Allison Transmission Holdings, Inc. (ALSN)

Allison Transmission experienced several stock events in the past six months. Regulatory approvals for Dana's Off-Highway business acquisition were received, with the transaction expected to close near the end of the year. The company priced an offering of $500 million in Senior Notes due 2033. A quarterly dividend of $0.27 per share was declared, following an 8% increase announced earlier in the year. Analyst ratings and price targets were adjusted by several firms. The stock price decreased by 14.72% over the last six months, with a share price of $84.32 as of November 21, 2025.

Demand for Allison Transmission's products exhibits seasonality, particularly in the North America On-Highway market, with a stronger first half of the year and a softer fourth quarter. Demand for automatic transmissions is growing in developing countries like China and India, driven by heavy traffic congestion. Off-highway markets are projected to grow, fueled by sectors such as fracking and mining.

Allison Transmission Holdings, Inc. specializes in fully automatic transmissions for medium- and heavy-duty commercial and U.S. defense vehicles, along with electric hybrid and fully electric propulsion systems, serving diverse applications such as on-highway trucks, buses, motorhomes, off-highway vehicles, and defense vehicles.

Allison Transmission has a global presence in approximately 150 countries, with manufacturing facilities in the United States, Hungary, and India. It maintains global engineering resources, including electrification engineering centers in Indianapolis, Indiana; Auburn Hills, Michigan; and London in the United Kingdom. The company supports customers through a network of approximately 1,600 independent distributor and dealer locations worldwide. Its global headquarters is in Indianapolis, Indiana, USA.

Allison Transmission is dedicated to providing propulsion solutions that reduce emissions and meet customer needs. The company released its 2023 Corporate Social Responsibility Report in June 2024, detailing its sustainability, environmental performance, social and community impacts, and governance practices. No significant negative events impacting the company's brand reputation were found.

Allison Transmission Holdings, Inc. is primarily owned by institutional shareholders, who hold approximately 80.23% of the company's stock. Major institutional owners include Fmr Llc, Vanguard Group Inc, BlackRock, Inc., Renaissance Technologies Llc, Fuller & Thaler Asset Management, Inc., LSV Asset Management, London Co Of Virginia, and Burgundy Asset Management Ltd. Onex Partners LLC is a significant individual shareholder.