Allison is the world's largest maker of medium- and heavy-duty fully automatic transmissions for commercial and defense vehicles. It doesn't build trucks — it builds the gearbox inside them, selling to 300+ vehicle OEMs, then earns high-margin service parts for decades. North America On-Highway is ~54% of sales; Defense and its eGen electric axles are the growth edges.
What Allison Transmission Holdings, Inc. really sells
Allison is the world's largest maker of medium- and heavy-duty fully automatic transmissions for commercial and defense vehicles. It doesn't build trucks — it builds the gearbox inside them, selling to 300+ vehicle OEMs, then earns high-margin service parts for decades. North America On-Highway is ~54% of sales; Defense and its eGen electric axles are the growth edges.