ALSNCIK 1411207

Allison Transmission Holdings Inc

EDGAR filings

Customers

3 disclosed, 1 federal agency, 3 prime contractors

Suppliers

None disclosed

Largest customer

18%

MBGAF · FY to 2025-12-31

Named-customer revenue

$1.2B

3 customers · FY to 2025-12-31

Federal obligations

$2.8M

FY2026 · USAspending.gov

Latest period

Dec 31, 2025

10-K filed 2026-02-24

Band height is the estimated dollar value: the disclosed share × the discloser's revenue for that period (latest full year where available) or federal dollars obligated. Each side is scaled on its own; dashed outlines are named without a figure. Click a band to open its source.

Customers 6

Companies ALSN discloses as major customers, as a share of ALSN revenue. 3 active, 3 lapsed.

Company	% of ALSN revenue	Est. revenue	Period	Trend	Status	Source
MBGAF DAIMLER AG	18%	$541.8M	FY 2025-12-31	−2.0pp	Active	10-K 2026-02-24
Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 18%, 11% and 10%, respectively, of our net sales during 2025. 10-K filed 2026-02-24 Period FY 2025-01-01 to 2025-12-31 (18%), FY 2023-01-01 to 2023-12-31 (18%)Accession 0001193125-26-065627 Years ended December 31, % of net sales 2025 2024 2023 Daimler AG 18 % 20 % 18 % PACCAR Inc. 11 % 13 % 11 % Traton SE 10 % 11 % 11 % Two customers accounted for 10% or more of the Company's outstanding accounts receivable within the last two years presented. % of accounts receivable December 31,2025 December 31,2024 Daimler AG 14 % 20 % Traton SE 11 % 11 % No supplier accounted for 10% or more of materials purchased during any of the years ended December 31, 2025, 2024 or 2023. 10-K filed 2026-02-24 Period FY 2024-01-01 to 2024-12-31 (20%)Accession 0001193125-26-065627 Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 20%, 13% and 11%, respectively, of our net sales during 2024. 10-K filed 2025-02-13 Period FY 2022-01-01 to 2022-12-31 (20%)Accession 0000950170-25-019379 Years ended December 31, % of net sales 2023 2022 2021 Daimler AG 18 % 20 % 20 % Traton SE 11 % 10 % 10 % PACCAR Inc. 11 % 9 % 10 % Two customers accounted for 10% or more of the Company's outstanding accounts receivable within the last two years presented. % of accounts receivable December 31,2023 December 31,2022 Daimler AG 16 % 17 % Traton SE 14 % 11 % No supplier accounted for 10% or more of materials purchased during any of the years ended December 31, 2023, 2022 or 2021. 10-K filed 2024-02-14 Period FY 2021-01-01 to 2021-12-31 (20%)Accession 0000950170-24-015192 Our top three customers, Daimler AG, Traton SE and PACCAR Inc., accounted for approximately 20%, 10% and 9%, respectively, of our net sales during 2022. 10-K filed 2023-02-16 Period FY 2020-01-01 to 2020-12-31 (20%)Accession 0000950170-23-002967 Our top three customers, Daimler AG, PACCAR Inc. and Traton SE (includes Navistar International Corporation as of December 31, 2021) accounted for approximately 20%, 10% and 10%, respectively, of our net sales during 2021. 10-K filed 2022-02-17 Period FY 2019-01-01 to 2019-12-31 (20%)Accession 0000950170-22-001427 Daimler AG 20 % 20 % 18 % 10-K filed 2021-02-18 Period FY 2018-01-01 to 2018-12-31 (18%)Accession 0001564590-21-006709 Our top three customers, Daimler AG, PACCAR Inc. and Navistar International Corporation accounted for approximately 20%, 12% and 11%, respectively, of our net sales during 2019. 10-K filed 2020-02-27 Period FY 2017-01-01 to 2017-12-31 (20%)Accession 0001564590-20-007355 Daimler AG 18 % 20 % 21 % 10-K filed 2019-02-26 Period FY 2016-01-01 to 2016-12-31 (21%)Accession 0001411207-19-000050 Daimler AG 20 % 21 % 21 % 10-K filed 2018-02-15 Period FY 2015-01-01 to 2015-12-31 (21%)Accession 0001193125-18-047233 Our top two customers, Daimler and Navistar, accounted for approximately 17% and 10%, respectively, of our net sales during 2014. 10-K filed 2015-02-20 Period FY 2014-01-01 to 2014-12-31, FY 2013-01-01 to 2013-12-31Accession 0001193125-15-055034
NAVISTAR INTERNATIONAL CORP NAVISTAR INTERNATIONAL CORP	11%	$228.9M	FY 2020-12-31	±0.0pp	Lapsed Last seen 2020-12-31	10-K 2021-02-18
Our top three customers, Daimler AG, PACCAR Inc. and Navistar International Corporation accounted for approximately 20%, 11% and 11%, respectively, of our net sales during 2020. 10-K filed 2021-02-18 Period FY 2020-01-01 to 2020-12-31 (11%), FY 2019-01-01 to 2019-12-31 (11%)Accession 0001564590-21-006709 Navistar International Corporation 11 % 11 % 8 % 10-K filed 2021-02-18 Period FY 2018-01-01 to 2018-12-31 (8%)Accession 0001564590-21-006709 Navistar International Corporation 11 % 8 % 8 % 10-K filed 2020-02-27 Period FY 2017-01-01 to 2017-12-31 (8%)Accession 0001564590-20-007355
PCAR PACCAR INC	11%	$331.1M	FY 2025-12-31	−2.0pp	Active	10-K 2026-02-24
Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 18%, 11% and 10%, respectively, of our net sales during 2025. 10-K filed 2026-02-24 Period FY 2025-01-01 to 2025-12-31 (11%), FY 2023-01-01 to 2023-12-31 (11%)Accession 0001193125-26-065627 Years ended December 31, % of net sales 2025 2024 2023 Daimler AG 18 % 20 % 18 % PACCAR Inc. 11 % 13 % 11 % Traton SE 10 % 11 % 11 % Two customers accounted for 10% or more of the Company's outstanding accounts receivable within the last two years presented. % of accounts receivable December 31,2025 December 31,2024 Daimler AG 14 % 20 % Traton SE 11 % 11 % No supplier accounted for 10% or more of materials purchased during any of the years ended December 31, 2025, 2024 or 2023. 10-K filed 2026-02-24 Period FY 2024-01-01 to 2024-12-31 (13%)Accession 0001193125-26-065627 Years ended December 31, % of net sales 2024 2023 2022 Daimler AG 20 % 18 % 20 % PACCAR Inc. 13 % 11 % 9 % Traton SE 11 % 11 % 10 % Two customers accounted for 10% or more of the Company's outstanding accounts receivable within the last two years presented. % of accounts receivable December 31,2024 December 31,2023 Daimler AG 20 % 16 % Traton SE 11 % 14 % No supplier accounted for 10% or more of materials purchased during any of the years ended December 31, 2024, 2023 or 2022. 10-K filed 2025-02-13 Period FY 2022-01-01 to 2022-12-31 (9%)Accession 0000950170-25-019379 PACCAR Inc. 10 % 9 % 9 % 10-K filed 2019-02-26 Period FY 2018-01-01 to 2018-12-31 (10%), FY 2017-01-01 to 2017-12-31 (9%), FY 2016-01-01 to 2016-12-31 (9%)Accession 0001411207-19-000050
Traton SE Non-SEC Traton SE	10%	$301.0M	FY 2025-12-31	−1.0pp	Active	10-K 2026-02-24
Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 18%, 11% and 10%, respectively, of our net sales during 2025. 10-K filed 2026-02-24 Period FY 2025-01-01 to 2025-12-31 (10%), FY 2024-01-01 to 2024-12-31 (11%), FY 2023-01-01 to 2023-12-31 (11%)Accession 0001193125-26-065627 Years ended December 31, % of net sales 2024 2023 2022 Daimler AG 20 % 18 % 20 % PACCAR Inc. 13 % 11 % 9 % Traton SE 11 % 11 % 10 % Two customers accounted for 10% or more of the Company's outstanding accounts receivable within the last two years presented. % of accounts receivable December 31,2024 December 31,2023 Daimler AG 20 % 16 % Traton SE 11 % 14 % No supplier accounted for 10% or more of materials purchased during any of the years ended December 31, 2024, 2023 or 2022. 10-K filed 2025-02-13 Period FY 2022-01-01 to 2022-12-31 (10%)Accession 0000950170-25-019379 Years ended December 31, % of net sales 2023 2022 2021 Daimler AG 18 % 20 % 20 % Traton SE 11 % 10 % 10 % PACCAR Inc. 11 % 9 % 10 % Two customers accounted for 10% or more of the Company's outstanding accounts receivable within the last two years presented. % of accounts receivable December 31,2023 December 31,2022 Daimler AG 16 % 17 % Traton SE 14 % 11 % No supplier accounted for 10% or more of materials purchased during any of the years ended December 31, 2023, 2022 or 2021. 10-K filed 2024-02-14 Period FY 2021-01-01 to 2021-12-31 (10%)Accession 0000950170-24-015192 Years ended December 31, % of net sales 2022 2021 2020 Daimler AG 20 % 20 % 20 % Traton SE1 10 % 10 % 11 % PACCAR Inc. 9 % 10 % 11 % (1)Traton SE acquired Navistar International Corporation in July 2021. 10-K filed 2023-02-16 Period FY 2020-01-01 to 2020-12-31 (11%)Accession 0000950170-23-002967 Years ended December 31, % of net sales 2021 2020 2019 Daimler AG 20 % 20 % 20 % PACCAR Inc. 10 % 11 % 12 % Traton SE1 10 % 11 % 11 % (1)Traton SE acquired Navistar International Corporation in July 2021. 10-K filed 2022-02-17 Period FY 2019-01-01 to 2019-12-31 (11%)Accession 0000950170-22-001427
KEX KIRBY CORP	Named	—	FY 2018-12-31	—	Lapsed Last seen 2018-12-31	10-K 2019-02-26
Kirby Corporation 9 % 15 % 10-K filed 2019-02-26 Period FY 2018-01-01 to 2018-12-31, FY 2017-01-01 to 2017-12-31Accession 0001411207-19-000050 Kirby Corporation 1 15 % 4 % 10-K filed 2018-02-15 Period FY 2016-01-01 to 2016-12-31Accession 0001193125-18-047233
OSK OSHKOSH CORP	Named	—	FY 2014-12-31	—	Lapsed Last seen 2014-12-31	10-K 2015-02-20
Oshkosh Corporation 4 % 8 % 11 % 10-K filed 2015-02-20 Period FY 2014-01-01 to 2014-12-31, FY 2013-01-01 to 2013-12-31Accession 0001193125-15-055034

Federal contracts 1

Agencies that awarded contracts to this company, from USAspending.gov. Dollars are obligated amounts as reported, not estimates; $2.8M in the latest fiscal year shown per agency.

Agency	Obligated	Fiscal year	Awards	Trend	Largest award
Department of Defense Department of the Army	$2.8M	FY 2026	8	$158.4M → $14.6M → $187.5M → $2.8M	W912CH25F0049
CY26 (DELIVERY ORDER YEAR 3) FOR ABRAMS TRANSMISSION LTC Award W912CH25F0049 on USAspending.gov ↗ Largest of 8 awards in FY2026: $3.2M obligated

Federal subcontracts received 3

Prime contractors that subcontracted federal work to this company. From USAspending.gov subaward reports; amounts are as reported by the prime contractor, latest report per subaward, $500K+ a year.

Company	Subawards	Fiscal year	Count	Largest subaward
OSK OSHKOSH CORP	$31.7M	FY 2025	187	W56HZV20F0011
POWERTRAIN Prime award W56HZV20F0011 on USAspending.gov ↗ Subaward 27825733: $745.4K · Department of Defense (DOD)
GD GENERAL DYNAMICS CORP	$16.3M	FY 2025	1	W56HZV19C0036
GOODS AND/OR SERVICES Prime award W56HZV19C0036 on USAspending.gov ↗ Subaward 40459481: $16.3M · Department of Defense (DOD)
Penn Power Group LLC	$509.7K	FY 2025	3	SPE7LX25F04EF
GP317529 Prime award SPE7LX25F04EF on USAspending.gov ↗ Subaward PN ECB00D26: $491.8K · Department of Defense (DOD)

Unnamed major customers

Disclosed without names in the fiscal year ending 2023-12-31. Identities are not inferred.

P A C C A R Inc11%

Named as competitors

Companies this filer names as competitors.

BAESYF RKGRYQinetiQ Group plcDriventic GmbHZF Friedrichshafen AG

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