📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry systems in the United States, the Czech Republic, Thailand, and internationally.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding ALH

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Manager	Shares	Value	% of Fund	Period
Steve Cohen Point72 Asset Management	465.9K	$9.7M	0.01%	Mar 2026
Jim Simons Renaissance Technologies LLC	207.3K	$4.3M	0.01%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 3 quarters analysed

Q3 2025

Confident Specific

Management consistently used strong, positive language: 'incredible industry', 'clear market leader', 'sustainable advantage', 'Thank God for laundry'. Specific numbers were provided for revenue, EBITDA, and growth rates, and they gave a concrete Q4 revenue growth expectation of mid-single-digit despite prior double-digit pace. The tone remained assured throughout, even while acknowledging deceleration.

Q4 2025

Confident Specific

Management repeatedly used strong language ('strong full year performance', 'record full year Adjusted EBITDA margin of 25.5%', 'double-digit growth') and provided specific metrics (70/30 volume/price split, $54M capex, 245k connected machines). They gave numeric guidance for 2026 (5-7% revenue, 6-8% EBITDA) and detailed cost levers.

Q1 2026 latest

Confident Specific

Management used specific growth percentages (10% revenue, 9% adjusted EBITDA), raised guidance, and emphasized a 'resilient, replacement-driven, essential industry' with 'disciplined operational excellence'. Language like 'strong, sustainable outcomes' and 'growing visibility' reinforces a positive, data-supported tone.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears stronger after this call. Alliance Laundry demonstrated broad-based revenue growth, solid margin execution, and raised full-year guidance despite tariff headwinds and macro volatility. The narrative around an essential, replacement-driven industry with structural competitive advantages (local manufacturing, integrated digital platform) was reinforced. Key changes: the low end of revenue and EBITDA guidance was raised, and deleveraging is on track. Next quarter, watch for volume versus price mix dynamics, any incremental tariff developments, and whether momentum in vended and international markets sustains. Also monitor the pace of digital monetization as the connected base scales.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 3 quarters Full tone analysis in Intelligence →

📊 MIXED Q1 revenue +10% to $427M, adjusted EBITDA +9%, raised FY guidance

Revenue & Profitability

Q1 2026 net revenue grew 10% year-over-year to $427 million. Adjusted EBITDA rose 9% to $109 million (25.5% margin), and adjusted net income nearly doubled to $63 million (up 85%). The company paid down $65 million in debt, ending the quarter with net leverage of 2.6x adjusted EBITDA.

Outlook

Management raised full-year 2026 guidance to revenue growth of 6%-7% and adjusted EBITDA growth of 7%-8%, citing broad-based demand and visibility. The commercial laundry industry is described as vibrant, growing, and essential, with replacement-driven demand providing resilience through economic cycles. Macro volatility from tariffs and geopolitical uncertainty is acknowledged, but the company believes it is well-positioned to manage these headwinds.

Growth Drivers

Q1 growth was driven by both volume (approximately 3%) and pricing. North America grew 9% with strong performance in vended (new store development, fleet modernization) and on-premise. International revenue rose 10%, led by Europe (Italy, Spain, France) and Asia-Pacific (Thailand vended). The connected installed base and digital innovation, including Scan-Pay-Wash, are expected to drive further adoption and customer stickiness.

Balance Sheet & CapEx

Not discussed in this earnings call. No specific CapEx guidance or capacity expansion numbers were mentioned, though the company noted continued investments in digital engineering and commercial capabilities at scale.

Margins

Adjusted EBITDA margin was 25.5% in Q1, with gross margin of 37%. Volume leverage and supply chain efficiency were partially offset by public company costs and mix. Management expects full-year gross and EBITDA margin expansion as pricing actions and cost initiatives take effect. International margins (30.4%) exceeded North America (27.2%) in the quarter, with trend expected upward over time.

Key Risks

Key risks flagged include tariff exposure (approximately $20 million annualized, offset by pricing actions), macroeconomic volatility, energy price increases in Europe, geopolitical uncertainty from the war in Ukraine, and operational constraints in the vended market (permitting, labor, and supply chain delays).

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (3 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (3)

Q1 2026 Q1 2026 2026-05-12

Q1 2026 saw 10% revenue growth and 9% adjusted EBITDA growth, with strong performance across all segments and geographies. Full-year guidance was raised, deleveraging accelerated, and digital innovation adoption surged, positioning the company for continued margin expansion and shareholder value creation.

Q4 2025 Q4 2025 2026-03-12

Delivered double-digit revenue and EBITDA growth in 2025, driven by organic volume and price gains, margin expansion, and innovation. 2026 guidance calls for above-market growth, continued deleveraging, and strong cash generation, with prudent risk management and ongoing investment in digital and product development.

Q3 2025 Q3 2025 2025-11-13

Q3 2025 saw 14% revenue growth and strong margin performance, driven by robust demand across all segments and geographies. The company reduced leverage post-IPO, launched new products, and remains focused on innovation, operational efficiency, and disciplined capital allocation.

📊 Analysis Methodology

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