Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 122.88 · gapped above the open, then crossed back over prior close. High/low 124.23 at 7:15 am ET, 122.86 at 3:45 pm ET.
Allison Transmission Holdings Inc has 1 disclosed supplier and 5 disclosed customers. Each one is named in an SEC filing, either Allison Transmission Holdings Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of ALSN revenue | Skew |
|---|---|---|---|
| PCARPaccar Inc. | 1.16% | 11.00% | 9.5× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 18%, 11% and 10%, respectively, of our net sales during 2025.”
$542M relationship
basisALSN fy2025 · closed 2025-12 $3.0B
FILING10-K0001193125-26-065627cik 0001411207
“Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 18%, 11% and 10%, respectively, of our net sales during 2025.”
$331M relationship9.5× more of ALSN’s book than PCAR’s
basisALSN fy2025 · closed 2025-12 $3.0BPCAR fy2025 · closed 2025-12 $28.4B
FILING10-K0001193125-26-065627cik 0001411207
“Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 18%, 11% and 10%, respectively, of our net sales during 2025.”
$301M relationship
basisALSN fy2025 · closed 2025-12 $3.0B
FILING10-K0001193125-26-065627cik 0001411207
“General Motors Company ("GM") has granted us an irrevocable, perpetual, royalty-free, worldwide license under a large number of U.S. and foreign patents and patent applications, as well as certain unpatented technology and know-how, to design, develop, manufacture, use and sell fully automatic transmissions and electric hybrid propulsion solutions for use in certain vocational vehicles, defense vehicles and off-road products.”
FILING10-K0001193125-26-065627cik 0001411207
“We supply tracked vehicle propulsion solutions to the U.S. Army, including the Abrams M1A2 Main Battle Tank, Joint Assault Bridge, Assault Breacher Vehicles, M10 Booker and the M113A3 Armored Personnel Carrier family of vehicles.”
FILING10-K0001193125-26-065627cik 0001411207
“We have had a long-standing relationship with the U.S. Department of Defense (the "DOD") since the 1940s, when we began developing our first-generation tank transmission.”
FILING10-K0001193125-26-065627cik 0001411207
Watchlist prices, news filtered to it, and its next report on your desk.
Allison Transmission Holdings Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Motor Vehicle Parts & Accessories
ALSN (Allison Transmission Holdings Inc) has 1 disclosed suppliers and 5 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GM −2.01%, in consumer.