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Side-by-side financial comparison of Allison Transmission Holdings Inc (ALSN) and Dorman Products, Inc. (DORM). Click either name above to swap in a different company.
Allison Transmission Holdings Inc is the larger business by last-quarter revenue ($737.0M vs $537.9M, roughly 1.4× Dorman Products, Inc.). Allison Transmission Holdings Inc runs the higher net margin — 13.4% vs 2.1%, a 11.3% gap on every dollar of revenue. On growth, Dorman Products, Inc. posted the faster year-over-year revenue change (0.8% vs -7.4%). Allison Transmission Holdings Inc produced more free cash flow last quarter ($169.0M vs $33.5M). Over the past eight quarters, Dorman Products, Inc.'s revenue compounded faster (7.1% CAGR vs -3.4%).
Allison Transmission Holdings Inc. is an American manufacturer of commercial duty automatic transmissions and hybrid propulsion systems. Allison products are specified by over 250 vehicle manufacturers and are used in many market sectors, including bus, refuse, fire, construction, distribution, military, and specialty applications.
Dorman Products is an American manufacturer of aftermarket automotive products in the United States. The company was founded in 1918. The company trades on the NASDAQ under the ticker DORM. The company is headquartered in Colmar, Pennsylvania.
ALSN vs DORM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $737.0M | $537.9M |
| Net Profit | $99.0M | $11.6M |
| Gross Margin | 48.0% | 42.6% |
| Operating Margin | 23.2% | 5.8% |
| Net Margin | 13.4% | 2.1% |
| Revenue YoY | -7.4% | 0.8% |
| Net Profit YoY | -43.4% | -78.8% |
| EPS (diluted) | $1.18 | $0.38 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $737.0M | $537.9M | ||
| Q3 25 | $693.0M | $543.7M | ||
| Q2 25 | $814.0M | $541.0M | ||
| Q1 25 | $766.0M | $507.7M | ||
| Q4 24 | $796.0M | $533.8M | ||
| Q3 24 | $824.0M | $503.8M | ||
| Q2 24 | $816.0M | $503.0M | ||
| Q1 24 | $789.0M | $468.7M |
| Q4 25 | $99.0M | $11.6M | ||
| Q3 25 | $137.0M | $76.4M | ||
| Q2 25 | $195.0M | $58.7M | ||
| Q1 25 | $192.0M | $57.5M | ||
| Q4 24 | $175.0M | $54.5M | ||
| Q3 24 | $200.0M | $55.3M | ||
| Q2 24 | $187.0M | $47.4M | ||
| Q1 24 | $169.0M | $32.8M |
| Q4 25 | 48.0% | 42.6% | ||
| Q3 25 | 47.5% | 44.4% | ||
| Q2 25 | 49.4% | 40.6% | ||
| Q1 25 | 49.3% | 40.9% | ||
| Q4 24 | 46.9% | 41.5% | ||
| Q3 24 | 48.1% | 40.5% | ||
| Q2 24 | 48.3% | 39.6% | ||
| Q1 24 | 46.4% | 38.7% |
| Q4 25 | 23.2% | 5.8% | ||
| Q3 25 | 29.4% | 19.4% | ||
| Q2 25 | 31.4% | 15.2% | ||
| Q1 25 | 32.5% | 15.8% | ||
| Q4 24 | 29.5% | 16.3% | ||
| Q3 24 | 31.6% | 15.7% | ||
| Q2 24 | 32.2% | 14.4% | ||
| Q1 24 | 29.7% | 11.6% |
| Q4 25 | 13.4% | 2.1% | ||
| Q3 25 | 19.8% | 14.1% | ||
| Q2 25 | 24.0% | 10.9% | ||
| Q1 25 | 25.1% | 11.3% | ||
| Q4 24 | 22.0% | 10.2% | ||
| Q3 24 | 24.3% | 11.0% | ||
| Q2 24 | 22.9% | 9.4% | ||
| Q1 24 | 21.4% | 7.0% |
| Q4 25 | $1.18 | $0.38 | ||
| Q3 25 | $1.63 | $2.48 | ||
| Q2 25 | $2.29 | $1.91 | ||
| Q1 25 | $2.23 | $1.87 | ||
| Q4 24 | $2.01 | $1.76 | ||
| Q3 24 | $2.27 | $1.80 | ||
| Q2 24 | $2.13 | $1.53 | ||
| Q1 24 | $1.90 | $1.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.5B | $49.4M |
| Total DebtLower is stronger | $2.9B | $440.6M |
| Stockholders' EquityBook value | $1.9B | $1.5B |
| Total Assets | $6.1B | $2.5B |
| Debt / EquityLower = less leverage | 1.56× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $49.4M | ||
| Q3 25 | $902.0M | $55.5M | ||
| Q2 25 | $778.0M | $56.8M | ||
| Q1 25 | $753.0M | $60.6M | ||
| Q4 24 | $781.0M | $57.1M | ||
| Q3 24 | $788.0M | $45.1M | ||
| Q2 24 | $648.0M | $47.5M | ||
| Q1 24 | $551.0M | $34.4M |
| Q4 25 | $2.9B | $440.6M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | $468.8M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.5B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
| Q4 25 | $6.1B | $2.5B | ||
| Q3 25 | $5.5B | $2.6B | ||
| Q2 25 | $5.4B | $2.5B | ||
| Q1 25 | $5.4B | $2.4B | ||
| Q4 24 | $5.3B | $2.4B | ||
| Q3 24 | $5.4B | $2.4B | ||
| Q2 24 | $5.2B | $2.3B | ||
| Q1 24 | $5.1B | $2.2B |
| Q4 25 | 1.56× | 0.30× | ||
| Q3 25 | 1.31× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | 1.46× | 0.36× | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.63× | — | ||
| Q1 24 | 1.80× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $243.0M | $41.6M |
| Free Cash FlowOCF − Capex | $169.0M | $33.5M |
| FCF MarginFCF / Revenue | 22.9% | 6.2% |
| Capex IntensityCapex / Revenue | 10.0% | 1.5% |
| Cash ConversionOCF / Net Profit | 2.45× | 3.60× |
| TTM Free Cash FlowTrailing 4 quarters | $661.0M | $75.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $243.0M | $41.6M | ||
| Q3 25 | $228.0M | $12.2M | ||
| Q2 25 | $184.0M | $8.5M | ||
| Q1 25 | $181.0M | $51.2M | ||
| Q4 24 | $211.0M | $71.4M | ||
| Q3 24 | $246.0M | $44.3M | ||
| Q2 24 | $171.0M | $63.3M | ||
| Q1 24 | $173.0M | $52.0M |
| Q4 25 | $169.0M | $33.5M | ||
| Q3 25 | $184.0M | $1.8M | ||
| Q2 25 | $153.0M | $98.0K | ||
| Q1 25 | $155.0M | $40.3M | ||
| Q4 24 | $136.0M | $63.2M | ||
| Q3 24 | $210.0M | $35.7M | ||
| Q2 24 | $150.0M | $51.4M | ||
| Q1 24 | $162.0M | $41.2M |
| Q4 25 | 22.9% | 6.2% | ||
| Q3 25 | 26.6% | 0.3% | ||
| Q2 25 | 18.8% | 0.0% | ||
| Q1 25 | 20.2% | 7.9% | ||
| Q4 24 | 17.1% | 11.8% | ||
| Q3 24 | 25.5% | 7.1% | ||
| Q2 24 | 18.4% | 10.2% | ||
| Q1 24 | 20.5% | 8.8% |
| Q4 25 | 10.0% | 1.5% | ||
| Q3 25 | 6.3% | 1.9% | ||
| Q2 25 | 3.8% | 1.6% | ||
| Q1 25 | 3.4% | 2.2% | ||
| Q4 24 | 9.4% | 1.5% | ||
| Q3 24 | 4.4% | 1.7% | ||
| Q2 24 | 2.6% | 2.4% | ||
| Q1 24 | 1.4% | 2.3% |
| Q4 25 | 2.45× | 3.60× | ||
| Q3 25 | 1.66× | 0.16× | ||
| Q2 25 | 0.94× | 0.15× | ||
| Q1 25 | 0.94× | 0.89× | ||
| Q4 24 | 1.21× | 1.31× | ||
| Q3 24 | 1.23× | 0.80× | ||
| Q2 24 | 0.91× | 1.34× | ||
| Q1 24 | 1.02× | 1.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALSN
| North America On Highway | $361.0M | 49% |
| Service Parts Support Equipment And Other | $160.0M | 22% |
| Outside North America On Highway | $131.0M | 18% |
| Defense | $73.0M | 10% |
| Global Off-Highway | $12.0M | 2% |
DORM
| Light Duty | $428.6M | 80% |
| Heavy Duty | $55.8M | 10% |
| Specialty Vehicle | $53.5M | 10% |
