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Allison Transmission Holdings Inc

ALSN: XNYS (USA)
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Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
$35.00XgycnkjSwnxpxth

Solid Demand Leads Us to Believe 2024 Will Be a Good Year for Allison

Business Strategy and Outlook

We believe Allison will continue to be the top supplier of truck transmissions, despite increasing regulation of emissions by government authorities. The company dominates the medium-duty market, commanding approximately 80% market share in some verticals (school buses, Class 6 to 7 trucks, and Class 8 straight trucks). Allison's strong brand is underpinned by its high-performing and extremely durable transmissions. This has led to the company benefiting from pricing power.

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