ALSN Share Price Performance
US$100.80
-9.21 (-8.37%)
0.6% overvalued intrinsic discount
US$100.20
Fair Value
Price US$100.80
AnalystConsensusTarget US$100.20
AnalystLowTarget US$82.75
AnalystHighTarget US$134.00
Fair ValueUS$100.20
Share Pricen/a
Allison Transmission Holdings, Inc. Stock Price
- 3 Narratives written by author
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- 35 Fair Values set on narratives written by author
ALSN Community Narratives
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Fair Value US$100.2 0.6% overvalued intrinsic discount
ALSN: Global Defense Expansion And Share Repurchases Will Drive Upside Potential
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AN
Fair Value US$84 20.0% overvalued intrinsic discount
Deteriorating ICE Market Will Restrain Future Outlook With Limited Relief
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Fair Value US$134 24.8% undervalued intrinsic discount
Urbanization And Hybrid Systems Will Transform Global Mobility
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Urbanization And Hybrid Systems Will Transform Global Mobility
Key Takeaways Expansion into electrified defense systems and hybrid technologies is poised to reshape its market position, driving increased margins and global share gains. Strategic acquisitions and growing aftermarket revenue streams provide long-term operating leverage and durable profit growth through portfolio diversification and premium product adoption.Read more
21
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AN
US$134
24.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
28.77% p.a.
Profit Margin
16.79%
Future PE
12x
Price in 2028
US$172.16
ALSN: Global Defense Expansion And Share Repurchases Will Drive Upside Potential
Key Takeaways Strategic acquisitions and market expansion drive operational synergies, diversified end markets, and greater resilience across economic cycles. Growing focus on electrified and alternative-fuel segments, supported by infrastructure investment, positions the company for long-term margin and revenue growth.Read more
100
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US$100.2
0.6% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
21.23% p.a.
Profit Margin
18.63%
Future PE
9.73x
Price in 2028
US$129.2
Deteriorating ICE Market Will Restrain Future Outlook With Limited Relief
Key Takeaways Heavy reliance on internal combustion transmissions and slow electrification expose the company to declining revenue and heightened competitive threats amid industry shifts. High customer concentration and recent debt-financed acquisitions add financial risk and earnings volatility, especially as demand for legacy products potentially erodes.Read more
14
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US$84
20.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
2.1% p.a.
Profit Margin
22.77%
Future PE
10.17x
Price in 2028
US$106.77
Trending Discussion
Recently Updated Narratives
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ALSN: Value-Based Pricing Will Support Earnings Amid Softer Truck Demand
Fair Value: US$134 24.8% undervalued intrinsic discount
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ALSN: Value-Based Pricing Will Support Margins Despite Truck Cycle Headwinds
Fair Value: US$100.2 0.6% overvalued intrinsic discount
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Deteriorating ICE Market Will Restrain Future Outlook With Limited Relief
Fair Value: US$84 20.0% overvalued intrinsic discount
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Snowflake Analysis
Allison Transmission Holdings, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 8.40
- 48.29%
- 22.78%
- 130.3%
About ALSN
- Founded
- 1915
- Employees
- 4000
- CEO
- WebsiteView website
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles, and electrified propulsion systems worldwide. The company 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. It provides its transmissions and electric propulsion solutions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name. The company also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its solutions, 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 was formerly known as Clutch Holdings, Inc. Allison Transmission Holdings, Inc. was founded in 1915 and is headquartered in Indianapolis, Indiana.
