Allison Transmission Holdings Inc

ALSN: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$45.00	Dqnpxm	Gzfmprv

Allison Earnings: Solid First Quarter Leads Us to Increase Our Fair Value Estimate by 6%

Dawit Woldemariam

Apr 26, 2024

We’ve grown more optimistic on Allison Transmission's near-term sales and margin prospects. We forecast sales to increase by 3% in 2024, thanks to solid demand across the company's end markets. We expect adjusted operating margin to come in at 30.4% this year, 10 basis points above 2023 levels. We have increased our fair value estimate to $84 per share from $79.

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