Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$10.5B
83M shares
52-week range
$76.01 – $137.62
77% from low
Sector
MOTOR VEHICLE PARTS & ACCESSORIES
Exchange
NYSE
CS
P/S (TTM)
2.8
EV / FCF (TTM)
19.3
Allison Transmission is the largest manufacturer of fully automatic transmissions for medium- and heavy-duty commercial vehicles. Its automatic transmissions allow customers to achieve better fuel and operator efficiency than less expensive manual and automated manual transmissions. Allison serves several end markets, including on- and off-highway equipment and military vehicles. Its on-highway business commands approximately 60% global market share. The company's transmissions can be found in Class 4-8 trucks, buses, and a limited number of large passenger vehicles (heavy-duty pickup trucks and motorhomes). Allison also produces commercial hybrid propulsion systems and is developing fully electric powertrains.
www.allisontransmission.comNo one on the platform currently holds ALSN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 2,260,397 | $264.6M |
| Bridgewater Associatesas of 2026-03-31 | 102,803 | $12.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-21 | $0.2900 | 2026-08-31 |
| 2026-05-18 | $0.2900 | 2026-05-29 |
| 2026-03-09 | $0.2900 | 2026-03-20 |
| 2025-11-21 | $0.2700 | 2025-12-05 |
| 2025-08-20 | $0.2700 | 2025-08-29 |
| 2025-05-19 | $0.2700 | 2025-05-30 |
| 2025-03-03 | $0.2700 | 2025-03-14 |
| 2024-11-18 | $0.2500 | 2024-11-27 |
| 2024-08-19 | $0.2500 | 2024-08-30 |
| 2024-05-17 | $0.2500 | 2024-05-31 |
No one on the platform has traded ALSN yet.
| 2024-03-01 | $0.2500 | 2024-03-15 |
| 2023-11-10 | $0.2300 | 2023-11-30 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 22.9% | 21.7% | 19.9% | — | — | — |
| Rev. Growth % | -6.7% | 7.7% | ||||
| Profit Margin % | 20.7% | 20.6% | 19.7% | |||
| Free Cash Flow Margin % | 21.6% | 20.1% | 22.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +14.3% on the P/E track.
At today's price, your expected annual return is +21.7% on the P/E track.
At today's price, your expected annual return is +28.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.9B | +97.8% | $8.14 | $7.76–$8.76 | 15.2× | 6 |
| 2027 | $6.2B | +4.7% | $10.95 | $10.13–$12.03 | 11.3× | 7 |
| 2028 | $6.5B | +4.7% | $12.81 | $11.98–$13.84 | 9.6× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-03 | $2.48 | $2.18 | -12.1% |
| 2026-05-04 | $2.07 | $1.33 | -35.7% |
| 2026-02-23 | $1.56 | $1.18 | -24.4% |
| 2025-10-29 | $1.95 | $1.63 | -16.4% |
| 2025-08-04 | $2.20 | $2.29 | +4.1% |
| 2025-05-01 | $2.05 | $2.23 | +8.8% |
| 2025-02-11 | $1.90 | $2.01 | +5.8% |
| 2024-10-29 | $2.02 | $2.27 | +12.4% |
| $1.0B |
| — |
| BWABorgWarner Inc. | $63.95 | -4.05% | $13.1B | — |
| DANDana Incorporated | $30.30 | -2.51% | $3.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 2.29 EPS for $ALSN Q3 [Reporting 10/28 AMC] http://www.estimize.com/intro/alsn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗
$ALSN Positive (87%): shares face upward price pressure because better-than-expected Q2 sales and a raised full-year outlook can prompt analysts to increase forward revenue estimates. The increase may be constrained if Off-Highway consolidation... Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/5979a77ef7aaa481?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗
https://www.marketbeat.com/earnings/reports/2026-8-3-allison-transmission-holdings-inc-stock/ $ALSN Allison Transmission Earnings Transcri
$ALSN Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $2.18 down -6.03% YoY • Reported revenue of $1.57B up 92.38% YoY • Allison Transmission Holdings Inc. raised its full year 2026 guidance, expecting consolidated net sales of $5,800 to $6,000 million and consolidated adjusted EBITDA in the range of $1,465 to $1,575 million.
View on StockTwits ↗$ALSN reports after the close, Estimize Consensus -0.04 EPS and +5.77M Revs compared to WS http://www.estimize.com/alsn/fq2-2026?utm_conten
View on StockTwits ↗
Allison Transmission put positioning after this week's $ALSN move https://www.macroaxis.com/stock-options/ALSN/Allison-Transmission-Holdings?utm_source=dlvr.it&utm_medium=stocktwits
View on StockTwits ↗Wall St is expecting 2.44 EPS for $ALSN Q2 [Reporting 07/23 AMC] http://www.estimize.com/intro/alsn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗
$STZ $BE $ALSN $NKE $PRGS AFTER-HOURS MOVERS: Currently Higher After Earnings: - Constellation Brands (STZ) up 2.8% Currently Also Higher: - Bloom Energy (BE) up 8.9% after announcing it will expand its AI infrastructure partnership with Brookfield (BAM) to $25B from $5B - Allison Transmission (ALSN) up 3.8% after being named to join the S&P MidCap 400 Currently Lower After Earnings: - Nike (NKE) down 2.7% - Progress Software (PRGS) down 1.7% Currently Also Lower: - Inlif (INLF) down 43.3% after announcing a 1-for-200 share combination - Flash Sports and Media (FLZH) down 6.8% after filing to sell 62.67M shares of common stock for holders
View on StockTwits ↗Wall St is expecting 2.44 EPS for $ALSN Q2 [Reporting 07/23 AMC] http://www.estimize.com/intro/alsn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗
$ALSN Share Price: $117.87 Contract Selected: Nov 20, 2026 $120 Calls Buy Zone: $7.84 – $9.69 Target Zone: $14.17 – $17.32 Potential Upside: 71% ROI Time to Expiration: 162 Days | Updates via https://fxcapta.com/stockinfo/
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$ALSN why is the stock trading so erratically it’s moving in waves
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$ALSN Great piece that accurately captures ALSN's current position. So if you want to refresh your understanding of ALSN or learn about ALSN for the first time, this is essential reading. https://everyticker.com/quote/ALSN/analysis/allison-transmission-a-5-5b-industrial-powerhouse-forged-through-margin-discipline-and-defense-growth-nyse-alsn
View on StockTwits ↗
$ALSN Got to be some major ETF rebalancing ... or outflows. There's no logical reason for the stock to pullback like this.
View on StockTwits ↗
$ALSN https://www.trade-ideas.com/share.php?code=ZkA2wUvCBYjqiVjHfsL6CTcoHhhN2yOf
View on StockTwits ↗$ALSN CHRW ruling taking down share price of Allison? Does anyone know what the weakness is about?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.