What is Allison Transmission Holdings's market cap?

Allison Transmission Holdings (ALSN) has a market capitalization of $9.3B and trades on NYSE.

What is Allison Transmission Holdings's revenue and profitability?

Allison Transmission Holdings generated $3.7B in trailing twelve-month revenue with net income of $543.0M, representing a net margin of 14.9%. Gross margin stands at 40.8%, with free cash flow of $609.0M. These figures are based on the Q1 2026 filing.

Who are Allison Transmission Holdings's competitors?

Allison Transmission Holdings's key competitors include Twin Disc, Inc., Ford Motor Company, Caterpillar Inc., and others. These companies compete in similar markets and product categories.

Who does Allison Transmission Holdings partner with?

Allison Transmission Holdings's notable partners include BAE Systems plc, U.S. Department of Defense.

What subsidiaries does Allison Transmission Holdings have?

Allison Transmission Holdings's subsidiaries include Acquired Off-Highway Business.

Where is Allison Transmission Holdings headquartered?

Allison Transmission Holdings is headquartered in United States of America and employs approximately 3,700 people. It has been publicly traded since 2012.

Allison Transmission Holdings

ALSN

Allison Transmission is the world's largest manufacturer of fully automatic transmissions for medium- and heavy-duty commercial vehicles and U.S. defense platforms.

Market cap

$9.27B+12.3%

Revenue$3.7B+14.0%

Net income$543.0M-28.0%

Free cash flow$609.0M-6.5%

EPS (diluted)$6.42-25.5%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 4, 2026

Revenue$1.4BBeat by $25.7M EPS$2.57Beat by $0.47

Read the full report

Next report

Aug 3, 2026 (In 3 weeks)

Revenue estimate$1.5B

EPS estimate$2.55

Financials

Q1 2026

Income statement

See full

Revenue$1.4B+83.6%

Gross profit$406.0M+7.4%

Operating income$195.0M-21.7%

Net income$112.0M-41.7%

EPS (diluted)$1.33-40.4%

Balance sheet

See full

Cash & equivalents$311.0M-58.7%

Total debt$4.4B+81.4%

Total equity$1.9B+14.3%

Total assets$8.7B+62.2%

Cash flow

See full

Operating cash flow$156.0M-13.8%

CapEx$53.0M+104%

Free cash flow$103.0M-33.5%

Valuation & ratios

Valuation

See full

Market cap$9.27B+12.3%

Enterprise value$13.35B+34.9%

P/E17.1×+6.2×

P/S2.5×0.0×

Profitability

See full

Gross margin40.8%-7.3pp

Operating margin22.6%-8.8pp

Net margin14.9%-8.7pp

FCF margin16.7%-3.6pp

Returns & leverage

See full

Return on equity30.4%-19.7pp

Debt / equity2.3×+0.9×

Current ratio1.8×-1.2×

Segments

By product

See full

North America On Highway$375.0M-13.8%

Construction Material Handling$227.0M—

Agriculture$154.0M—

Service Parts Support Equipment And Other$153.0M+3.4%

Service Parts Specialty And Other$152.0M—

By segment

See full

Allison Transmission Reportable$733.0M-4.3%

Competitors

By market cap

Caterpillar$436.68B+133%

Ford Motor Company$53.8B+14.5%

BorgWarner$13.2B+69.7%

Allison Transmission Holdings$9.3B+12.3%

Dana Incorporated$2.8B+6.0%

DCH

Dauch Corporation$1.2B—

Twin Disc$306.5M+124%

Greenland Technologies Holding Corporation $14.3M-58.2%

By revenue growth

DCH

Dauch Corporation+14.8%

Allison Transmission Holdings+14.0%

Caterpillar+11.9%

Twin Disc+10.7%

Ford Motor Company+3.8%

BorgWarner+2.3%

Dana Incorporated-7.0%

By net margin

Allison Transmission Holdings14.88%-8.7pp

Caterpillar13.32%-2.4pp

BorgWarner6.33%-1.0pp

Dana Incorporated2.62%—

Twin Disc1.34%+3.7pp

DCH

Dauch Corporation-1.87%-2.8pp

Ford Motor Company-3.21%-5.9pp

Profile

Allison Transmission is the world's largest manufacturer of fully automatic transmissions for medium- and heavy-duty commercial vehicles and U.S. defense platforms. The company provides high-performance propulsion solutions designed to improve fuel efficiency, reliability, and productivity for vocational applications. Following a significant acquisition in 2026, the company expanded its portfolio to include specialized drivetrain and motion systems for global off-highway industrial equipment.

Competitive position

The company is the dominant global leader in fully automatic transmissions for commercial and defense vehicles, maintaining a significant competitive moat through long-term OEM agreements and a massive installed base.

GeographiesNorth America, Europe, Asia-Pacific, South America, Middle East, Africa

Customer segmentsOriginal Equipment Manufacturers, Government Agencies, Commercial Fleets, Industrial Enterprises

Business modelManufacturing, Aftermarket Parts and Service, B2B Engineering

SuppliersAluminum and steel casting suppliers, Forging suppliers, Electronic component manufacturers, Raw material providers (steel, aluminum)

CustomersCommercial vehicle OEMs, Military vehicle manufacturers, Industrial equipment OEMs, Independent distributor and dealer network

CountryUnited States of America

Listed2012

Employees3.7K

CEODavid S. Graziosi

SectorConsumer Cyclical

IndustryAuto - Parts

Websiteallisontransmission.com

FilingsSEC EDGAR

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Questions, answered.

What is Allison Transmission Holdings's market cap?: Allison Transmission Holdings (ALSN) has a market capitalization of $9.3B and trades on NYSE.
What is Allison Transmission Holdings's revenue and profitability?: Allison Transmission Holdings generated $3.7B in trailing twelve-month revenue with net income of $543.0M, representing a net margin of 14.9%. Gross margin stands at 40.8%, with free cash flow of $609.0M. These figures are based on the Q1 2026 filing.
Who are Allison Transmission Holdings's competitors?: Allison Transmission Holdings's key competitors include Twin Disc, Inc., Ford Motor Company, Caterpillar Inc., and others. These companies compete in similar markets and product categories.
Who does Allison Transmission Holdings partner with?: Allison Transmission Holdings's notable partners include BAE Systems plc, U.S. Department of Defense.
What subsidiaries does Allison Transmission Holdings have?: Allison Transmission Holdings's subsidiaries include Acquired Off-Highway Business.
Where is Allison Transmission Holdings headquartered?: Allison Transmission Holdings is headquartered in United States of America and employs approximately 3,700 people. It has been publicly traded since 2012.