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
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
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
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.
