Allison Transmission (ALSN) revenue breakdown

Consumer Cyclical · Auto Parts · Market cap $8.7B

By product, North America On-Highway is the largest at 51% of fiscal 2025 revenue; Defense grew fastest, 10% a year over 6 years.

By region, United States is the largest at 71% of fiscal 2025 revenue; Other grew fastest, 9% a year over 7 years.

Revenue by product

Fiscal years, as Allison Transmission reports them in its 10-K filings; fiscal 2025 total $3.0B.

Products2019202020212022202320242025Share
North America On-Highway$1.5B$1.1B$1.2B$1.4B$1.5B$1.8B$1.5B 51%
Service Parts, Support Equipment and Other$544M$464M$517M$588M$696M$663M$643M 21%
Outside North America On-Highway$390M$280M$381M$463M$477M$493M$507M 17%
Defense$151M$182M$186M$146M$166M$212M$267M 9%
Global Off-Highway————$167M$105M$53M 2%
Outside North America Off-Highway$109M$61M$83M$127M——— —
North America Off-Highway$30M$13M$58M$86M——— —

Revenue by region

Fiscal years, as Allison Transmission reports them in its 10-K filings; fiscal 2025 total $3.0B.

Regions20182019202020212022202320242025Share
United States$1.9B$1.9B$1.5B$1.7B$1.9B$2.2B$2.3B$2.1B 71%
Other$208M$189M$240M$319M$384M$391M$358M$389M 13%
China$127M$136M$87M$122M$196M$164M$172M$138M 5%
Canada$104M$104M$70M$62M$57M$65M$74M$105M 3%
Japan$101M$79M$66M$109M$103M$102M$136M$92M 3%
Turkey—————$42M$41M$59M 2%
Mexico$57M$71M$61M$50M$41M$51M$73M$53M 2%
Germany$55M$59M$36M$34M$44M$49M$47M$42M 1%
France$40M$37M—————— —
United Kingdom$55M$35M—————— —
Netherlands$25M$26M—————— —
South Korea$19M$24M—————— —
Sweden—$23M—————— —
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Questions

Where does Allison Transmission make its money?

In fiscal 2025, by product: North America On-Highway $1.5B, Service Parts, Support Equipment and Other $643M, Outside North America On-Highway $507M, Defense $267M, Global Off-Highway $53M.

From Allison Transmission's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.