Allient

Sources - 26

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1. S01primarycompany filing2026-03-05
   Allient Form 10-K for the year ended December 31, 2025
   Item 1 in full - the product list, the four target markets, the Competitive Environment paragraph naming Ametek, Parker Hannifin and Regal Rexnord, the backlog and bookings figures, the customer concentration note, the revenue disaggregation by target market for 2023-2025, the single-reportable-segment statement, goodwill at 23% of assets, adjusted EBITDA, and the diluted share count for 2023-2025
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2. S02primarycompany filing2026-08-05
   Allient Form 10-Q for the quarter ended June 30, 2026
   the quarter's and the half's statements, the balance sheet, the cash-flow summary, the revenue disaggregation by target market, the bookings and backlog line, the non-GAAP reconciliations, the debt and covenant note, the maturity dates and the tax-rate and capital-spending expectations
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3. S03primarytranscript2026-08-06
   Allient second quarter fiscal 2026 earnings call transcript
   the first disclosure of data centre revenue in and out of the quarter, the content-per-megawatt range, the Simplify to Accelerate NOW savings history and runway, the lead-time and order-timing answer, the bookings-recognition change, the book-and-ship share of a quarter, the leverage ratios, the IEEE 519 framing, and twenty-four analyst turns from five analysts

   In the second quarter, sales tied to data center and infrastructure applications were $16.3 million or 10.6% of total revenue, up 60% from the prior year period. On a trailing 12-month basis, sales were $57.1 million or 9.9% of total sales, up 69% year-over-year. [...] if it's just simply a line reactor, we might be talking about a couple of thousand dollars per megawatt. When it gets into a more complete solution, which we offer, including communications gateways, filters and reactors [...] Now we're over $40,000 per megawatt.

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4. S04primaryvendor data2026-09-27
   Research pack for ALNT, frozen at content/ALNT/research-pack.json
   price, market capitalisation, the 252-day return and range, the trailing multiples against their six-year medians, the analyst split and estimates, FINRA short interest, the measured price reaction to the Q2 release, and the filed competitor cohort's verdict
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5. S05primarycompany filing2026-09-12
   Allient company-concept data from the SEC XBRL API - diluted weighted-average shares, revenue, operating income and diluted earnings per share as tagged in each Form 10-K, fiscal 2010 to 2025
   the sixteen-year series behind the per-share pass - the filer's own tags rather than a vendor's copy of them
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6. S06primarycompany filing2026-08-12
   Form 4 for Richard S. Warzala, transactions of 10 August 2026
   the transaction codes, the four sale blocks and their price ranges, the charitable gift, the holding afterwards, and the Rule 10b5-1 flag set to zero
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7. S07primaryindustry data2022-08-04
   IEEE 519-2022, IEEE Standard for Harmonic Control in Electric Power Systems IEEE Standards Association
   the specification that makes the product a requirement rather than a preference, written by a standards body rather than by a vendor

   This standard establishes goals for the design of electrical systems that include both linear and nonlinear loads. The interface between sources and loads is described as the point of common coupling (PCC). The voltage and current distortion steady-state limits in this standard apply at the user PCC to facilities containing harmonic producing loads (nonlinear equipment).

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8. S08primaryregulator2026-04-01
   ERCOT update to the Texas Senate Committee on Business & Commerce, presented by Pablo Vegas, ERCOT President and Chief Executive ERCOT
   the only quantity of prospective data centre load published by the party that has to connect it, and its own caveat that this is a queue rather than a build

   ERCOT is tracking approximately 410 GW of Large Loads seeking interconnection of which ~87% are data centers.

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9. S09primarygovernment data2026-01-13
   EIA press release - EIA forecasts strongest four-year growth in U.S. electricity demand since 2000, fueled by data centers U.S. Energy Information Administration
   the driver stated as a rate by the agency that measures it rather than by the industry that sells into it

   EIA expects U.S. electricity use to grow by 1% this year and 3% in 2027. This increase would mark the first time since 2007 that power demand has risen for four years in a row and the strongest four-year growth period since 2000. The driving factor behind this surge is increasing demand from large computing centers.

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10. S10primarygovernment data2026-03-12
    EIA Today in Energy - Fossil generation could rise with faster-than-expected growth in data center power demand U.S. Energy Information Administration
    the load-growth figures behind the driver, and the regional split showing where the growth actually sits

    In our February STEO, we forecast that U.S. electricity load will increase by 1.9% in 2026 and 2.5% in 2027.

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11. S11primarycompany filing2026-02-26
    Eaton plc Form 10-K for the year ended December 31, 2025 - segment descriptions ETN
    that 'three phase power quality' is a named product line inside both Electrical Americas and Electrical Global - the competitor for Allient's data centre business, written by the competitor
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12. S12primarycompany filing2026-02-20
    Regal Rexnord Corporation Form 10-K for the year ended December 31, 2025 RRX
    the Automation & Motion Control segment description and its 2025 net sales and gross profit, and Regal Rexnord's own statement that the markets for that segment are highly fragmented
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13. S13primarycompany filing2026-02-17
    AMETEK, Inc. Form 10-K for the year ended December 31, 2025 AME
    the Electromechanical Group description, the five product families inside it, the 30% aerospace share of that group, and the 2025 acquisition of a motion-control business
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14. S14primarycompany filing2026-08-21
    Parker-Hannifin Corporation Form 10-K for the year ended June 30, 2026 PH
    the Diversified Industrial product list carrying electric motors, electromechanical actuators and drives and controllers, the segment's 67% share of $21.5B of net sales, and Parker's own statement that no single competitor competes with it across its markets
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15. S15primarycompany release2026-08-05
    Allient second quarter 2026 results release, distributed by Business Wire
    the release itself, which Allient does not file as an 8-K exhibit - read through news_digest, with every figure taken from the 10-Q instead
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16. S16primarycompany filing2026-03-05
    Allient Form 10-K Exhibit 21 - list of subsidiaries
    TCI, LLC and SNC Manufacturing Co., Inc., both Wisconsin, the entities behind the power-quality and transformer line
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17. S17primaryregulator2026-09-01
    Electronic Code of Federal Regulations, 21 CFR 807.81 - when a premarket notification submission is required U.S. Food and Drug Administration
    the rule that makes a component change in a cleared medical device a regulatory event: a new 510(k), filed at least 90 days before the changed device ships, where the change could significantly affect safety or effectiveness

    must submit a premarket notification submission to the Food and Drug Administration at least 90 days before he proposes to begin the introduction or delivery for introduction into interstate commerce [...] about to be significantly changed or modified in design, components, method of manufacture, or intended use

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18. S18primaryregulator2026-07-30
    FDA notice - Medical Device User Fee Rates for Fiscal Year 2027, Federal Register 2026-15335, read at govinfo.gov U.S. Food and Drug Administration
    the fee for a 510(k) in the fiscal year that starts 1 October 2026: $28,653 standard, $7,163 for a small business. federalregister.gov served a bot-check page; govinfo.gov served the same notice

    510(k) Premarket Notification Submission....... 4.5%........................... 28,653 7,163

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19. S19primarytranscript2023-08-03
    Allient second quarter fiscal 2023 earnings call transcript, held 3 August 2023
    the chief executive's account of order intake inflated by early ordering on long lead times, and his statement that he saw no major drop-off coming

    we were certainly well prepared that the order intake over the last couple of years here was somewhat inflated

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20. S20primarytranscript2024-08-08
    Allient second quarter fiscal 2024 earnings call transcript, held 8 August 2024
    the chief executive's account of June 2024 demand falling away as key customers stopped ordering to rebuild stock, and a run rate near $500M a year expected into early 2025

    it was go, go, go, go, go, ship, ship, ship everything you've got and then all of a sudden hold on

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21. S21primaryvendor data2026-09-29
    FMP daily closing prices for ALNT, September 2019 to 28 September 2026 (historical-price-eod/full), read against FMP's earnings dates
    the 2023 high and 2024 low, and the close in the session after each results release since 2019
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22. S22primarycompany filing2021-03-10
    Allient (then Allied Motion Technologies) Form 10-K for the year ended December 31, 2020
    the 3-for-2 stock split approved on 10 March 2021 and paid on 30 April 2021 (subsequent-event note), and diluted shares and earnings per share for 2018 to 2020 as filed before it
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23. S23primarycompany filing2026-03-26
    Allient Inc. proxy statement (DEF 14A), filed March 26, 2026, for the May 6, 2026 annual meeting
    beneficial ownership at 11 March 2026, the executive officers and their tenure, the CD&A - the EVA bonus, the EBITDA performance shares, the revenue-growth XSIP and their 2025 outcomes - the summary compensation table and the family relationship between the chief executive and the chief growth officer
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24. S24primarycompany filing2023-03-07
    Allient (then Allied Motion Technologies) Form 10-K for the year ended December 31, 2022
    the income statement's selling, general and administrative and engineering and development lines for 2020 to 2022, cash paid and stock issued for acquisitions, debt and dividends in the 2020 to 2022 cash flow statements
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25. S25primarycompany filing2026-10-04
    Allient numbers card, content/ALNT/financials.json - the filer's own XBRL facts for 2020 to 2025 and the four quarters to 30 June 2026
    revenue, gross profit, operating income, selling and marketing, general and administrative, stock pay, capital spending and long-term debt per year, from which the cost shares per sales dollar are struck
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26. S26secondarynews2025-12-02
    DefenseScoop, 2 December 2025: the Pentagon's Drone Dominance Program request for information
    the size and pace of the Pentagon's own small-drone purchases, the market the drone line sells parts into

    The Pentagon plans to purchase more than 200,000 industry-made drones by 2027 [...] The Pentagon aims to place $1 billion in fixed-price orders through the program

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