Allison Transmission
ALSN · Construction Machinery & Heavy Transportation Equipment
$106.32
3.0%GATX
GATX · Construction Machinery & Heavy Transportation Equipment
$165.47
1.2%The short version
- Allison Transmission is the larger business, with $3.0B of revenue in fiscal 2025 against $1.7B for GATX, about 1.7 times as much.
- GATX grew revenue faster (9.8%, against −6.7%).
- Allison Transmission earned a higher return on the capital invested in it (20.8%, against 4.0%).
- Investors pay more for each dollar of Allison Transmission’s earnings: a P/E of 16.9x against 16.4x for GATX.
| Latest fiscal year | ALSN · FY25 | GATX · FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.9B | $5.9B |
| Revenue | $3.0B | $1.7B |
| Free cash flow | $661M | — |
| Net income | $623M | $333M |
| Growth | ||
| Revenue growth | −6.7% | 9.8% |
| 5-year growth | 7.7% | 7.6% |
| Share count change | −3.4% | 0.0% |
| Profitability | ||
| Gross margin | 48.6% | — |
| Operating margin | 29.2% | — |
| Net margin | 20.7% | 19.2% |
| FCF margin | 22.0% | — |
| Return on capital | 20.8% | 4.0% |
| Return on equity | 35.4% | 12.9% |
| Balance sheet | ||
| Net debt | $1.4B | $11.8B |
| Net debt / EBITDA | 1.4x | 10.6x |
| Dividends and buybacks | $419M | $155M |
| Valuation & quality | ||
| P/E | 16.9x | 16.4x |
| Piotroski F-score | 6 | — |
FY16
ALSN $1.8B
GATX $1.4B
FY17
ALSN $2.3B
GATX $1.4B
FY18
ALSN $2.7B
GATX $1.2B
FY19
ALSN $2.7B
GATX $1.2B
FY20
ALSN $2.1B
GATX $1.2B
FY21
ALSN $2.4B
GATX $1.3B
FY22
ALSN $2.8B
GATX $1.3B
FY23
ALSN $3.0B
GATX $1.4B
FY24
ALSN $3.2B
GATX $1.6B
FY25
ALSN $3.0B
GATX $1.7B
ALSN
GATX
FY16
ALSN 24.6%
GATX —
FY17
ALSN 28.8%
GATX —
FY18
ALSN 34.0%
GATX —
FY19
ALSN 33.1%
GATX —
FY20
ALSN 25.7%
GATX —
FY21
ALSN 27.9%
GATX —
FY22
ALSN 28.3%
GATX —
FY23
ALSN 30.3%
GATX —
FY24
ALSN 30.8%
GATX —
FY25
ALSN 29.2%
GATX —
ALSN
GATX
FY16
ALSN $520M
GATX $33.7M
FY17
ALSN $567M
GATX −$70.0M
FY18
ALSN $737M
GATX −$428M
FY19
ALSN $675M
GATX −$297M
FY20
ALSN $446M
GATX −$424M
FY21
ALSN $460M
GATX −$623M
FY22
ALSN $490M
GATX −$722M
FY23
ALSN $659M
GATX −$1.1B
FY24
ALSN $658M
GATX —
FY25
ALSN $661M
GATX —
ALSN
GATX
FY16
ALSN 8.9%
GATX 5.9%
FY17
ALSN 20.3%
GATX 6.7%
FY18
ALSN 24.3%
GATX 4.5%
FY19
ALSN 23.0%
GATX 3.7%
FY20
ALSN 13.3%
GATX 3.3%
FY21
ALSN 17.2%
GATX 4.0%
FY22
ALSN 20.8%
GATX 3.4%
FY23
ALSN 23.5%
GATX 4.5%
FY24
ALSN 25.0%
GATX 4.7%
FY25
ALSN 20.8%
GATX 4.0%
ALSN
GATX
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.