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What does Allient do and what are its main business segments?

What is the revenue and EPS growth rate for Allient year over year?

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What factors drove the changes in Allient's revenue and profit?

Did Allient beat or miss consensus estimates last quarter?

- **Revenue Growth**: 10% YoY to $138.7 million, driven by 20% industrial growth and defense programs.
- **Profitability**: Record 33.3% gross margin, 350 bps operating margin expansion to 8.8%.
- **Cash Flow & Debt**: $43.1M year-to-date cash flow, debt reduced to $150.8M (2.1x leverage).
- **Strategic Initiatives**: $10M+ annual savings from Simplify program, Dothan transition to cut costs and boost margins.
- **Risks**: $5M M10 tank program loss, $385K tariff impact, $5M inventory build affecting Q3 cash flow.

**【CEO Opening Remarks】**
- Q3 revenue grew 10% year-over-year, driven by industrial (20% growth), defense, and medical segments. Gross margin reached a record 33.3%, up 190 basis points YoY.
- Simplify to Accelerate Now program delivered $10 million annualized savings in 2024, with an additional $6-7 million expected in 2025. Dothan Fabrication Center transition is reducing costs and improving efficiency.
- Book-to-bill ratio of 0.96 reflects solid demand despite M10 Booker tank program cancellation, which reduced backlog by $5 million this quarter.
- Orders totaled $133.1 million, with $231 million backlog (3-9 months forward). Defense and drone programs show long-term growth potential.

**【CFO Financial Commentary】**
- Q3 revenue: $138.7 million (+10% YoY), driven by industrial (+20%), vehicle (+6%), and defense (+2%).
- Gross profit: $46.2 million (33.3% margin), up 190 bps YoY due to mix shift to higher-value programs and cost discipline.
- Operating income: $12.2 million (8.8% of revenue), up 350 bps YoY. Operating expenses declined 160 bps YoY to 24.5% of revenue.
- Net income: $6.5 million ($0.39 EPS), up 200% YoY. Adjusted EBITDA: $20.3 million (14.6% margin), up 310 bps YoY.
- Cash flow: $43.1 million year-to-date, down $5 million Q3 due to rare earth magnet inventory build and Dothan transition costs. Debt reduced to $150.8 million (2.1x leverage) from $162.8 million Q2.

**【Q&A Highlights】**
- **M10 Tank Program Impact**: $5 million revenue loss Q3, with $7 million annualized backlog reduction. No write-downs expected.
- **Dothan Transition**: $800,000 realignment costs Q3, but $6-7 million annual savings by end-2025. Fabrication center will focus on high-margin motion control solutions.
- **Drone Market**: New opportunities in low-cost disposable and high-performance drones, with bookings expected to accelerate in 2026.
- **Segment Mix**: Powersports <10% of revenue (down from 22% in 2024), balanced by growth in commercial automotive, construction, and defense.
- **Tariff Mitigation**: $385,000 Q3 impact on power quality business, with pricing and supply chain adjustments underway.

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