Comparison

Allison Transmission Holdings Inc (ALSN) vs LKQ CORP (LKQ)

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%

LKQ

LKQ CORP

Auto Parts

Revenue, FY25: $13.65B
Net income: $608M
Operating cash flow: $1.06B
Free cash flow: $847M
Net margin: 4.45%
Operating margin: 7.27%
Gross margin: 38.57%

Head-to-head

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

Metric	ALSN	LKQ
Revenue growth, latest filed year	−6.67%	−1.24%
Piotroski F-score	6 of 9	4 of 8
P/E against its own history	78.27% above	about normal

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.

LKQ

Debt covenants
Tariffs
Goodwill impairment
Tax
Cybersecurity
Labour

And 20 more.

Tracked managers holding both

Tweedy, Browne Tweedy, Browne Company 0.19% · 0.12%
Joel Greenblatt Gotham Asset Management 0.09% · 0.02%

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