Pulling SEC filings + quote and writing the call…

Allison Transmission Holdings Inc
Next earnings Aug 3, 2026 · consensus $2.58 EPS, $1.54B rev
Last earnings -1.7% on 2026-05-04
Highly profitable transmission maker at 16x earnings with 48.6% gross margins and aggressive buybacks — quality at a fair price.
Sources: SEC EDGAR (CIK 0001411207, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:45:57 PM.
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The fundamentals carry the rating, but the price is rich (~40% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Allison Transmission is a high-quality industrial franchise trading at an undemanding valuation. FY2025 revenue dipped 6.7% to $3.01B and net income fell 14.8% to $623M, a cyclical pullback from the FY2024 peak ($3.23B revenue, $731M net income), but the underlying profitability is exceptional: 48.6% gross margin, 29.2% operating margin, 20.7% net margin and a 33.4% return on equity. At $119.10 the stock trades at just 16.2x diluted EPS of $7.33 and 3.3x sales — a modest multiple for a business that consistently converts revenue into profit and generated $836M of operating cash flow (up 4.4%) against only $175M of capex.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.40B | $2.77B | $3.04B | $3.23B | $3.01B |
| Gross profit | $1.15B | $1.30B | $1.47B | $1.53B | $1.46B |
| Operating income | $669M | $784M | $919M | $992M | $880M |
| Net income | $442M | $531M | $673M | $731M | $623M |
| Diluted EPS | $4.13 | $5.53 | $7.40 | $8.31 | $7.33 |
| Net margin | 18.4% | 19.2% | 22.2% | 22.7% | 20.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
| 2026-06-04 | Bohley G Frederick See Remarks | Exercise | 533.00 | |
| 2026-06-04 | Bohley G Frederick See Remarks | Exercise | 10.00 | |
| 2026-06-04 | Bohley G Frederick See Remarks | Tax | 242.00 @ $118.38 | $28.6K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.