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/research/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/research/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 2026-05-07, the biggest revenue drivers are: Allison Transmission ($733M, -4% YoY); Allison Off-Highway ($673M, N/A (newly acquired Jan 1, 2026)). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/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 ($1,000M, +158% YoY); Interest expense, net ($61M, +190% YoY); Selling, general and administrative ($157M, +80% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 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

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13F Pro Quality Score

68.5/100

Rank #411 of 2,879 stocksTOP 25%

View Industrials peers →

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

Revenue Growth

64.9/100

Profitability

72.3/100

Balance Sheet

87.4/100

Earnings Quality

34.8/100

Free Cash Flow

74.2/100

Institutional Flow

21.5/100

Revenue Scale

73.1/100

Dilution Risk

60.1/100

ALSN Stock Analysis & AI Quality Score

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 68.5/100 on a 32-signal composite quality model, placing it at rank #411 of 2,879 stocks — the top 25% of the AI-ranked universe. ALSN scores in the top quartile across balance sheet strength (87.4). Areas of concern include institutional flow (21.5) and earnings quality (34.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Allison Transmission Holdings Inc reports quarterly revenue of $1.4B, net income of $112.0M, free cash flow of $103.0M. 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. Allison Transmission Holdings Inc's 13F Pro composite quality score has ranged between 54 and 80 since 2021, currently 68.5 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

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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.

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

✓ 44/44 datapoints verified

AI-extracted from Allison Transmission Holdings Inc's 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Allison completed Dana off-highway acquisition on Jan 1, 2026 for $2.6B, expanding to two segments; Q1 revenue surged 83% to $1.4B despite Allison Transmission segment decline.

Biggest Revenue Drivers

Total revenue: $1,406M+83% YoY

Allison Transmission$733M-4% YoY

Lower demand in North America On-Highway, offset by 64% growth in Defense end market from increased tracked vehicle demand.

Allison Off-Highway$673MN/A (newly acquired Jan 1, 2026)

Acquired business comprised of Construction & Material Handling ($227M), Agriculture ($154M), Industrial ($90M), Mining ($50M), and Service Parts ($152M).

Largest Expense Items

Cost of sales$1,000M+158% YoY

$623M attributable to Allison Off-Highway including $63M stepped-up basis inventory and $13M depreciation; remainder from lower material costs offset by unfavorable direct material costs in Allison Transmission.

Interest expense, net$61M+190% YoY

Driven by $16M from Incremental Term Loan, $7M from 5.875% Senior Notes 2033, $6M bridge facility fees, and $5M lower interest income.

Selling, general and administrative$157M+80% YoY

$56M from Allison Off-Highway including $21M amortization; remainder from $8M Acquisition-related costs and higher incentive compensation.

Engineering — research and development$54M+29% YoY

$15M from Allison Off-Highway; remaining decrease from reduced product initiatives in Allison Transmission.

Margins: Gross profit margin contracted 20.4 percentage points to 29% from 49%, primarily due to Allison Off-Highway's lower-margin product mix, $63M stepped-up inventory basis, and lower Allison Transmission sales offset by price increases. Operating margin fell to 14% from 33% YoY due to acquisition-related costs and integration expenses.

Watch Items from the Filing

North America On-Highway revenue declined 14% ($60M) to $375M, reflecting weaker medium-duty and class 8 vocational truck demand—a core legacy market.
Allison Off-Highway segment posted $21M operating loss in Q1 2026 (pro-forma Q1 2025 net income $89M) due to $63M inventory step-up and $21M intangible amortization, signaling significant purchase accounting headwinds.
Total debt increased to $4.3B from $2.9B at year-end 2025 due to $1.2B Incremental Term Loan, $500M Senior Notes 2033, and $300M revolver borrowing for acquisition funding; first lien net leverage 1.29x.
Integration and Acquisition-related expenses totaled $17M in Q1 2026; company expects integration costs to continue impacting near-term profitability.
Defense end market surged 64% to $87M driven by tracked vehicle demand and price increases, offsetting broader market weakness and providing growth visibility.

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

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$1.4B

Net Income

Q1 2026

$112.0M

Free Cash Flow

Q1 2026

$103.0M

D/E Ratio

Q1 2026

2.24

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

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

AI Insight: ALSN Financial Trends

Q1 2026 revenue nearly doubled to $1,406M following a debt-funded acquisition, but net income fell to $99–$112M range as leverage surged to $4,267M total debt.

• Revenue jumped from $737M in Q4 2025 to $1,406M in Q1 2026, likely acquisition-driven, but operating margin compressed sharply to ~13.9% from ~23.2% in Q2 2024.

• Net income deteriorated from $200M peak in Q3 2024 to $99M in Q4 2025 and only partially recovered to $112M in Q1 2026 despite surging revenue.

• Total debt nearly doubled from $2,415M in Q3 2025 to $4,267M in Q1 2026, while equity grew modestly to $1,903M, implying a debt-to-equity ratio above 2.2x.

• Operating cash flow remained relatively stable at $156M–$243M across recent quarters, providing a partial offset to elevated leverage.

⚠ Total debt surged $1,852M in a single quarter to $4,267M — monitor whether acquisition synergies can restore operating margins and accelerate debt paydown.

⚠ Operating income dropped to $171M in Q4 2025 and $195M in Q1 2026 vs. $263M in Q2 2024 — margin recovery trajectory is a critical inflection point.

⚠ Q1 2026 operating cash flow fell to $156M from $243M in Q4 2025 — watch whether FCF generation can support the materially higher debt service burden.

AI Insight: ALSN Ratio Trends

Operating margin collapsed to 13.9% in Q1 2026 — the lowest in the visible dataset — while D/E spiked back to 2.24, erasing two years of deleveraging progress.

• Operating margin fell sharply from 32.5% in Q1 2025 to 13.9% in Q1 2026, a 18.6pp year-over-year deterioration.

• Net profit margin dropped from 25.1% in Q1 2025 to 8.0% in Q1 2026, the weakest quarterly reading in the dataset.

• ROIC contracted from 24.4% in Q1 2025 to 12.6% in Q1 2026, cutting return on invested capital by nearly half in four quarters.

• D/E ratio declined steadily from 1.63 in Q2 2024 to 1.31 in Q3 2025, before reversing sharply to 2.24 in Q1 2026.

⚠ D/E jumped from 1.31 in Q3 2025 to 2.24 in Q1 2026 — a 0.93pp reversal that erases all deleveraging since Q2 2024.

⚠ ROA fell to 5.1% in Q1 2026, the lowest quarterly reading shown; monitor whether asset base expansion or earnings weakness is the primary driver.

⚠ TTM metrics closely mirror Q1 2026 lows, suggesting deterioration is not purely seasonal — watch Q2 2026 for stabilization signals.

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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
$1.5B12,450,911 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$490.4M4,188,911 sh
BlackRock, Inc.
$443.5M3,788,793 sh
VANGUARD CAPITAL MANAGEMENT LLC
$434.7M3,713,695 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$397.4M3,394,635 sh
Boston Partners
$334.4M2,856,610 sh
RENAISSANCE TECHNOLOGIES LLC
$264.6M2,260,397 sh
GEODE CAPITAL MANAGEMENT, LLC
$258.1M2,204,268 sh
FIRST TRUST ADVISORS LP
$237.2M2,026,603 sh
LONDON CO OF VIRGINIA
$223.0M1,905,273 sh

Fund	Value	Shares
FMR LLC	$1.5B	12,450,911
VANGUARD PORTFOLIO MANAGEMENT LLC	$490.4M	4,188,911
BlackRock, Inc.	$443.5M	3,788,793
VANGUARD CAPITAL MANAGEMENT LLC	$434.7M	3,713,695
FULLER & THALER ASSET MANAGEMENT, INC.	$397.4M	3,394,635
Boston Partners	$334.4M	2,856,610
RENAISSANCE TECHNOLOGIES LLC	$264.6M	2,260,397
GEODE CAPITAL MANAGEMENT, LLC	$258.1M	2,204,268
FIRST TRUST ADVISORS LP	$237.2M	2,026,603
LONDON CO OF VIRGINIA	$223.0M	1,905,273

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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.

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.