)
Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Allison Transmission
Allison Transmission (ALSN) investor relations material
Allison Transmission Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary3 Nov, 2025
Strategic overview and market position
Leading global designer and manufacturer of propulsion solutions for commercial and defense vehicles, with a strong brand reputation and over 100 years of innovation and reliability.
Largest global manufacturer of medium- and heavy-duty fully automatic transmissions, with a growing portfolio in electrified propulsion systems.
Diverse end markets include on-highway, off-highway, defense, and parts/support, with $3.1 billion in LTM net sales as of September 2025.
Over 350 OEMs globally rely on its products, with a premium pricing model and high customer loyalty.
Asset-light business model supports strong free cash flow and capital allocation flexibility.
Growth strategy and opportunities
Pursuing $400 million in incremental annual revenue opportunities across mining, oilfield, Class 8 day cab, and defense markets.
Expanding global reach through the $2.7 billion Dana Off-Highway acquisition, expected to be immediately accretive and deliver $120 million in annual run-rate synergies.
Focused on emerging markets, electrification, and new product development to expand addressable markets.
Growth strategies target on-highway, off-highway, and defense sectors both in North America and internationally.
Leveraging expanded manufacturing and engineering footprint, especially in EMEA and APAC, to drive localization and customer proximity.
Technology and product innovation
Leading in next-generation commercial propulsion, including fully integrated electric axles, hybrid systems, and advanced battery management.
eGen Power, eGen Flex, and eGen Force product lines address zero-emission, hybrid, and defense applications, with significant content per vehicle uplift.
Over $1.5 billion in electric hybrid propulsion sales since 2003, with nearly 9,800 systems delivered globally and 457 million gallons of fuel saved.
New electrified transmission for tracked vehicles selected for the U.S. Army's XM30 program, with production expected to start in 2029.
Continuous enhancements to core technologies, including FuelSense 2.0 and XFE models, drive fuel efficiency and emissions reduction.
Dana acquisition: expected EPS accretion and synergies
eGen Flex: sales, content per vehicle, market
Progress on $400M incremental revenue opportunities
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Allison Transmission earnings date
Q4 202513 Feb, 2026
Allison Transmission
Next Allison Transmission earnings date
Q4 202513 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Allison Transmission Holdings Inc is a leader in commercial and defense fully-automatic transmissions, serving the medium-and heavy-duty commercial vehicle and medium-and heavy-tactical U.S. defense markets. Allison Transmission Holdings Inc products include fullyautomated hydraulic transmissions for commercial vehicles and manual transmissions for military vehicles. The company also provides aftermarket parts, technical support, and training services worldwide.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage