What does Allison Transmission Holdings Inc (ALSN) do?

Allison Transmission Holdings Inc (ALSN) is a publicly traded company in the Consumer Cyclical sector.

What sector does ALSN operate in?

Allison Transmission Holdings Inc operates in the Consumer Cyclical, specifically within the Auto Parts industry. AlphaOS tracks cycle stage, supply-chain relationships, and investment intelligence for companies across all sectors.

Where can I find ALSN earnings analysis?

AlphaOS publishes an earnings intelligence page for Allison Transmission Holdings Inc (ALSN) covering results, guidance context, and AI-assisted analysis. See /stocks/ALSN/earnings. Content is for research and education — not investment advice.

ALSN

Allison Transmission Holdings Inc

Consumer Cyclical · Auto Parts

$113.86Sep 25, 2026

AI confidence 70% · refreshes every 15s during session

Investment Snapshot

Strong evidence · 3 sources

Why it matters

Allison Transmission Holdings Inc shows accelerating business momentum based on AlphaOS pipeline evidence, with strong management execution.

Why it matters: Revenue +93% YoY in Q2 FY2026.

TrajectoryAccelerating

ExecutionStrong

CapitalAcquisitive

1 signal not yet derived from pipeline evidence

Key signals

What it means for the thesis — synthesis, not a raw event feed.

Revenue +93% YoY in Q2 FY2026
Allison Off-Highway business unit acquisition (Q2 FY2026)

Pipeline evidence · 1d ago

ALSN's AlphaOS Signals

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Latest earnings · Q1 2026

Full ALSN earnings analysis

Reported figures for Allison Transmission Holdings Inc — research only, not investment advice.

Revenue YoY: +84.1%
EPS YoY: -40.4%

Latest Intelligence

Updated September 28, 2026

What happened recently for Allison Transmission Holdings Inc (ALSN) — events, not interpretation.

Event: Reported Q1 2026 revenue +84% YoY.
Also: Last session September 25, 2026 at $113.86.
Source: Q1 2026 earnings

Research & analysis only — not investment advice.

Industry & ETF context

Industry blend 36

Primary industry Auto Parts scores 36/100 (Contraction cycle, Weak momentum).
Held in 1 ETF(s) — largest weight VIS (0.13%).

Held in ETFsweight · est. sleeve dollars

VIS0.13%

AlphaOS industries

Auto Parts

Primary

Score 36ContractionWeak momentum

Investment snapshot

Allison Transmission Holdings Inc

ALSN's opportunity score

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Analysis confidence: 70%

ALSN's AI investment thesis

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70% confidence

Intelligence layer

Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity

PricesFinancialsFilingsFiling insightsEarningsEarnings AITranscriptsTechnicalOpportunityResearch

→Filing signal: Officer/director transaction language detected
→Held in 1 ETF(s) — largest weight VIS (0.13%).

Strengthen intelligence

· Fetch earnings call transcript for CEO commentary

Latest price

$113.86

Market cap

$9.40B

Profitable

Yes

Revenue $1.57B

Net income

$181.00M

FY Sep 15, 2026

Analyst ratings

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Earnings intelligence

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Technical intelligence

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Filing insights

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Competitive landscape

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Allison Transmission Holdings Inc (ALSN)

Consumer Cyclical · Auto Parts

Investment Snapshot above is the primary AlphaOS analysis for Allison Transmission Holdings Inc — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.