Allient Inc. · NASDAQ:ALNT
Allient — Northland Growth Conference (June 2026)
35 slides from Allient's conference presentation, Jun 23, 2026
Slide 1: Northland Growth Conference
Nasdaq: ALNT June 23, 2026 Northland Growth Conference Dick Warzala Jim Michaud Chairman, President & CEO Chief Financial Officer © Allient Inc.
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT The statements in this presentation that relate to future plans, events or performance are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, any statement that may pre
Slide 3: Global Engineering & Manufacturing Company
GLOBAL ENGINEERING & MANUFACTURING COMPANY A family of companies driven by the same goal: To act as one team to Connect What Matters and provide the most robust, reliable, and high-value products and systems in Motion, Controls, and Power Founded: 1939 IPO: 1969 Nasdaq: ALNT Market Capitalization $1
Slide 4: VIA: Defines Our Culture
VIA: DEFINES OUR CULTURE | © Allient Inc. 4
Slide 5: Developed Our Strategy
DEVELOPED OUR STRATEGY Aligned the entire company to achieve our strategic goals and objectives A technology/know-how company that will drive long-term global growth, both organically and through complementary strategic acquisitions Pursue “niche” target markets where we can achieve a leadership pos
Slide 6: One-Team Global Presence
ONE-TEAM GLOBAL PRESENCE ~2500 employees globally >450 engineers Over 30 sales partner/distributor companies assist our global team Technology Unit Production Unit Direct Sales Office Solution Center | © Allient Inc. 6
Slide 7: M&A Supplemented Our Growth
M&A SUPPLEMENTED OUR GROWTH Completed 18 complementary acquisitions over 20+ years New Direction Sold Instrument New Name: Acquired Hathaway Business. Allied Acquired Acquired Acquired Dynamic Corp. goes Motion Focus: Motion Acquired Agile Globe Maval OEM Controls, Acquired Acquired Acquired Acquire
Slide 8: Competitive Advantage Through System Solutions
COMPETITIVE ADVANTAGE THROUGH SYSTEM SOLUTIONS System capabilities evolve with strategic acquisitions Building blocks include controls, drives, motors, gearing and Automated GPS-Guided Vehicle Cartesian Robot Systems with Synchronized Multi-axis Motion feedback, light weighting and Steering Module w
Slide 9: The New Nexus
THE NEW NEXUS Allied Nexus Technologies (Allient) - Captures the value opportunity that exists by Connecting our three technology pillars: Motion, Controls and Power Allient is a natural evolution of our company building on the success of our well-defined growth strategy Environmental and Social res
Slide 10: Market Focused
MARKET FOCUSED Unique products and technologies in Motion, Controls and Power Target Vertical Market Development Utilize: Technology from several TU’s Maintain: TU integrity Improve: Single point of contact for the customer Create vertical leadership team Assign program responsibility Assign technic
Slide 11: Target Market: Industrial
TARGET MARKET: INDUSTRIAL 49% of TTM Q1 2026 sales Markets Factory automation, material handling, robotics, industrial tools, semiconductor equipment, Oil & Gas, data centers Applications ▪ Material handling including manned and unmanned vehicle steering and traction and conveyors ▪ Industrial and s
Slide 12: Target Market: Vehicle
TARGET MARKET: VEHICLE 18% of TTM Q1 2026 sales Markets Off- and on-road construction and agricultural equipment, trucks, buses, RVs, lift trucks, marine, recreational (ATVs) and utility vehicles Applications ▪ Electronic power steering and drive-by-wire applications ▪ Traction / drive systems, pump
Slide 13: Target Market: Medical
TARGET MARKET: MEDICAL 15% of TTM Q1 2026 sales Markets Medical devices and equipment, surgical robotics, patient handling and medical mobility Applications ▪ Medical Instrumentation: Surgical robots, kidney dialysis machines, respiratory ventilators, heart pumps ▪ Programmable pumps to meter and ad
Slide 14: Target Market: Aerospace & Defense
TARGET MARKET: AEROSPACE & DEFENSE 14% of TTM Q1 2026 sales Markets Commercial aviation, aerospace systems, defense systems, unmanned aerial vehicles, NASA Applications ▪ Inertial guided missiles, mid-range smart munitions systems ▪ Weapons systems, ramp, latch, seat and wiper control on armored per
Slide 15: Mega Technology Trends
MEGA TECHNOLOGY TRENDS Electrification Energy Efficiency Industrial Automation Electrification supplanting internal Massive effort to reduce Addresses challenging labor combustion engines and energy consumption environment hydraulics systems Reduces operating costs Advances reshoring efforts Global
Slide 16: Simplify to Accelerate NOW: Unlocking Margin Expansion and Agility
SIMPLIFY TO ACCELERATE NOW: UNLOCKING MARGIN EXPANSION Achieved $10 million in annualized AND AGILITY savings in 2024 Delivered $6M+ in annualized Cost reduction and profit enhancing initiatives savings in 2025; largely supported by the Dothan Fabrication Center of • Realign and right-size our footp
Slide 17: Financial Highlights
Nasdaq: ALNT Financial Highlights © Allient Inc. 17
Slide 18: Revenue Growth Across Key Market Verticals
REVENUE GROWTH ACROSS KEY MARKET VERTICALS ($ in millions) Growth led by Industrial and $578.6 $560.6 Vehicle $554.5 $530.0 $503.0 50% of Q1 26 sales to U.S. customers Acquisitions SNC Manufacturing Jan 2024 Sierramotion Sept 2023 Airex June 2022 FPH May 2022 ThinGap May 2022 2022 2023 2024 2025 TTM
Slide 19: Diversified End Markets Continue to Support Durable Growth
DIVERSIFIED END MARKETS CONTINUE TO SUPPORT DURABLE GROWTH Revenue by Market ($ in millions) $516.1 $560.6 5% Distribution 4% YoY Change and Market Drivers A&D 14% Reflects defense and aerospace program timing, partially 15% + 2% offset by M10 Booker Tank program cancellation 15% Medical 15% Higher
Slide 20: Gross Margin Expansion
GROSS MARGIN EXPANSION ($ in millions) Gross Profit & Margin Gross margin drivers: $183.7 $181.7 $184.3 + Favorable Mix $157.3 $165.7 + Increased volume + Lean tool kit (AST) 31.3% 31.7% 31.3% 32.8% 32.9% + Simplify to Accelerate NOW 2022 2023 2024 2025 TTM Q1 2026 Restructuring and business realign
Slide 21: Earnings Momentum Reflects Improved Profitability and Lower Interest Expense
EARNINGS MOMENTUM REFLECTS IMPROVED PROFITABILITY AND LOWER INTEREST EXPENSE ($ in millions, except per share data) Adjusted Net Income & GAAP Net Income & EPS Adjusted EPS¹ $37.5 $36.3 $37.1 $24.1 $23.9 $30.0 $22.0 $24.7 $17.4 $13.2 $1.09 $1.48 $0.79 $1.32 $1.42 $1.88 $2.30 $1.49 $2.17 $2.21 2022 2
Slide 22: Strong Cash Generation
STRONG CASH GENERATION Financial priorities: 1. Reduce inventory and strengthen working capital management 2. Take out costs Free Cash Flow1 (in millions) 3. Reduce debt $49.7 Inventory Turnover $40.8 $33.4 $32.2 3.2x 3.0x 2.7x 2024 2025 Q1 2026 ($10.3) Days Sales Outstanding 2022 2023 2024 2025 TTM
Slide 23: Continued Deleveraging Strengthens Balance Sheet Flexibility
CONTINUED DELEVERAGING STRENGTHENS BALANCE SHEET FLEXIBILITY ($ in millions) CAPITALIZATION Mar 31, Dec 31, Balance sheet flexibility improved 2026 2025 further in Q1 Cash and cash equivalents $ 41.2 $ 40.7 Debt down $3.1M in the quarter Total debt 177.3 180.4 Bank leverage ratio² of 2.24x at Total
Slide 24: Strong Orders and Backlog Support Growth Visibility
STRONG ORDERS AND BACKLOG SUPPORT GROWTH VISIBILITY ($ in millions) Orders $571.3 $550.9 Q1 26 Book:Bill 1.14x $145.1 $158.1 $137.6 $135.0 $133.1 Strong Q1 bookings support improved growth visibility into the balance of 2026 Orders increased 9% sequentially Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 2025 TTM and
Slide 25: Building on Momentum with Discipline, Flexibility and Long-Term Growth Drivers
BUILDING ON MOMENTUM WITH DISCIPLINE, FLEXIBILITY AND LONG-TERM GROWTH DRIVERS¹ Execution and Growth Priorities • Strong Q1 bookings support demand visibility into the balance of 2026 • Industrial automation and power quality for data center infrastructure continue to align the portfolio with attrac
Slide 26: Northland Growth Conference
Nasdaq: ALNT June 23, 2026 Northland Growth Conference Dick Warzala Jim Michaud Chairman, President & CEO Chief Financial Officer © Allient Inc. 26
Slide 27: Supplemental Information
Nasdaq: ALNT Supplemental Information © Allient Inc. 27
Slide 28: Wide Breadth of Technologies
WIDE BREADTH OF TECHNOLOGIES Motion Controllers: single-axis & multi- Linear Motion Systems Slotless Motor Kits axis Drives: Integrated & Stand-Alone Motors: Brushless and Brushed DC Universal Wheelchair Control Gearing: Parallel, Inline, Right Angle & Gateway System Brushless Drives Epicyclic Encod
Slide 29: Allient Locations
ALLIENT LOCATIONS Amherst, NY Worldwide Headquarters; Solution Center; Electronic Design & Manufacturing Amherst, NY; Oakville, ON; Porto, Portugal Global Engineering Team (GET) Design & Development Centers Tulsa, OK (Emoteq Corp.) Design & Manufacture: Motors and Optical Encoders Owosso, MI (Motor
Slide 30: Corporate Leadership
CORPORATE LEADERSHIP Dick Warzala, Chairman of the Board, President and CEO • Joined 2002, appointed CEO in 2009, Chairman in 2014 • Previously, President, Motion Components Group, Danaher Corporation; held various positions at American Precision Industries Inc., including Corporate Vice President a
Slide 31: Competition
COMPETITION Our products and solutions are sold into a global market with a large and diverse group of competitors that vary by product, geography, industry and application. The motion control market is highly fragmented; some larger competitors include: • Ametek • Regal Rexnord (acquired Altra Indu
Slide 32: Adjusted Net Income and EPS Reconciliation
ADJUSTED NET INCOME AND EPS RECONCILIATION (UNAUDITED) ($ in thousands, except per share data) For twelve months ended Dec 31, Dec 31, Dec 31, Dec 31, Mar 31, 2022 2023 2024 2025 2026 Net income $ 17,389 $ 24,097 $ 13,166 $ 22,034 $ 23,834 Non-GAAP adjustments, net of tax (1) Amortization of intangi
Slide 33: Adjusted EBITDA Reconciliation
ADJUSTED EBITDA RECONCILIATION (UNAUDITED) ($ in thousands) For twelve months ended Dec 31, Dec 31, Dec 31, Dec 31, Mar 31, 2022 2023 2024 2025 2026 Net income $ 17,389 $ 24,097 $ 13,166 $ 22,034 $ 23,834 Interest expense 7,692 12,383 13,296 13,175 12,093 Provision (benefit) for income taxes 6,292 5
Slide 34: Total Net Debt and Leverage Ratio Reconciliation
TOTAL NET DEBT AND LEVERAGE RATIO RECONCILIATION ($ in thousands) March 31, 2026 December 31, 2025 Total debt $ 177,301 $ 180,389 Less: cash and cash equivalents $ 41,175 $ 40,705 Total net debt (Non-GAAP) $ 136,126 $ 139,684 Adjusted EBITDA (Non-GAAP) $ 76,669 $ 76,865 Leverage Ratio (Non-GAAP) 1.7
Slide 35: For More Information
Nasdaq: ALNT For More Information: Craig P. Mychajluk / Deborah K. Pawlowski Alliance Advisors IR 716-843-3832 / 716-843-3908 cmychajluk@allianceadvisors.com dpawlowski@allianceadvisors.com © Allient Inc. 35