2.04%
9.86%
11.09%
34.00%
96.09%
212.48%
168.57%
AI Spotlight on ALSN
Company Description
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells commercial and defense fully-automatic transmissions for medium-and heavy-duty commercial vehicles, and medium-and heavy-tactical U.S. defense vehicles worldwide.It offers transmissions for various applications, including distribution, refuse, construction, fire, and emergency on-highway trucks; school and transit buses; motor homes; energy, mining, and construction off-highway vehicles and equipment; and wheeled and tracked defense vehicles.The company markets its transmissions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name.
It also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its transmissions, as well as defense kits, engineering services, and extended transmission coverage services to various original equipment manufacturers, distributors, and the U.S. government.The company serves customers through an independent network of approximately 1,400 independent distributor and dealer locations.The company was formerly known as Clutch Holdings, Inc.
Allison Transmission Holdings, Inc.was founded in 1915 and is headquartered in Indianapolis, Indiana.
Market Data
| Last Price | 118.71 |
| Change Percentage | 2.04% |
| Open | 117.16 |
| Previous Close | 116.34 |
| Market Cap ( Millions) | 10283 |
| Volume | 530527 |
| Year High | 122.53 |
| Year Low | 60.26 |
| M A 50 | 114.5 |
| M A 200 | 93.16 |
Financial Ratios
| FCF Yield | 6.89% |
| Dividend Yield | 0.84% |
| ROE | 51.13% |
| Debt / Equity | 148.43% |
| Net Debt / EBIDTA | 141.43% |
| Price To Book | 6.37 |
| Price Earnings Ratio | 14.23 |
| Price To FCF | 14.52 |
| Price To sales | 3.21 |
| EV / EBITDA | 10.4 |
News
- Jan -28 - Allison Transmission Schedules Fourth Quarter and Full Year 2024 Earnings Conference Call
- Jan -28 - Allison Transmission Launches 6000 Series™ Transmission for Wide Body Dump Truck Market
- Jan -20 - ALSN vs. RACE: Which Stock Is the Better Value Option?
- Jan -07 - Allison Transmission Secures $80.6 Million Contract for Abrams Tank Program
- Jan -07 - Is the Options Market Predicting a Spike in Allison Transmission (ALSN) Stock?
- Dec -31 - Is Allison Transmission Holdings (ALSN) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?
- Dec -21 - Our Top 10 Dividend Growth Stocks - December 2024
- Dec -18 - Investigating Allison Transmission: 3 Reasons This Stock Can Go Higher
- Nov -07 - Are Auto-Tires-Trucks Stocks Lagging Allison Transmission Holdings (ALSN) This Year?
- Nov -06 - Allison Transmission Declares Quarterly Dividend
- Nov -01 - Allison Beats Q3 Earnings & Sales Estimates, Revises 2024 View
- Oct -30 - Allison Transmission Holdings, Inc. (ALSN) Q3 2024 Earnings Call Transcript
- Oct -30 - Allison Transmission (ALSN) Reports Q3 Earnings: What Key Metrics Have to Say
- Oct -29 - Allison Transmission (ALSN) Q3 Earnings and Revenues Beat Estimates
- Oct -29 - Allison Transmission Announces Third Quarter 2024 Results
- Oct -28 - Allison Transmission Partners with Ashok Leyland to Introduce Low- Floor City Buses Equipped with Fully Automatic Transmissions in Indian State of Tamil Nadu
- Oct -24 - Allison Transmission: Why This Stock Is A Buy After My Initial Doubts
- Oct -24 - Allison Transmission Expanding State-of-the-Art Manufacturing Facility in India to Meet Increasing Global Demand
- Oct -23 - Allison Transmission Expands Market Share of Wheeled Defense Vehicles Outside North America
- Oct -22 - Allison Ventures Makes Strategic Investment in Agtonomy
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> North America On-highway
Expected Growth : 4 %
What the company do ?
North America On-highway from Allison Transmission Holdings, Inc. refers to the company's on-highway transmission solutions for medium- and heavy-duty commercial vehicles in the North American market.
Why we expect these perspectives ?
Allison Transmission's North America On-highway segment growth is driven by increasing demand for medium- and heavy-duty trucks, fueled by a strong economy, infrastructure development, and rising freight volumes. Additionally, the adoption of alternative fuels and electrification in the transportation sector is expected to boost demand for Allison's transmission systems.
Segment n°2 -> Service Parts, Support Equipment and Other
Expected Growth : 3 %
What the company do ?
Service Parts, Support Equipment and Other from Allison Transmission Holdings, Inc. refers to the segment that provides transmission-related services, support equipment, and other products to customers.
Why we expect these perspectives ?
Allison Transmission Holdings, Inc.'s 3% growth in Service Parts, Support Equipment, and Other is driven by increasing demand for aftermarket services, expansion of global distribution networks, and strategic partnerships. Additionally, growth in the construction and mining industries, as well as the need for replacement parts, contribute to this segment's growth.
Segment n°3 -> Outside North America On-highway
Expected Growth : 5 %
What the company do ?
Outside North America On-highway segment of Allison Transmission Holdings, Inc. provides fully automatic transmissions for medium- and heavy-duty commercial vehicles.
Why we expect these perspectives ?
Outside North America On-highway segment growth driven by increasing demand for medium- and heavy-duty trucks in emerging markets, such as China and India, coupled with Allison's market share gains, and growing adoption of automatic transmissions in regions with increasing urbanization and infrastructure development.
Segment n°4 -> Defense
Expected Growth : 2 %
What the company do ?
Allison Transmission Holdings, Inc. is a leading designer and manufacturer of medium- and heavy-duty fully automatic transmissions for commercial vehicles.
Why we expect these perspectives ?
Allison Transmission Holdings, Inc.'s 2% growth in Defense segment is driven by increasing demand for military vehicles, modernization of existing fleets, and expansion into adjacent markets such as electrification and autonomous systems. Additionally, the company's focus on innovation, cost reduction, and strategic partnerships also contribute to its growth.
Segment n°5 -> Outside North America Off-highway
Expected Growth : 4 %
What the company do ?
Outside North America Off-highway from Allison Transmission Holdings, Inc. refers to the sales of transmission products for off-highway applications outside of North America.
Why we expect these perspectives ?
Outside North America Off-highway segment growth driven by increasing infrastructure development, rising demand for construction and mining equipment, and growing adoption of emission-reducing technologies in emerging markets, particularly in Asia and Latin America, where governments are investing in infrastructure development and urbanization projects.
Segment n°6 -> North America Off-highway
Expected Growth : 3 %
What the company do ?
North America Off-highway from Allison Transmission Holdings, Inc. refers to the segment that manufactures and sells transmission products for off-highway applications in North America.
Why we expect these perspectives ?
The 3% growth in North America Off-highway segment of Allison Transmission Holdings, Inc. is driven by increasing demand for construction and mining equipment, government investments in infrastructure development, and rising adoption of emission-reducing technologies in off-highway vehicles.
Allison Transmission Holdings, Inc. Products
| Product Range | What is it ? |
|---|---|
| Fully Automatic Transmissions | Allison Transmission Holdings, Inc. offers fully automatic transmissions for medium- and heavy-duty commercial vehicles, providing smooth and efficient power delivery. |
| Automated Manual Transmissions | Allison Transmission Holdings, Inc. provides automated manual transmissions for medium- and heavy-duty commercial vehicles, offering improved fuel efficiency and reduced emissions. |
| Hybrid Transmissions | Allison Transmission Holdings, Inc. offers hybrid transmissions for medium- and heavy-duty commercial vehicles, providing improved fuel efficiency and reduced emissions. |
| Electric Hybrid Transmissions | Allison Transmission Holdings, Inc. provides electric hybrid transmissions for medium- and heavy-duty commercial vehicles, offering improved fuel efficiency and reduced emissions. |
| Off-Highway Transmissions | Allison Transmission Holdings, Inc. offers off-highway transmissions for construction, mining, and agricultural applications, providing reliable and efficient power delivery. |
| Defense Transmissions | Allison Transmission Holdings, Inc. provides defense transmissions for military vehicles, offering reliable and efficient power delivery in harsh environments. |
Allison Transmission Holdings, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Allison Transmission Holdings, Inc. is medium. While there are some substitutes available in the market, they are not a significant threat to the company's business.
Bargaining Power Of Customers
The bargaining power of customers for Allison Transmission Holdings, Inc. is low. The company's customers are largely dependent on its products, and there are no significant alternatives available.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Allison Transmission Holdings, Inc. is medium. While the company has some negotiating power, its suppliers also have some bargaining power due to the specialized nature of their products.
Threat Of New Entrants
The threat of new entrants for Allison Transmission Holdings, Inc. is low. The company's products require significant investment in research and development, and there are high barriers to entry in the industry.
Intensity Of Rivalry
The intensity of rivalry for Allison Transmission Holdings, Inc. is high. The company operates in a highly competitive industry, and there are several established players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 67.03% |
| Debt Cost | 5.80% |
| Equity Weight | 32.97% |
| Equity Cost | 9.16% |
| WACC | 6.91% |
| Leverage | 203.33% |
Allison Transmission Holdings, Inc. : Quality Control
Allison Transmission Holdings, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| DORM | Dorman Products, Inc. supplies replacement parts and fasteners for passenger cars, light trucks, and medium- and heavy-duty trucks in the automotive aftermarket industry worldwide. It offers original equipment dealer products, … |
| GNTX | Gentex Corporation designs, develops, manufactures, markets, and supplies digital vision, connected car, dimmable glass, and fire protection products in the United States, Germany, Japan, Mexico, and internationally. It operates through … |
| BWA | BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through four segments: Air Management, E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket. The Air Management segment … |
| LEA | Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and … |
| LKQ | LKQ Corporation distributes replacement parts, components, and systems used in the repair and maintenance of vehicles. It operates through three segments: North America, Europe, and Specialty. The company distributes bumper … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Allison Transmission Holdings
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BorgWarner
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LKQ
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4
Dorman Products
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5
Gentex
A-Score
1-Year Total Return ->
6
