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Compare · ALSN vs AXL

ALSN vs AXL

Side-by-side comparison of Allison Transmission Holdings Inc. (ALSN) and American Axle & Manufacturing Holdings Inc. (AXL): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both ALSN and AXL operate in Auto Parts:O.E.M. (Consumer Discretionary), so they compete in similar markets.
  • ALSN is the larger of the two at $11.26B, about 12.6x AXL ($895.4M).
  • Over the past year, ALSN is up 46.9% and AXL is up 139.9% - AXL leads by 92.9 points.
  • ALSN has hit the wire 2 times in the past 4 weeks while AXL has been quiet.
  • AXL has more recent analyst coverage (18 ratings vs 12 for ALSN).
PerformanceALSN+52.30%AXL+139.87%
2025-07-17+0.00%2026-04-24
MetricALSNAXL
Company
Allison Transmission Holdings Inc.
American Axle & Manufacturing Holdings Inc.
Price
$135.46-0.39%
$8.99+9.56%
Market cap
$11.26B
$895.4M
1M return
+13.90%
+40.33%
1Y return
+46.94%
+139.87%
Industry
Auto Parts:O.E.M.
Auto Parts:O.E.M.
Exchange
NYSE
NYSE
IPO
2012
News (4w)
2
0
Recent ratings
12
18
ALSN

Allison Transmission Holdings Inc.

Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells commercial and defense fully-automatic transmissions for medium- and heavy-duty commercial vehicles, and medium- and heavy-tactical U.S. defense vehicles worldwide. It offers transmissions for various applications, including distribution, refuse, construction, fire, and emergency on-highway trucks; school and transit buses; motor homes; energy, mining, and construction off-highway vehicles and equipment; and wheeled and tracked defense vehicles. The company markets its transmissions under Allison Transmission brand name; and remanufactured transmissions under ReTran brand name. It also sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its transmissions, as well as defense kits, engineering services, and extended transmission coverage services to various original equipment manufacturers, distributors, and the U.S. government. The company serves customers through an independent network of approximately 1,400 independent distributor and dealer locations. The company was formerly known as Clutch Holdings, Inc. Allison Transmission Holdings, Inc. was founded in 1915 and is headquartered in Indianapolis, Indiana.

AXL

American Axle & Manufacturing Holdings Inc.

American Axle & Manufacturing Holdings, Inc., together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming products in the United States, Mexico, South America, China, other Asian countries, and Europe. The company's Driveline segment offers front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems for light trucks, sport utility vehicles, crossover vehicles, passenger cars, and commercial vehicles. Its Metal Forming segment provides axle and transmission shafts, ring and pinion gears, differential gears and assemblies, and connecting rods and variable valve timing products for original equipment manufacturers and tier 1 automotive suppliers. American Axle & Manufacturing Holdings, Inc. has technology development agreement with Suzhou Inovance Automotive Ltd. The company was founded in 1994 and is headquartered in Detroit, Michigan.

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