A large, defense-related contract represents a meaningful new order/income opportunity, which typically supports near-term sentiment and potential estimate revisions, though revenues are largely tied to future deliveries (2028).
Allison Transmission (ALSN) Secures $250M Contract for BAE Systems CV90 MkIV Transmissions Maham Fatima Sun, July 12, 2026 at 6:39 PM GMT+2 1 min read ALSN BA. L Allison Transmission Holdings Inc. (NYSE: ALSN ) is one of the best quality stocks to buy according to Wall Street analysts .
On June 16, Allison Transmission announced a $250 million contract to supply 4040 MX transmissions for BAE Systems Hägglunds' CV90 MkIV infantry fighting vehicles. Marking the largest tracked defense order in the company's history, the agreement also includes a $50 million option for additional units. The 4040 MX is an evolution of the existing 3040 MX, offering increased power and updated electronic controls while maintaining the same physical footprint for seamless engine integration.
The design follows two years of rigorous testing to ensure it meets modern combat requirements. U-Haul Holding Co (UHAL. B) Board Thinks the Stock Is Cheap, Lines Up $350 Million Pixabay/Public Domain Deliveries for the program are scheduled to commence in 2028.
Both companies stated that the partnership reflects a shared commitment to providing robust propulsion solutions to support the evolving operational needs of global armed forces. Allison Transmission Holdings Inc. (NYSE:ALSN) designs and manufactures automatic transmissions and hybrid propulsion systems for commercial and military vehicles.
The company produces buses, trucks, construction equipment, and defense vehicles across global markets. It serves customers such as vehicle manufacturers, fleet operators, and government or defense organizations. While we acknowledge the risk and potential of ALSN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame.
If you are looking for an AI stock that is more promising than ALSN and that has 10,000% upside potential, check out our report about the cheapest AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy . Disclosure: None.
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