Alliance Laundry Holdings, Inc. (ALH)
NYSE:ALH
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Earnings Data
Report Date
Nov 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
0.28Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a largely positive operational and financial performance: double‑digit revenue growth (10%), mid‑single‑digit adjusted EBITDA improvement (9%), a pronounced increase in adjusted net income (+85%), strong cash flow ($80M) and tangible deleveraging progress (net leverage down to 2.6x). Management raised full‑year guidance and highlighted growth drivers including volume, pricing, a >250k connected base, and a manufacturing footprint that helps mitigate tariffs. Headwinds were acknowledged but portrayed as manageable: tariff exposure, incremental public company costs, supply‑chain/permitting and geopolitical/energy uncertainty in Europe, and early-stage monetization of digital offerings. Overall, positives (strong growth, margin recovery, cash generation, guidance raise, digital adoption and deleveraging) materially outweigh the cautions, which are characterized as manageable risks rather than critical threats.Company Guidance
Revenue Growth and Raised Guidance
Q1 net revenue grew 10% year-over-year to $427.0M. Company raised full-year 2026 revenue guidance to +6% to +7% (increasing the low end by 1 percentage point) with ~50/50 expected contribution from volume and price.
Profitability and Strong Net Income Improvement
Adjusted EBITDA rose 9% to $109.0M with an adjusted EBITDA margin of 25.5%. Adjusted net income increased ~85% year-over-year to $63.0M, driven by operating performance and lower interest expense.
Segment Performance — North America
North America revenue up 9% to $320.0M; adjusted EBITDA up 8% to $87.0M with a margin of 27.2%. Growth broad-based across vended, On‑Premise, and Commercial‑in‑Home (Commercial‑in‑Home outpaced industry).
Segment Performance — International
International revenue up 10% to $107.0M; adjusted EBITDA up 13% to $33.0M with a 30.4% margin. Europe and Asia Pacific were primary drivers (Europe strong across end markets; APAC, including Thailand, strong in vended and On‑Premise).
Cash Generation and Deleveraging Progress
Operating cash flow of $80.0M in Q1 and $65.0M of debt paid in the quarter. Total debt $1.3B, net debt $1.2B and net leverage reduced by 0.2x to 2.6x adjusted EBITDA. Company reaffirmed plan to reduce leverage ~0.75x in 2026 to low-2x range.
Digital Adoption and Connected Base Expansion
Connected installed base exceeds 250,000 machines and continues growing month-over-month. Scan/Pay/Wash processed over 100,000 transactions in March and Q1 transactions doubled the entirety of Q4 2025, demonstrating meaningful early adoption.
Tariff Mitigation and Manufacturing Advantage
Company cites a local-for-local manufacturing footprint and pricing actions that continue to offset approximately $20M annualized tariff exposure; Q1 tariff headwind noted but management expects to manage through price and localization.
Investment in Product Pipeline and Testing Capacity
Continued investments in digital, engineering and commercial capabilities; testing capacity nearly doubled with labs in the U.S., Thailand and Czech Republic to accelerate reliable product launches.
ALH 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
ALH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $25.40 | $25.25 | -0.59% |
Mar 12, 2026 | $21.60 | $19.06 | -11.76% |
Nov 13, 2025 | $26.70 | $25.39 | -4.91% |
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 Alliance Laundry Holdings, Inc. (ALH) report earnings?
Alliance Laundry Holdings, Inc. (ALH) is schdueled to report earning on Nov 12, 2026, Before Open (Confirmed).
What is Alliance Laundry Holdings, Inc. (ALH) earnings time?
Alliance Laundry Holdings, Inc. (ALH) earnings time is at Nov 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is ALH EPS forecast?
Currently, no data Available