Allison Transmission Holdings, Inc. (ALSN) Stock Analysis
Consumer Cyclical · Auto Parts · NYSE
Allison Transmission Holdings, Inc. (ALSN) posted $3.01B in revenue for fiscal 2025 (down 6.7% year over year), at a 20.7% net margin, and has compounded revenue about 7.7%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Allison Transmission Holdings, Inc.
Allison Transmission Holdings, Inc. has grown revenue from $1.84B to $3.01B over the last 10 fiscal years, compounding about 7.7% a year. The most recent year was down 6.7%, so growth has cooled from its longer-run pace.
Net margin sits at 20.7%, down 2 points year over year on a 48.6% gross margin. It carries about $2.89B of total debt.
At today's valuation the market is pricing in roughly 3.2% annual free-cash-flow growth — versus the 8.2% it actually delivered over the last five years, so the price is arguably undemanding against what it has already proven.
Synthesised from Allison Transmission Holdings, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Allison Transmission Holdings, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.84B | $2.26B | $2.71B | $2.70B | $2.08B | $2.40B | $2.77B | $3.04B | $3.23B | $3.01B |
| Gross profit | $864.00M | $1.13B | $1.42B | $1.39B | $998.00M | $1.15B | $1.30B | $1.47B | $1.53B | $1.46B |
| Net income | $215.00M | $504.00M | $639.00M | $604.00M | $299.00M | $442.00M | $531.00M | $673.00M | $731.00M | $623.00M |
| Net margin | 11.7% | 22.3% | 23.6% | 22.4% | 14.4% | 18.4% | 19.2% | 22.2% | 22.7% | 20.7% |
Source: Allison Transmission Holdings, Inc. SEC filings (10-K). 16 years of history available in the interactive view.
Allison Transmission Holdings, Inc.: no obvious red flags in the filings
Our deterministic scan of the filed statements — receivables vs sales, earnings vs cash, dilution, leverage and margins — didn't flag anything. Ask about the risks →
What growth is priced into ALSN stock?
At today's market cap of $9.50B, Allison Transmission Holdings, Inc. is priced for free-cash-flow growth of about 3.2% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $661.00M from the FY ending 2025-12-31). For comparison, free cash flow actually grew 8.2%/yr over the last five fiscal years and revenue 7.7%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 16 years of Allison Transmission Holdings, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Allison Transmission Holdings, Inc. financial history by metric
About Allison Transmission Holdings, Inc.
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles, and electrified propulsion systems 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 of off-highway vehicles and equipment; and wheeled and tracked defense vehicles. The company also provides its transmissions and electric propulsion solutions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name. In addition, it sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its solutions, 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 was formerly known as Clutch Holdings, Inc. Allison Transmission Holdings, Inc. was founded in 1915 and is headquartered in Indianapolis, Indiana.
Allison Transmission Holdings, Inc. — frequently asked questions
What is Allison Transmission Holdings, Inc.'s revenue?
Allison Transmission Holdings, Inc. (ALSN) reported revenue of $3.01B for fiscal year 2025, down 6.7% from the prior year, according to its SEC filings.
Is Allison Transmission Holdings, Inc. profitable?
Yes. ALSN earned net income of $623.00M in fiscal 2025, a net margin of 20.7%.
What is ALSN's P/E ratio?
Allison Transmission Holdings, Inc. trades at a price-to-earnings ratio of about 17.8 based on the latest data in our nightly-refreshed cache.
How fast is Allison Transmission Holdings, Inc. growing?
ALSN's revenue grew at roughly 7.7% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Allison Transmission Holdings, Inc. have?
As of fiscal year 2025, ALSN carried roughly $2.89B in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Allison Transmission Holdings, Inc.'s gross margin?
ALSN's gross margin was 48.6% in fiscal 2025 — gross profit of $1.46B on revenue of $3.01B.
What is Allison Transmission Holdings, Inc.'s market cap?
Allison Transmission Holdings, Inc. (ALSN) has a market capitalization of about $9.50B, based on the latest data in our nightly-refreshed cache.
When does Allison Transmission Holdings, Inc.'s fiscal year end?
ALSN's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
What growth is priced into ALSN stock?
At today's market cap of $9.50B, Allison Transmission Holdings, Inc. is priced for free-cash-flow growth of about 3.2% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $661.00M from the FY ending 2025-12-31). For comparison, free cash flow actually grew 8.2%/yr over the last five fiscal years and revenue 7.7%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Allison Transmission Holdings, Inc.'s official SEC filings (10-K and 10-Q), covering 16 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.