Allient (ALNT)
Market Price (8/7/2026): $111.45 | Market Cap: $1.9 BilSector: Information Technology | Industry: Electronic Components
Allient (ALNT)
Market Price (8/7/2026): $111.45Market Cap: $1.9 BilSector: Information TechnologyIndustry: Electronic Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Automation & Robotics, and Advanced Aviation & Space. Themes include Industrial Robotics, Factory Automation, Show more. | Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% | Stock price has recently run up significantly12M Rtn12 month market price return is 178% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 84% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.9% Key risksALNT key risks include [1] weakening demand and a declining backlog in its key vehicle and industrial markets, Show more. |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Advanced Aviation & Space. Themes include Industrial Robotics, Factory Automation, Show more. |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 178% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 84% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.9% |
| Key risksALNT key risks include [1] weakening demand and a declining backlog in its key vehicle and industrial markets, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Allient (ALNT) stock has gained about 45% since 4/30/2026 because of the following key factors:
1. Allient significantly surpassed analyst expectations in its fiscal Q2 2026 earnings report, released on August 5, 2026, showcasing substantial profitability improvements. The company reported diluted EPS of $0.80, which beat the Zacks Consensus Estimate of $0.62 by 29.03% and represented an 85% increase from $0.34 in Q2 2025. Furthermore, revenue reached $153.77 million, exceeding analyst estimates by 5.12% and marking a 10% year-over-year growth. The fiscal Q2 2026 performance also highlighted a record gross margin of 34.9% (up from 33.2% a year prior) and an improved net margin of 5%, indicating strong operational efficiency and a successful strategic shift. This strong earnings beat directly contributed to a 17.4% surge in Allient's stock price immediately following the announcement.
2. The company demonstrated robust demand with record order growth and an expanding backlog in fiscal Q2 2026, providing strong forward revenue visibility. Orders surged by 49% year-over-year to a record $201.3 million, resulting in a healthy book-to-bill ratio of 1.31x. Consequently, the backlog increased by 26% sequentially from March 31, 2026, reaching $298.0 million. This sustained strong demand, particularly from the Industrial and Aerospace & Defense sectors, underpins future revenue generation.
Show more
Allient (ALNT) stock has gained about 45% since 4/30/2026 because of the following key factors:
1. Allient significantly surpassed analyst expectations in its fiscal Q2 2026 earnings report, released on August 5, 2026, showcasing substantial profitability improvements. The company reported diluted EPS of $0.80, which beat the Zacks Consensus Estimate of $0.62 by 29.03% and represented an 85% increase from $0.34 in Q2 2025. Furthermore, revenue reached $153.77 million, exceeding analyst estimates by 5.12% and marking a 10% year-over-year growth. The fiscal Q2 2026 performance also highlighted a record gross margin of 34.9% (up from 33.2% a year prior) and an improved net margin of 5%, indicating strong operational efficiency and a successful strategic shift. This strong earnings beat directly contributed to a 17.4% surge in Allient's stock price immediately following the announcement.
2. The company demonstrated robust demand with record order growth and an expanding backlog in fiscal Q2 2026, providing strong forward revenue visibility. Orders surged by 49% year-over-year to a record $201.3 million, resulting in a healthy book-to-bill ratio of 1.31x. Consequently, the backlog increased by 26% sequentially from March 31, 2026, reaching $298.0 million. This sustained strong demand, particularly from the Industrial and Aerospace & Defense sectors, underpins future revenue generation.
3. Positive sentiment from financial analysts and multiple price target upgrades bolstered investor confidence in Allient's strategic direction. On May 26, 2026, JPMorgan upgraded Allient to "Overweight" from "Neutral" and raised its price target from $65 to $80, citing the company's strategic repositioning towards higher-value system-level design in defense, automation, and humanoid markets. Subsequently, in July 2026, JPMorgan further increased its price objective to $95.00, reaffirming its "overweight" rating and signaling continued belief in Allient's organic growth prospects and ongoing margin improvement.
Show less
Stock Movement Drivers
Fundamental Drivers
The 46.1% change in ALNT stock from 4/30/2026 to 8/6/2026 was primarily driven by a 25.2% change in the company's Net Income Margin (%).| (LTM values as of) | 4302026 | 8062026 | Change |
|---|---|---|---|
| Stock Price ($) | 76.13 | 111.21 | 46.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 554 | 575 | 3.7% |
| Net Income Margin (%) | 4.0% | 5.0% | 25.2% |
| P/E Multiple | 57.7 | 65.3 | 13.2% |
| Shares Outstanding (Mil) | 17 | 17 | -0.6% |
| Cumulative Contribution | 46.1% |
Market Drivers
4/30/2026 to 8/6/2026| Return | Correlation | |
|---|---|---|
| ALNT | 46.1% | |
| Market (SPY) | 6.9% | 44.7% |
| Sector (XLK) | 16.2% | 56.5% |
Fundamental Drivers
The 82.5% change in ALNT stock from 1/31/2026 to 8/6/2026 was primarily driven by a 42.2% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 8062026 | Change |
|---|---|---|---|
| Stock Price ($) | 60.94 | 111.21 | 82.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 533 | 575 | 7.8% |
| Net Income Margin (%) | 3.5% | 5.0% | 42.2% |
| P/E Multiple | 54.5 | 65.3 | 19.8% |
| Shares Outstanding (Mil) | 17 | 17 | -0.6% |
| Cumulative Contribution | 82.5% |
Market Drivers
1/31/2026 to 8/6/2026| Return | Correlation | |
|---|---|---|
| ALNT | 82.5% | |
| Market (SPY) | 11.4% | 43.4% |
| Sector (XLK) | 29.0% | 50.8% |
Fundamental Drivers
The 176.6% change in ALNT stock from 7/31/2025 to 8/6/2026 was primarily driven by a 161.5% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 8062026 | Change |
|---|---|---|---|
| Stock Price ($) | 40.21 | 111.21 | 176.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 516 | 575 | 11.4% |
| Net Income Margin (%) | 1.9% | 5.0% | 161.5% |
| P/E Multiple | 68.0 | 65.3 | -3.9% |
| Shares Outstanding (Mil) | 17 | 17 | -1.2% |
| Cumulative Contribution | 176.6% |
Market Drivers
7/31/2025 to 8/6/2026| Return | Correlation | |
|---|---|---|
| ALNT | 176.6% | |
| Market (SPY) | 22.6% | 47.7% |
| Sector (XLK) | 41.6% | 50.5% |
Fundamental Drivers
The 189.1% change in ALNT stock from 7/31/2023 to 8/6/2026 was primarily driven by a 126.8% change in the company's P/E Multiple.| (LTM values as of) | 7312023 | 8062026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.47 | 111.21 | 189.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 534 | 575 | 7.7% |
| Net Income Margin (%) | 4.0% | 5.0% | 25.3% |
| P/E Multiple | 28.8 | 65.3 | 126.8% |
| Shares Outstanding (Mil) | 16 | 17 | -5.5% |
| Cumulative Contribution | 189.1% |
Market Drivers
7/31/2023 to 8/6/2026| Return | Correlation | |
|---|---|---|
| ALNT | 189.1% | |
| Market (SPY) | 73.8% | 39.2% |
| Sector (XLK) | 111.7% | 38.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALNT Return | 7% | -4% | -13% | -19% | 122% | 74% | 179% |
| Peers Return | 17% | 9% | 63% | 95% | 114% | 53% | 1223% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| ALNT Win Rate | 58% | 42% | 33% | 33% | 50% | 75% | |
| Peers Win Rate | 63% | 45% | 53% | 73% | 62% | 68% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ALNT Max Drawdown | -23% | -48% | -44% | -53% | -26% | -23% | |
| Peers Max Drawdown | -28% | -34% | -30% | -25% | -39% | -39% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GLW, BELFA, APH, COHR, CLS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/6/2026 (YTD)
How Low Can It Go
| Event | ALNT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.6% | -18.8% |
| % Gain to Breakeven | 34.4% | 23.1% |
| Time to Breakeven | 30 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -17.2% | -7.8% |
| % Gain to Breakeven | 20.7% | 8.5% |
| Time to Breakeven | 103 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -35.4% | -9.5% |
| % Gain to Breakeven | 54.9% | 10.5% |
| Time to Breakeven | 583 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -17.4% | -6.7% |
| % Gain to Breakeven | 21.0% | 7.1% |
| Time to Breakeven | 834 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -47.0% | -24.5% |
| % Gain to Breakeven | 88.8% | 32.4% |
| Time to Breakeven | 255 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.9% | -33.7% |
| % Gain to Breakeven | 126.6% | 50.9% |
| Time to Breakeven | 147 days | 140 days |
In The Past
Allient's stock fell -25.6% during the 2025 US Tariff Shock. Such a loss loss requires a 34.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | ALNT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.6% | -18.8% |
| % Gain to Breakeven | 34.4% | 23.1% |
| Time to Breakeven | 30 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -35.4% | -9.5% |
| % Gain to Breakeven | 54.9% | 10.5% |
| Time to Breakeven | 583 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -47.0% | -24.5% |
| % Gain to Breakeven | 88.8% | 32.4% |
| Time to Breakeven | 255 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.9% | -33.7% |
| % Gain to Breakeven | 126.6% | 50.9% |
| Time to Breakeven | 147 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -21.1% | -19.2% |
| % Gain to Breakeven | 26.8% | 23.8% |
| Time to Breakeven | 44 days | 105 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -27.8% | -6.8% |
| % Gain to Breakeven | 38.6% | 7.3% |
| Time to Breakeven | 31 days | 15 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -75.2% | -53.4% |
| % Gain to Breakeven | 303.4% | 114.4% |
| Time to Breakeven | 409 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -42.7% | -8.6% |
| % Gain to Breakeven | 74.5% | 9.5% |
| Time to Breakeven | 1236 days | 47 days |
In The Past
Allient's stock fell -25.6% during the 2025 US Tariff Shock. Such a loss loss requires a 34.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Allient (ALNT)
Allient (ALNT) specializes in the design, manufacture, and sale of precision and specialty controlled motion components and systems. The company's core business revolves around providing sophisticated motion control solutions used across a wide array of global industries. Essentially, Allient enables precise movement and control in various applications.
Its comprehensive product portfolio includes a diverse range of motors, such as brush and brushless DC motors, servo and torque motors, and coreless DC motors. Beyond individual components, Allient also offers integrated solutions like gearmotors, gearing, modular digital servo drives, motion controllers, optical encoders, and power filters. The company further extends its offerings to more complex systems, including electronic power steering, drive-by-wire applications, drive systems, pumps, and HVAC systems for heavy equipment.
Allient serves a broad customer base, selling its products directly to end customers and original equipment manufacturers (OEMs). Its primary markets are highly specialized and critical, encompassing the vehicle industry, medical devices, aerospace and defense sectors, and various industrial applications. The company leverages a direct sales force alongside authorized representatives, agents, and distributors to reach these global markets.
AI Analysis | Feedback
Here are 1-3 brief analogies for Allient (ALNT):
- Like a specialized Bosch or Denso, providing the precision motors and motion control systems essential for vehicles, medical equipment, and industrial machinery.
- The 'Intel Inside' for precision movement, providing the specialized motors and control systems that make robots, medical devices, and industrial equipment move accurately.
AI Analysis | Feedback
- Brush and Brushless DC Motors: Electrical motors designed for direct current power, available with or without brushes.
- Brushless Servo and Torque Motors: Motors optimized for precise motion control (servo) and high rotational force (torque).
- Coreless DC Motors: Direct current motors designed without an iron core, typically for high efficiency and smooth operation.
- Integrated Brushless Motor-Drives: Combined units featuring a brushless motor with its integrated control electronics.
- Gearmotors and Gearing: Motor assemblies integrated with gear systems, and standalone gear components for power transmission.
- Modular Digital Servo Drives: Electronic devices that provide precise digital control for servo motors.
- Motion Controllers: Devices used to manage and regulate the movement and positioning of machinery.
- Optical Encoders: Sensors that convert mechanical motion into digital signals for position or speed feedback.
- Electronic Power Steering: Systems that utilize electric motors to assist in vehicle steering.
- Drive-by-Wire Applications: Vehicle control systems where electronic signals replace traditional mechanical linkages.
- Drive Systems and Pumps: Integrated systems providing propulsion or facilitating fluid movement.
AI Analysis | Feedback
Allient (ALNT) primarily sells its precision and specialty controlled motion components and systems to other companies, specifically Original Equipment Manufacturers (OEMs).
The company's major customers are not identified by specific company names in the provided description. Instead, their customer base is described by the key markets they serve. These major customer categories include OEMs within the following sectors:
- Vehicle market
- Medical market
- Aerospace and Defense market
- Industrial market
AI Analysis | Feedback
AI Analysis | Feedback
Richard S. Warzala, Chairman of the Board, President and CEO
Mr. Warzala joined Allient (then Allied Motion) as President and Chief Operating Officer in May 2002, was appointed President and Chief Executive Officer in May 2009, and elected Chairman in February 2014. He has over 35 years of experience in the motion industry. Prior to joining Allied Motion, Mr. Warzala served as President of the Motion Components Group of Danaher Corporation. He also held various leadership roles at American Precision Industries Inc., including Corporate Vice President and President of its API Motion Division. Mr. Warzala has also served on the Board of Directors of AstroNova, Inc. since December 2017, where he is the Lead Director and Chair of the Compensation Committee.
James A. Michaud, Senior Vice President and Chief Financial Officer
Mr. Michaud was appointed Chief Financial Officer of Allient, effective June 3, 2024. He brings over 25 years of experience with multinational public and private companies. Before joining Allient, he served as Senior Vice President and Chief Financial Officer at Elior North America, a subsidiary of Elior Group SA, since 2020. Previously, Mr. Michaud was the VP Global Business Services and Chief Accounting Officer for Delaware North, a global privately held hospitality company. His professional background includes expertise in global business shared services, mergers and acquisitions, risk management, financial planning, and debt financing, and he has successfully led business transformations and optimization projects.
Steve Warzala, President of Allient Defense, Chief Growth Officer, Corporate Vice President
Mr. Steve Warzala is the son of Richard S. Warzala, the Chairman, President, and CEO. He was elevated to Named Executive Officer (NEO) roles in 2024. His current role includes overseeing Allient Defense and focusing on corporate growth initiatives.
Ashish Bendre, Vice President & Group President
Mr. Bendre serves as a Vice President and Group President at Allient. One source also identifies his role as Vice President and President of the Allied Orion Group.
Alex Collichio, General Counsel and Chief Administrative Officer
Mr. Collichio holds the positions of General Counsel and Chief Administrative Officer at Allient. His responsibilities include legal affairs and administrative oversight for the company.
```AI Analysis | Feedback
Here are the key risks to Allient's business:
- Sensitivity to Economic Cycles and Supply Chain Disruptions: Allient's performance is significantly affected by broader economic and industrial cycles, making forecasting and capital allocation complex. The company has experienced revenue declines due to softened demand in its industrial and vehicle markets, as well as supply chain normalization. Additionally, ongoing supply chain challenges, particularly related to rare earth materials and evolving trade policies, pose a risk to its operations and ability to complete supply chain adjustments immediately.
- Intense Competition and Need for Continuous Innovation: Allient operates in a highly competitive motion control market with hundreds of active competitors. To maintain and grow its market share, the company must continually innovate and offer high-value solutions. Failure to effectively compete or to anticipate and respond to technological advancements could adversely impact its business.
- Acquisition Integration and Financial Leverage: Allient pursues growth through strategic acquisitions. While acquisitions can expand its market reach and technological capabilities, they also introduce risks related to successful integration of acquired businesses, achieving expected synergies, and managing increased financial leverage. The company's total debt has been impacted by acquisitions, although it has focused on deleveraging efforts.
AI Analysis | Feedback
AI Analysis | Feedback
Allient (ALNT) operates in several addressable markets related to precision and specialty controlled motion components and systems.
Key addressable markets and their sizes include:
- Motion Control Market: The global motion control market size was valued at USD 16.47 billion in 2025 and is projected to grow to USD 27.85 billion by 2034, exhibiting a compound annual growth rate (CAGR) of 6.1% during the forecast period. Another report estimates the global motion control market at USD 17.79 billion in 2025, anticipating growth to USD 27.93 billion by 2032 with a CAGR of 6.65%. The market in Asia Pacific held a dominant share of 43.47% in 2025. North America is projected to reach USD 4.38 billion by 2026, becoming the second-largest market region. Motors alone held 20.78% of the motion control market in 2025.
- Industrial Automation Market: The global industrial automation and control systems market size was estimated at USD 226.76 billion in 2025 and is projected to reach USD 504.38 billion by 2033, growing at a CAGR of 10.5% from 2026 to 2033. Another estimate places the global industrial automation market size at USD 228.88 billion in 2025, expected to reach USD 576.99 billion by 2034 with a CAGR of 10.82% from 2025 to 2034. Asia Pacific held the largest revenue share, over 37% in 2025.
- Electric Motors Market: The global electric motor market size was valued at USD 79.45 billion in 2025 and is projected to grow to USD 163.82 billion by 2034, with a CAGR of 9.77%. Another report states the global electric motor market size was estimated at USD 212.96 billion in 2025 and is projected to reach USD 405.67 billion by 2033, growing at a CAGR of 8.5% from 2026 to 2033. Asia Pacific dominated this market with a share of 44.39% in 2025.
- Servo Motor Market: The global servo motor market size was estimated at USD 13.52 billion in 2024 and is projected to reach USD 20.13 billion by 2030, growing at a CAGR of 6.9% from 2025 to 2030. The global integrated servo motor market size was valued at USD 5.89 billion in 2025 and is projected to grow to USD 9.21 billion by 2034, with a CAGR of 5.04%. Asia Pacific dominated the integrated servo motor market with a 43.63% market share in 2025.
- Encoder Market: The global encoder market size is estimated to be valued at USD 3.45 billion in 2025 and is expected to reach USD 5.91 billion by 2032, exhibiting a CAGR of 8.0% from 2025 to 2032. Another source estimates the global encoder market size at USD 3.84 billion in 2025, projected to grow to USD 10.49 billion by 2034, with a CAGR of 11.81%. Asia Pacific is expected to dominate the encoder market due to rapid industrialization.
- Electric Power Steering (EPS) Market: The global electric power steering market size was estimated at USD 25.32 billion in 2023 and is projected to reach USD 39.27 billion by 2030, growing at a CAGR of 6.6% from 2024 to 2030. Another report indicates the global electric power steering market was valued at USD 29.13 billion in 2025 and is estimated to grow to USD 38.86 billion by 2031, at a CAGR of 4.92%. The Asia Pacific electric power steering market led the global market with a 50.5% revenue share in 2023.
- Automotive Motors Market: The global automotive motors market size reached USD 41.6 billion in 2024 and is expected to reach USD 61.9 billion by 2033, exhibiting a CAGR of 4.28% during 2025-2033.
AI Analysis | Feedback
AI Analysis | Feedback
Outbound Investments
- Allient acquired Sierramotion, a customized design firm for custom motors and total motion solutions for OEMs, in September 2023.
- The company acquired SNC Manufacturing, which specializes in power transformers, in 2024.
- Allient has completed 10 acquisitions, with an average acquisition amount of $61.2 million.
Capital Expenditures
- Capital expenditures totaled $7.0 million in 2025, primarily supporting new customer programs.
- Capital expenditures were $9.7 million in 2024.
- The company anticipates capital expenditures for 2026 to be between $10 million and $12 million.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Allient Stock Pre-Market (+9.6%): Q4 Earnings & Revenue Beat Drives Gains | 03/06/2026 | |
| With Allient Stock Surging, Have You Considered The Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 201.63 |
| Mkt Cap | 49.9 |
| Rev LTM | 11,098 |
| Op Inc LTM | 1,061 |
| FCF LTM | 296 |
| FCF 3Y Avg | 220 |
| CFO LTM | 642 |
| CFO 3Y Avg | 566 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 22.3% |
| Rev Chg 3Y Avg | 10.3% |
| Rev Chg Q | 22.9% |
| QoQ Delta Rev Chg LTM | 5.5% |
| Op Inc Chg LTM | 61.0% |
| Op Inc Chg 3Y Avg | 50.9% |
| Op Mgn LTM | 13.3% |
| Op Mgn 3Y Avg | 9.3% |
| QoQ Delta Op Mgn LTM | 0.6% |
| CFO/Rev LTM | 9.3% |
| CFO/Rev 3Y Avg | 11.3% |
| FCF/Rev LTM | 7.3% |
| FCF/Rev 3Y Avg | 8.6% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Manufacture and marketing of specialty-controlled motion products and solutions for end user and | 554 | 530 | 579 | 503 | 404 |
| Total | 554 | 530 | 579 | 503 | 404 |
| $ Mil | 1999 |
|---|---|
| Motion Control | 0 |
| Power & Process | -2 |
| Total | -1 |
| $ Mil | 2001 | 1999 |
|---|---|---|
| Power and Process | 12 | |
| Motion Control | 7 | 5 |
| Power & Process | 9 | |
| Total | 19 | 14 |
Price Behavior
| Market Price | $111.21 | |
| Market Cap ($ Bil) | 1.9 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | 0.0% | |
| 50 Days | 200 Days | |
| DMA Price | $89.85 | $68.35 |
| DMA Trend | up | up |
| Distance from DMA | 23.8% | 62.7% |
| 3M | 1YR | |
| Volatility | 72.6% | 58.1% |
| Downside Capture | 147.36 | 168.20 |
| Upside Capture | 343.50 | 247.52 |
| Correlation (SPY) | 54.2% | 50.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.16 | 2.51 | 2.59 | 2.03 | 2.15 | 1.33 |
| Up Beta | 6.49 | 2.84 | 2.53 | 2.02 | 2.20 | 1.00 |
| Down Beta | -1.15 | 1.03 | 0.96 | 1.33 | 2.00 | 1.11 |
| Up Capture | 248% | 420% | 435% | 370% | 537% | 620% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 11 | 26 | 36 | 68 | 133 | 389 |
| Down Capture | 435% | 228% | 265% | 170% | 147% | 109% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 10 | 16 | 26 | 57 | 118 | 362 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALNT | |
|---|---|---|---|---|
| ALNT | 181.3% | 58.0% | 1.99 | - |
| Sector ETF (XLK) | 43.3% | 25.9% | 1.35 | 49.9% |
| Equity (SPY) | 23.5% | 12.9% | 1.37 | 46.6% |
| Gold (GLD) | 25.3% | 28.3% | 0.79 | 15.7% |
| Commodities (DBC) | 32.4% | 19.8% | 1.30 | -10.1% |
| Real Estate (VNQ) | 12.9% | 13.8% | 0.64 | 3.8% |
| Bitcoin (BTCUSD) | -43.6% | 43.0% | -1.21 | 19.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALNT | |
|---|---|---|---|---|
| ALNT | 27.5% | 49.1% | 0.66 | - |
| Sector ETF (XLK) | 20.2% | 25.8% | 0.70 | 42.2% |
| Equity (SPY) | 13.2% | 17.2% | 0.59 | 43.7% |
| Gold (GLD) | 17.9% | 18.5% | 0.78 | 7.3% |
| Commodities (DBC) | 8.0% | 19.6% | 0.31 | 6.4% |
| Real Estate (VNQ) | 2.3% | 18.9% | 0.02 | 30.6% |
| Bitcoin (BTCUSD) | 10.0% | 53.0% | 0.38 | 20.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALNT | |
|---|---|---|---|---|
| ALNT | 22.0% | 48.7% | 0.59 | - |
| Sector ETF (XLK) | 24.4% | 24.9% | 0.89 | 42.6% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 47.6% |
| Gold (GLD) | 11.8% | 16.2% | 0.59 | 5.0% |
| Commodities (DBC) | 7.4% | 18.0% | 0.33 | 15.8% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 39.2% |
| Bitcoin (BTCUSD) | 58.3% | 66.2% | 0.98 | 12.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/05/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/05/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 03/07/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/05/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/05/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 03/07/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
| 12/31/2021 | 03/09/2022 | 10-K |
| 09/30/2021 | 11/03/2021 | 10-Q |
| 06/30/2021 | 08/04/2021 | 10-Q |
| 03/31/2021 | 05/05/2021 | 10-Q |
| 12/31/2020 | 03/10/2021 | 10-K |
| 09/30/2020 | 11/04/2020 | 10-Q |
| 06/30/2020 | 08/05/2020 | 10-Q |
| 03/31/2020 | 05/06/2020 | 10-Q |
| 12/31/2019 | 03/11/2020 | 10-K |
| 09/30/2019 | 10/31/2019 | 10-Q |
Insider Activity
Updated 5/8/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bendre, Ashish | VP and Group President | Direct | Sell | 3302026 | 63.00 | 6,000 | 378,000 | 1,272,472 | Form |
| 2 | Winter, Michael R | Direct | Sell | 12232025 | 55.56 | 847 | 47,059 | 2,165,007 | Form | |
| 3 | Winter, Michael R | Individual 401(k) Plan | Buy | 12232025 | 55.85 | 847 | 47,305 | 47,305 | Form | |
| 4 | Bendre, Ashish | VP and Group President | Direct | Sell | 11262025 | 52.25 | 16,000 | 836,000 | 1,210,422 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bendre, Ashish | VP and Group President | Direct | Sell | 3302026 | 63.00 | 6,000 | 378,000 | 1,272,472 | Form |
| 2 | Winter, Michael R | Direct | Sell | 12232025 | 55.56 | 847 | 47,059 | 2,165,007 | Form | |
| 3 | Winter, Michael R | Individual 401(k) Plan | Buy | 12232025 | 55.85 | 847 | 47,305 | 47,305 | Form | |
| 4 | Bendre, Ashish | VP and Group President | Direct | Sell | 11262025 | 52.25 | 16,000 | 836,000 | 1,210,422 | Form |
Investor Activity (13F)
Updated Aug 7, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Electronic Components Resources |
| Electronic Products |
| DigiKey Insights |
| Mouser Insights |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.