Allison Transmission Holdings Inc
Industrials · Transportation Equipment · Indianapolis, IN · CIK 0001411207
The business
Allison Transmission Holdings, Inc. (NYSE: ALSN) is a global leader in high-performance mobility and work solutions for the modern industrial world. Founded in 1915 and headquartered in Indianapolis, Indiana, the company operates at https://www.allisontransmission.com. Allison is the world's largest manufacturer of fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles.
The company operates through two primary business units: Allison Transmission and Allison Off-Highway Drive & Motion Systems, following its January 1, 2026 acquisition of Dana Incorporated's Off-Highway Drive & Motion Systems business. This acquisition significantly expanded Allison's portfolio to include drivetrain, motion, and propulsion solutions for off-highway applications across construction, agriculture, mining, material handling, and other industrial sectors.
Allison generates approximately 76% of revenues from North America, with the remainder from Asia-Pacific, Europe, Middle East, Africa, and South America. The company serves customers through an independent network of approximately 1,500 distributor and dealer locations worldwide. In 2025, net sales reached approximately $2.91 billion, distributed across on-highway North America (51%), on-highway outside North America (17%), off-highway (2%), defense (9%), and service parts and support equipment (21%).
The company employs approximately 4,000 employees as of December 31, 2025, with approximately 87% based in the United States. Following the acquisition of the Acquired Off-Highway Business, Allison acquired approximately 8,000 additional employees. Approximately 49% of U.S. employees are represented by the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America under a collective bargaining agreement.
Allison's product portfolio includes the 1000, 2000, 3000, and 4000 series transmissions for on-highway applications, the 6000, 8000, and 9000 series for off-highway use, electric hybrid solutions under the eGen Flex brand, and fully electric propulsion solutions under the eGen Power brand. The company also manufactures tracked vehicle propulsion solutions for defense applications and produces aluminum die cast components through its Walker Die Casting subsidiary. Allison's brand is recognized globally for performance, reliability, fuel efficiency, and technological leadership in commercial vehicle propulsion systems.
Ownership
Who holds Allison Transmission Holdings Inc — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY FTHNX · Capitol Series Trust | 2.97% | $332.05M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.02% | $307.45M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.14% | $223.51M |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund TMCPX · Touchstone Funds Group Trust | 4.68% | $204.65M |
| Fidelity Dividend Growth Fund FDGFX · Fidelity Securities Fund | 1.63% | $175.98M |
Superinvestors in Allison Transmission Holdings Inc
Share of each manager's reported 13F portfolio.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
15 years of Allison Transmission Holdings Inc's financials
Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.
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