5J·

"In a gold rush, don't invest in gold diggers, invest in shovels"

My dears, and once again I have gone in search of a blade supplier for you in the growth sectors.

And I have found for you a company that is active in several growth sectors.

A company in the aerospace, defense, medical, industrial, automotive and other demanding applications.

ALLIENT INC $ALNT (-1,46 %)


How many of you already know the company?

@EpsEra

I look forward to plenty of comments.


Key figures Estimates in USD in millions


Year P/E ratio
PEG

2025 46,5x 1,4

2026 29,8x 0,5

2027 25,3x 1,4


Year
Earnings per share

2025 1,06

2026 1,655

2027 1,95


Year
Turnover

2025 537,1

2026 558,5

2027 569,6


Year
EBIT
Change in

2025 38,32 27,56 %

2026 47,2 23,2 %

2027 49,03 3,87 %


Year
Net profit
Change in

2025 17,78 35,02 %

2026 27,95 57,21 %

2027 33 18,09 %


Year
EBIT margin

2025 7,13 %

2026 8,45 %

2027 8,61 %


Company

Allient is a leading global provider of engineered solutions that support the world's most advanced technologies. Our expertise spans motion, control and power, supporting mission-critical applications in the areas of Luft- und Raumfahrt, Verteidigung, Medizin, Industrie, Fahrzeuge and other demanding applications.

We partner with OEMs and system integrators to solve the most complex challenges and unlock new opportunities with reliable, high-performance systems. As a unified team operating across 28 locations worldwide, we integrate our core disciplines to deliver customized solutions that drive real results and global impact.


In addition, Allient Inc. recently reported strong financial results for the second quarter of 2025 that exceeded analysts' expectations. The company posted earnings per share (EPS) of $0.57, above the forecast of $0.48. At USD 139.6 million, revenue also exceeded expectations of USD 132.1 million. These results were well received by investors and indicate solid business development and future growth potential. The company's ability to exceed market forecasts underlines its operational efficiency and effective strategy. Although the share price rose sharply after the announcement, the focus is on the impressive profit and sales figures. These developments are part of the recent news surrounding Allient Inc.


Motors for drone/UAV/UAS applications

Allient brings decades of engineering expertise and high-volume manufacturing in the U.S. to the forefront of drone propulsion. We are expanding our robust technology base to deliver advanced motion and power solutions for unmanned aerial systems (UAS), from COTS propulsion motors to controllers, gimbals, propellers and ready-to-use kits. Our components are designed, built and supported in the USA and meet the exacting standards for defense applications. What sets us apart is not only the performance and availability of our products, but also our ability to customize and optimize them to meet the unique needs of the market, including military drone platforms.

At Allient, we offer more than just spare parts. We instill confidence in the CONNECTION of what matters.


Allient expands capabilities for the growing drone market

Allient baut Kapazitäten für den wachsenden Drohnenmarkt aus Von Investing.com


Propulsion solutions for aerospace and defense

Allient provides comprehensive propulsion solutions for the aerospace and defense industry worldwide, ensuring high performance, reliability and precision in demanding environments.

Our advanced products support critical operations such as aircraft fuel pumps, autonomous vehicle sensors and dual-arm military robots. We increase precision in smart munitions with high-resolution motor encoders and provide robust satellite communications with advanced motion systems. Our contributions extend to bionic prosthetics, versatile military robots and customized torque motors for space applications.

By consistently delivering high-quality solutions, we improve the performance, safety and effectiveness of aerospace and defense operations worldwide.


Advanced solutions for industrial drive technology

Allied Motion's motors and gearmotors, as well as our drives and feedback devices, can be found in "jobsite" tools such as welding wire feeders and tube bending machines, warehouse material handling forklifts and robotic stackers, as well as many other industrial drive applications.


Developing advanced motion control solutions for the next generation of medical devices

Allient specializes in the design, development and manufacture of precision medical motors, drives and position feedback products for medical applications, including surgical robotics, prosthetics and respiratory support devices such as ventilators and respirators.

In addition, Allient offers brushed and brushless traction gear drives, control systems, gearmotors, actuators and actuator components designed for use in medical mobility and patient handling devices.


Advanced solutions for vehicle motion

Allied Motion's products and systems are used worldwide in a variety of vehicle-related applications such as AGV traction, ATV and automotive steering, HVAC equipment for on- and off-highway equipment, patient and disabled transportation, military tracking and fire control, and subsystems for agricultural and turf equipment, to name a few.

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13 Commentaires

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Sounds interesting, thanks for your detailed research 🧐
2
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@Faecherstadt_76
Thank you dear, nice to hear from you.
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@Tenbagger2024 always nice to read from you.
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Thanks for the introduction 🤗
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@Max095
With pleasure, put it on your watch
1
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Very interesting! Top as always! Coming straight to the WL. And at this time of day ;-)
1
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Allient's strong positioning in several promising sectors, in particular aerospace, defense, robotics, medical technology and industrial automation, is particularly impressive.

What particularly distinguishes the company is its combination of technological expertise and cross-application diversification. Allient supplies precision drives, controls and motion systems that are essential in many high-tech applications. This breadth not only gives the company stability, but also enormous growth potential as it benefits from several megatrends simultaneously, including robotics, automation, AI and MedTech.

Added to this is a solid financial performance: rising margins, continuously growing earnings per share and a PEG that indicates favorable growth relative to valuation. A particularly positive aspect is that the company is constantly expanding its product range and diversifying further through strategic acquisitions.

Overall, I see Allient as one of those "vane suppliers" that are indirectly benefiting from the boom in several future-oriented sectors. A company to definitely keep an eye on, small but with great potential.
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@EpsEra
Thank you my dear, for your valuable expertise.
Have you seen $HMS 🚀
1
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Yes, you drove the course 🚀
1
image de profil
Interesting value - thanks for your analysis!
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@Liebesspieler
Yes, I think it has potential
Hello @Tenbagger2024 Thanks for the great presentation, as always!

The growth in profits etc. looks good. But aren't the sales increases a bit too low for such a value? Or am I focusing too much on turnover?
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@Hersheyfan75
My dear, I also noticed that yesterday.
But I always like it when profits grow faster than sales.
I also see upside potential in the margins.
Perhaps a comparison with $TDY wouldn't be bad
1
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