olivLaw · US equity research
Allient Inc. ALNT
Instruments For Meas & Testing of Electricity & Elec Signals · SIC 3825 · Vertical: Instruments For Meas & Testing of Electricity & Elec Signals (SIC 3825)
Allient Inc. designs and manufactures precision and specialty controlled motion components and systems for industrial, vehicle, medical and aerospace and defense markets. Revenue reached 554,478 mn USD in fiscal 2025 and gross margin rose to 32.8%, supported by demand for power quality solutions for data center infrastructure.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Allient Inc. (ALNT) stock was 79.56 USD (−9.61% on the day), with market capitalisation 1.4 bn USD, P/E 35.8 on diluted EPS of 2.22 USD over the last 12 months, dividend yield 0.18%, beta 1.50, 52-week range 48.39–118.63 USD. Latest reported quarter (Q3 2026): revenue of 164.4 m USD (+18.5% YoY), net income of 15.3 m USD (+136.6% YoY), diluted EPS 0.91 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 34.1
- weak (30–45)
- Bollinger (20, 2)
- 77.97 – 110.68
- in the lower half of the band · %B 0.05 · band width 34.7%
- SMA 50 / 200
- 99.28 / 82.87
- mixed trend
- MACD (12, 26, 9)
- -5.21 / -3.93
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −32.9% | −1.1% | −31.8 pp | — |
| 3 months | −14.7% | −0.5% | −14.2 pp | — |
| 6 months | +2.6% | +4.4% | −1.8 pp | — |
| Year to date | +48.0% | +12.3% | +35.7 pp | — |
| 1 year | +48.2% | +13.5% | +34.7 pp | +73.7% |
| 3 years | +203.8% | +76.4% | +127.4 pp | +50.8% |
| 5 years | +85.2% | +63.7% | +21.5 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 122.0 m | 132.8 m | 139.6 m | 138.7 m | 143.4 m | 138.9 m | 153.8 m | 164.4 m |
| Cost of revenue | 83.6 m | 90.1 m | 93.2 m | 92.6 m | 96.9 m | 93.5 m | 100.2 m | 104.2 m |
| Gross profit | 38.4 m | 42.8 m | 46.4 m | 46.2 m | 46.4 m | 45.4 m | 53.6 m | 60.2 m |
| Operating income | 6.4 m | 8.8 m | 11.7 m | 12.2 m | 11.3 m | 9.3 m | 15.6 m | 22.3 m |
| Depreciation & amortisation | 6.6 m | 6.3 m | 6.4 m ≈ | 6.4 m ≈ | 6.3 m | 6.2 m | 6.2 m ≈ | 6.1 m ≈ |
| Interest expense | 3.1 m | 3.6 m | 3.6 m | 3.4 m | 2.6 m | 2.6 m | 2.5 m | 2.5 m |
| Pre-tax income | 3.9 m | 4.5 m | 7.3 m | 8.3 m | 8.7 m | 6.8 m | 13.0 m | 19.7 m |
| Income tax | 862.0 k | 903.0 k | 1.7 m | 1.8 m | 2.3 m | 1.4 m | 2.6 m | 4.4 m |
| Net income | 3.0 m | 3.6 m | 5.6 m | 6.5 m | 6.4 m | 5.4 m | 10.4 m | 15.3 m |
| Diluted EPS | 0.18 ≈ | 0.21 | 0.34 | 0.39 | 0.38 ≈ | 0.32 | 0.61 | 0.91 |
| Operating cash flow | 12.4 m | 13.9 m | 24.5 m ≈ | 4.7 m ≈ | 13.6 m | 6.2 m | 14.0 m ≈ | 2.0 m ≈ |
| Capex | 2.8 m | 1.1 m | 2.1 m ≈ | 1.9 m ≈ | 1.9 m | 2.2 m | 4.9 m ≈ | 3.6 m ≈ |
| Dividends paid | 476.0 k | — | — | 501.0 k ≈ | 500.0 k | — | — | 674.0 k ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 83 percentile of its own 40-quarter history (min 9.8, median 23.6, max 60.6; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 310.6 m | 371.1 m | 366.7 m | 403.5 m | 503.0 m | 578.6 m | 530.0 m | 554.5 m |
| Revenue YoY | +23.3% | +19.5% | −1.2% | +10.0% | +24.7% | +15.0% | −8.4% | +4.6% |
| Net income | 15.9 m | 17.0 m | 13.6 m | 24.1 m | 17.4 m | 24.1 m | 13.2 m | 22.0 m |
| Net income YoY | +98.2% | +6.9% | −19.9% | +76.6% | −27.8% | +38.6% | −45.4% | +67.4% |
| Diluted EPS | 1.70 | 1.20 | 0.95 | 1.66 | 1.09 | 1.48 | 0.79 | 1.32 |
| Diluted EPS YoY | +95.4% | −29.4% | −20.8% | +74.7% | −34.3% | +35.8% | −46.6% | +67.1% |
| net % | 5.1% | 4.6% | 3.7% | 6.0% | 3.5% | 4.2% | 2.5% | 4.0% |
| Free cash flow | 3.1 m | 19.6 m | 15.5 m | 11.7 m | -10.3 m | 33.4 m | 32.2 m | 49.7 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 40.7 m USD
- Financial debt
- 180.4 m USD
- Net debt
- 139.7 m USD
- Equity
- 301.5 m USD
- Total assets
- 577.6 m USD
- Debt / equity
- 0.60x
- Current ratio
- 3.66x
- ROE
- 7.8%
- ROA
- 3.8%
- FCF margin
- 9.0%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 366.7 m | 403.5 m | 503.0 m | 578.6 m | 530.0 m | 554.5 m | SEC (XBRL)· 05 Mar 2026verified |
| Cost of revenue | 258.1 m | 282.5 m | 345.7 m | 395.0 m | 364.3 m | 372.8 m | SEC (XBRL)· 05 Mar 2026verified |
| Gross profit | 108.6 m | 121.1 m | 157.3 m | 183.7 m | 165.7 m | 181.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Operating income | 23.0 m | 26.0 m | 31.7 m | 42.3 m | 30.0 m | 44.0 m | SEC (XBRL)· 05 Mar 2026verified |
| Depreciation & amortisation | 16.0 m | 18.1 m | 25.5 m | 25.1 m | 25.9 m | 25.4 m | SEC (XBRL)· 05 Mar 2026verified |
| EBITDA | 39.0 m ≈ | 44.1 m ≈ | 57.1 m ≈ | 67.4 m ≈ | 55.9 m ≈ | 69.4 m ≈ | SEC (XBRL)· 05 Mar 2026derived |
| Interest expense | 3.7 m | 3.2 m | 7.7 m | 12.4 m | 13.3 m | 13.2 m | SEC (XBRL)· 05 Mar 2026verified |
| Pre-tax income | 18.8 m | 23.1 m | 23.7 m | 29.7 m | 16.9 m | 28.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Income tax | 5.1 m | -981.0 k | 6.3 m | 5.6 m | 3.7 m | 6.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Net income | 13.6 m | 24.1 m | 17.4 m | 24.1 m | 13.2 m | 22.0 m | SEC (XBRL)· 05 Mar 2026verified |
| Diluted EPS | 0.95 | 1.66 | 1.09 | 1.48 | 0.79 | 1.32 | SEC (XBRL)· 05 Mar 2026verified |
| Weighted average diluted shares | 14.3 m | 14.5 m | 16.0 m | 16.3 m | 16.6 m | 16.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Dividend per share | 0.08 | 0.10 | 0.10 | 0.12 | 0.12 | 0.12 | SEC (XBRL)· 05 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 23.1 m | 22.5 m | 30.6 m | 31.9 m | 36.1 m | 40.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Receivables | 47.4 m | 51.2 m | 76.2 m | 85.1 m | 78.8 m | 88.8 m | SEC (XBRL)· 05 Mar 2026verified |
| Inventories | 63.0 m | 89.7 m | 117.1 m | 117.7 m | 111.5 m | 109.2 m | SEC (XBRL)· 05 Mar 2026verified |
| Current assets | 142.2 m | 176.0 m | 236.0 m | 248.2 m | 237.6 m | 253.4 m | SEC (XBRL)· 05 Mar 2026verified |
| Property, plant & equipment, net | 55.4 m | 57.0 m | 68.6 m | 67.5 m | 65.7 m | 61.8 m | SEC (XBRL)· 05 Mar 2026verified |
| Goodwill | 61.9 m | 106.6 m | 126.4 m | 131.3 m | 131.8 m | 134.3 m | SEC (XBRL)· 05 Mar 2026verified |
| Intangibles (excl. goodwill) | 65.9 m | 103.8 m | 119.1 m | 111.4 m | 99.7 m | 88.4 m | SEC (XBRL)· 05 Mar 2026verified |
| Total assets | 349.2 m | 470.8 m | 588.3 m | 597.5 m | 575.8 m | 577.6 m | SEC (XBRL)· 05 Mar 2026verified |
| Accounts payable | 27.7 m | 36.7 m | 39.5 m | 39.1 m | 27.2 m | 28.4 m | SEC (XBRL)· 05 Mar 2026verified |
| Long-term debt | 120.1 m | 159.0 m | 235.5 m | 218.4 m | 224.2 m | 180.4 m | SEC (XBRL)· 05 Mar 2026verified |
| Current liabilities | 52.5 m | 78.4 m | 87.6 m | 95.6 m | 57.4 m | 69.3 m | SEC (XBRL)· 05 Mar 2026verified |
| Total liabilities | 206.1 m | 283.0 m | 372.9 m | 346.0 m | 310.9 m | 276.1 m | SEC (XBRL)· 05 Mar 2026verified |
| Equity | 143.1 m † | 187.8 m † | 215.5 m † | 251.6 m † | 264.9 m † | 301.5 m † | SEC (XBRL)· 05 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 24.8 m | 25.4 m | 5.6 m | 45.0 m | 41.9 m | 56.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Capex | 9.4 m | 13.7 m | 15.9 m | 11.6 m | 9.7 m | 7.0 m | SEC (XBRL)· 05 Mar 2026verified |
| Free cash flow | 15.5 m ≈ | 11.7 m ≈ | -10.3 m ≈ | 33.4 m ≈ | 32.2 m ≈ | 49.7 m ≈ | SEC (XBRL)· 05 Mar 2026derived |
| Investing cash flow | -24.1 m | -61.0 m | -60.0 m | -22.6 m | -34.9 m | -7.0 m | SEC (XBRL)· 05 Mar 2026verified |
| Financing cash flow | 7.5 m | 35.8 m | 63.6 m | -21.3 m | -843.0 k | -47.7 m | SEC (XBRL)· 05 Mar 2026verified |
| Dividends paid | 1.2 m | 1.4 m | 1.5 m | 1.8 m | 2.0 m | 2.0 m | SEC (XBRL)· 05 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 50 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 1.4 bn USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet56
- Valuation54
- Quality53
- Growth36
- Returns41
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 17.02 – 118.52 USD.
Methods computed but outside the aggregate range: Dividend discount (DDM) (a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate).
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)17.02 – 31.34 (Mid 22.48)WACC 8.8% · starting FCFF 31.0 m USD · terminal value share of EV 74%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: no growth between −30% and +40% justifies the price
- Peers: EV/EBITDA100.26 – 118.52 (Mid 108.35)4 companies used · median multiple 23.7x · quartiles 22.1x – 25.8xINTT, TER, TRNS, VLTO
- Peers: P/E50.21 – 64.10 (Mid 63.96)3 companies used · median multiple 28.8x · quartiles 22.6x – 28.9xITRI, TER, VLTO
- Dividend discount (DDM)outside the aggregate1.58 – 2.12 (Mid 1.81)a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 50/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 10.1% | 50 (vs peers) | 10% |
| Net margin · Quality | 6.2% | 67 (vs peers) | 6% |
| FCF conversion · Quality | 61.7% | 45 (on a fixed band) | 6% |
| Revenue CAGR 3Y · Growth | 3.3% | 28 (on a fixed band) | 8% |
| EPS CAGR 3Y · Growth | 6.6% | 44 (on a fixed band) | 8% |
| Net debt / EBITDA · Balance sheet | 1.6x | 33 (vs peers) | 10% |
| Interest coverage · Balance sheet | 5.8x | 66 (on a fixed band) | 6% |
| Current ratio · Balance sheet | 3.5x | 100 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 35.8x | 50 (vs peers) | 10% |
| EV/EBITDA · Valuation | 17.8x | 83 (vs peers) | 10% |
| FCF yield · Valuation | 1.7% | 21 (on a fixed band) | 8% |
| Shareholder yield (distributions) · Returns | 0.2% | 2 (on a fixed band) | 6% |
| Payout ratio (FCF) · Returns | 10.2% | 100 (on a fixed band) | 4% |
Score groups
- Balance sheet56/100 · 3/3 factors with a value
- Growth36/100 · 2/2 factors with a value
- Quality53/100 · 3/3 factors with a value
- Returns41/100 · 2/2 factors with a value
- Valuation54/100 · 3/3 factors with a value
Memo
ALLIENT INC (ALNT). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 554.5 m USD in 2025; YoY growth 4.6%; net margin 6.2%; ROE 12.1%; net debt/EBITDA 1.6x.
The estimated value range is 50.21–64.10 USD per share (median of 3 methods, agreement: low); assumptions are illustrative. Against the central value of 63.96 USD, the price of 79.56 USD leaves a potential of -19.6% (value / price − 1) and a margin of safety of -24.4% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 50/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 3.5x
- EV/EBITDA: 17.8x
- Payout ratio (FCF): 10.2%
What contradicts it
- Revenue CAGR 3Y: 3.3%
- FCF yield: 1.7%
- Shareholder yield (distributions): 0.2%
- The price is above the estimated value range
- The valuation methods diverge
Versus the vertical median
Instruments For Meas & Testing of Electricity & Elec Signals (SIC 3825) · same industry (4-digit SIC) · compared with 9 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| TERTeradyne, Inc. | 39.2 bn | 28.8 | 42.9% | 27.5% | +13.1% | +38% / +172% |
| VLTOVeralto Corporation | 28.5 bn | 28.9 | 33.0% | 17.3% | +6.0% | +16% / +51% |
| ITRIItron, Inc. | 4.5 bn | 16.4 | 16.5% | 12.1% | −3.0% | +3% / +51% |
| COHUCohu, Inc. | 2.1 bn | — | -2.8% | -4.0% | +12.7% | +81% / +39% |
| AEHRAehr Test Systems | 2.0 bn | — | -4.2% | -14.3% | −15.2% | +165% / +165% |
| ALNTAllient Inc | 1.4 bn | 35.8 | 12.1% | 6.2% | +4.6% | +48% / +204% |
| TRNSTranscat, Inc. | 1.0 bn | 226.7 | 1.5% | 1.3% | +19.2% | +91% / +10% |
| FEIMFrequency Electronics, Inc. | 693.5 m | 243.8 | 3.0% | 3.7% | −9.4% | +115% / +523% |
| INTTinTest Corporation | 175.9 m | 335.2 | 0.6% | 0.5% | −12.9% | +74% / +7% |
| DAIOData I | 25.2 m | — | -61.2% | -50.1% | −1.2% | −16% / −16% |
1- and 3-year price returns: for ALNT from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 46.10 Total return -42% · Per year -42% | 81.55 Total return 3% · Per year 3% | 122.90 Total return 55% · Per year 55% |
| 3 years | 43.67 Total return -45% · Per year -18% | 87.03 Total return 10% · Per year 3% | 144.16 Total return 82% · Per year 22% |
| 5 years | 41.37 Total return -47% · Per year -12% | 92.87 Total return 18% · Per year 3% | 169.09 Total return 114% · Per year 16% |
- Exit P/E± 21.76
- Net margin± 15.23
- Annual revenue growth± 12.65
- Annual dilution± 1.28
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 05 Aug 2026; since then the company filed 10-Q (04 Nov 2026).
In brief
Allient Inc. designs and manufactures precision and specialty controlled motion components and systems for industrial, vehicle, medical and aerospace and defense markets. Revenue reached 554,478 mn USD in fiscal 2025 and gross margin rose to 32.8%, supported by demand for power quality solutions for data center infrastructure.
SWOT
Strengths
Weaknesses
- The company is smaller than many competitors, with more limited resources for research, marketing and global expansion 1.
- Reliance on single or limited suppliers for critical materials can lead to delays and higher costs 1.
- Net debt remains significant, which limits financial flexibility in periods of weak demand 1.
Opportunities
- Demand for power quality solutions and data center infrastructure could keep growing if the trend holds 1.
- Defense, aerospace and medical markets could bring more stable long-term orders if projects materialise 1.
- Acquisitions of companies with complementary technologies could accelerate expansion into controls and power 1.
Risks
- Tariffs and trade policyhigh
Changes in tariffs and trade restrictions could raise import costs and affect the company's international operations 1.
- Supplier dependencemedium
Critical materials come from limited suppliers, and disruptions could delay deliveries and reduce production efficiency 1.
- Raw material price pressuremedium
Rising prices for copper, steel, zinc and rare earth magnets could erode margins if they cannot be passed on to customers 1.
- Cybersecuritymedium
Cyberattacks could disrupt operations and lead to remediation costs, fines or loss of customers 1.
- Realignment costslow
Additional costs of the Simplify to Accelerate NOW program could exceed estimates and the expected benefits could be delayed 12.
Investment thesis
What would need to be true (bull case)
- Revenue and gross margin rose in 2025, and backlog grew with demand for data center solutions. If this trend holds, growth and operational efficiency could continue 1.
- The efficiency program and customer diversification could support margins and revenue stability even in difficult economic conditions 12.
- Integrated expertise across motion, control and power technologies may allow the company to offer solutions with higher added value to customers 1.
What would break the thesis
- Vehicle revenue declined in 2025, showing the company's sensitivity to certain end markets 1.
- Net debt remains elevated, and tariffs and geopolitical conflicts could add pressure on costs and the supply chain 12.
- Larger competitors with greater resources could pressure prices and reduce the company's market share 1.
What to watch
- Development of orders and backlog in the industrial segment, especially for data center solutionsQ3 2026
- Additional costs of the realignment program and annualized savings achieved2026
- Reduction of net debt and cash generated from operations2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 05 Aug 2026; since then the company filed 10-Q (04 Nov 2026).
The business
Allient Inc. (ticker ALNT, NASDAQ) is headquartered in Amherst, New York, and designs, manufactures and sells precision and specialty controlled motion components and systems. Its range includes motors, optical encoders, servo systems, motion controllers, power quality filters and industrial safety modules, sold both directly to OEMs and through representatives and distributors. It operates in the United States, Canada, Mexico, Europe and Asia-Pacific and is known for its electro-magnetic, mechanical and electronic motion expertise 1.
The current strategy rests on three technology pillars, Motion, Controls and Power, and the name Allient reflects their intersection. The company has moved from supplying individual components to offering integrated system solutions using multiple technologies. The Sierramotion (September 2023) and SNC Manufacturing (January 2024) acquisitions extended its control and power capabilities 1.
Segments
Industrial
Industrial is the most important market for Allient in 2025, covering factory automation, semiconductor test equipment and power quality solutions for data centers. Demand for the latter drove higher bookings in this category 1.
Vehicle
The vehicle business covers electric power steering, drive-by-wire systems and systems for agricultural and construction equipment, trucks and recreational vehicles. It declined in 2025 due to lower demand in power sports and truck applications 1.
Medical and aerospace and defense
Medical and aerospace and defense markets include surgical robots, programmable pumps, inertial guidance systems and security systems. Orders in these markets grew in 2025, and defense orders depend on government budgets and geopolitical conflicts 1.
Market context
The controlled motion market is highly fragmented with many competitors, some much larger than Allient. Revenue of 554,478 mn USD in 2025 points to a niche position rather than a dominant one 1.
Demand depends on industrial cycles, data center investment, defense budgets and automotive conditions. In 2025, demand for power quality solutions offset weakness in vehicles 1.
Trends
- Data center demandtailwind
Rising investment in data center infrastructure has increased demand for power quality solutions and contributed to higher bookings. If this demand persists, it could support growth in the industrial segment 1.
- Tariffs and trade policyheadwind
New U.S. tariffs and retaliatory measures from other countries could raise import costs and disrupt supply chains, especially for operations in Mexico, China and Europe. The company is closely monitoring these changes 1.
- Operational efficiencytailwind
The realignment program has improved margins and cash flow. Further costs expected in 2026 could generate additional annualized savings if the program proceeds as planned 12.
- Geopolitical uncertaintymixed
Geopolitical conflicts have increased volatility in energy prices, interest rates and aerospace and defense orders. The effect on performance depends on developments that cannot be predicted 12.
Competitive position
The market is very competitive, and some rivals are larger, with greater resources and economies of scale. The company differentiates itself through its ability to integrate motors, encoders, power electronics and digital control into a custom solution 1.
Competition runs on technical capability, quality, reliability, delivery speed and price. Pricing pressure from larger competitors could reduce the company's margins or market share 1.
- Ametek, Inc.AME
Larger company named by Allient as a principal competitor in controlled motion.
- Parker Hannifin CorporationPH
Large supplier of motion and control technologies, named as a direct rival.
- Regal RexnordRRX
Maker of motors and power transmission systems, cited as a main competitor.
- Other smaller competitors
Smaller companies in the fragmented controlled motion market, often specialised by application or region.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Quarterly report04 Nov 2026
- Quarterly report05 Aug 2026
- Current report11 May 2026Shareholder vote
- Quarterly report06 May 2026
- Proxy statement26 Mar 2026
- Annual report05 Mar 2026
- Quarterly report05 Nov 2025
- Quarterly report06 Aug 2025
- Current report12 May 2025Shareholder vote
- Quarterly report07 May 2025
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Allient Inc. · 05 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Allient Inc. · 05 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Allient Inc. · 03 Nov 2016
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.