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what it is
Allient makes motors, drives, controllers, and steering systems that help machines move, steer, pump, and stay precise.
how it gets paid
Last year Allient made $554M in revenue. Motors was the main engine at $221.6M, or 40% of sales.
why it's growing
Revenue grew 4.6% last year. The quarter was much stronger than the annual run rate suggests.
what just happened
Revenue hit $411M and EPS reached $0.94, with gross margin at 32.9%.
At a glance
B balance sheet — gets the job done, barely
55/100 earnings predictability — expect surprises
56.6x trailing p/e — you're paying up for this one
0.2% dividend yield — cash in your pocket every quarter
4.1% return on capital — nothing to write home about
xvary composite: 61/100 — average
What they do
Allient makes motors, drives, controllers, and steering systems that help machines move, steer, pump, and stay precise.
Allient wins when your machine cannot afford sloppy motion. Its parts sit inside medical gear, vehicles, and industrial systems where a failed motor is not an inconvenience. That reach supports $554 million in annual revenue across many end markets, which helps when one customer group slows.
How they make money
$554M
annual revenue · their business grew +4.6% last year
Motors
$221.6M
Drives and controllers
$138.5M
Power steering systems
$99.7M
Filters and encoders
$49.9M
Gearing, pumps, and HVAC
$44.3M
The products that matter
motors and actuators
Motion Components
~60% of revenue
This business is still the majority of the roughly $530M revenue base. It keeps the lights on, but it also keeps ALNT tied to a more commoditized parts business.
legacy base
integrated control and power systems
Control & Power Systems
~40% of revenue
This is the part of the story investors care about. At roughly 40% of sales, it is not the biggest segment yet, but it is the one that has to make a 56.6x trailing multiple look less awkward.
strategic pivot
custom engineering for OEM programs
Application-Specific Design
limited moat
The edge here is fit and integration, not a protected franchise. That matters because the company earns just 4.1% on capital today, so custom work still has to prove it can lift returns.
execution test
Key numbers
56.6x
trailing p/e
P/E → price divided by earnings → so what: you are paying $56.60 for each $1 of trailing profit while fiscal 2024 EPS was only $0.79.
4.1%
return on capital
Return on capital → profit from each dollar invested in the business → so what: Allient produced $4.10 for every $100 tied up in operations.
11.1%
operating margin
Operating margin → the slice left after operating costs → so what: $11.10 stays after operating expenses for every $100 of sales.
$208M
long-term debt
Long-term debt → money that does not go away soon → so what: $208 million equals 16% of capital, which cuts flexibility if orders slow.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 2 — safer than 80% of stocks
- price stability 30 / 100
- long-term debt $208M (16% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for ALNT right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Revenue hit $411M and EPS reached $0.94, with gross margin at 32.9%.
The quarter was much stronger than the annual run rate suggests. Revenue rose 196% vs. prior year and EPS rose 141%, which tells you the business can still snap back hard when demand cooperates.
$411M
revenue
$0.94
eps
32.9%
gross margin
the number that mattered
$411 million matters most because it is roughly 74% of the full-year $554 million revenue base, which shows just how uneven this business can look quarter to quarter.
source: company earnings report, 2026
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What could go wrong
The #1 risk here is paying a growth multiple before the systems pivot produces growth-quality returns.
med
premium valuation, low current returns
ALNT trades at 56.6x trailing earnings while generating just 4.1% return on capital. That is the mismatch. If profitability does not improve, the multiple has room to do the adjusting.
A de-rating does not need a collapse in revenue. It just needs the market to stop believing a better margin profile is around the corner.
med
execution risk on the systems shift
Roughly 60% of revenue still comes from motion components. The thesis depends on the smaller control and power systems side becoming more economically important, not just strategically important.
If mix stays stuck near 60/40 without better returns, you still own a component-heavy supplier wearing a systems narrative.
med
tariffs, trade restrictions, and supply chain friction
The 10-K flags tariffs and trade restrictions as material risks. On a $530M manufacturing business, supply disruption is not a footnote — it can hit cost, delivery timing, and customer relationships at the same time.
This is the kind of pressure that can compress margins even when demand holds up.
med
earnings variability
Earnings predictability sits at 55/100 and price stability at 30/100. In human-speak: the business and the stock can both surprise you.
That matters more when the stock is near the top of a $19–$70 52-week range and expectations are already elevated.
The combined risk picture is simple: a $1B company with $530M in revenue, $208M in long-term debt, and 4.1% return on capital is being priced for a better future. If that future slips, the multiple is the part most exposed.
source: institutional data · regulatory filings · risk analysis
Pay attention to
the number that matters
return on capital above 4.1%
The stock is already expensive. You need to see real improvement in returns, not just a better narrative about systems and integration.
earnings
next earnings report
Watch whether another beat comes with evidence the business mix is improving. One good quarter is nice. A repeatable pattern is the thesis.
revenue mix
control and power systems share
The systems story only gets stronger if the roughly 40% side of the business starts carrying more weight in revenue and, ideally, margins.
valuation risk
multiple discipline
At 56.6x trailing earnings and roughly 80x against the $0.79 estimate, the stock has less room for ordinary execution. Expectations are already doing overtime.
Analyst rankings
earnings predictability
55 / 100
The earnings record is middling. In human-speak, analysts do not see this as a business that lands exactly where you expect every quarter.
risk rank
2
This score says the company is financially safer than most stocks. That lowers distress risk. It does not remove valuation risk.
price stability
30 / 100
The stock moves around more than stable compounders do. If you own it, expect a bumpier ride than the balance-sheet grade alone suggests.
source: institutional data
Institutional activity
institutional ownership data for ALNT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$63
current price
n/a
target midpoint · n/a from current
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