Allison Transmission Holdings, Inc. (ALSN)

From the record

Allison Transmission Holdings, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Allison Transmission Holdings, Inc.'s 10 filed years say what it did: revenue went from $1.8 billion in fiscal 2016 to $3.0 billion in fiscal 2025, up 5.6% a year; it rose in 6 of 9 years; the deepest fall was 23% from fiscal 2018 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Allison Transmission Holdings, Inc.'s diluted share count shrank about 4.0% a year, and dividends and buybacks returned about 46% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 12 sales (4 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Allison Transmission Holdings, Inc. earned about 33 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns. Leverage: it owed about 69 cents per dollar of assets, and net share issuance: its share count shrank 3.4% over the year (the filed statements).

From the record

Allison Transmission Holdings, Inc.'s standing among 35 graded names in its industry family: revenue of $3.0 billion in fiscal 2025 ranks in the top 40% by size; a net margin of 20.7% ranks in the top 4%; revenue growth of 2.8% a year over the last 3 filed years ranks in the bottom 47% (its annual reports).

From the record

Allison Transmission Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Graziosi, David S. (Chair, President and CEO, as filed), filing under that title since 2018-06-04, 8.4 years (top 28% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 6.5 years (top 43%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 44%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Allison Transmission Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.5 billion against debt of $2.9 billion leaves -23.2% of its assets as net cash, bottom 23% of its family; cash from operations less capital spending is 22% of revenue (top 7%); a gross margin of 48.6% (top 4%); research spending of 5.8% of revenue (bottom 48%) (its annual report).

From the record

Allison Transmission Holdings, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 2.8% a year over the last three filed years against 5.6% over all 10, slowing (bottom 40% of its family); the newest year grew -6.7% (bottom 13%); research spending grew -2% a year (bottom 25%); capital spending grew 1.6% a year (top 33%) (its annual reports). Allison Transmission Holdings, Inc. reported 6 product lines in fiscal 2025: North America On Highway at $1.5 billion (51%), Service Parts Support Equipment and Other at $643 million (21%), Outside North America On Highway at $507 million (17%), and 3 more; 2 of 6 grew against the year before (its annual report).

From the record

Allison Transmission Holdings, Inc.'s newest year against its own record: revenue of $3.0 billion in fiscal 2025 came in 13.5% below the $3.5 billion its prior three years' pace pointed to (bottom 14% of its family); net income of $623 million against a prior three-year average of $645 million (top 44%); a net margin of 20.7% against 21.3% before (bottom 47%) (its annual reports).