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ALSN vs MOD
Which Stock Would AI Choose? Allison Transmission Holdings, Inc. (ALSN) vs. Modine Manufacturing Company (MOD) Stock Comparison
Key Takeaways
- Allison Transmission Holdings, Inc. (ALSN) reported first-quarter 2026 net sales of $1.406 billion, reflecting an 84% year-over-year increase driven by the January 2026 acquisition of Dana's Off-Highway business.
- Modine Manufacturing Company (MOD) maintains strong positioning in thermal management solutions, with upcoming fourth-quarter fiscal 2026 earnings scheduled for release on May 26, 2026, ahead of a conference call on May 27.
- ALSN has demonstrated recent stability, including a quarterly dividend declaration in early May 2026 and recognition as a top supplier by Penske Truck Leasing.
- MOD exhibits higher recent price volatility compared to ALSN, consistent with broader growth-oriented auto-parts exposure.
- Both companies operate in the auto-parts sector within the consumer cyclical space, yet differ in primary focus: transmissions and propulsion for ALSN versus thermal management for MOD.
- Relative performance in recent market activity shows ALSN benefiting from acquisition integration while MOD prepares for earnings that could highlight data-center and industrial demand trends.
Introduction
Investors and traders seeking to compare industrial auto-parts names often examine stocks with overlapping sector exposure but distinct business models. Allison Transmission Holdings, Inc. (ALSN) and Modine Manufacturing Company (MOD) both serve commercial vehicle and equipment markets, yet one specializes in automatic transmissions and propulsion systems while the other focuses on thermal management solutions. This comparison provides objective context on recent performance, operational developments, and market positioning relevant to those evaluating relative momentum, valuation differentials, and sector-specific catalysts within the consumer cyclical auto-parts industry.
ALSN Overview and Recent Performance
Allison Transmission Holdings, Inc. designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles, as well as defense applications, and offers electrified propulsion systems. The company completed the acquisition of Dana Incorporated's Off-Highway Drive & Motion Systems business on January 1, 2026, which materially expanded its industrial footprint. In the first quarter of 2026, net sales reached $1.406 billion, an 84% increase year over year, incorporating the new business unit. Recent market activity includes a May 2026 dividend declaration and recognition by Penske Truck Leasing as a best-performing supplier in the heavy- and medium-duty transmission category. These developments have supported sentiment amid integration efforts and steady demand from on- and off-highway end markets.
MOD Overview and Recent Performance
Modine Manufacturing Company engineers, manufactures, and sells mission-critical thermal management solutions, including heat exchangers and cooling systems, serving data centers, commercial vehicles, and industrial applications across multiple geographies. The company operates through segments focused on climate solutions and performance technologies. In recent weeks, market attention has centered on preparations for fourth-quarter and full-year fiscal 2026 results, scheduled for release after market close on May 26, 2026, followed by an earnings conference call on May 27. Prior periods highlighted expansion in data-center capacity and related sales growth. MOD stock has displayed elevated price movement relative to broader market benchmarks during recent market activity, reflecting sensitivity to industrial and technology demand trends.
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Head-to-Head Comparison
Allison Transmission Holdings, Inc. (ALSN) and Modine Manufacturing Company (MOD) share consumer cyclical auto-parts exposure yet pursue differentiated strategies. ALSN centers on transmissions, propulsion, and aftermarket support, with recent expansion into off-highway segments via acquisition, contributing to sales scale and margin stability. MOD emphasizes thermal management products that benefit from data-center and industrial cooling demand, often resulting in higher valuation multiples and greater sensitivity to technology-sector cycles. Recent momentum favors ALSN through acquisition-driven growth and supplier accolades, while MOD’s positioning reflects preparation for earnings that may clarify capacity-expansion outcomes. Risk factors include integration execution for ALSN and demand variability for MOD’s higher-growth end markets. Sector sentiment remains tied to commercial vehicle production and broader industrial activity, with ALSN demonstrating comparatively lower beta in recent periods.
Tickeron AI Verdict
Based on observable factors such as trend consistency following acquisition integration, dividend support, and lower relative volatility, Tickeron’s AI would currently assign a modest probabilistic preference to Allison Transmission Holdings, Inc. (ALSN) over Modine Manufacturing Company (MOD) for stability-oriented positioning. MOD continues to offer exposure to potentially higher-growth thermal applications, though upcoming earnings introduce near-term event risk. Any edge remains contingent on sustained execution and prevailing market conditions rather than a definitive ranking.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ALSN is a Hold and MOD is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ALSN’s FA Score shows that 4 FA rating(s) are green whileMOD’s FA Score has 2 green FA rating(s).
- ALSN’s FA Score: 4 green, 1 red.
- MOD’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ALSN’s TA Score shows that 5 TA indicator(s) are bullish while MOD’s TA Score has 4 bullish TA indicator(s).
- ALSN’s TA Score: 5 bullish, 5 bearish.
- MOD’s TA Score: 4 bullish, 4 bearish.
Price Growth
ALSN (@Auto Parts: OEM) experienced а +3.10% price change this week, while MOD (@Auto Parts: OEM) price change was +9.52% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was -0.93%. For the same industry, the average monthly price growth was +7.61%, and the average quarterly price growth was +12.21%.
Reported Earning Dates
ALSN is expected to report earnings on Jul 23, 2026.
MOD is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Auto Parts: OEM (-0.93% weekly)OEM or Original Equipment Manufacturer of auto parts refers to the original producer of a vehicles components, and so OEM car parts are usually identical to the parts used in producing the vehicle in the first place. OEM parts tend to fit the specifications of a particular model, and their compatibility is often guaranteed by the automaker itself. OEM parts could be more expensive to buy (compared to other vendors’ products) when a consumer goes for replacement. However, increased competition from aftermarket parts/third-party vendors could, in some cases, keep EOM prices in check. The industry might progress further in adopting newer technologies like 3D printing to boost supply chain performance and quality. Aptiv PLC, Magna International Inc. and BorgWarner Inc. are major OEMs for autos.
| ALSN | MOD | ALSN / MOD | |
| Capitalization | 9.88B | 15.7B | 63% |
| EBITDA | 1.01B | 298M | 339% |
| Gain YTD | 22.260 | 122.732 | 18% |
| P/E Ratio | 18.52 | 131.58 | 14% |
| Revenue | 3.65B | 3.18B | 115% |
| Total Cash | 311M | 73.5M | 423% |
| Total Debt | 4.27B | 436M | 979% |
ALSN | MOD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 23 Undervalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 24 | 6 | |
SMR RATING 1..100 | 33 | 67 | |
PRICE GROWTH RATING 1..100 | 45 | 35 | |
P/E GROWTH RATING 1..100 | 14 | 3 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ALSN's Valuation (23) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for MOD (88) in the Auto Parts OEM industry. This means that ALSN’s stock grew somewhat faster than MOD’s over the last 12 months.
MOD's Profit vs Risk Rating (6) in the Auto Parts OEM industry is in the same range as ALSN (24) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to ALSN’s over the last 12 months.
ALSN's SMR Rating (33) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for MOD (67) in the Auto Parts OEM industry. This means that ALSN’s stock grew somewhat faster than MOD’s over the last 12 months.
MOD's Price Growth Rating (35) in the Auto Parts OEM industry is in the same range as ALSN (45) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to ALSN’s over the last 12 months.
MOD's P/E Growth Rating (3) in the Auto Parts OEM industry is in the same range as ALSN (14) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to ALSN’s over the last 12 months.
| ALSN | MOD | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 63% | 5 days ago 73% |
| Stochastic ODDS (%) | 3 days ago 55% | 3 days ago 90% |
| Momentum ODDS (%) | 3 days ago 54% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 74% | 3 days ago 70% |
| TrendWeek ODDS (%) | 3 days ago 66% | 3 days ago 83% |
| TrendMonth ODDS (%) | 3 days ago 66% | 3 days ago 82% |
| Advances ODDS (%) | 5 days ago 63% | 6 days ago 83% |
| Declines ODDS (%) | 13 days ago 55% | 4 days ago 74% |
| BollingerBands ODDS (%) | 3 days ago 71% | N/A |
| Aroon ODDS (%) | 3 days ago 42% | 3 days ago 89% |
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MOD and
Correlation & Price change
A.I.dvisor indicates that over the last year, MOD has been loosely correlated with ALSN. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if MOD jumps, then ALSN could also see price increases.
| Ticker / NAME | Correlation To MOD | 1D Price Change % | ||
|---|---|---|---|---|
| MOD | 100% | +4.75% | ||
| ALSN - MOD | 46% Loosely correlated | +0.20% | ||
| ATMU - MOD | 40% Loosely correlated | +1.81% | ||
| PLOW - MOD | 39% Loosely correlated | +2.92% | ||
| PHIN - MOD | 39% Loosely correlated | +3.10% | ||
| BWA - MOD | 37% Loosely correlated | +1.84% | ||
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