Allison Transmission Holdings vs Oshkosh
Oshkosh is the larger business, with $10.42bn of revenue in fiscal 2025 against $3.01bn for Allison Transmission Holdings (3.5 times as much). Oshkosh grew faster (-2.9% against -6.7%). Allison Transmission Holdings kept more of each dollar of sales as profit: a net margin of 20.7% against 6.2%.
| Latest fiscal year | Allison Transmission HoldingsALSN, 2025 | OshkoshOSK, 2025 |
|---|---|---|
| Revenue | $3.01bn | $10.42bn |
| Revenue growth | -6.7% | -2.9% |
| Net income | $623m | $647m |
| Operating margin | — | — |
| Net margin | 20.7% | 6.2% |
| Return on equity | 35.4% | 14.9% |
| Free cash flow | $661m | $618m |
| Cash | $1.50bn | $480m |
| Total debt | $2.91bn | $1.10bn |
| Debt to equity | — | — |
| Dividend per share | $1.08 | $2.04 |
| Dividend yield | 1.0% | 1.6% |
| Share buybacks | $328m | $278m |
| Employees | 4,000 | 18,400 |
| Market value | $9.98bn | $8.72bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 94 (Strong) | 57 (Moderate) |
| Insider trades, 12 months | 0 buys, 12 sales | 0 buys, 5 sales |