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Allison Transmission Holdings logo

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
$10.63B+42.6%
Revenue$4.4B+37.6%
Net income$529.0M-30.6%
Free cash flow$737.0M+12.7%
EPS (diluted)$6.28-28.5%
Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

August 3, 2026
Revenue$1.6BBeat by $63.8MEPS$2.18Miss by $0.30

Next report

Oct 29, 2026 (in 2 months)
Revenue estimate$1.5B
EPS estimate$2.42

Financials

Q2 2026

Income statement

See full
Revenue$1.6B+92.4%
Gross profit$515.0M+27.8%
Operating income$291.0M+13.7%
Net income$181.0M-7.2%
EPS (diluted)$2.15-6.1%

Balance sheet

See full
Cash & equivalents$399.0M-48.7%
Total debt$4.2B+75.0%
Total equity$2.0B+12.9%
Total assets$8.7B+61.1%

Cash flow

See full
Operating cash flow$312.0M+69.6%
CapEx$31.0M0.0%
Free cash flow$281.0M+83.7%

Valuation & ratios

Valuation

See full
Market cap$10.63B+42.6%
Enterprise value$14.47B+59.0%
P/E20.1×+10.3×
P/S2.4×+0.1×

Profitability

See full
Gross margin36.4%-12.0pp
Operating margin19.6%-11.7pp
Net margin12%-11.8pp
FCF margin16.7%-3.7pp

Returns & leverage

See full
Return on equity28.3%-18.7pp
Debt / equity2.1×+0.8×
Current ratio1.8×-1.6×

Segments

By product

See full
North America On Highway$430.0M+3.1%
Construction Material Handling$249.0M—
Service Parts Support Equipment And Other$177.0M+0.6%
Agriculture$152.0M—
Service Other$152.0M—

By segment

See full
Allison Transmission Reportable$860.0M+5.7%

Competitors

By market cap

Caterpillar logo
Caterpillar$377.82B+86.4%
Ford Motor Company logo
Ford Motor Company$55.4B+16.9%
BorgWarner logo
BorgWarner$13.2B+39.9%
Allison Transmission Holdings logo
Allison Transmission Holdings$10.6B+42.6%
Dana Incorporated logo
Dana Incorporated$3.2B+20.3%
DCH
Dauch$1.5B—
Twin Disc logo
Twin Disc$339.2M+89.4%
Greenland Technologies Holding Corporation logo
Greenland Technologies Holding Corporation$23.1M-6.3%

By revenue growth

DCH
Dauch+41.0%
Allison Transmission Holdings logo
Allison Transmission Holdings+37.6%
Caterpillar logo
Caterpillar+18.4%
Twin Disc logo
Twin Disc+10.7%
BorgWarner logo
BorgWarner+2.2%
Ford Motor Company logo
Ford Motor Company+1.5%
Dana Incorporated logo
Dana Incorporated-7.0%

By net margin

Caterpillar logo
Caterpillar14.51%-0.4pp
Allison Transmission Holdings logo
Allison Transmission Holdings12.02%-11.8pp
BorgWarner logo
BorgWarner6.33%-0.1pp
Dana Incorporated logo
Dana Incorporated2.62%—
Twin Disc logo
Twin Disc1.34%+3.7pp
DCH
Dauch-2.01%-3.3pp
Ford Motor Company logo
Ford Motor Company-3.92%-5.6pp

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

FAQ

What is Allison Transmission Holdings's market cap?
Allison Transmission Holdings (ALSN) has a market capitalization of $10.6B and trades on NYSE.
What is Allison Transmission Holdings's revenue and profitability?
Allison Transmission Holdings generated $4.4B in trailing twelve-month revenue with net income of $529.0M, representing a net margin of 12.0%. Gross margin stands at 36.4%, with free cash flow of $737.0M. These figures are based on the Q2 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.