ALSN

Allison Transmission Holdings Inc

Ticker: ALSNIndustrialsTransportation Equipment
HQ Indianapolis, INCIK 1411207FY end 12-31Book / share $23.56Shares 84M
Revenue (FY)
$3.01B-6.67%
TTM $4.40B
Op. margin
29.24%-1.52%
TTM 19.56%
Net income
$623.00M-14.77%
TTM $529.00M
Operating cash
$836.00M+4.37%
TTM $939.00M
Free cash flow
$661.00M+0.46%
TTM $737.00M
Return on equity
34.57%-9.70%
TTM 26.73%
Debt / equity
1.55+0.09%
TTM 2.08
Shares outstanding
85.0M-3.41%
TTM 84.0M

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.

Sector
Industrials
Industry
Transportation Equipment
HQ
Indianapolis, IN
FY end
12-31
CIK
1411207
SIC
3714
Financial performance · annual
20132025
$-440.20M$880.40M$2.20B$3.52B$4.84B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds Allison Transmission Holdings Inc — across funds, superinvestors and bonds · N-PORT 2026Q1 · 13F 2026-06-30

463
funds hold it
2 of 35
superinvestors hold it
$4.45B
fund-held value
46.5%
of shares held by funds

Top fund holders

Fund% of fundValue
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

Bill NygrenDECREASED -24.3%
Harris Associates (Oakmark)
0.1%
Tweedy BrowneINCREASED +38.0%
Tweedy, Browne
0.2%

Share of each manager's reported 13F portfolio.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

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15 years of Allison Transmission Holdings Inc's financials

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