Allison Transmission (ALSN)
Builds automatic transmissions, electrified propulsion and off-highway motion systems for working vehicles and equipment.
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Designs and manufactures fully automatic transmissions, electrified propulsion systems and service parts for commercial and defense vehicles. A second segment adds off-highway axles, gears, gearboxes and motion systems, widening a North America-heavy business while linking execution to cyclical equipment demand and acquisition integration.
Designs and manufactures fully automatic transmissions, electrified propulsion systems and service parts for medium- and heavy-duty commercial vehicles, defense platforms and specialized equipment. The Allison Transmission segment also supports an installed base through replacement parts and support equipment.
Extends the portfolio through Allison Off-Highway Drive & Motion Systems, which supplies axles, gears, gearboxes and other drivetrain and motion products for construction, agriculture, material handling, mining, forestry and industrial uses. The combined operating model now spans two reportable segments and remains rooted in manufacturing and application-specific engineering.
Generates most legacy sales in North America and sells through vehicle manufacturers plus an independent distributor and dealer network. Execution depends on cyclical equipment demand, emissions and climate rules, labor continuity and integrating the acquired off-highway business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 13, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $36 | Target: $126 |
| Feb 24, 2026 | Oppenheimer | Reiterate | Rating: —Target: $115 | Target: $135 |
| Jan 23, 2026 | Wells Fargo | Reiterate | Rating: —Target: $85 | Target: $98 |
| Dec 22, 2025 | Raymond James | Reiterate | Rating: —Target: $110 | Target: $115 |
| Dec 8, 2025 | Raymond James | Upgrade | Target: $85 | Target: $110 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $399.0M · Total debt $4.11B · Total assets $8.72B · Shareholders' equity $1.98B
- Revenue
- $860.0M
- Operating income
- $281.0M
- Net income
- $181.0M
HistoryDividendAnnual yield
| Institutions | ≥ 96.04% | 79.31M shares | |
|---|---|---|---|
| 580 holders · as of Jun 30, 2026 · largest filers only | |||
| Insiders | 0.75% | 619.0K shares | |
| 15 holders · as of Aug 25, 2026 | |||
| Other | ≤ 3.21% | 2.65M shares | |
| remainder | |||
82.58M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the 100 largest filers, so at least this.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 15.04% | 12.42M | as of Jun 30, 2026 |
Burgundy Asset Management Ltd.Institution | 6.46% | 5.34M | filed Feb 10, 2023 |
Vanguard Portfolio Management LLCInstitution | 4.83% | 3.99M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 4.81% | 3.98M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.53% | 3.74M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | David S. Graziosi | director, officer: Chair, President and CEO | −26,708 | $132.97 |
| Aug 11, 2026 | Eric C. Scroggins | officer: CLO & Asst. Secretary | −1,050 | $125.00 |
| Aug 10, 2026 | G. Frederick Bohley | officer: See Remarks | −3,961 | $122.38 |
| May 8, 2026 | Scott A. Mell | officer: CFO & Treasurer | −1,337 | $125.00 |
| Mar 9, 2026 | Eric C. Scroggins | officer: CLO & Asst. Secretary | −1,313 | $114.40 |
- Cummins
Broad rival in automated, electric and off-highway drivetrains
- Eaton
Direct rival in commercial transmissions and electric drivetrains
- Caterpillar
Vertically integrated rival across mining, construction and energy
- Twin Disc
Specialist rival in energy and off-highway power transmission
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Allison Transmission | $115.68 | −2.68% | $9.86B | 18.9 | 11.1 | 2.7 | +92.4% |
| Cummins | $523.20 | −2.17% | $73.79B | 27.3 | 15.8 | 2.1 | +9.4% |
| Eaton | $440.70 | +1.21% | $169.08B | 44.3 | 29.3 | 5.6 | +21.4% |
| Caterpillar | $805.18 | −1.39% | $376.11B | 35.1 | 28.0 | 5.0 | +24.0% |
| Twin Disc | $25.87 | +2.10% | $365.5M | 13.6 | 35.4 | 1.0 | +18.3% |
| Median | 31.2 | 28.6 | 3.6 | +19.9% |