Allient (ALNT)
NASDAQ:ALNT
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.53Last Year’s EPS
0.46Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive picture: strong top-line growth (Q4 revenue +17%, organic +15%), record and expanding margins, significant operating-leverage gains, record operating cash flow (+35%), and meaningful deleveraging (net debt down $48.4M; leverage 1.82x). Management also highlighted strategic progress under the Simplify to Accelerate Now program and readiness to capture accelerating data center demand. Headwinds include a small decline in aerospace & defense (‑5%) with a program cancellation, ongoing supply-chain risks around rare earths/magnets and DAA compliance, some regional/ macro softness (notably Germany), and timing-driven pull-ins that may mute near-term sequential results. Overall, positive operational and financial momentum outweighs the identifiable risks and timing noise.Company Guidance
Revenue Growth — Q4 and Organic
Fourth quarter revenue increased 17% year-over-year to $143.4M, including 15% organic growth on a constant-currency basis, driven by strengthening industrial demand and commercial vehicle shipments.
Strong Industry-Specific Performance
Industrial revenue rose 24% YoY (automation & power quality), Vehicle revenue increased 35% (commercial automotive timing), Medical up 9%, and Distribution sales grew 11%.
Margin Expansion and Operational Leverage
Gross margin expanded 90 bps in Q4 to 32.4% and full-year gross margin reached a record 32.8% (up 150 bps). Margin gains attributed to higher volumes, favorable mix, and Simplify to Accelerate Now initiatives.
Operating Income and Profitability Gains
Operating income for Q4 increased 76% to $11.4M (7.9% of revenue); full-year operating income rose 46% to $44M (7.9% of revenue). Net income Q4 more than doubled to $6.4M ($0.38 diluted); full-year net income $22M ($1.32).
Adjusted EBITDA Expansion
Adjusted EBITDA for Q4 was $19.0M (13.3% of revenue), up 170 bps YoY; full-year adjusted EBITDA was $76.9M (13.9% of revenue), a 210 bps expansion year-over-year.
Record Cash Generation and Working Capital Improvement
Record operating cash flow of $56.7M for the year, up 35% YoY. Inventory turns improved to 3.2x from 2.7x and DSO improved to 57 days from 60, reflecting better working capital management.
Material Deleveraging and Balance Sheet Strengthening
Total debt declined to $180.4M and net debt fell to $139.7M (a $48.4M reduction YoY). Leverage ratio improved to 1.82x from 3.01x and bank-defined leverage was 2.34x, comfortably within covenants.
Strategic Progress — Simplify to Accelerate Now
Company executed structural simplification (footprint optimization, lean manufacturing, faster product development) with targeted structural savings of $6–7M for 2025 and meaningful progress driving cost and margin improvements.
Backlog and Order Momentum
Backlog ended the year at approximately $233M with a book-to-bill slightly above 1 and the majority of backlog expected to convert within 3–9 months, supporting constructive momentum into 2026.
Capacity Investment and Data Center Readiness
Targeted facility expansion for data center work is on track to be fully operational late Q2/early Q3 2026, positioning the company to capitalize on expected acceleration in data center-related demand.
ALNT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ALNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $62.04 | $65.22 | +5.12% |
Nov 05, 2025 | $53.45 | $50.47 | -5.59% |
Aug 06, 2025 | $40.04 | $42.21 | +5.42% |
May 07, 2025 | $22.06 | $26.79 | +21.43% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Allient (ALNT) report earnings?
Allient (ALNT) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Allient (ALNT) earnings time?
Allient (ALNT) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALNT EPS forecast?
ALNT EPS forecast for the fiscal quarter 2026 (Q1) is 0.53.