Allison Transmission Holdings, Inc.
Allison Transmission manufactures automatic transmissions for commercial vehicles with minimal direct government dependence and low political exposure.
BusinessWhat ALSN does
Allison Transmission designs, manufactures, and sells automatic transmissions for medium- and heavy-duty commercial vehicles, including buses, refuse trucks, and specialty vehicles. Revenue derives primarily from OEM sales to truck and bus manufacturers, with aftermarket parts and service representing a secondary revenue stream.
Lifetime Government AwardsALSN federal contracts
ALSN doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Smart Money · 13F HoldingsHedge funds holding ALSN
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Stock awards & option exercises
Bills to WatchLegislation flagged by our analysis
Political ProfileWhere ALSN sits in Washington
ALSN stock is primarily driven by commercial vehicle production cycles, fuel prices, and freight demand rather than legislative events. Regulatory changes to emissions or fuel economy affect the sector broadly but do not typically trigger material stock moves for component suppliers.
Regulatory ExposureThreats & opportunities
Regulatory threats
- EPA Tier 4 emissions tightening
- fuel-economy mandates for commercial fleets
- tariffs on imported components
Regulatory opportunities
- electric-vehicle transmission development incentives
- infrastructure bill funding for bus fleet modernization
LobbyingWho's hired to advocate for ALSN
Live signals + predictions for ALSN — for Founders
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