ALSN Latest Report

Performance of the Current Report

Allison Transmission (ALSN) recorded an operating revenue of RMB79,600,000 as of December 31, 2024, up 2.70% from RMB77,500,000 as of December 31, 2023. This growth indicates the company's stability in terms of market demand and sales strategies.

Key Data in the Financial Report

1. Allison Transmission's operating revenue in 2024 was RMB79,600,000, up RMB2,100,000 from RMB77,500,000 in 2023, a 2.70% increase.

2. The growth may have benefited from the overall market's increased demand for transmission products, especially in the context of the recovery of the automotive industry.

3. The company may have attracted more customers through optimizing its product portfolio and launching new products.

4. Adjustments to sales strategies, such as strengthening marketing and improving customer service, may have also contributed to the increase in sales.

5. Allison Transmission maintained a stable market share in a competitive market with its technological advantages and brand effect.

Peer Comparison

1. Industry-wide analysis: The transmission industry as a whole experienced a recovery in 2024, benefiting from the recovery of the automotive manufacturing industry. The growing demand for electric vehicles and hybrid vehicles also contributed to the growth of industry operating revenues.

2. Peer evaluation analysis: Allison Transmission's 2.70% operating revenue growth rate is stable in the industry. If the industry average growth rate is 3%-5%, Allison Transmission needs to further enhance its market competitiveness to gain a larger market share in the future.

Summary

Allison Transmission's operating revenue grew slightly in 2024, indicating its resilience in the current market environment. However, the 2.70% increase may not be ideal compared to the overall industry performance, and more efforts are needed in terms of competition strategies and market expansion in the future.

Opportunities

1. With the rapid development of electric vehicles and hybrid vehicles, Allison Transmission can gain more market share in the electrification promotion system.

2. After winning a military contract, the company's income potential in the defense market has increased, and it is expected to achieve higher operating revenues.

3. With technological innovation and the application of new materials, Allison can further enhance product performance and strengthen market competitiveness.

Risks

1. If industry competition intensifies, Allison Transmission may face the risk of a compressed market share.

2. If it fails to maintain its leadership in product innovation and market expansion, it may affect future revenue growth.

3. The company's reliance on specific markets (such as the defense market) may increase the volatility of its income.