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Allison Transmission Holdings Inc

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Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation

We See Allison Remaining the Fully Automatic Transmission Leader for Trucks

Business Strategy and Outlook

We believe Allison will continue to be the top supplier of fully automatic truck transmissions, despite increasing regulation of emissions by government authorities. The company dominates the medium-duty market, commanding approximately 80% share in some verticals (school buses, Class 6-7 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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