ALSN
Bearish signalScored 2026-08-27 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
Allison Transmission Holdings, Inc.
- Nom
- Allison Transmission Holdings, Inc.
- Secteur
- Consumer Cyclical
- Industrie
- Auto - Parts
- Bourse
- NYSE
- Capitalisation
- $8.8B
- Employés
- 4,000
- PDG
- David S. Graziosi
- Site web
- https://www.allisontransmission.com
- Marché
- APTVBWADANTKR
Allison Transmission Holdings, Inc. (ALSN), along with its affiliates, specializes in the global development, manufacturing, and sale of fully-automatic transmissions. These robust systems are engineered for both medium and heavy-duty commercial vehicles, as well as medium and heavy-tactical defense vehicles utilized by the U.S. military. The company's diverse product portfolio serves a broad spectrum of applications. This includes on-highway vehicles such as trucks for distribution, refuse collection, construction, fire, and emergency services, alongside school and transit buses, and recreational motor homes. Furthermore, Allison transmissions power off-highway equipment for the energy, mining, and construction industries, as well as both wheeled and tracked defense vehicles. New transmissions are marketed under the well-known Allison Transmission brand, while their remanufactured offerings are sold as ReTran. Beyond core transmissions, the company supplies a range of ancillary products and services. These encompass branded replacement parts, essential support equipment, aluminum die-cast components, and other items critical for maintaining their extensive installed base of vehicles. Additionally, they provide defense kits, specialized engineering services, and extended transmission coverage to key clients, including original equipment manufacturers (OEMs), distributors, and the U.S. government. Allison Transmission reaches its customer base through a robust, independent global network comprising approximately 1,400 distributor and dealer locations. Established in 1915, the company was formerly known as Clutch Holdings, Inc. Its corporate headquarters are situated in Indianapolis, Indiana.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 26 708 titres (~3 537 106,03 $ US)
- Insiders
- Graziosi David S.
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$1,226,989
Avg sell (VWAP, 90d window) $128.23 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-08-21
- Last synced
-
2026-08-27 10:00:12
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-08-21 | Graziosi David S. | Sell · S | 4,558 | $134.05 | $610,990 | Form 4 |
| 2026-08-11 | Scroggins Eric C. | Sell · S | 1,050 | $125.00 | $131,250 | Form 4 |
| 2026-08-10 | Bohley G Frederick | Sell · S | 3,961 | $122.38 | $484,748 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Signal
Bearish signalScored 2026-08-27 Drivers: fundamentals. Moteurs : fondamentaux.
ALSN presents solid financial health with strong liquidity and cash flow generation, but the absence of a meaningful event-driven catalyst (score: 25) and significant insider selling by the CEO weigh heavily on the…
The first sentence of the analysis written for ALSN on 2026-08-27 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Unavailable or mixed. Stored narrative reading is in the neutral band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 4.85 · operating margin 32%
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 48.4% | 47.4% | 48.4% | 46.8% | 47.7% | |
| Ebit Margin | 30.0% | 30.6% | 30.8% | 27.6% | 28.6% | |
| Ebitda Margin | 34.1% | 34.3% | 35.8% | 33.2% | 34.9% | |
| Operating Profit Margin | 32.3% | 30.8% | 30.3% | 28.3% | 27.9% | |
| Pretax Profit Margin | 26.7% | 27.8% | 27.2% | 23.3% | 23.8% | |
| Continuous Operations Profit Margin | 20.7% | 22.7% | 22.2% | 19.2% | 18.4% | |
| Net Profit Margin | 20.7% | 22.7% | 22.2% | 19.2% | 18.4% | |
| Bottom Line Profit Margin | 20.7% | 22.7% | 22.2% | 19.2% | 18.4% | |
| Current Ratio | 4.854 | 3.040 | 2.495 | 1.804 | 1.462 | |
| Quick Ratio | 4.167 | 2.417 | 1.944 | 1.337 | 1.017 | |
| Solvency Ratio | 0.177 | 0.231 | 0.218 | 0.181 | 0.155 | |
| Cash Ratio | 3.250 | 1.543 | 1.108 | 0.483 | 0.277 | |
| Price To Earnings Ratio | 13.194 | 12.864 | 7.774 | 7.523 | 8.801 | |
| Price To Earnings Growth Ratio | -1.131 | 1.046 | 0.220 | 0.222 | 0.153 | |
| Forward Price To Earnings Growth Ratio | -1.131 | 1.046 | 0.220 | 0.222 | 0.153 | |
| Price To Earnings Diluted Ratio | 13.356 | 13.004 | 7.858 | 7.523 | 8.801 | |
| Price To Earnings Diluted Growth Ratio | -1.133 | 1.057 | 0.232 | 0.222 | 0.153 | |
| Price To Book Ratio | 4.405 | 5.694 | 4.245 | 4.569 | 6.135 | |
| Price To Sales Ratio | 2.732 | 2.915 | 1.724 | 1.442 | 1.619 | |
| Price To Free Cash Flow Ratio | 12.671 | 14.288 | 7.942 | 8.150 | 8.455 | |
| Price To Operating Cash Flow Ratio | 9.980 | 11.737 | 6.675 | 6.079 | 6.125 | |
| Debt To Assets Ratio | 0.480 | 0.454 | 0.502 | 0.540 | 0.567 | |
| Debt To Equity Ratio | 1.565 | 1.466 | 2.045 | 2.888 | 3.986 | |
| Debt To Capital Ratio | 0.610 | 0.594 | 0.672 | 0.743 | 0.799 | |
| Long Term Debt To Capital Ratio | 0.608 | 0.592 | 0.669 | 0.741 | 0.798 | |
| Financial Leverage Ratio | 3.258 | 3.232 | 4.075 | 5.344 | 7.030 | |
| Working Capital Turnover Ratio | 2.146 | 3.622 | 5.348 | 9.261 | 8.074 | |
| Operating Cash Flow Ratio | 1.791 | 1.583 | 1.565 | 1.369 | 1.383 | |
| Operating Cash Flow Sales Ratio | 0.274 | 0.248 | 0.258 | 0.237 | 0.264 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.788 | 0.821 | 0.841 | 0.746 | 0.724 | |
| Debt Service Coverage Ratio | 7.824 | 10.011 | 8.265 | 6.484 | 5.803 | |
| Interest Coverage Ratio | 9.929 | 11.146 | 8.589 | 6.644 | 5.767 | |
| Short Term Operating Cash Flow Coverage Ratio | 82.400 | 160.200 | 130.667 | 109.500 | 105.833 | |
| Operating Cash Flow Coverage Ratio | 0.282 | 0.331 | 0.311 | 0.260 | 0.251 | |
| Capital Expenditure Coverage Ratio | 4.709 | 5.601 | 6.272 | 3.934 | 3.629 | |
| Dividend Paid And Capex Coverage Ratio | 3.098 | 3.483 | 3.769 | 2.660 | 2.480 | |
| Dividend Payout Ratio | 0.146 | 0.119 | 0.123 | 0.151 | 0.183 | |
| Enterprise Value Multiple | 9.405 | 9.973 | 6.617 | 6.847 | 7.505 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 48.4% | ▲1.0% | ▲0.6% |
| Ebit Margin | 30.0% | ▼-0.6% | ▲0.5% |
| Ebitda Margin | 34.1% | ▼-0.2% | ▼-0.4% |
| Operating Profit Margin | 32.3% | ▲1.6% | ▲2.4% |
| Pretax Profit Margin | 26.7% | ▼-1.1% | ▲0.9% |
| Continuous Operations Profit Margin | 20.7% | ▼-2.0% | ▲0.1% |
| Net Profit Margin | 20.7% | ▼-2.0% | ▲0.1% |
| Bottom Line Profit Margin | 20.7% | ▼-2.0% | ▲0.1% |
| Current Ratio | 4.854 | ▲1.815 | ▲2.123 |
| Quick Ratio | 4.167 | ▲1.750 | ▲1.991 |
| Solvency Ratio | 0.177 | ▼-0.054 | ▼-0.015 |
| Cash Ratio | 3.250 | ▲1.706 | ▲1.918 |
| Price To Earnings Ratio | 13.194 | ▲0.330 | ▲3.163 |
| Price To Earnings Growth Ratio | -1.131 | ▼-2.177 | ▼-1.233 |
| Forward Price To Earnings Growth Ratio | -1.131 | ▼-2.177 | ▼-1.233 |
| Price To Earnings Diluted Ratio | 13.356 | ▲0.352 | ▲3.248 |
| Price To Earnings Diluted Growth Ratio | -1.133 | ▼-2.190 | ▼-1.239 |
| Price To Book Ratio | 4.405 | ▼-1.290 | ▼-0.605 |
| Price To Sales Ratio | 2.732 | ▼-0.183 | ▲0.645 |
| Price To Free Cash Flow Ratio | 12.671 | ▼-1.616 | ▲2.370 |
| Price To Operating Cash Flow Ratio | 9.980 | ▼-1.757 | ▲1.861 |
| Debt To Assets Ratio | 0.480 | ▲0.027 | ▼-0.028 |
| Debt To Equity Ratio | 1.565 | ▲0.099 | ▼-0.825 |
| Debt To Capital Ratio | 0.610 | ▲0.016 | ▼-0.074 |
| Long Term Debt To Capital Ratio | 0.608 | ▲0.016 | ▼-0.073 |
| Financial Leverage Ratio | 3.258 | ▲0.026 | ▼-1.330 |
| Working Capital Turnover Ratio | 2.146 | ▼-1.475 | ▼-3.544 |
| Operating Cash Flow Ratio | 1.791 | ▲0.208 | ▲0.253 |
| Operating Cash Flow Sales Ratio | 0.274 | ▲0.025 | ▲0.017 |
| Free Cash Flow Operating Cash Flow Ratio | 0.788 | ▼-0.034 | ▲0.004 |
| Debt Service Coverage Ratio | 7.824 | ▼-2.187 | ▲0.147 |
| Interest Coverage Ratio | 9.929 | ▼-1.218 | ▲1.514 |
| Short Term Operating Cash Flow Coverage Ratio | 82.400 | ▼-77.800 | ▼-35.320 |
| Operating Cash Flow Coverage Ratio | 0.282 | ▼-0.049 | ▼-0.005 |
| Capital Expenditure Coverage Ratio | 4.709 | ▼-0.893 | ▼-0.120 |
| Dividend Paid And Capex Coverage Ratio | 3.098 | ▼-0.385 | ▼-0.000 |
| Dividend Payout Ratio | 0.146 | ▲0.027 | ▲0.002 |
| Enterprise Value Multiple | 9.405 | ▼-0.568 | ▲1.335 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $8.22B | $9.40B | $5.23B | $3.99B | $3.89B | |
| Enterprise value | $9.65B | $11.04B | $7.20B | $6.29B | $6.29B | |
| EV / Sales | 3.21x | 3.42x | 2.37x | 2.27x | 2.62x | |
| EV / Op. cash flow | 11.71x | 13.78x | 9.18x | 9.57x | 9.90x | |
| EV / Free cash flow | 14.87x | 16.78x | 10.93x | 12.83x | 13.67x | |
| EV / EBITDA | 9.40x | 9.97x | 6.62x | 6.85x | 7.50x | |
| Net debt / EBITDA | 1.39x | 1.48x | 1.81x | 2.50x | 2.86x | |
| Current ratio | 4.85x | 3.04x | 2.50x | 1.80x | 1.46x | |
| Income quality | 1.32x | 1.10x | 1.17x | 1.24x | 1.44x | |
| Graham number | $61 | $60 | $48 | $34 | $23 | |
| Graham net-net | -$28 | -$28 | -$31 | -$33 | -$31 | |
| Tax burden | 77.5% | 81.5% | 81.4% | 82.3% | 77.3% | |
| Interest burden | 89.1% | 91.0% | 88.5% | 84.5% | 83.1% | |
| Working capital | $1.77B | $1.03B | $749.0M | $386.0M | $212.0M | |
| Invested capital | $5.50B | $4.73B | $4.43B | $4.10B | $3.90B | |
| Return on assets | 10.2% | 13.7% | 13.4% | 11.4% | 9.9% | |
| Operating ROA | 17.0% | 19.1% | 19.0% | 17.2% | 15.0% | |
| Return on tangible assets | 19.4% | 30.0% | 31.8% | 30.9% | 29.9% | |
| Return on equity | 33.4% | 44.3% | 54.6% | 60.8% | 69.7% | |
| Return on invested capital | 13.4% | 16.7% | 16.5% | 15.4% | 12.9% | |
| Return on capital employed | 17.3% | 20.5% | 20.3% | 18.7% | 16.7% | |
| Earnings yield | 7.6% | 7.8% | 12.9% | 13.3% | 11.4% | |
| Free cash flow yield | 7.9% | 7.0% | 12.6% | 12.3% | 11.8% | |
| Capex / Op. cash flow | 21.2% | 17.9% | 15.9% | 25.4% | 27.6% | |
| Capex / Depreciation | 141.1% | 118.2% | 81.2% | 107.7% | 116.7% | |
| Capex / Sales | 5.8% | 4.4% | 4.1% | 6.0% | 7.3% | |
| SG&A / Sales | 10.3% | 10.4% | 11.8% | 11.8% | 12.7% | |
| R&D / Sales | 5.8% | 6.2% | 6.4% | 6.7% | 7.1% | |
| Stock comp / Sales | 0.0% | 0.8% | 0.7% | 0.7% | 0.6% | |
| Intangibles / Total assets | 47.2% | 54.3% | 57.9% | 63.2% | 66.9% | |
| Days sales outstanding | 40d | 41d | 43d | 48d | 46d | |
| Days payables outstanding | 45d | 46d | 49d | 48d | 52d | |
| Operating cycle | 115d | 109d | 107d | 103d | 105d | |
| Cash conversion cycle | 70d | 63d | 58d | 55d | 53d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-08-26 Algert Global LLC Has $13.74 Million Stake in Allison Transmission Holdings, Inc. $ALSN Algert Global LLC lifted its position in shares of Allison Transmission Holdings, Inc. (NYSE: ALSN) by 5.6% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 121,849 shares of the auto parts company''s stock after purchasing an additional 6,430 shares during the
- 2026-08-25 BlackRock Inc. Invests $448.23 Million in Allison Transmission Holdings, Inc. $ALSN BlackRock Inc. bought a new stake in Allison Transmission Holdings, Inc. (NYSE: ALSN) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,975,802 shares of the auto parts company''s stock, valued at approximately $448,232,000. BlackRock Inc. owned
- 2026-08-25 Callan Family Office LLC Makes New Investment in Allison Transmission Holdings, Inc. $ALSN Callan Family Office LLC purchased a new position in shares of Allison Transmission Holdings, Inc. (NYSE: ALSN) during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 7,479 shares of the auto parts company''s stock, valued at approximately $843,000. Other institutional investors
- 2026-08-14 Dividend Champion, Contender, And Challenger Highlights: Week August 16 A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
- 2026-08-11 Allison Declares Quarterly Dividend INDIANAPOLIS, Aug. 11, 2026 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), a global leader in high-performance mobility and work solutions built for the needs of the modern industrial world, announced today that its Board of Directors has declared a cash dividend of $0.29 per share on the Company''s common stock for the third quarter of 2026. Payment will be made on August 31, 2026, to stockholders of record at the close of business on August 21, 2026.
- 2026-08-10 Allison Transmission: Off-Highway Boosts Revenue, But Outlook Remains Mixed Allison Transmission Holdings, Inc. delivered 92.4% YoY topline growth in Q2 FY26, driven by its off-highway business acquisition and set to continue driving topline growth further. Despite topline momentum, lower-margin off-highway revenue and elevated material costs are likely to pressure ALSN''s near-term profitability. I maintain a Hold rating on ALSN, citing unattractive valuation due to weak earnings conversion and continued uncertainty in the legacy North America on-highway segment.
- 2026-08-03 Here''s What Key Metrics Tell Us About Allison Transmission (ALSN) Q2 Earnings Although the revenue and EPS for Allison Transmission (ALSN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
- 2026-08-03 Allison Transmission Holdings, Inc. (ALSN) Q2 2026 Earnings Call Transcript Allison Transmission Holdings, Inc. (ALSN) Q2 2026 Earnings Call Transcript
- 2026-08-03 Allison Transmission Q2 Earnings Call Highlights Allison Transmission NYSE: ALSN reported second-quarter 2026 net sales of $1.566 billion, up 92% from a year earlier, as the addition of its Allison Off-Highway business unit and growth in its legacy transmission operations lifted revenue. The company raised its full-year outlook, citing second-quarter performance and improving conditions across its end markets.
- 2026-08-03 Allison Transmission (ALSN) Surpasses Q2 Earnings and Revenue Estimates Allison Transmission (ALSN) came out with quarterly earnings of $2.73 per share, beating the Zacks Consensus Estimate of $2.6 per share. This compares to earnings of $2.29 per share a year ago.