Allison Transmission Holdings Inc. (ALSN) is a renowned global company focusing on the production of fully-automatic transmissions for medium and heavy-duty commercial vehicles and is a market leader in manufacturing hybrid-propulsion systems for city buses. The company's stock trades under the ticker ALSN on the New York Stock Exchange. Founded in 1915, Allison Transmission originated as part of the Indianapolis engineering company, Allison Engine Company, which played a significant role in preparing the US for World War II.
The company’s name comes from the founder, James A. Allison, who started with the production of race cars and later contributed significantly to America's efforts during both World Wars with his design of Liberty aircraft engines. The history of Allison Transmission has been bound up with the history of developments in transport engineering throughout the 20th century.
Allison Transmission's fully automatic transmissions can be found worldwide in a multitude of vehicles, making the company an essential part of the global commercial vehicle industry. Their primary users range from the distribution, refuse, construction, fire, and emergency among other markets. With an emphasis on delivering efficient power, seamless shifting, and a robust and reliable vehicle performance, Allison Transmission products are highly praised and recognized worldwide.
One of the key characteristics that makes Allison Transmission stand out is its commitment to innovation. The company was first to market 100% fully automatic transmission, setting the standard for commercial vehicle propulsion. They are constantly pushing the boundaries of technology, pioneering hybrid propulsion systems for transit buses and refuse trucks, electric hybrid, and fuel cell systems.
Furthermore, Allison Transmission takes their environmental responsibility very seriously. The company is devoted to making transport greener with their hybrid and electric powertrains for city buses, which can offer significant fuel savings and reduced emissions, contributing to cleaner, more sustainable urban environments.
With their dedication to continuous improvement and clear focus on meeting and exceeding customer's needs, Allison Transmission has established a solid reputation as a industry innovator and leader. The company is headquartered in Indianapolis, Indiana, with regional offices and production facilities throughout the world, supporting a strong global presence in over 80 countries.
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Allison Transmission reported a 121% year-over-year increase in third-quarter net sales to $1.534 billion, driven by the integration of its Off-Highway business unit and a 27% increase in its Transmission business unit sales. The company raised its full-year 2026 revenue guidance to between $5.975 billion and $6.075 billion and emphasized its transition to an integrated propulsion systems provider, focusing on capturing more content per vehicle across conventional and electric platforms. Operational highlights include strong demand in North America's On-Highway end market and successful integration of the Off-Highway business.
Parcion Private Wealth LLC significantly reduced its stake in Allison Transmission Holdings, Inc. by 85.4% during the third quarter, selling 39,664 shares and retaining 6,773 shares valued at $767,000. Despite this, institutional investors hold 96.9% of the company's stock, with several other funds increasing their positions. Allison Transmission reported strong quarterly earnings of $2.73 per share, exceeding expectations, and a 92.4% year-over-year revenue increase to $1.57 billion.
BlackRock, Inc. has revealed a 9.3% beneficial ownership stake in Allison Transmission Holdings Inc. common stock, according to a Schedule 13G filing with the SEC. As of September 30, 2026, BlackRock holds 7,651,817 shares, exercising sole voting authority over 7,419,339 shares and sole dispositive power over all reported shares. The filing, dated October 27, 2026, classifies BlackRock as a parent holding company.
Allison Transmission (ALSN) is expected to report its Q3 2026 earnings on Monday, November 2nd, with analysts forecasting earnings of $2.32 per share and revenue of $1.47 billion. In the previous quarter, the company surpassed expectations with $2.73 EPS and $1.57 billion in revenue, marking a 92.4% year-over-year increase. The stock currently holds a "Moderate Buy" consensus rating with an average price target of $131.57, and it offers a quarterly dividend of $0.29 per share, equating to a 1.1% yield.
Allison Transmission Holdings, Inc. has announced a unified brand strategy following its acquisition of Dana Incorporated’s Off-Highway Drive & Motion Systems business. The combined product portfolio will operate under the Allison enterprise brand, retaining established product names like Spicer, Brevini, and GWB. The new brand will be showcased at bauma China in November, featuring products across the full driveline.
Allison Transmission Holdings, Inc. announced its new brand architecture after acquiring Dana Incorporated's Off-Highway Drive & Motion Systems business. The combined entity will operate under the Allison enterprise brand, retaining established product brands like Spicer, Brevini, GWB, Fairfield, and Graziano. This unified approach aims to provide a consistent strategy and promise to customers across essential industries.
Assenagon Asset Management S.A. decreased its stake in Allison Transmission Holdings, Inc. by 12.2% in Q3 2026, selling 12,282 shares but retaining 88,207 shares valued at $9.99 million. Despite this reduction, institutional investors collectively own 96.9% of the company. Allison Transmission reported strong quarterly earnings of $2.73 per share, surpassing estimates, and a significant 92.4% year-over-year revenue increase to $1.57 billion.