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Company Analysis

Allison Transmission Holdings, ALSN

A comprehensive view of key metrics, scores, and financial health for Allison Transmission Holdings,

Overview of Allison Transmission Holdings, Inc.

ALSN NYQ
Consumer Cyclical Auto Parts Mid Cap
Allison Transmission Holdings, Inc. (ALSN), is a Mid Cap company, in the Auto Parts industry, last closed at $112.82, about 39.6% overvalued vs fair value, +16.0% 1Y return, placing in the top 25% of its sector.
$112.82
-0.26%
As of March 13, 2026
Previous close • Vol 90d: 26.5%
52-Week Range
Market Cap
$9.39B
Enterprise Value
$10.82B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.allisontransmissio...
HQ Indianapolis, IN
Employees 4,000
Fiscal year Dec 31

Next Events

Dividend Mar 20
Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$61
$68
$76
Current: $112.82 -40% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$3.0B
-6.7%%
Gross Profit
$1.5B
-4.8%%
Operating Income
$973.0M
-1.9%%
Net Income
$623.0M
-14.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
105.6%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$523.0M
79.5% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
2/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Allison Transmission Holdings, 's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
87
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
86
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing ALSN's balance between Growth (19.3%), Profitability (44.9%), and Safety (35.8%). Growth 19% Safety 36% Profitability 45%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

40th percentile vs peers
41
Key Signals
EPS Growth YoY 12.3% 58p EPS CAGR 3Y 26.2% 75p Revenue CAGR 3Y 2.8% 29p Rev Growth YoY -6.7% 21p TSR -8.4% 39p
Strengths
  • D/E Ratio in top 20% of peers (1.56, 89th percentile)
  • Interest Coverage Ratio in top 20% of peers (9.20, 80th percentile)
  • Superior capital returns - 3 return metrics above peer median
Risks
  • Growth below peer median (percentile: 40)

Profitability

95th percentile vs peers
95
Key Signals
Strengths
Risks
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Safety

75th percentile vs peers
76
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Allison Transmission Holdings, .

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$68.19
- - -
-39.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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