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Companies / Industrials / Allison Transmission Holdings Inc
ALSN

Allison Transmission Holdings Inc

IndustrialsTransportation Equipment
Ticker ALSNIndianapolis, INFiscal year ends DecemberBook value per share $23.56Diluted shares 84.0M

Allison Transmission Holdings, Inc. (NYSE: ALSN) makes propulsion, drivetrain and motion solutions for commercial vehicles, off-highway equipment and defense vehicles. Its products include fully automatic transmissions, electric hybrid and fully electric propulsion systems, tracked-vehicle systems, axles, gearboxes… From the company’s description.

In fiscal 2025, Allison Transmission Holdings Inc reported revenue of $3.01B, down 6.7% from fiscal 2024, and net income of $623.00M. Its operating margin was 29.2%, and operations generated $836.00M in cash. Over the twelve months to Jun 30, 2026, revenue was $4.40B.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$3.01BFY2025
−6.7% year over year
Last 12 mo $4.40B
29.24%FY2025
−1.5 percentage points
Last 12 mo 19.56%
$623.00MFY2025
−14.8% year over year
Last 12 mo $529.00M
34.57%FY2025
−9.7 percentage points
Last 12 mo 26.73%
Cash & financing
$836.00MFY2025
+4.4% year over year
Last 12 mo $939.00M
$661.00MFY2025
+0.5% year over year
Last 12 mo $737.00M
1.55FY2025
Was 1.45× a year earlier
Last 12 mo 2.08
85.0MFY2025
−3.4% year over year
Last 12 mo 84.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Allison Transmission Holdings Inc does

In the company’s own words

Allison Transmission Holdings, Inc. (NYSE: ALSN) makes propulsion, drivetrain and motion solutions for commercial vehicles, off-highway equipment and defense vehicles. Its products include fully automatic transmissions, electric hybrid and fully electric propulsion systems, tracked-vehicle systems, axles, gearboxes and related components; it also sells service parts, transmission fluids, remanufactured products and support equipment. Customers include vehicle and equipment manufacturers, government defense organizations, distributors and dealers, while end users operate in transportation, refuse, construction, mining, energy, agriculture, transit and other industrial applications. The business comprises Allison Transmission and Allison Off-Highway Drive & Motion Systems, following its January 2026 acquisition of Dana’s Off-Highway Drive & Motion Systems business. In 2025, before that acquisition, net sales were $1.54 billion in North American on-highway markets, $507 million in on-highway markets outside North America, $53 million in off-highway markets, $267 million in defense and $643 million in service parts, support equipment and other. Allison’s global independent distributor and dealer network had approximately 1,500 locations at year-end 2025, when it employed approximately 4,000 people before the acquisition. Its website is https://www.allisontransmission.com.

Company details
Sector
Industrials
Industry (SIC)
Transportation Equipment
Headquarters
Indianapolis, IN
Fiscal year end
December
CIK
1411207
SIC
3714

Financial performance, year by year

Fiscal 2013–2025 · USD
$-440.20M$880.40M$2.20B$3.52B$4.84B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Allison Transmission Holdings Inc — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

474
funds hold it
2 of 35
superinvestors hold it
$4.58B
held by funds, at market
46.7%
of shares held by funds

Superinvestors in Allison Transmission Holdings Inc · what they did last quarter

Bill NygrenDECREASED -24.3%
Harris Associates (Oakmark)
0.1%of 13F portfolio
Tweedy BrowneINCREASED +38.0%
Tweedy, Browne
0.2%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Allison Transmission Holdings Inc’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
Fidelity Dividend Growth Fund
FDGFX · Fidelity Securities Fund
—of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.11%of fund net assets
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
FTHNX · Capitol Series Trust
1.65%of fund net assets
Touchstone Funds Group Trust-Touchstone Mid Cap Fund
TMCPX · Touchstone Funds Group Trust
4.12%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

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.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Allison Transmission Holdings Inc and its peers compare on margins and cash generation over ten years?”
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