Comparison

Allison Transmission Holdings Inc (ALSN) vs LEAR CORP (LEA)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

ALSN

Allison Transmission Holdings Inc

Auto Parts

Revenue, FY25: $3.01B
Net income: $623M
Operating cash flow: $836M
Free cash flow: $661M
Net margin: 20.70%
Operating margin: 29.24%
Gross margin: 48.60%

LEA

LEAR CORP

Auto Parts

Revenue, FY25: $23.26B
Net income: $437M
Operating cash flow: $1.09B
Free cash flow: $527M
Net margin: 1.88%
Operating margin: 3.34%
Gross margin: 6.47%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	ALSN	LEA
Revenue growth, latest filed year	−6.67%	−0.20%
Piotroski F-score	6 of 9	6 of 9
P/E against its own history	78.27% above	39.56% below

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

ALSN

Debt covenants
Commodity prices
Goodwill impairment
Currency moves
Labour
Cybersecurity

And 20 more.

LEA

Tariffs
Supply chain
Cybersecurity
China
Export controls
Commodity prices

And 17 more.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.09% · 0.08%
Bill Nygren Harris Associates (Oakmark) 0.06% · 0.00%

Updated Aug 5, 2026 · the newer of the two companies' filings