Allison Transmission Holdings,
ALSN
Jodie read · what matters now
Revenue increased 83.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ALSN, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-07 against the comparable filing from 2025-05-02.
What improved
- Revenue increased 83.6% versus the comparable filing period.
- Operating cash flow covered net income at 1.39x, improving versus the comparable period.
What weakened
- Operating margin fell 18.6 percentage points.
- Net income decreased 41.7% versus the comparable filing period.
- Gross margin fell 20.5 percentage points.
Filing receipts
“The decrease was principally driven by higher working capital funding requirements, higher cash interest expense, increased payments for expenses related to the Acquisition and higher cash income taxes, partially offset by lower cash incentive compensation payments.”
“The remaining $11 million decrease was principally driven by lower direct material expense commensurate with decreased net sales, partially offset by unfavorable direct material costs, in Allison Transmission.”
“The decrease was principally driven by: • North America On-Highway end market net sales decreased $60 million, or 14%, principally driven by lower demand for medium-duty and class 8 vocational trucks, partially offset by price increases on certain products.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ALSN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 8 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ALSN is currently a Participant in the organic co-movement group Industrial Automation. 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.
Theme membership history
No durable theme membership has been observed for this name yet.