ALSN is the ticker symbol for Allison Transmission Holdings Inc, a publicly traded Industrials sector company listed on NYSE. 13F Pro tracks ALSN with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is ALSN a good stock to buy?

13F Pro's AI ranking engine scores ALSN at 66.9/100, ranked #383 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for ALSN is available at https://13fpro.ai/company/ALSN. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source ALSN data?

All Allison Transmission Holdings Inc fundamentals and ownership data come directly from SEC EDGAR. Allison Transmission Holdings Inc files with the SEC under CIK 1411207. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Allison Transmission Holdings Inc ALSN

NYSEMid CapIndustrials

13F Pro quality score

Rank #383 of 2,925TOP 25%

Why it scores 67 Industrials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$1.57B

Quarter to Jun 30

Net income

$181.00M

Quarter to Jun 30

Free cash flow

$281.00M

Quarter to Jun 30

Operating margin

18.6%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$9.60B total

FMR LLC

$1.40B-0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

$449.33M-4.9%

BlackRock, Inc.

$448.23M+4.9%

VANGUARD CAPITAL MANAGEMENT LLC

$421.91M+0.8%

Boston Partners

$358.16M+11.2%

FULLER & THALER ASSET MANAGEMENT, INC.

$295.62M-22.8%

LSV ASSET MANAGEMENT

$247.68M+3.1%

GEODE CAPITAL MANAGEMENT, LLC

$228.68M-8.0%

RENAISSANCE TECHNOLOGIES LLC

$218.60M-14.2%

DIMENSIONAL FUND ADVISORS LP

$216.21M+0.8%

LONDON CO OF VIRGINIA

$205.70M-4.2%

FIRST TRUST ADVISORS LP

$203.68M-10.9%

STATE STREET CORP

$173.41M+1.0%

WASATCH ADVISORS LP

$170.29M+105.7%

Stockbridge Partners LLC

$169.11M+45.6%

BANK OF MONTREAL /CAN/

$153.87M-12.1%

NORGES BANK

$141.53M--

FEDERATED HERMES, INC.

$139.39M-0.4%

AQR CAPITAL MANAGEMENT LLC

$127.44M-8.5%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$98.91M-0.8%

MORGAN STANLEY

$96.00M+29.2%

Capital International Investors

$95.37MNew

CAPTRUST FINANCIAL ADVISORS

$93.06M+1.2%

Qube Research & Technologies Ltd

$92.96M+63.4%

Quantinno Capital Management LP

$86.50M-11.6%

See all 573 institutional holders →

What's Driving ALSN's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-08-05 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Allison Transmission$860M+6% YoY

Growth led by Defense demand and price increases across products

Allison Off-Highway$706M

Entire segment from the Dana off-highway acquisition completed January 1, 2026; no prior-year comparison

Biggest Revenue Drivers

Total revenue: $1,566M

Allison Transmission$860M+6% YoY

Growth led by Defense demand and price increases across products

Within Allison Transmission

Defense$99M+57% YoY

Increased demand for tracked vehicle applications, price increases, and growth initiatives

North America On-Highway$430M+3% YoY

Price increases on certain products

Allison Off-Highway$706M

Entire segment from the Dana off-highway acquisition completed January 1, 2026; no prior-year comparison

Within Allison Off-Highway

Construction & Material Handling$249M

Largest Off-Highway end market, added via the Dana acquisition

Largest Expense Items

Cost of sales$1,051M+156% YoY

$588M attributable to Allison Off-Highway (incl. $18M stepped-up PP&E depreciation); remainder driven by unfavorable direct material costs and higher incentive compensation in Allison Transmission

Selling, general and administrative$168M+62% YoY

$56M attributable to Allison Off-Highway (incl. $20M intangible amortization from the acquisition); remainder from increased commercial activities spending

Engineering — research and development$56M+30% YoY

$15M attributable to the newly acquired Allison Off-Highway segment

Margins: Gross margin fell to 33% of net sales from 50% a year ago (a 16.6-point decline), principally because Allison Off-Highway products carry a lower average gross-margin profile than Allison Transmission products.

Watch Items from the Filing

Interest expense, net rose to $54M from $22M YoY (+145%), driven by $17M from the new Incremental Term Loan and $8M from the 5.875% Senior Notes 2033 issued to fund the $2,628M Dana acquisition.
Long-term debt grew to $4,094M from $2,885M at year-end 2025 and cash fell to $399M from $1,495M, reflecting $2,529M of net cash used to fund the acquisition; first lien net leverage ratio stood at 1.01x, well within the 5.50x covenant.
Outside North America On-Highway net sales declined 7% YoY to $132M, principally driven by lower demand in Asia.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/ALSN

Earnings Per Share

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Allison Transmission Holdings Inc reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$3.0B	$623.0M	29.2%
FY 2024	10-K	$3.2B	$731.0M	30.8%
FY 2023	10-K	$3.0B	$673.0M	30.3%
FY 2022	10-K	$2.8B	$531.0M	28.3%
FY 2021	10-K	$2.4B	$442.0M	27.9%
FY 2020	10-K	$2.1B	$299.0M	25.7%

About Allison Transmission Holdings Inc (ALSN): stock profile, AI score and financials

Allison Transmission Holdings Inc (ALSN) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores ALSN at 66.9/100 on a composite quality score built from its SEC filings, placing it at rank #383 of 2,925 stocks — the top 25% of the AI-ranked universe. ALSN scores in the top quartile across revenue growth (79.2), balance sheet strength (78.8), revenue scale (76.2). Based on the latest XBRL financial filings (Q2 2026), Allison Transmission Holdings Inc reports quarterly revenue of $1.6B, net income of $181.0M, an operating margin of 18.6%. Top institutional holders of ALSN by reported 13-F value include FMR, VANGUARD PORTFOLIO MANAGEMENT, BlackRock, based on the most recent SEC filings. ALSN trades on the NYSE exchange and files with the SEC under CIK 1411207. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ALSN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Allison Transmission Holdings Inc directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1411207 →

Allison Transmission Holdings Inc ALSN

Top Institutional Holders

What's Driving ALSN's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ALSN key financials by period

ALSN insiders

About Allison Transmission Holdings Inc (ALSN): stock profile, AI score and financials

Allison Transmission Holdings Inc ALSN

Top Institutional Holders

What's Driving ALSN's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ALSN key financials by period

Companies similar to ALSN

ALSN insiders

About Allison Transmission Holdings Inc (ALSN): stock profile, AI score and financials