A Look At Allison Transmission (ALSN) Valuation After New Leadership And Two-Business-Unit Structure

Simply Wall St.

Jan 17

AdvertisementLeadership change and new business structure at Allison Transmission Allison Transmission Holdings (ALSN) has reorganized into two business units and named former Dana executive Craig M. ...

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Price as President of Allison Off-Highway Drive and Motion Systems, effective January 1, 2026.\nSee our latest analysis for Allison Transmission Holdings.\nThe leadership reshuffle comes as Allison Transmission’s share price has climbed 37.92% over the past 90 days and 13.03% over the past month, while its 1...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4149":"建筑机械与重型卡车","ALSN":"艾里逊变速箱控股公司","BK4532":"文艺复兴科技持仓"},"translate_title":"新领导层和两个业务部门结构后艾里逊变速箱(ALSN)的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ALSN":1.5},"content_text":"AdvertisementLeadership change and new business structure at Allison Transmission Allison Transmission Holdings (ALSN) has reorganized into two business units and named former Dana executive Craig M. Price as President of Allison Off-Highway Drive and Motion Systems, effective January 1, 2026. See our latest analysis for Allison Transmission Holdings. The leadership reshuffle comes as Allison Transmission’s share price has climbed 37.92% over the past 90 days and 13.03% over the past month, while its 1 year total shareholder return shows a 4% decline and the 3 year total shareholder return sits at about 1.8x. Recent momentum is building on a longer track record. If this kind of repositioning in specialty vehicle and defense suppliers has your attention, it could be a good time to scan aerospace and defense stocks for other companies reshaping their businesses. With Allison trading around $111.55 after a sharp 90 day rally and sitting slightly above the average analyst target of $108.10, the key question is whether the market is leaving meaningful upside on the table or already pricing in future growth. Most Popular Narrative: 11.3% Overvalued Simply Wall St's most followed narrative puts Allison Transmission's fair value at US$100.20, below the last close of US$111.55, and builds a detailed case around earnings power and capital returns. The analysts have a consensus price target of $104.889 for Allison Transmission Holdings based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $129.0, and the most bearish reporting a price target of just $84.0. Read the complete narrative. Curious how steady margin assumptions, double digit revenue growth forecasts and shrinking share count combine to support that US$100.20 fair value? The full narrative lays out the earnings trajectory, valuation multiple and discount rate that underpin this conclusion, as well as how they reconcile differing analyst views. Result: Fair Value of $100.20 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on Allison managing soft truck demand in North America and successfully integrating the Dana Off-Highway deal without missing the expected synergies. Find out about the key risks to this Allison Transmission Holdings narrative. Another Way Of Looking At Value The narrative flags Allison as about 11.3% overvalued versus a US$100.20 fair value. However, the current P/E of 13.3x is well below its fair ratio of 23.2x, the Machinery industry at 26.8x and peers at 23.4x. If earnings hold up, is the market being too cautious here? See what the numbers say about this price — find out in our valuation breakdown. NYSE:ALSN P/E Ratio as at Jan 2026 Build Your Own Allison Transmission Holdings Narrative If you see the numbers differently or prefer to stress test your own assumptions, you can build a personalized Allison thesis in minutes: Do it your way. A great starting point for your Allison Transmission Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Allison has sharpened your thinking, do not stop here. Widen your watchlist with focused screeners that surface different types of opportunities in minutes.  Spot potential high risk high reward moves by scanning these 3536 penny stocks with strong financials that pair tiny share prices with stronger financial profiles. Ride the AI wave more deliberately by tracking these 24 AI penny stocks that tie artificial intelligence themes to listed businesses. Hunt for value focused ideas with these 868 undervalued stocks based on cash flows based on discounted cash flow signals rather than headlines.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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