Allison Transmission Holdings Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Allison Transmission Holdings Inc (ALSN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Allison Transmission Holdings Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 4,402M vs 909,693M combined for its competitors (0.5% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+42.3% annualized vs trailing 12 months), vs accelerating (+5.6%) for its tracked peer group.
- Growth: Allison Transmission Holdings Inc generated 92.4% revenue growth year over year in Q2 2026, vs 10.4% for its competitors combined.
- Profitability: Its 11.6% net margin compares with 19.5% for the peer group.
- Scale: Allison Transmission Holdings Inc ranks #6 of 56 companies by market capitalization in the Auto & Truck Parts industry, holding 4.6% of industry market cap.
- Peer revenue share: Allison Transmission Holdings Inc accounted for 0.7% of combined revenue among its tracked peer group, up from 0.4% a year earlier.
- Peer differentiation: Revenue per employee of $1.10M compares with $0.49M for the peer group (2.3x).
- Structure: Allison Transmission Holdings Inc operates in the following segments: Allison Transmission, Allison Transmission Reportable Segment, Before Intersegment Eliminations, Allison Off-Highway.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ALSN Sales vs. its Competitors, Q2 2026
Allison Transmission Holdings Inc reported revenue growth of 92.38 % year on year in Q2 2026, above its competitors' combined revenue growth of 10.37 %.
With a net margin of 11.56 %, Allison Transmission Holdings Inc reported lower profitability than its competitors (19.53 %).
Allison Transmission Holdings Inc generated 0.65 % of the combined sales of its peer group, up from 0.37 % a year earlier.
API endpoints for this dataset
Allison Transmission Holdings Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Allison Transmission Holdings Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Allison Transmission Holdings Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Allison Transmission Holdings Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (4) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Allison Transmission Holdings Inc's competitor groups requires a Commercial License.
For context: the Auto & Truck Parts industry grew revenue 4.1% year over year, combined, vs 92.4% for Allison Transmission Holdings Inc. Allison Transmission Holdings Inc's share of combined industry revenue moved from 0.69% to 1.27%, a gain of 0.58 percentage points.
Allison Transmission Holdings Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Allison Transmission Holdings Inc | Yes | Yes | Yes | No |
| Competitors combined (63) | ||||
| High-Confidence Competitors (6) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ALSN Stock Performance relative to its Competitors
ALSN Stock Performance relative to High-Confidence Competitors
ALSN Stock Performance relative to Similar-Size Competitors
ALSN Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Tsakos Energy Navigation Limited | 282.9% | Outperformed |
| 2 | Ecopetrol S a | 282.9% | Outperformed |
| 3 | Cts Corporation | 282.9% | Outperformed |
| 4 | Proto Labs Inc | 282.9% | Outperformed |
| 5 | Idex Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Allison Transmission Holdings Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Allison Transmission Holdings Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Allison Transmission Holdings Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Allison Transmission Holdings Inc |
9,817.92 | 4,402.00 |
 Caterpillar Inc |
258,366.38 | 74,729.00 |
 Thermo Fisher Scientific Inc |
257,755.96 | 47,351.00 |
 Honda Motor Co Ltd |
167,142.10 | 142,393.78 |
 Eaton Corporation Plc |
133,134.11 | 31,984.00 |
 Parker hannifin Corporation |
117,568.90 | 21,499.00 |
| SUBTOTAL | 1,709,797.80 | 1,088,579.93 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Allison Transmission Holdings Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Allison Transmission Holdings Inc's Competitors Named by the Company
Competitive relationships identified from Allison Transmission Holdings Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Komatsu Ltd. | Company report | 85% |
| Danyang Winstar Auto Parts Co., Ltd. | Company report | 85% |
| Volvo Group | Company report | 85% |
| Caterpillar Inc. | Company report | 85% |
| Twin Disc, Inc. | Company report | 85% |
| Komatsu Ltd. | Company report | 85% |
| Xi’an FC Intelligence Transmission Co. Ltd. | Company report | 85% |
| Dana | Company report | 85% |
| ZF Friedrichshafen AG | Company report | 85% |
| Ford Motor Company | Company report | 85% |
| Voith GmbH | Company report | 85% |
| Cummins Inc | Company report | 85% |
| Eaton Corporation Plc | Company report | 85% |
| Honda Motor Co Ltd | Company report | 85% |
| Borgwarner Inc | Company report | 85% |
| Regal Rexnord Corp | Company report | 85% |
Company report basis, confidence, active dates and source counts for Allison Transmission Holdings Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Allison Transmission Holdings Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Allison Transmission Holdings Inc | Allison Transmission 57.43 % |
| Caterpillar Inc | Construction Industries 41.12 % |
| Thermo Fisher Scientific Inc | Clinical Research 20.15 % |
| Eaton Corporation Plc | Electrical Americas 46.63 % |
| Parker hannifin Corporation | Diversified Industrial 66.93 % |
| Corning Inc | Optical Communications 49.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Allison Transmission Holdings Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Allison Transmission Holdings Inc | 9,818 | 1,100,500 | 132,250 |
| Caterpillar Inc | 258,366 | 633,297 | 91,873 |
| Thermo Fisher Scientific Inc | 257,756 | 378,808 | 56,712 |
| Honda Motor Co Ltd | 167,142 | 730,251 | 30,405 |
| Eaton Corporation Plc | 133,134 | 328,705 | 40,102 |
| Parker hannifin Corporation | 117,569 | 359,215 | 60,969 |
| PEERS TOTAL | 1,699,980 | 487,140 | 70,076 |
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Allison Transmission Holdings Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Caterpillar Inc | Latin America -0.11 % |
| Thermo Fisher Scientific Inc | North America 51.63 % |
| Parker hannifin Corporation | North America 67.21 % |
| Cummins Inc | United States 56.10 % |
| Te Connectivity plc | Asia Pacific 36.91 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Allison Transmission Holdings Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 51 companies in Allison Transmission Holdings Inc's industry classification, broader than the peer set above. Market cap in millions of $.Allison Transmission Holdings Inc ranks #6 of 51 companies by market capitalization in its industry, holding 4.59 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,136, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Cummins Inc | 62,335 | 29.15 % |
| 2 | Magna International Inc | 17,475 | 8.17 % |
| 3 | Genuine Parts Co | 16,944 | 7.92 % |
| 4 | Bwx Technologies Inc | 10,997 | 5.14 % |
| 5 | Borgwarner Inc | 1,234 | 5.2% |
| 6 | Allison Transmission Holdings Inc | 9,818 | 4.59 % |
| 7 | Autoliv Inc | 1,234 | 5.2% |
| 8 | Aptiv Plc | 1,234 | 5.2% |
| 9 | Lear Corp | 1,234 | 5.2% |
| 10 | Modine Manufacturing Co | 1,234 | 5.2% |
Market cap and industry share for the rest of Allison Transmission Holdings Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Allison Transmission Holdings Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Cummins Inc | 62,335 | 3.66 % |
| 2 | Magna International Inc | 17,475 | 24.55 % |
| 3 | Genuine Parts Co | 16,944 | -1.16 % |
| 4 | Bwx Technologies Inc | 10,997 | -41.72 % |
| 5 | Borgwarner Inc | 1,234 | 12.3% |
| 6 | Allison Transmission Holdings Inc | 9,818 | 45.05 % |
| 7 | Autoliv Inc | 1,234 | 12.3% |
| 8 | Aptiv Plc | 1,234 | 12.3% |
| 9 | Lear Corp | 1,234 | 12.3% |
| 10 | Modine Manufacturing Co | 1,234 | 12.3% |
| 11 | Lkq Corporation | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Allison Transmission Holdings Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Allison Transmission Holdings Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Auto & Truck Parts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (88 companies). See the full Auto & Truck Parts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 36.44 % | 18.13 % (avg) | +18.3 pp |
| Operating Margin | 19.56 % | industry median | +14.0 pp |
| EBITDA Margin | 23.74 % | 1.67 % (avg) | +22.1 pp |
| Capital Intensity (Capex / Revenue) | 4.59 % | 4.91 % (avg) | -0.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Allison Transmission Holdings Inc's Valuation vs Competitive Position
Valuation multiples vs the Auto & Truck Parts industry average (88 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Auto & Truck Parts industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 19.4x | 24.9x | -5.5x |
| EV / EBITDA | 13.3x | 12.8x | +0.5x |
| P/B | 5.4x | 2.6x | +2.8x |
| Return on Equity | 27.88 % | industry aggregate | 16.51 % |
| Return on Invested Capital | 8.87 % | -0.70 % (avg) | 9.57 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Allison Transmission Holdings Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 19.94 % | -0.55 % | -22.87 % | 15.43 % | 15.28 % | 9.61 % | 6.26 % | -6.67 % |
| Operating Margin | 34.02 % | 33.06 % | 25.66 % | 27.85 % | 28.31 % | 30.28 % | 30.76 % | 29.24 % |
| Return on Invested Capital | 20.21 % | 18.52 % | 9.95 % | 12.45 % | 14.26 % | 14.96 % | 14.52 % | 11.69 % |
| P/E | 9.6x | 9.7x | 16.0x | 8.9x | 7.8x | 7.5x | 13.2x | 12.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Allison Transmission Holdings Inc's Strategic Group Map
Allison Transmission Holdings Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Allison Transmission Holdings Inc's trailing-12-month revenue growth of 37.6% and operating margin of 19.6% compares with an average of 27.1% growth and 11.6% margin across its 8 closest peers by combined growth, margin and ROIC -- Allison Transmission Holdings Inc sits above that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Allison Transmission Holdings Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Allison Transmission Holdings Inc falls in the Dog quadrant: relative market share of 0.16x vs its largest competitor, in an industry growing revenue 4.7% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Allison Transmission Holdings Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,136 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 4.59 % vs industry average 4.91 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Allison Transmission Holdings Inc's dedicated Suppliers and Customers pages, not here.
Allison Transmission Holdings Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Allison Transmission Holdings Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Allison Transmission Holdings Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 14.0 points above the industry median.
- Return on equity 16.5 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+42.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.16x).
Opportunities
- Trades at a lower P/E than the industry average (19.4x vs 24.9x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Allison Transmission Holdings Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Allison Transmission Holdings Inc | 0.90 | 2.48 | 2.35 |
| Caterpillar Inc | 0.19 | 1.39 | 0.99 |
| Thermo Fisher Scientific Inc | 0.39 | 1.69 | 0.81 |
| Honda Motor Co Ltd | 0.53 | 1.36 | 0.76 |
| Eaton Corporation Plc | 0.05 | 1.24 | 0.89 |
| Parker hannifin Corporation | 0.08 | 1.16 | 0.65 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Allison Transmission Holdings Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Allison Transmission Holdings Inc | Q2 2026 | +92.4 % | -7.2 % |
| Caterpillar Inc | Q2 2026 | +24.0 % | +64.9 % |
| Thermo Fisher Scientific Inc | Q3 2026 | +9.1 % | +6.2 % |
| Honda Motor Co Ltd | Q1 2025 | +0.6 % | -27.6 % |
| Eaton Corporation Plc | Q3 2026 | +28.0 % | +6.7 % |
| Parker hannifin Corporation | Q2 2026 | +9.8 % | +18.2 % |
| PEERS TOTAL | +4.7 % | +30.8 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Allison Transmission Holdings Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Allison Transmission Holdings Inc | Q2 2026 | +155.1 % | +0.0 % |
| Caterpillar Inc | Q2 2026 | +18.3 % | +16.3 % |
| Thermo Fisher Scientific Inc | Q3 2026 | +133.0 % | +8.2 % |
| Honda Motor Co Ltd | Q1 2025 | +1.6 % | +38.8 % |
| Eaton Corporation Plc | Q3 2026 | +35.5 % | +54.5 % |
| Parker hannifin Corporation | Q2 2026 | +6.8 % | +32.2 % |
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Allison Transmission Holdings Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Allison Transmission Holdings Inc | 7.29% | 6.78% | 27.88% |
| Caterpillar Inc | 11.11% | 17.90% | 54.18% |
| Thermo Fisher Scientific Inc | 6.29% | 7.46% | 13.32% |
| Honda Motor Co Ltd | 2.89% | 4.01% | 7.04% |
| Eaton Corporation Plc | 7.43% | 9.80% | 19.38% |
| Parker hannifin Corporation | 11.99% | 15.10% | 25.38% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Allison Transmission Holdings Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Allison Transmission Holdings Inc | 18.64 | 2.23 |
| Caterpillar Inc | 24.07 | 3.46 |
| Thermo Fisher Scientific Inc | 36.72 | 5.44 |
| Honda Motor Co Ltd | 0.20 | 1.17 |
| Eaton Corporation Plc | 34.21 | 4.16 |
| Parker hannifin Corporation | 32.24 | 5.47 |
| PEERS AVERAGE | 10.93 | 1.57 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.