to Report Q1 Results: Wall Street Expects Earnings Growth Allison Transmission (ALSN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 1 month ago
Allison Transmission Announces Scott Mell as New Chief Financial Officer INDIANAPOLIS , April 10, 2025 /PRNewswire/ -- Allison Transmission (ALSN), a leading designer and manufacturer of commercial and defense vehicle propulsion solutions, announces the appointment of Scott Mell as its new Chief Financial Officer (CFO) and Treasurer, effective April 14, 2025. This announcement follows the June 2024 appointment of Fred Bohley to Chief Operating Officer (COO), who continued to serve as CFO and Treasurer while the company sought a successor. prnewswire.com - 1 month ago
Allison Transmission Expands Service Network Across Japan and West Africa Service channel expansion ensures Allison delivers the Allison Brand Promise to rapidly increasing fielded population outside North America. INDIANAPOLIS , March 25, 2025 /PRNewswire/ -- Allison Transmission is pleased to announce the expansion of its service network across Japan and West Africa, underscoring its commitment to delivering global customer support and service accessibility to the increasing fielded population of customers and applications using Allison propulsion solutions outside North America. prnewswire.com - 1 month ago
Daimler Truck North America Selects Allison's FuelSense® 2.0 Neutral at Stop Technology for Freightliner and Western Star Trucks INDIANAPOLIS , March 18, 2025 /PRNewswire/ -- Allison Transmission today announced that Daimler Truck North America LLC (DTNA) has standardized Allison's FuelSense® 2.0 Neutral at Stop technology for Freightliner and Western Star trucks. This feature is exclusively available on trucks equipped with Allison transmissions. prnewswire.com - 2 months ago
Our Top 10 Dividend High Growth Stocks - March 2025 This monthly article focuses on selecting high-growth dividend stocks with rapidly growing dividends rather than high current yields. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase. seekingalpha.com - 2 months ago
8. Profile Summary

Allison Transmission Holdings, Inc. ALSN

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COUNTRY US
INDUSTRY Auto - Parts
MARKET CAP $ 8.36 B
Dividend Yield 0.28%
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. The company markets its transmissions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name. It also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its transmissions, as well as defense kits, engineering services, and extended transmission coverage services to various original equipment manufacturers, distributors, and the U.S. government. The company serves customers through an independent network of approximately 1,400 independent distributor and dealer locations. The company was formerly known as Clutch Holdings, Inc. Allison Transmission Holdings, Inc. was founded in 1915 and is headquartered in Indianapolis, Indiana.
Contact One Allison Way, Indianapolis, IN, 46222-3271 https://www.allisontransmission.com
IPO Date March 15, 2012
Employees 4000
Officers Mr. David S. Graziosi CPA Chairman, President & Chief Executive Officer Mr. Scott A. Mell Chief Financial Officer Ms. Jacalyn C. Bolles Executive Director of Treasury & IR Mr. G. Frederick Bohley III Chief Operating Officer Mr. Michael Foster Chief Technology Officer Mr. Eric C. Scroggins Vice President, General Counsel & Secretary Mr. J. K. Pareek Vice President of Information Systems and Services & Chief Information Officer Melissa L. Sauer Executive Director of Corporate Affairs & Communications Mr. John M. Coll Senior Vice President of Global Marketing, Sales & Service Ms. Teresa J. Van Niekerk Vice President & Chief Procurement Officer