What is the 13F Pro Quality Score for ALSN?

13F Pro ranks Allison Transmission Holdings Inc (ALSN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ALSN's current score at https://13fpro.ai/company/ALSN (free sign-up required for the full ranking).

Which hedge funds own the most ALSN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ALSN include FMR, VANGUARD PORTFOLIO MANAGEMENT, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ALSN as soon as new 13F filings post.

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.

What sector is ALSN in?

Allison Transmission Holdings Inc (ALSN) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives ALSN's revenue?

Per Allison Transmission Holdings Inc's latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Allison Transmission ($860M, +6% YoY); Allison Off-Highway ($706M); Defense ($99M, +57% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ALSN.

What are ALSN's largest expenses?

Allison Transmission Holdings Inc's latest 10-Q reports these as the largest expense items: Cost of sales ($1,051M, +156% YoY); Selling, general and administrative ($168M, +62% YoY); Engineering — research and development ($56M, +30% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is ALSN research updated on 13F Pro?

ALSN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Allison Transmission Holdings Inc(ALSN)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Industrials →NYSElarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 1411207 ALSN stock profile & AI dashboard →

13F Pro Quality Score

66.8/100

Rank #398 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

78.3/100

Profitability

55.0/100

Balance Sheet

79.2/100

Earnings Quality

64.5/100

Free Cash Flow

67.9/100

Institutional Flow

55.7/100

Revenue Scale

76.3/100

Dilution Risk

60.3/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why ALSN Scores 67/100

exact factor attribution · 2026-09-11

ALSN's composite is driven by revenue growth and scale, held back by earnings growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+5.7 pts

78th pct

Scale

+3.9 pts

76th pct

Capital efficiency

+2.9 pts

79th pct

Free cash flow

+2.7 pts

68th pct

Earnings quality

+1.4 pts

65th pct

Profitability

+0.8 pts

55th pct

Shareholder dilution

+0.5 pts

60th pct

Institutional flow

+0.3 pts

56th pct

Earnings growth

-1.4 pts

23th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ALSN Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Allison Transmission Holdings Inc (ALSN), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ALSN at 66.8/100 on a 32-signal composite quality model, placing it at rank #398 of 2,961 stocks — the top 25% of the AI-ranked universe. ALSN scores in the top quartile across balance sheet strength (79.2), revenue growth (78.3), revenue scale (76.3). 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.

✦

Fun facts about Allison Transmission Holdings Inc

Quirks, history, and lore behind ALSN — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · mid-cap · listed on NYSE · headquartered in Indianapolis, Indiana.
2
The Numbers
Annual revenue in the range of $3 billion, with operating margins that make peers jealous — this is a business where pricing power comes standard.
3
The History
Founded in the early 20th century, it spent decades as a division inside a larger industrial conglomerate before being spun out and taken public in its own right.
4
The Secret
It makes essentially one thing, but that one thing goes inside heavy-duty commercial vehicles, military equipment, and off-highway machinery — if it moves a lot of stuff, this company probably helped.
5
The Lore
Its products are the dominant choice for North American Class 8 trucks, and it has a long history supplying U.S. military vehicles — including some that drove through very famous conflicts.
6
The Giveaway
The world's largest maker of fully automatic transmissions for commercial and defense vehicles — if an 18-wheeler shifts smoothly, there's a good chance it's running one of these gearboxes.

▶ Think you know your stocks? Play the Daily Ticker

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

AI-extracted from Allison Transmission Holdings Inc's 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 →Share on X

Revenue

Q2 2026

$1.6B

Net Income

Q2 2026

$181.0M

Free Cash Flow

Q2 2026

$281.0M

Operating Margin

Q2 2026

18.6%

ROIC

Q2 2026

19.1%

D/E Ratio

Q2 2026

2.08

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-6.7% YoY

$3.01BFY 2025

FY22 $2.77BFY23 $3.04BFY24 $3.23BFY25 $3.01B

Net Income

-14.8% YoY

$623.0MFY 2025

FY22 $531.0MFY23 $673.0MFY24 $731.0MFY25 $623.0M

Operating Income

-11.3% YoY

$880.0MFY 2025

FY22 $784.0MFY23 $919.0MFY24 $992.0MFY25 $880.0M

EPS (Diluted)

-11.8% YoY

$7.33FY 2025

FY22 $5.53FY23 $7.40FY24 $8.31FY25 $7.33

Total Assets

+14.0% YoY

$6.08BFY 2025

FY22 $4.67BFY23 $5.03BFY24 $5.34BFY25 $6.08B

Total Debt

+20.7% YoY

$2.92BFY 2025

FY22 $2.53BFY23 $2.52BFY24 $2.42BFY25 $2.92B

Op. Cash Flow

+4.4% YoY

$836.0MFY 2025

FY22 $657.0MFY23 $784.0MFY24 $801.0MFY25 $836.0M

Free Cash Flow

+0.5% YoY

$661.0MFY 2025

FY22 $490.0MFY23 $659.0MFY24 $658.0MFY25 $661.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.01B -6.7%	$3.23B +6.3%	$3.04B +9.6%	$2.77B +15.3%	$2.40B +15.4%	$2.08B
Net Income	$623.0M -14.8%	$731.0M +8.6%	$673.0M +26.7%	$531.0M +20.1%	$442.0M +47.8%	$299.0M
Operating Income	$880.0M -11.3%	$992.0M +7.9%	$919.0M +17.2%	$784.0M +17.2%	$669.0M +25.3%	$534.0M
EPS (Diluted)	$7.33 -11.8%	$8.31 +12.3%	$7.40 +33.8%	$5.53 +33.9%	$4.13 +57.6%	$2.62
Total Assets	$6.08B +14.0%	$5.34B +6.2%	$5.03B +7.6%	$4.67B +4.8%	$4.46B -0.4%	$4.48B
Total Debt	$2.92B +20.7%	$2.42B -4.2%	$2.52B -0.3%	$2.53B -0.2%	$2.54B -0.3%	$2.54B
Operating Cash Flow	$836.0M +4.4%	$801.0M +2.2%	$784.0M +19.3%	$657.0M +3.5%	$635.0M +13.2%	$561.0M
Free Cash Flow	$661.0M +0.5%	$658.0M -0.2%	$659.0M +34.5%	$490.0M +6.5%	$460.0M +3.1%	$446.0M

Get alerted when ALSN's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for Allison Transmission Holdings Inc including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ALSN

FMR LLC
$1.4B12,417,518 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$449.3M3,985,544 sh
BlackRock, Inc.
$448.2M3,975,802 sh
VANGUARD CAPITAL MANAGEMENT LLC
$421.9M3,742,337 sh
Boston Partners
$358.2M3,176,528 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$295.6M2,622,104 sh
LSV ASSET MANAGEMENT
$247.7M2,196,918 sh
GEODE CAPITAL MANAGEMENT, LLC
$228.7M2,027,981 sh
RENAISSANCE TECHNOLOGIES LLC
$218.6M1,938,997 sh
DIMENSIONAL FUND ADVISORS LP
$216.2M1,917,523 sh

Fund	Value	Shares
FMR LLC	$1.4B	12,417,518
VANGUARD PORTFOLIO MANAGEMENT LLC	$449.3M	3,985,544
BlackRock, Inc.	$448.2M	3,975,802
VANGUARD CAPITAL MANAGEMENT LLC	$421.9M	3,742,337
Boston Partners	$358.2M	3,176,528
FULLER & THALER ASSET MANAGEMENT, INC.	$295.6M	2,622,104
LSV ASSET MANAGEMENT	$247.7M	2,196,918
GEODE CAPITAL MANAGEMENT, LLC	$228.7M	2,027,981
RENAISSANCE TECHNOLOGIES LLC	$218.6M	1,938,997
DIMENSIONAL FUND ADVISORS LP	$216.2M	1,917,523

Companies Similar to ALSN

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

ITT

ITT INC.

AI score

Similar quality profile · 10 shared holders

Boston Partners Capital International Investors Freestone Grove Partners LP

GNTX

GENTEX CORP

AI score

Similar quality profile · 15 shared holders

FULLER & THALER ASSET MANAGEMENT, INC.Burgundy Asset Management Ltd.Boston Partners

ALLE

Allegion plc

AI score

Similar quality profile · 9 shared holders

Boston Partners FIFTHDELTA Ltd Arbejdsmarkedets Tillaegspension

TTC

TORO CO

AI score

Similar quality profile · 16 shared holders

LONDON CO OF VIRGINIA Arbejdsmarkedets Tillaegspension FULLER & THALER ASSET MANAGEMENT, INC.

ZBRA

ZEBRA TECHNOLOGIES CORP

AI score

Similar quality profile · 15 shared holders

Boston Partners FULLER & THALER ASSET MANAGEMENT, INC.LONDON CO OF VIRGINIA

WAB

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

AI score

Similar quality profile · 5 shared holders

Boston Partners Burgundy Asset Management Ltd.J. Goldman & Co LP

EXPD

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

AI score

Similar quality profile · 6 shared holders

Boston Partners Arbejdsmarkedets Tillaegspension Vest Financial, LLC

BWA

BORGWARNER INC

AI score

Similar quality profile · 19 shared holders

LSV ASSET MANAGEMENT FULLER & THALER ASSET MANAGEMENT, INC.Freestone Grove Partners LP

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Industrials Companies

View all Industrials →

AADX

Applied Aerospace & Defense, Inc.

AAL

American Airlines Group Inc.

AAON

AAON, INC.

ABM

ABM INDUSTRIES INC /DE/

ACA

Arcosa, Inc.

ACHR

Archer Aviation Inc.

ACLS

AXCELIS TECHNOLOGIES INC

ACMR

ACM Research, Inc.

Put ALSN on your watchlist

Track score changes the day Allison Transmission Holdings Inc files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is ALSN a good stock to buy?

13F Pro's AI-powered analysis of Allison Transmission Holdings Inc (ALSN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ALSN are available on the ALSN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ALSN is classified as a large company.

Which hedge funds own ALSN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ALSN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Allison Transmission Holdings Inc's investment landscape.