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

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ALSN Stock Chart & Stats

$128.50
-$0.25(-0.23%)
At close: 4:00 PM EST
$128.50
-$0.25(-0.23%)

Bulls Say, Bears Say

Bulls Say
Commercial Vehicle DemandImproving commercial vehicle order data has skewed investor positioning positively and could support stronger sales momentum in the heavy vehicle segment.
Conservative Guidance UpsideConservative guidance leaves room for upside from stronger end-market demand, realized synergies, and margin expansion if execution aligns with targets.
Segment TransparencyA segment-level breakout showing legacy and Off-Highway sales down to operating income increases transparency and helps investors assess underlying business performance.
Bears Say
End-market WeaknessSoftness in North American on-highway demand together with weak off-highway markets could worsen product mix and pressure revenue quality.
Integration And Mix RiskIntegration challenges and a higher mix of European and off-highway sales increase execution risk and make the current valuation harder to justify.
Tariff-related Margin PressureTariff-related offsets are likely to dilute margins and could offset planned pricing increases, reducing expected profitability gains.

Allison Transmission Holdings News

ALSN FAQ

What was Allison Transmission’s price range in the past 12 months?
Allison Transmission lowest stock price was $76.01 and its highest was $137.62 in the past 12 months.
    What is Allison Transmission’s market cap?
    Allison Transmission’s market cap is $10.05B.
      When is Allison Transmission’s upcoming earnings report date?
      Allison Transmission’s upcoming earnings report date is Jul 23, 2026 which is in 29 days.
        How were Allison Transmission’s earnings last quarter?
        Allison Transmission released its earnings results on May 04, 2026. The company reported $1.33 earnings per share for the quarter, missing the consensus estimate of $2.066 by -$0.736.
          Is Allison Transmission overvalued?
          According to Wall Street analysts Allison Transmission’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Allison Transmission pay dividends?
            Allison Transmission pays a Quarterly dividend of $0.29 which represents an annual dividend yield of 1.07%. See more information on Allison Transmission dividends here
              What is Allison Transmission’s EPS estimate?
              Allison Transmission’s EPS estimate is 2.44.
                How many shares outstanding does Allison Transmission have?
                Allison Transmission has 82,935,980 shares outstanding.
                  What happened to Allison Transmission’s price movement after its last earnings report?
                  Allison Transmission reported an EPS of $1.33 in its last earnings report, missing expectations of $2.066. Following the earnings report the stock price went down -1.294%.
                    Which hedge fund is a major shareholder of Allison Transmission?
                    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

                      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

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presents a mixed but broadly constructive outlook: adjusted (non-GAAP) profitability metrics were strong (adjusted EBITDA +22% and adjusted EPS +6%), the Off Highway acquisition is generating meaningful revenue and is expected to be accretive, and integration/synergy progress is on track toward a $120 million run-rate. Offsetting these positives are sizable one-time acquisition-related GAAP hits (~$76M inventory step-up, ~$22M amortization, ~$17M integration), near-term free cash flow seasonality, and elevated net leverage (~$4B) amid geopolitical and regulatory uncertainty that could pressure end markets (notably medium-duty). Management reaffirmed full-year guidance and emphasized confidence in long-term margin and synergy targets but acknowledged short-term headwinds.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

                      $132.00
                      ▲(2.72% Upside)
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