Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALSN
HOLDAllison Transmission Holdings, Inc. · Consumer Cyclical · United States · $10.1B · Avg Vol: $162M/d
COMPANY DESCRIPTION
Allison Transmission Holdings, Inc. is the world's largest manufacturer of fully automatic transmissions for medium- and heavy-duty commercial vehicles and tactical U.S. defense vehicles. The company commands a dominant market share in its core North American vocational truck segment, supported by a highly trusted brand and an extensive global distribution and service network. Its competitive moat is sustained by high engineering barriers to entry, deep customer integration, and exceptional product reliability.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.8B | 3.0B | 3.2B | 3.0B | 2.8% | 3.6B | 5.8B | 6.1B | 42.0% |
| EPS | 5.53 | 7.48 | 8.40 | 7.42 | 10.3% | 6.43 | 9.76 | 11.16 | 22.6% |
| Shares | 91.8M | 87.6M | 85.8M | 82.8M | -9.8% | 82.9M | — | — | — |
| Debt | 2.5B | 2.5B | 2.4B | 2.9B | 4.8% | 4.4B | — | — | — |
| Equity | 874.0M | 1.2B | 1.7B | 1.9B | 28.8% | — | — | — | — |
| Op CF | 657.0M | 784.0M | 801.0M | 836.0M | 8.4% | 811.0M | — | — | — |
| Inv CF | -183.0M | -129.0M | -147.0M | -184.0M | — | — | — | — | — |
| Fin CF | -367.0M | -332.0M | -427.0M | 57.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ALSN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ALSN | Allison Transmission Holdings, Inc.(you) | $10.1B | 57 | HOLD |
| MOD | Modine Manufacturing Company | $12.8B | 52 | HOLD |
| ATMU | Atmus Filtration Technologies Inc. | $4.4B | 61 | HOLD |
| DORM | Dorman Products, Inc. | $4.0B | 61 | HOLD |
| LKQ | LKQ Corporation | $6.6B | 72 | BUY |
| BWA | BorgWarner Inc. | $13.2B | 79 | BUY |
| AAP | Advance Auto Parts, Inc. | $3.8B | 48 | HOLD |
| GPC | Genuine Parts Company | $17.1B | 37 | HOLD |
| AZO.MX | AutoZone, Inc. | $49.7B | 54 | HOLD |
| DAN | Dana Incorporated | $2.9B | 69 | BUY |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%