Allison Transmission Holdings (ALSN) On Strong Results And A Bigger M And A Storyարժ

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Aug 28

Allison Transmission Holdings (ALSN) recently reported Q2 results, with revenue up 92.4% year on year, beating analyst expectations by 3.1%. The company also issued full-year revenue and EBITDA ...

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The company also issued full-year revenue and EBITDA ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-holdings-alsn-on-strong-results-and-a-b\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Allison Transmission Holdings (ALSN) On Strong Results And A Bigger M And A Storyարժ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAllison Transmission Holdings (ALSN) On Strong Results And A Bigger M And A Storyարժ\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-28 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-holdings-alsn-on-strong-results-and-a-b><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Allison Transmission Holdings (ALSN) recently reported Q2 results, with revenue up 92.4% year on year, beating analyst expectations by 3.1%. The company also issued full-year revenue and EBITDA ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-holdings-alsn-on-strong-results-and-a-b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4149","symbol_name":"建筑机械与重型卡车","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-holdings-alsn-on-strong-results-and-a-b","article_id":"2662034601","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3071000-choice2-main-header/1585186751359"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-holdings-alsn-on-strong-results-and-a-b","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2662034601","pubTimestamp":1787873470,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Allison Transmission Holdings (ALSN) recently reported Q2 results, with revenue up 92.4% year on year, beating analyst expectations by 3.1%. The company also issued full-year revenue and EBITDA guidance slightly above analyst estimates.\nThe Q2 beat comes after a strong run in Allison Transmission Holdings' stock, with a 30.5% year to date share price return and a 13.8% 90 day share price return. The 1 year total shareholder return of 48.8% points to momentum that has been building over...","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":"Allison Transmission Holdings (ALSN) 公布强劲业绩、规模更大的并购和故事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ALSN":1.5},"content_text":"Allison Transmission Holdings (ALSN) recently reported Q2 results, with revenue up 92.4% year on year, beating analyst expectations by 3.1%. The company also issued full-year revenue and EBITDA guidance slightly above analyst estimates. The Q2 beat comes after a strong run in Allison Transmission Holdings' stock, with a 30.5% year to date share price return and a 13.8% 90 day share price return. The 1 year total shareholder return of 48.8% points to momentum that has been building over several years, including a 5 year total shareholder return of 259.7% at a latest share price of US$129.16. Compare Allison Transmission Holdings' momentum with a hand picked 46 high quality undervalued stocks that are also reporting strong earnings and guidance beats. Allison Transmission Holdings now combines strong reported results with a share price that has already moved a long way. The next step is to see whether that recent strength leaves the stock looking stretched or still reasonable. AdvertisementMost Popular Narrative: 7.3% Undervalued The most followed narrative on Allison Transmission Holdings pegs fair value at $139.40 compared with the last close at $129.16, which raises clear questions about how much upside those assumptions are baking in.  The recently announced acquisition of Dana's Off-Highway business materially expands Allison's global footprint, diversifies its end markets to include agriculture and construction, and is expected to drive significant operational and cost synergies ($120 million annual run rate). This is described as supporting both revenue growth and margin enhancement over the next 4 years.  Read the complete narrative. Curious what sits behind that valuation gap for Allison Transmission Holdings. The narrative leans heavily on faster earnings growth, higher margins and a future earnings multiple that is lower than many peers. The exact mix of revenue growth, profitability and discount rate assumptions might surprise you when put side by side. Result: Fair Value of $139.40 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Allison Transmission Holdings still faces clear risks, including faster adoption of fully electric drivetrains and potential integration setbacks with the Dana Off Highway acquisition, which could challenge this story. Find out about the key risks to this Allison Transmission Holdings narrative. Next Steps If this mix of optimism and concern on Allison Transmission Holdings feels familiar, act while the details are fresh and make up your own mind by weighing the 3 key rewards and 2 important warning signs. Looking for more investment ideas beyond Allison Transmission Holdings? If you want a broader view than Allison Transmission Holdings alone, use the Simply Wall St Screener to spot other companies that might suit your approach.  Zero in on quality at a sensible price by scanning a curated 46 high quality undervalued stocks that already show strong fundamentals. Strengthen your income potential by reviewing a focused 12 dividend fortresses built around higher yielding companies. Prioritise resilience by checking a targeted 76 resilient stocks with low risk scores designed to highlight businesses with lower risk profiles.   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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