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SEC filings · customer concentration · ALSN

Allison Transmission Holdings's major customers

Daimler accounted for 18% of Allison Transmission Holdings's revenue in FY 2025, about the same as 20% a year earlier.

3major customers now
39%of revenue from them
0listed suppliers depending on it
2013–2026years covered
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Major customers of Allison Transmission Holdings

Customers that Allison Transmission Holdings named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

CustomerShare of revenueChange vs prior yearHistoryLatest filing
DaimlerMBGAF18%from 20%FY 2013: 17%FY 2014: 17%FY 2015: 21%FY 2016: 21%FY 2017: 20%FY 2018: 18%FY 2019: 20%FY 2020: 20%FY 2021: 20%FY 2022: 20%FY 2023: 18%FY 2024: 20%FY 2025: 18%13 yearsFY 2025 · filed 24 Feb 2026
PACCARPCAR11%from 13%FY 2016: 9%FY 2017: 9%FY 2018: 10%FY 2019: 12%FY 2020: 11%FY 2021: 10%FY 2022: 9%FY 2023: 11%FY 2024: 13%FY 2025: 11%10 yearsFY 2025 · filed 24 Feb 2026
Traton10%from 11%FY 2019: 11%FY 2020: 11%FY 2021: 10%FY 2022: 10%FY 2023: 11%FY 2024: 11%FY 2025: 10%7 yearsFY 2025 · filed 24 Feb 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Navistar International11%last FY 2020FY 2017: 8%FY 2018: 8%FY 2019: 11%FY 2020: 11%4 yearsFY 2020 · filed 18 Feb 2021
Navistar8%last FY 2017FY 2013: 10%FY 2014: 10%FY 2015: 10%FY 2016: 9%FY 2017: 8%5 yearsFY 2017 · filed 15 Feb 2018
Volvo Group8%last FY 2016FY 2013: 6%FY 2014: 8%FY 2015: 10%FY 2016: 8%4 yearsFY 2016 · filed 24 Feb 2017
Volvo Group One8%last FY 2017FY 2015: 10%FY 2016: 8%FY 2017: 8%3 yearsFY 2017 · filed 15 Feb 2018

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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