Allison Transmission vs Terex
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The short version
- Terex is the larger business, with $5.4B of revenue in fiscal 2025 against $3.0B for Allison Transmission, about 1.8 times as much.
- Terex grew revenue faster (5.7%, against −6.7%).
- Allison Transmission kept more of each dollar of sales as operating profit (29.2% operating margin, against 8.8%).
- Allison Transmission turned more of its sales into free cash flow (22.0% FCF margin, against 5.9%).
- Allison Transmission earned a higher return on the capital invested in it (20.8%, against 9.0%).
| Latest fiscal year | ALSN · FY25 | TEX · FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.9B | $5.9B |
| Revenue | $3.0B | $5.4B |
| Free cash flow | $661M | $322M |
| Net income | $623M | $221M |
| Growth | ||
| Revenue growth | −6.7% | 5.7% |
| 5-year growth | 7.7% | 12.0% |
| Share count change | −3.4% | −1.9% |
| Profitability | ||
| Gross margin | 48.6% | 19.4% |
| Operating margin | 29.2% | 8.8% |
| Net margin | 20.7% | 4.1% |
| FCF margin | 22.0% | 5.9% |
| Return on capital | 20.8% | 9.0% |
| Return on equity | 35.4% | 11.3% |
| Balance sheet | ||
| Net debt | $1.4B | $1.8B |
| Net debt / EBITDA | 1.4x | 2.9x |
| Dividends and buybacks | $419M | $101M |
| Valuation & quality | ||
| P/E | 16.9x | — |
| Piotroski F-score | 6 | 6 |
Revenue
FY16
ALSN $1.8B
TEX $4.4B
FY17
ALSN $2.3B
TEX $3.8B
FY18
ALSN $2.7B
TEX $4.5B
FY19
ALSN $2.7B
TEX $4.4B
FY20
ALSN $2.1B
TEX $3.1B
FY21
ALSN $2.4B
TEX $3.9B
FY22
ALSN $2.8B
TEX $4.4B
FY23
ALSN $3.0B
TEX $5.2B
FY24
ALSN $3.2B
TEX $5.1B
FY25
ALSN $3.0B
TEX $5.4B
ALSN
TEX
Operating margin
FY16
ALSN 24.6%
TEX −3.2%
FY17
ALSN 28.8%
TEX 6.0%
FY18
ALSN 34.0%
TEX 9.1%
FY19
ALSN 33.1%
TEX 7.7%
FY20
ALSN 25.7%
TEX 2.2%
FY21
ALSN 27.9%
TEX 8.4%
FY22
ALSN 28.3%
TEX 9.5%
FY23
ALSN 30.3%
TEX 12.4%
FY24
ALSN 30.8%
TEX 10.3%
FY25
ALSN 29.2%
TEX 8.8%
ALSN
TEX
Free cash flow
FY16
ALSN $520M
TEX $319M
FY17
ALSN $567M
TEX $121M
FY18
ALSN $737M
TEX $3.2M
FY19
ALSN $675M
TEX $67.9M
FY20
ALSN $446M
TEX $161M
FY21
ALSN $460M
TEX $234M
FY22
ALSN $490M
TEX $151M
FY23
ALSN $659M
TEX $332M
FY24
ALSN $658M
TEX $189M
FY25
ALSN $661M
TEX $322M
ALSN
TEX
Return on capital
FY16
ALSN 8.9%
TEX −3.7%
FY17
ALSN 20.3%
TEX 7.2%
FY18
ALSN 24.3%
TEX 20.6%
FY19
ALSN 23.0%
TEX 17.2%
FY20
ALSN 13.3%
TEX 3.7%
FY21
ALSN 17.2%
TEX 18.4%
FY22
ALSN 20.8%
TEX 21.6%
FY23
ALSN 23.5%
TEX 31.8%
FY24
ALSN 25.0%
TEX 14.5%
FY25
ALSN 20.8%
TEX 9.0%
ALSN
TEX
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.