ALSN
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ALSN's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase was principally driven by higher gross profit, lower cash incentive compensation payments and lower working capital funding requirements, partially offset by higher cash interest expense and increased payments for expenses related to the Acquisit…”10-Q · Aug 5, 2026 ↗
“Global Off-Highway end market net sales decreased $4 million, or 12%, principally driven by lower demand from the energy, mining and construction sectors outside of North America, partially offset by increased demand from the energy sector in North America.”10-Q · Aug 5, 2026 ↗
“Gross profit Gross profit for the six months ended June 30, 2026 was $921 million compared to $781 million for the six months ended June 30, 2025, an increase of 18%.”10-Q · Aug 5, 2026 ↗
“The increase was principally driven by the Acquisition and increased capital expenditures.”10-Q · Aug 5, 2026 ↗
Valuation discipline
Price/sales 3.6× · EV/sales 4.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ALSN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-05.
Capital and cash conversion
Inventory growth exceeded revenue growth and inventory intensity increased.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“The increase was principally driven by higher gross profit, lower cash incentive compensation payments and lower working capital funding requirements, partially offset by higher cash interest expense and increased payments for expenses related to the Acquisition.”
“The remaining $41 million increase was principally driven by unfavorable direct material costs, higher incentive compensation expense and higher direct material expense commensurate with increased net sales in Allison Transmission.”
“The increase was principally driven by the following: • Defense end market net sales increased $36 million, or 57%, principally driven by increased demand for Tracked vehicle applications, price increases on certain products and the continued execution of our growth initiatives.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“On January 1, 2026 (the "Closing Date"), we completed the acquisition of Dana Incorporated's ("Dana") off-highway business (the "Acquired Off-Highway Business”) for a purchase price of approximately $2,628 million, subject to certain adjustments (the "Acquisi…”
“Competition in this end market for 2025 included Caterpillar Inc.”
Depended on by
“Electric powertrains and battery systems Accelera (a business segment of Cummins Inc.) Propane and gasoline engines and transmissions Ford Motor Company Transmissions Allison Transmission Propane fueling kits Roush CleanTech Our purchasing department continua…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
ALSN is currently a Leader in the organic co-movement group Heavy-Duty Transmissions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ALSN; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.