Update shared on03 Sep 2025
Fair value Increased 3.17%The significant upward revision in consensus revenue growth forecasts and a notable decline in expected future P/E have driven a modest increase in Allison Transmission Holdings' analyst price target from $101.67 to $104.89.
What's in the News
- Repurchased 1,088,028 shares for $102.49 million, bringing total buybacks to 87,472,892 shares (72.29%) valued at $3,737.26 million since program inception.
- Revised 2025 guidance: net sales of $3,075–$3,175 million and net income of $640–$680 million.
- Allison 4000 Series transmission now available with CARB low NOx-compliant PACCAR MX-13 engine for Kenworth and Peterbilt trucks, featuring advanced fuel-efficiency and emission-reduction technologies.
- Secured multi-million dollar contract for Phase 2 of the Next Generation Electrified Transmission program with GVSC, advancing electric hybrid solutions for military vehicles.
- Maryland Transit Administration selected New Flyer buses powered by Allison eGen Flex hybrid system, enabling up to 50% engine-off operation and up to 25% improved fuel economy.
- Added to multiple Russell growth indexes, including Russell 1000 Growth, Russell 3000 Growth, and Russell Midcap Growth.
Valuation Changes
Summary of Valuation Changes for Allison Transmission Holdings
- The Consensus Analyst Price Target has risen slightly from $101.67 to $104.89.
- The Consensus Revenue Growth forecasts for Allison Transmission Holdings has significantly risen from 3.7% per annum to 16.9% per annum.
- The Future P/E for Allison Transmission Holdings has significantly fallen from 12.50x to 10.29x.
Disclaimer
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