Stocks Consumer discretionary ALSN
NYSE · Consumer discretionaryAllison Transmission Holdings Inc (ALSN)
Allison Transmission Holdings Inc brought in $5.2B of revenue over the twelve months to September 30, 2026, up 70.8% from a year earlier. Net income was $583M, a net margin of 11.1%. Operating cash flow minus capital spending left $661M of free cash flow in fiscal 2025. At September 30, 2026 it held $497M in cash against $4B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Allison Transmission Holdings Inc
- Net worth
- Allison Transmission Holdings Inc has a market value (market cap) of $10.2B at the latest share price, and shareholders' equity of $2.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $3B (-6.7% year on year), with net income of $623M. Over the 12 months to September 30, 2026: revenue $5.2B, net income $583M.
- Cash flow
- In fiscal 2025 operations brought in $836M of cash; after $175M of capital spending, free cash flow was $661M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Allison Transmission Holdings Inc's next report is expected around February 22, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Allison Transmission Holdings Inc paid dividends of $1.08 per share in fiscal 2025, a yield of 0.87% at the current price.
What Allison Transmission Holdings Inc does
Allison Transmission Holdings Inc is registered with the SEC under industry code SIC 3714 (Motor Vehicle Parts & Accessories). Its shares trade on NYSE under the ticker ALSN.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $3B | $623M | $7.33 | $661M |
| 2024 | $3.2B | $731M | $8.31 | $658M |
| 2023 | $3B | $673M | $7.40 | $659M |
| 2022 | $2.8B | $531M | $5.53 | $490M |
| 2021 | $2.4B | $442M | $4.13 | $460M |
| 2020 | $2.1B | $299M | $2.62 | $446M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ALSN ranks in Consumer discretionary
Dividends
Allison Transmission Holdings Inc paid $1.08 per share in fiscal 2025. At the current price that is a yield of 0.87%. It paid out $91M in cash dividends, 15% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.08 | $91M | 15% |
| 2024 | $1.00 | $87M | 12% |
| 2023 | $0.92 | $83M | 12% |
| 2022 | $0.84 | $80M | 15% |
| 2021 | n/a | $81M | 18% |
| 2020 | n/a | $78M | 26% |
Latest SEC filings
What Allison Transmission Holdings Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 121% to $1.5B versus the same quarter last year; diluted EPS $2.30 versus $1.63.
- November 2, 2026
- October 27, 2026Passive stake (5% or more) SCHEDULE 13G
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 92% to $1.6B versus the same quarter last year; diluted EPS $2.15 versus $2.29.
- August 3, 2026
- July 31, 2026Passive stake changed SCHEDULE 13G/A
- June 16, 2026
- May 29, 2026
- May 8, 2026
- May 7, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 84% to $1.4B versus the same quarter last year; diluted EPS $1.33 versus $2.23.
What is ALSN worth? A DCF from its reported cash flow
Insider trades
What the people running Allison Transmission Holdings Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $3.6M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 21, 2026 | Graziosi David S.Chair, President and CEO, Director | Exercised options | 26,708 | $1M |
| August 21, 2026 | Graziosi David S.Chair, President and CEO, Director | Sold | 13,100 | $1.7M |
| August 21, 2026 | Graziosi David S.Chair, President and CEO, Director | Sold | 9,050 | $1.2M |
| August 21, 2026 | Graziosi David S.Chair, President and CEO, Director | Sold | 4,558 | $611K |
| August 11, 2026 | Scroggins Eric C.CLO & Asst. Secretary | Sold | 1,050 | $131.3K |
| August 10, 2026 | Bohley G FrederickSee Remarks | Exercised options | 3,961 | $147K |
| August 10, 2026 | Bohley G FrederickSee Remarks | Sold | 3,961 | $484.7K |
| June 4, 2026 | Bohley G FrederickSee Remarks | Exercised options | 533 | - |
Who owns ALSN
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| BlackRock, Inc.13G, passive | 9.3% | October 27, 2026 |
| Vanguard Capital Management13G, passive | 5.22% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 569 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 12,417,518 | -33,393 |
| Vanguard Portfolio Management LLC | 3,985,544 | -203,367 |
| BlackRock, Inc. | 3,975,802 | +187,009 |
| Vanguard Capital Management LLC | 3,742,337 | +28,642 |
| Boston Partners | 3,176,528 | +319,918 |
| Fuller & Thaler Asset Management, Inc. | 2,622,104 | -772,531 |
| Geode Capital Management, LLC | 2,027,981 | -176,287 |
| Renaissance Technologies LLC | 1,938,997 | -321,400 |
| Dimensional Fund Advisors LP | 1,917,523 | +15,663 |
| London Co of Virginia | 1,824,581 | -80,692 |
| First Trust Advisors LP | 1,806,631 | -219,972 |
| State Street Corp | 1,538,166 | +14,927 |
| Wasatch Advisors LP | 1,510,496 | +776,169 |
| Stockbridge Partners LLC | 1,499,984 | +469,586 |
| Bank of Montreal | 1,364,810 | -187,398 |
| Norges Bank | 1,255,365 | new |
| Federated Hermes, Inc. | 1,236,388 | -5,089 |
| Aqr Capital Management LLC | 1,130,415 | -105,017 |
| Charles Schwab Investment Management Inc | 877,339 | -7,320 |
| Morgan Stanley | 851,524 | +192,501 |
Insiders
10 insiders reported holding 499,082 shares in total, about $61.9M at the last price.
| Holder | Shares |
|---|---|
| Graziosi David S.Chair, President and CEO, Director | 304,843 |
| Bohley G FrederickSee Remarks | 112,886 |
| Scroggins Eric C.CLO & Asst. Secretary | 16,604 |
| Barbour D. ScottDirector | 13,281 |
| Christman Philip JDirector | 10,568 |
| Ostojic SashaDirector | 10,560 |
| Coll JohnSVP, Global MSS | 10,021 |
| Perna GustaveDirector | 9,633 |
| Shivram KrishnaDirector | 9,633 |
| Mell Scott ACFO & Treasurer | 1,053 |
Questions about ALSN
What does Allison Transmission Holdings Inc do?
Allison Transmission Holdings Inc is a company in the Consumer discretionary sector, listed on NYSE as ALSN. Its shares trade on NYSE under the ticker ALSN.
What is Allison Transmission Holdings Inc's net worth?
Allison Transmission Holdings Inc has a market value (market cap) of $10.2B at the latest share price, and shareholders' equity of $2.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Allison Transmission Holdings Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $583M on revenue of $5.2B, a net margin of 11.1%.
How much revenue does Allison Transmission Holdings Inc make?
Over the twelve months to September 30, 2026 Allison Transmission Holdings Inc reported revenue of $5.2B. That is 70.8% more than a year earlier.
When did Allison Transmission Holdings Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Allison Transmission Holdings Inc's next earnings report?
Allison Transmission Holdings Inc's next report is expected around February 22, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Allison Transmission Holdings Inc pay a dividend?
Yes. Allison Transmission Holdings Inc paid dividends of $1.08 per share in fiscal 2025, a yield of 0.87% at the current price.
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Where the numbers come from
Financial figures are the values Allison Transmission Holdings Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.