Nama Insights

Allison Transmission (ALSN)

Consumer Cyclical · Auto Parts · NYSE

Allison Transmission (ALSN) is a Consumer Cyclical company in the Auto Parts industry. It has a market capitalization of $9.60B, a trailing price-to-earnings ratio of 12.2 and a free-cash-flow yield of 6.7%. Over the most recent reported fiscal year, revenue declined 6.7% and free cash flow per share grew 4.0%. Nama's AI scorecard rates it Buy, 6.5 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 6.5/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Leading · +35.9% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-15.1%
How far the last close sits under the highest price of the past five years.
Market cap$9.60B
Trailing P/E12.2
Price / book4.9
Price / sales2.2
FCF yield6.7%
Dividend yield1.0%
Gross margin36.4%
Operating margin20.2%
Net margin12.0%
Revenue growth (YoY)-6.7%
Revenue growth (3-yr annual)+2.8%
EPS growth (YoY)-11.3%
FCF/share growth (YoY)+4.0%
Beta1.0
ExchangeNYSE
SectorConsumer Cyclical
IndustryAuto Parts

ALSN earnings

Next report: Feb 22, 2027 (Q4 2026, EPS estimate $2.48). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $2.90 $2.48 +16.9% $1.53B
Q2 2026 Aug 3, 2026 $2.73 $2.61 +4.6% $1.57B
Q1 2026 May 4, 2026 $2.57 $2.10 +22.4% $1.41B
Q4 2025 Feb 23, 2026 $1.42 $1.46 -2.7% $737.00M

ALSN analyst price target

Median target $140.00 from 10 analysts, ranging $116.00 – $186.00.

Auto Parts peers

TickerCompanyMarket capP/E
ORLY O'Reilly Automotive $72.33B 27.6
AZO AutoZone $51.77B 21.1
HSAI Hesai Group $18.01B 23.5
GPC Genuine Parts $16.93B 16.3
MGA Magna International $16.06B 8.5
BWA BorgWarner $9.80B 9.0
AUR Aurora Innovation $8.91B —
ALV Autoliv $8.89B 12.5
Explore live ALSN data on Nama Insights →

ALSN FAQ

Is ALSN a buy?
Nama's AI scorecard currently rates Allison Transmission Buy (6.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ALSN's P/E ratio?
Allison Transmission trades at a trailing price-to-earnings ratio of 12.2.
When does ALSN report earnings?
Allison Transmission's next scheduled report is on Feb 22, 2027. Analysts expect EPS of $2.48.
What is the ALSN price target?
The median analyst price target from 10 analysts is $140.00, with a range of $116.00 – $186.00.
Is ALSN Shariah compliant?
Nama's AAOIFI-style screen reads Allison Transmission as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does ALSN pay a dividend?
Yes — Allison Transmission's dividend yield is 1.0%.