Allison Transmission Holdings Inc (NYSE:ALSN)
$ 75.8 0.96 (1.28%) Market Cap: 6.63 Bil Enterprise Value: 8.49 Bil PE Ratio: 10.12 PB Ratio: 4.94 GF Score: 88/100

Allison Transmission Holdings Inc at Robert W Baird Global Industrial Conference Transcript

Nov 07, 2019 / 07:00PM GMT
Release Date Price: $45.98 (+2.36%)
David Jon Leiker
Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

Good afternoon. I'm David Leiker. Our next presentation is from Allison Transmission. The company is headquartered in Indianapolis, Indiana, and was founded in 1915. The company is the world's largest supplier of fully automatic transmissions for medium and heavy-duty commercial vehicles, various industrial applications, tactical, military vehicles and hybrid propulsion systems for transit buses. The company is one of the most profitable industrial companies with EBIT margins near 40% and after-tax ROIC of 20%. Sales are $2.7 billion. The market cap is $5.4 billion.

From Allison today are Fred Bohley, Senior Vice President and CFO; and Ray Posadas, Director of Investor Relations.

We're going to go right into Q&A. Anyone has a question, you can e-mail [email protected], and I'll filter them in along the way.

So I always like to start these with a little bit of background, I don't know the level of knowledge of the audience in front of us, but a little bit of background

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