Allison Transmission Deal With Daimler Truck Sparks Valuation Opportunity Questions

Simply Wall St.03-23

Allison Transmission Holdings (NYSE:ALSN) is expanding its partnership with Daimler Truck North America to supply fully automatic transmissions for upcoming Freightliner M2 106 Plus models. The ...

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The ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-deal-with-daimler-truck-sparks-valuatio\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Allison Transmission Deal With Daimler Truck Sparks Valuation Opportunity Questions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAllison Transmission Deal With Daimler Truck Sparks Valuation Opportunity Questions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-23 06:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-deal-with-daimler-truck-sparks-valuatio><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Allison Transmission Holdings (NYSE:ALSN) is expanding its partnership with Daimler Truck North America to supply fully automatic transmissions for upcoming Freightliner M2 106 Plus models. The ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-deal-with-daimler-truck-sparks-valuatio\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4149","symbol_name":"建筑机械与重型卡车","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-deal-with-daimler-truck-sparks-valuatio","article_id":"2621744153","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3071000-choice2-main-header/1585186751359"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-alsn/allison-transmission-holdings/news/allison-transmission-deal-with-daimler-truck-sparks-valuatio","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2621744153","pubTimestamp":1774217122,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Allison Transmission Holdings (NYSE:ALSN) is expanding its partnership with Daimler Truck North America to supply fully automatic transmissions for upcoming Freightliner M2 106 Plus models.\nThe agreement covers Allison’s 3414 Regional Haul Series and new 9 speed automatic transmissions paired with next generation Cummins engines.\nThe deal targets medium duty truck applications for North American fleets that use the Freightliner M2 106 Plus platform.\n\n\nAllison Transmission focuses on fully...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4149":"建筑机械与重型卡车","BK4532":"文艺复兴科技持仓","ALSN":"艾里逊变速箱控股公司"},"translate_title":"艾里逊变速箱与戴姆勒卡车的交易引发估值机会问题","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ALSN":1.5},"content_text":"Allison Transmission Holdings (NYSE:ALSN) is expanding its partnership with Daimler Truck North America to supply fully automatic transmissions for upcoming Freightliner M2 106 Plus models. The agreement covers Allison’s 3414 Regional Haul Series and new 9 speed automatic transmissions paired with next generation Cummins engines. The deal targets medium duty truck applications for North American fleets that use the Freightliner M2 106 Plus platform.   Allison Transmission focuses on fully automatic transmissions for commercial and defense vehicles, and this new supply role in the Freightliner M2 106 Plus line connects directly to a widely used work truck platform. For investors tracking NYSE:ALSN, this announcement appears in the context of broader industry interest in efficiency, reliability, and powertrain integration across medium duty trucks.\n  By being selected for both the 3414 Regional Haul Series and a 9 speed automatic option, Allison is positioning its products for fleets that want automatic transmissions paired with new engine platforms. Investors may view this expanded OEM relationship as an additional datapoint when considering how Allison’s products are used in everyday freight, delivery, and regional haul operations across North America.\n Stay updated on the most important news stories for Allison Transmission Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Allison Transmission Holdings. NYSE:ALSN Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 1 risk and 3 things going right for Allison Transmission Holdings that every investor should see. AdvertisementInvestor Checklist Quick Assessment  ✅ Price vs Analyst Target: At US$110.70 against a US$130.50 analyst target, the price sits about 15% below consensus. ✅ Simply Wall St Valuation: Shares are flagged as trading 52.3% below an estimated fair value, suggesting a valuation gap. ❌ Recent Momentum: The 30 day return of roughly 6.9% decline shows recent weakness despite the Daimler Truck news.  There is only one way to know the right time to buy, sell or hold Allison Transmission Holdings. Head to Simply Wall St's\ncompany report for the latest analysis of Allison Transmission Holdings's Fair Value. Key Considerations  📊 Expanded supply into Freightliner M2 106 Plus trucks reinforces Allison’s role in medium duty fleets that use automatic transmissions. 📊 Watch how this partnership flows through to revenue, earnings per share of US$7.52, and whether the current P/E of 14.7 shifts closer to the industry average of about 25.9. ⚠️ Debt is highlighted as a financial risk, so consider how additional OEM commitments interact with balance sheet strength over time.  Dig Deeper For the full picture including more risks and rewards, check out the\ncomplete Allison Transmission Holdings analysis. Alternatively, you can check out the\ncommunity page for Allison Transmission Holdings to see how other investors believe this latest news will impact the company's narrative.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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