ALNT
Allient Inc.

Allient Inc.ALNT

Technology · Electronic Components
81.32USD
+7.74%
Nov 08, 2026
ALNT overview ready
Supplier of power-quality and motion components for AI data centers
Allient is a diversified motion-control and power-solutions manufacturer whose Allient Power portfolio supplies power-quality and electrical-conditioning products into data-center infrastructure applications, alongside substantial non-data-center industrial, medical, vehicle, and aerospace-and-defense businesses.
Primary theme is lagging
Connectors & Electronic Components is lagging (-11.9pp vs SPY over 21 sessions; 2 of 8 members ahead of SPY).
Price structure is giving way
Longer-term context reads near trend floor, with a near-term setup of distribution pressure.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Exposure to cyclical capital spending in industrial and data-center markets.
Market Nov 6Filing Sep 30Price action Nov 7Research Oct 9

Conviction Level

PriceAction6.0BusinessPerformance9.0BusinessQuality7.3Valuation1.9ThemeMomentum1.0Accelerating — Revenue growth has accelerated across 3 consecutive quarters, rising from +4.6% to +19% year over year. Diluted EPS growth has strengthened to +133% year over year ($0.91), up from +52%. — Accelerating describes growth momentum measured in recent filed quarters. It is not proof that the acceleration will continue.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
−11.9pp
Theme return
−16.9%
Beating SPY
2 of 8
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price structure is giving way
Longer-term context reads near trend floor, with a near-term setup of distribution pressure.
EntryConstructive

Structure is constructive, but price remains well extended from the long-term weekly base and the earlier reset has already been partly recovered — a workable rather than ideal entry location.

Key Financials

Market Cap
$1.4B
Avg Volume (60D)
224.1K
60 sessions
Revenue Growth YoY
+4.6%
FY2025 vs FY2024
Gross Margin
+34.2%
Trailing twelve months
Operating Margin
+9.8%
Trailing twelve months
Free Cash Flow Yield
+1.7%
Distance from 200DMA
-2.0%
P/E
36.9x
EV / EBITDA
18.2x
EV / Sales
2.5x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Accelerating

Revenue growth has accelerated across 3 consecutive quarters, rising from +4.6% to +19% year over year. Diluted EPS growth has strengthened to +133% year over year ($0.91), up from +52%.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthAccelerating
+19%
$164M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +18%
  2. +4.6%
  3. +10%
  4. +19%
Earnings growthAccelerating
+133%
Diluted EPS $0.91 vs $0.39 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. n/a
  2. +52%
  3. +79%
  4. +133%
Operating marginExpanding
13.6%
+4.8 pp YoY · gross margin 36.6% (+3.3 pp)

Business Quality

7.3 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

All three valuation perspectives agree this company is expensive.
Allient Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. It trades at a 1.7% free-cash-flow yield and 18.2x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
Allient is a diversified motion-control and power-solutions manufacturer whose Allient Power portfolio supplies power-quality and electrical-conditioning products into data-center infrastructure applications, alongside substantial non-data-center industrial, medical, vehicle, and aerospace-and-defense businesses.
Opportunity
Moderate opportunity
Hyperscaler and colocation capital spending on high-density AI data-center electrical and liquid-cooling infrastructure.
Key risk
Exposure to cyclical capital spending in industrial and data-center markets.

Economic classification

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Business & Markets

Technology · Electronic Components
What they do

Allient Inc. designs, manufactures, and sells precision and specialty-controlled motion components and systems across multiple global markets, serving various industries with engineered electronic components and power products.

How it earns

The company generates revenue primarily through transactional sales of its motion control and power management products.

Products & services
Nano precision positioning systems
Servo control systems
Motion controllers
Digital servo amplifiers and drives
Brushless servo motors
Torque motors
Coreless motors
Brush motors
Integrated motor-drives
Gear motors
Gearing
Incremental and absolute optical encoders
Power-quality filters
Transformer-related electrical conditioning products
Customers & end markets
Industrial automation
AI data centers
Hyperscalers
Colocation data centers
Various manufacturing sectors
Market position

Niche manufacturer specializing in precision motion and power-quality products supporting advanced industrial and data-center applications.

Demand drivers
Medium cyclicality

Demand is influenced by capital expenditure cycles in industrial automation and data-center infrastructure buildouts.