image
Consumer Cyclical - Auto - Parts - NYSE - US
$ 88.105
-3.35 %
$ 7.53 B
Market Cap
10.33
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one ALSN stock under the worst case scenario is HIDDEN Compared to the current market price of 88.1 USD, Allison Transmission Holdings, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one ALSN stock under the base case scenario is HIDDEN Compared to the current market price of 88.1 USD, Allison Transmission Holdings, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one ALSN stock under the best case scenario is HIDDEN Compared to the current market price of 88.1 USD, Allison Transmission Holdings, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ALSN

image
$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$80.0Nov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 Apr
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%
796 M REVENUE
-3.40%
235 M OPERATING INCOME
-9.62%
175 M NET INCOME
0.00%
211 M OPERATING CASH FLOW
-14.23%
-77 M INVESTING CASH FLOW
-102.63%
-140 M FINANCING CASH FLOW
-102.90%
Balance Sheet Allison Transmission Holdings, Inc.
image
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.
image
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.
image
900m900m800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
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 801 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Allison Transmission Holdings, Inc.
image
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 -3.52%
ALSN Average Price Target Wall Street Target
103 USD 16.53%
ALSN Highest Price Target Wall Street Target
115 USD 30.53%
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
0.22% 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
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Allison Transmission Holdings, Inc.
image
Sold
0-3 MONTHS
1.58 M USD 3
3-6 MONTHS
3.42 M USD 3
6-9 MONTHS
1.11 M USD 2
9-12 MONTHS
1.67 M USD 3
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 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 - 2 weeks 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 - 2 weeks 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 - 3 weeks 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 - 1 month 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 - 1 month ago
3 Original Auto Equipment Stocks to Consider Amid High Tariffs Amid tariff-related uncertainty, auto equipment stocks like AXL, ALSN & ADNT are set to gain from their expanding footprints, acquisitions and continued innovation. zacks.com - 1 month ago
A Buy Rating For Allison Transmission With Modest Growth Expected In 2025 Allison Transmission Holdings, Inc. is rated a Buy despite the recent share price drop, with expected EPS growth of 7.5% and solid business fundamentals. The company boasts a century of experience, a strong brand, an extensive distributor network, and technological advantages, providing a medium moat in a competitive industry. Record Q4 net sales and full-year EPS, increased dividends, and a $1 billion share buyback signal confidence in future growth and profitability. seekingalpha.com - 2 months ago
31 Upcoming Dividend Increases, Including 3 Kings This week sees 31 dividend increases, including three Dividend Kings: Genuine Parts, Commerce Bancshares, and Kimberly-Clark, showcasing impressive financial stability and growth. My investment strategy prioritizes companies with consistently rising dividends and outperforming benchmarks, aiming for long-term wealth accumulation and portfolio prosperity. I use data from the "U.S. Dividend Champions" spreadsheet and NASDAQ to identify companies with at least five years of dividend growth. seekingalpha.com - 2 months ago
Allison Transmission: Long-Term Looks Promising, But Uncertain For Now 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. seekingalpha.com - 2 months ago
Massive Buybacks: 3 Stocks Returning Big Cash to Shareholders When it comes to share buyback authorizations, not all programs create equal value. A $1 billion repurchase program can have a very different impact depending on the size of the company authorizing it. marketbeat.com - 2 months ago
Allison Boosts Payouts & Buybacks: Is it Time to Buy the Stock Now? Commercial-duty transmission manufacturer Allison Transmission ALSN recently hiked its first-quarter 2025 dividend by 8% to 27 cents, which will be paid out on March 14 to shareholders of record as of March 3. This translates to a dividend yield of 1%, which might not be too tempting but is indeed sustainable with a payout ratio of around 12%. zacks.com - 2 months ago
8. Profile Summary

Allison Transmission Holdings, Inc. ALSN

image
COUNTRY US
INDUSTRY Auto - Parts
MARKET CAP $ 7.53 B
Dividend Yield 0.22%
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. J. K. Pareek Vice President of Information Systems and Services & Chief Information Officer Mr. G. Frederick Bohley III Chief Operating Officer Melissa L. Sauer Executive Director of Corporate Affairs & Communications Ms. Jacalyn C. Bolles Executive Director of Treasury & IR Mr. Scott A. Mell Chief Financial Officer Mr. Michael Foster Chief Technology Officer Mr. Eric C. Scroggins Vice President, General Counsel & Secretary Mr. John M. Coll Senior Vice President of Global Marketing, Sales & Service Ms. Teresa J. Van Niekerk Vice President & Chief Procurement Officer