Allison Transmission: Between Highly Profitable Market Dominance and the Leap Into the Electric [Future]

As a global leader in fully automatic commercial vehicle transmissions, Allison benefits from high margins and strong pricing power, enabling reliable and shareholder-friendly capital returns. By developing integrated e-axles and hybrid solutions, the company is positioning itself as a technological pioneer for the decarbonization of heavy fleets. The growing engagement in the defense sector and expansion into the off-highway segment provide a stable buffer against cyclical fluctuations in the traditional truck market. Allison...