Allison Transmission Holdings Inc (ALSN)

Sector:
CONSUMER DISCRETIONARY
Industry:
AUTOMOBILE PARTS
SIC:
MOTOR VEHICLE PARTS & ACCESSORIES
CEO:
David S. Graziosi
Employees:
3,500
ONE ALLISON WAY, Indianapolis, IN 46222
(317) 242-5000

Allison Transmission Holdings, Inc. designs, manufactures, and sells commercial and defense fully-automatic transmissions for medium-and heavy-duty commercial vehicles. It also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles. The company serves customers through an independent network of approximately 1,400 independent distributor and dealer locations.

Data derived from most recent annual or quarterly report
Market Cap 5.155 Billion Shares Outstanding97.06 Million Avg 30-day Volume 599.199 Thousand
P/E Ratio8.1937 Dividend Yield1.8794 EPS1.46
Price to Revenue1.7747 Debt to Equity2.1149 EBITDA1.059 Billion
Price to Book Value4.4637 Operating Margin29.751499999999997 Enterprise Value7.267 Billion
Current Ratio2.415 EPS Growth0.364 Quick Ratio1.732
1 Yr BETA 0.8523 52-week High/Low 61.26 / 40.35 Profit Margin21.6253
Operating Cash Flow Growth28.1198 Free Cash Flow to Firm (FCFF) TTM 624.258 Million Free Cash Flow to Equity (FCFE) TTM
Altman Z-Score2.012
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Funds Holding ALSN (via 13F filings)

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-11-07 by BARBOUR D. SCOTT
  • 4: filed on 2023-10-03 by COLL JOHN
  • 4: filed on 2023-10-03 by BASSO RAFAEL
  • 4: filed on 2023-09-05 by SHIVRAM KRISHNA
  • 4: filed on 2023-09-05 by PITTARD DANA JH
  • 4: filed on 2023-09-05 by SCROGGINS ERIC C.
  • 4: filed on 2023-09-05 by EIFERT THOMAS
  • 4: filed on 2023-09-05 by COLL JOHN
  • 4: filed on 2023-09-05 by CHRISTMAN PHILIP J
  • 4: filed on 2023-09-05 by GRAZIOSI DAVID S.

    • Events (8k)

  • 8-K: filed on 2023-10-25:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-04-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-06:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-15:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-08-09:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-08-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-26:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-19:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-06-02:
  • 144: filed on 2023-05-22:
  • 144: filed on 2023-05-17:
  • 144: filed on 2023-06-14:
  • 144: filed on 2023-08-01:
  • 144: filed on 2023-08-10:
  • 144: filed on 2023-08-28:
  • 144: filed on 2023-08-28:
  • 144: filed on 2023-08-31:
  • 144: filed on 2023-09-29:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    240 total shares from 2 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    LAVIN RICHARD P

    • Director
    		 0 2023-11-03 8

    BARBOUR D. SCOTT

    • Director
    		 5,214 2023-11-03 8

    BASSO RAFAEL VP, OPERATIONS

    • Officer
    		 3,018 2023-10-01 8

    COLL JOHN SVP, GLOBAL MSS

    • Officer
    		 25,694 2023-09-29 11

    EVERITT DAVID C

    • Director
    		 0 2023-08-31 5

    ALTMAIER JUDY L

    • Director
    		 0 2023-08-31 5

    SHIVRAM KRISHNA

    • Director
    		 0 2023-08-31 5

    GRAZIOSI DAVID S. CHAIRMAN, PRESIDENT AND CEO

    • Officer
    • Director
    		 0 2023-08-31 10

    SCROGGINS ERIC C. VP, GEN. COUNSEL & SECRETARY

    • Officer
    		 0 2023-08-31 14

    MILBURN RYAN A. VP, PRODUCT ENGINEERING

    • Officer
    		 0 2023-08-31 9

    PITTARD DANA JH VP, DEFENSE PROGRAMS

    • Officer
    		 0 2023-08-31 8

    BOHLEY G FREDERICK SVP, CFO & TREASURER

    • Officer
    		 67,728 2023-08-31 9

    CHRISTMAN PHILIP J

    • Director
    		 0 2023-08-31 5

    HAZNEDAR CAROLANN I

    • Director
    		 0 2023-08-31 5

    EIFERT THOMAS VP, QUALITY, PLAN & PROG MGMT

    • Officer
    		 0 2023-08-31 9

    VAN NIEKERK TERESA VP, CHIEF PROCUREMENT OFFICER

    • Officer
    		 0 2023-08-31 10

    OSTOJIC SASHA

    • Director
    		 0 2023-08-31 5

    PERNA GUSTAVE

    • Director
    		 0 2023-08-31 5

    ASKREN STANLEY A

    • Director
    		 18,271 2023-05-03 3

    RABAUT THOMAS W

    • Director
    		 74,747 2023-05-03 4

    GARCIA TUNON ALVARO

    • Director
    		 40,218 2023-05-03 3

    REYNOLDS RICHARD VANFLEET

    • Director
    		 37,044 2023-05-03 3

    DICK MICHAEL SVP, OPS AND PURCHASING

    • Officer
    		 63,594 2022-03-11 0

    KIRK RANDALL R. SVP, PROD ENG & PLANNING

    • Officer
    		 317,890 2021-08-06 0

    DEWEY LAWRENCE E.

    • Director
    		 No longer subject to file 2021-05-05 0

    HARKER WILLIAM R

    • Director
    		 No longer subject to file 2019-05-08 0

    STAR JAMES A

    • FORMER DIRECTOR
    		 No longer subject to file 2018-12-31 0

    RABORN FRANCIS

    • Director
    		 No longer subject to file 2018-05-10 0

    SPIVY GREGORY P

    VALUEACT HOLDINGS, L.P.

    VALUEACT CAPITAL MASTER FUND, L.P.

    VA PARTNERS I, LLC

    VALUEACT CAPITAL MANAGEMENT, L.P.

    VALUEACT CAPITAL MANAGEMENT, LLC

    VALUEACT HOLDINGS GP, LLC

    • SEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKS
    		 No longer subject to file 2017-05-11 0

    DENISON DAVID

    • Director
    		 No longer subject to file 2017-05-11 0

    VALUEACT HOLDINGS, L.P.

    VALUEACT CAPITAL MASTER FUND, L.P.

    VA PARTNERS I, LLC

    VALUEACT CAPITAL MANAGEMENT, L.P.

    VALUEACT CAPITAL MANAGEMENT, LLC

    VALUEACT HOLDINGS GP, LLC

    • Director
    • SEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKS
    		 0 2017-02-03 0

    DEAN SHARON L. VP, QUALITY AND RELIABILITY

    • Officer
    		 9,652 2016-11-30 0

    LEDFORD GREGORY S

    • Director
    		 No longer subject to file 2016-05-12 0

    DYER EDWARD L. VP, DEFENSE PROGRAMS

    • Officer
    • 10% Owner
    		 23,509 2015-12-15 0

    HEADLY MICHAEL G. SVP, GLOBAL MSS

    • Officer
    		 54,620 2015-12-15 0

    PARISH DAVID L. SVP, OPS AND PURCHASING

    • Officer
    		 50,988 2015-12-15 0

    MISHLER MARSHA

    • Director
    		 0 2015-11-25 0

    SPIVY GREGORY P

    • Director
    		 0 2015-05-14 0

    BERNASEK BRIAN A

    • Director
    		 No longer subject to file 2015-05-14 0

    GILIS KOSTY

    • Director
    		 No longer subject to file 2015-05-14 0

    CARLYLE GROUP MANAGEMENT L.L.C.

    CARLYLE GROUP L.P.

    CARLYLE HOLDINGS I GP INC.

    CARLYLE HOLDINGS I GP SUB L.L.C.

    CARLYLE HOLDINGS I L.P.

    TC GROUP, LLC

    TC GROUP IV MANAGING GP, L.L.C.

    CARLYLE PARTNERS IV AT HOLDINGS, L.P.

    • 10% Owner
    		 No longer subject to file 2014-06-09 0

    ONEX CORP

    SCHWARTZ GERALD W

    ONEX AMERICAN HOLDINGS II LLC

    ONEX AMERICAN HOLDINGS GP LLC

    ALLISON EXECUTIVE INVESTCO LLC

    ALLISON EXECUTIVE INVESTCO II LLC

    ONEX AMERICAN HOLDINGS SUBCO LLC

    OAH WIND LLC

    ONEX ALLISON HOLDING LTD S.A.R.L.

    • 10% Owner
    		 No longer subject to file 2014-06-09 0

    ONEX PARTNERS GP INC.

    1597257 ONTARIO INC.

    NEW PCO II INVESTMENTS, LTD.

    ONEX PARTNERS II GP LP

    ONEX ALLISON CO-INVEST LP

    ONEX PARTNERS II L P

    ONEX US PRINCIPALS LP

    • 10% Owner
    		 No longer subject to file 2014-06-09 0

    WANASELJA JAMES L. VP, NA MKT SALES & SERVICE

    • Officer
    		 24,611 2013-12-02 0

    PRICE ROBERT M. VP, HUMAN RESOURCES

    • Officer
    		 0 2013-12-02 0

    NEW PCO II INVESTMENTS, LTD.

    • 10% Owner
    		 1,012,096 2013-11-30 0

    ONEX PARTNERS GP INC.

    ONEX US PRINCIPALS LP

    ONEX PARTNERS II GP LP

    ONEX ALLISON CO-INVEST LP

    ONEX PARTNERS II L P

    1597257 ONTARIO INC.

    NEW PCO INVESTMENTS LTD.

    • 10% Owner
    		 55,946,249 2013-11-15 0

    NEW PCO INVESTMENTS LTD.

    • 10% Owner
    		 1,363,096 2013-05-28 0

    TUTTLE LAURIE B. VP, HYBRID PROGRAMS

    • Officer
    		 7,612 2012-12-18 0

    CARLYLE GROUP MANAGEMENT L.L.C.

    CARLYLE GROUP L.P.

    CARLYLE HOLDINGS I GP INC.

    CARLYLE HOLDINGS I GP SUB L.L.C.

    CARLYLE HOLDINGS I L.P.

    TC GROUP SUB L.P.

    • 10% Owner
    		 75,348,750 2012-05-02 0

    TCG HOLDINGS LLC

    TC GROUP, LLC

    TC GROUP IV MANAGING GP, L.L.C.

    CARLYLE PARTNERS IV AT HOLDINGS, L.P.

    • 10% Owner
    		 75,348,750 2012-03-20 0

    ONEX PARTNERS GP INC.

    ONEX US PRINCIPALS LP

    ONEX PARTNERS II GP LP

    ONEX ALLISON CO-INVEST LP

    ONEX PARTNERS II L P

    1597257 ONTARIO INC.

    ONEX ADVISOR III LLC

    ONEX ADVISOR SUBCO LLC

    • 10% Owner
    		 75,348,749 2012-03-20 0

    ANSPACH MARK A. VP, GLOBAL PROCUREMENT

    • Officer
    		 3,399 2012-03-20 0

    ONEX PARTNERS LLC

    ONEX US PRINCIPALS LP

    ONEX PARTNERS GP INC.

    ONEX PARTNERS II GP LP

    ONEX ALLISON CO-INVEST LP

    ONEX PARTNERS II L P

    1597257 ONTARIO INC.

    ONEX ADVISOR III LLC

    ONEX ADVISOR SUBCO LLC

    • 10% Owner
    		 90,356,249 2012-03-14 0

    MERSKY SETH

    • Director
    		 0 2012-03-14 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    BARBOUR D. SCOTT - Director

    		2023-11-07 15:09:30 -0500 2023-11-03 A 202 a 5,214 direct -0.0767 4.4885 4.4885 6 -0.0771 2

    LAVIN RICHARD P - Director

    		2023-11-07 15:11:26 -0500 2023-11-03 A 614 a 29,170 direct

    BASSO RAFAEL - Officer VP, OPERATIONS

    		2023-10-03 16:18:44 -0400 2023-10-01 M 8 a 3,088 direct -0.2884 2.1208 -8.18 2.7607 10 -14.4513 20

    BASSO RAFAEL - Officer VP, OPERATIONS

    		2023-10-03 16:18:44 -0400 2023-10-01 M 8 d 133 direct

    BASSO RAFAEL - Officer VP, OPERATIONS

    		2023-10-03 16:18:44 -0400 2023-10-01 F 70 $59.06 d 3,018 direct -0.2884 2.1208 -8.18 2.7607 10 -14.4513 20

    BASSO RAFAEL - Officer VP, OPERATIONS

    		2023-10-03 16:18:44 -0400 2023-10-01 M 232 a 3,080 direct -0.2884 2.1208 -8.18 2.7607 10 -14.4513 20

    BASSO RAFAEL - Officer VP, OPERATIONS

    		2023-10-03 16:18:44 -0400 2023-10-01 M 232 d 232 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 22:15:04 UTC 5.07 0.25 4600000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 21:45:03 UTC 5.07 0.25 4600000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 21:15:04 UTC 5.07 0.25 4600000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 20:45:04 UTC 5.07 0.25 4600000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 20:15:04 UTC 5.07 0.25 4600000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 19:45:03 UTC 5.07 0.25 4600000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 19:15:04 UTC 5.07 0.25 4600000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 18:45:03 UTC 5.07 0.25 4700000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 18:15:03 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 17:45:04 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 17:15:04 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 16:45:04 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 16:15:04 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 15:45:03 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 15:15:03 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 14:45:04 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 14:15:04 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 13:45:04 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 13:15:03 UTC 5.07 0.25 4400000
    ALLISON TRANSMISSION HOLDING ALSN 2023-11-28 12:45:04 UTC 5.07 0.25 4400000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Enhanced Index Plus Fund ALSN -111.0 shares, $-3619.71 2020-03-31 N-PORT
    FundVantage Trust- Gotham Defensive Long Fund ALSN -118.0 shares, $-3847.98 2020-03-31 N-PORT
    FundVantage Trust- Gotham Master Neutral Fund ALSN -46.0 shares, $-1616.44 2020-09-30 N-PORT
    FundVantage Trust- Gotham Index Plus All-Cap Fund ALSN -177.0 shares, $-5771.97 2020-03-31 N-PORT
    Weiss Strategic Interval Fund- Weiss Strategic Interval Fund ALSN -3583.0 shares, $-120962.08 2022-09-30 N-PORT
    Virtus Alternative Solutions Trust- Virtus KAR Long/Short Equity Fund ALSN -45520.0 shares, $-2671568.8 2023-07-31 N-PORT
    JNL Series Trust- JNL Multi-Manager Alternative Fund ALSN -35572.0 shares, $-2100882.32 2023-09-30 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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