Allison Transmission Holdings Inc. (ALSN) stock score and earnings-call analysis

Allison Transmission Holdings Inc. (ALSN) has a MarketKingdoms composite score of 65.2 (B), an B-range rating. It ranks 799th of 1,866 covered companies, 82nd of 243 in Consumer Cyclical (sector average 61.1) and 3rd of 24 in Auto Parts. Scores as of 2026-10-26.

Its strongest lenses are Catalyst watch at 79 (Consumer Cyclical average 71) and Stock selection at 76 (Consumer Cyclical average 75). Even its lowest lenses, Quality (profitability) at 56 (sector average 49) and Trend (momentum) at 59 (sector average 50), are above the sector average.

Lens scores

ALSN lens scores (0–100) against its sector and industry
LensTypeALSNConsumer Cyclical averageAuto Parts averagePercentile in sector
Industry opportunityResearch signal68696846th
Stock selectionResearch signal76757552nd
KPI momentumResearch signal74706955th
Catalyst watchResearch signal79717389th
Price (valuation)Fundamental lens64505671st
Expansion (growth)Fundamental lens66514881st
Quality (profitability)Fundamental lens56494260th
Trend (momentum)Fundamental lens59504362nd

Latest earnings call

The most recent call analysed was held on 2026-08-03 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is -6.1%: its price is below the path its market, sector and industry moves explain (undervalued versus the model path). Factor sensitivity: market beta 0.94, sector beta -0.49, industry beta 0.87; the factor model explains 30% of its moves (R²).

Auto Parts peers

CompanyCompositeGradeValuation gap
Garrett Motion Inc. (GTX)69.1B-24.0%
Magna International Inc. (MGA)66.6B+16.0%
O'Reilly Automotive Inc. (ORLY)65.1B-12.2%
Lear Corp. (LEA)64.3B+4.6%
BorgWarner Inc. (BWA)63.3B-+3.5%
Autoliv Inc. (ALV)60.8B-+1.7%
PHINIA Inc. (PHIN)60.7B--4.6%
Dorman Products Inc. (DORM)60.5B-+18.2%

Near ALSN in the overall ranking

Allison Transmission Holdings Inc. financial statements · Consumer Cyclical sector ranking · Auto Parts industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.