Alliance Laundry Holdings, Inc. (ALH)
NYSE:ALH
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Alliance Laundry Holdings, Inc.
(NYSE:ALH)
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Rating:56Neutral
Price Target:
$26.00
▲(4.00% Upside)
Action:ReiteratedDate:03/30/26
The score is anchored by mixed fundamentals: strong cash generation and profitability are materially tempered by elevated leverage. Recent earnings commentary is constructive with growth, margin expansion, and deleveraging targets, but technical signals are bearish and valuation looks expensive, limiting the overall score.
Positive Factors
Cash Generation
Consistent positive operating and free cash flow, with FCF rising in 2025, provides durable internal funding for capex, product R&D and accelerated debt reduction. Strong cash conversion supports the company’s ability to sustain investments and pursue deleveraging targets, reducing refinancing vulnerability over the medium term.
Negative Factors
High Leverage
Total debt remains elevated despite recent reductions, and the prior-period negative equity underscores capital-structure stress. Elevated leverage increases interest-rate and refinancing sensitivity, limits strategic flexibility for M&A or incremental investment, and makes cash flow shocks more consequential over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash Generation
Consistent positive operating and free cash flow, with FCF rising in 2025, provides durable internal funding for capex, product R&D and accelerated debt reduction. Strong cash conversion supports the company’s ability to sustain investments and pursue deleveraging targets, reducing refinancing vulnerability over the medium term.
Read all positive factors
Alliance Laundry Holdings, Inc. (ALH) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$4.95B
Dividend YieldN/A
Average Volume (3M)4.18M
Price to Earnings (P/E)39.5
Beta (1Y)1.94
Revenue GrowthN/A
EPS GrowthN/A
CountryUS
Employees4,046
SectorConsumer Cyclical
Sector Strength84
IndustryFurnishings, Fixtures & Appliances
Share Statistics
EPS (TTM)0.24
Shares Outstanding197,944,730
10 Day Avg. Volume4,182,931
30 Day Avg. Volume4,182,931
Financial Highlights & Ratios
PEG Ratio-0.40
Price to Book (P/B)10.25
Price to Sales (P/S)2.35
P/FCF Ratio25.44
Enterprise Value/Market Cap1.22
Enterprise Value/Revenue3.53
Enterprise Value/Gross Profit9.55
Enterprise Value/Ebitda14.86
Forecast
1Y Price Target
$29.25Price Target Upside17.00% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)1.21
Revenue Forecast (FY)$1.81B
Alliance Laundry Holdings, Inc. Business Overview & Revenue Model
Company Description
Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry systems and service parts in North America and internationally. The company offers laundry washers, dryers, and related service parts; digital products and customer...
How the Company Makes Money
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Alliance Laundry Holdings, Inc. Earnings Call Summary
Earnings Call Date:Mar 12, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Nov 12, 2026
Earnings Call Sentiment Positive
The call highlights strong, broad-based organic growth, record margins, significant deleveraging, robust cash generation, successful product and digital launches, and continued international momentum. The company also faces some near-term headwinds—modest tariff impacts, elevated tax and one-time public-company charges, regional demand risk (Middle East), and higher ongoing public company costs—which management plans to offset via pricing, cost-down programs, and continued operational leverage. Guidance is more conservative than recent results, reflecting normalization and prudence. Overall, positive operational execution and balance sheet improvement outweigh the manageable challenges.Positive Updates
Strong Full-Year Revenue Growth
Total revenue for FY2025 was $1.7 billion, up 13% year-over-year, driven largely by organic volume growth (70/30 volume vs. price for the full year).
Negative Updates
Tariff and Input Cost Pressure
Tariffs and imported component costs negatively impacted margins (~$5 million headwind cited in Q4), though the company says pricing actions largely offset these impacts in 2025.
Read all updates
Q4-2025 Updates
Positive
Negative
Strong Full-Year Revenue Growth
Total revenue for FY2025 was $1.7 billion, up 13% year-over-year, driven largely by organic volume growth (70/30 volume vs. price for the full year).
Read all positive updates
Company Guidance
Management guided 2026 revenue growth of approximately 5%–7% (split roughly evenly between volume and price) and Adjusted EBITDA growth of about 6%–8%, with margin expansion expected despite ~ $8 million of incremental public‑company costs; they expect to reduce net leverage by ~0.75 turns to the low‑2x net debt/Adjusted EBITDA range by year‑end 2026, target CapEx of ~3% of revenue (plus ~2% of revenue for physical and digital product development/innovation), an effective tax rate of ~23.5%, total interest expense of ~$85 million, diluted share count of ~205 million, and noted revenue/margin upside driven by pricing, cost‑down initiatives and manufacturing leverage (with margin expansion weighted to the back half of the year) while continuing to aim to outgrow a ~5% global industry growth rate.Alliance Laundry Holdings, Inc. Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
38
Negative
Cash Flow
69
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 |
|---|---|---|---|
Income Statement | |||
| Total Revenue | 1.71B | 1.51B | 1.37B |
| Gross Profit | 598.44M | 507.38M | 428.24M |
| EBITDA | 415.93M | 356.48M | 319.87M |
| Net Income | 101.75M | 98.32M | 88.23M |
Balance Sheet | |||
| Total Assets | 2.89B | 2.83B | 2.85B |
| Cash, Cash Equivalents and Short-Term Investments | 149.70M | 188.04M | 209.97M |
| Total Debt | 2.00B | 2.63B | 1.79B |
| Total Liabilities | 2.49B | 3.11B | 2.30B |
| Stockholders Equity | 392.12M | -277.33M | 550.93M |
Cash Flow | |||
| Free Cash Flow | 158.02M | 101.97M | 176.03M |
| Operating Cash Flow | 211.69M | 145.46M | 208.72M |
| Investing Cash Flow | -91.65M | -87.76M | -52.00M |
| Financing Cash Flow | -157.91M | -75.37M | -91.86M |
Alliance Laundry Holdings, Inc. Risk Analysis
Alliance Laundry Holdings, Inc. disclosed 5 risk factors in its most recent earnings report. Alliance Laundry Holdings, Inc. reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Alliance Laundry Holdings, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $1.59B | 14.41 | 15.93% | 0.21% | 5.11% | 34.02% | |
65 Neutral | $1.40B | 18.08 | 8.12% | 2.39% | 1.78% | -25.36% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
58 Neutral | $1.55B | 6.47 | 26.15% | 1.84% | -6.03% | ― | |
56 Neutral | $4.95B | 39.50 | ― | ― | ― | ― | |
50 Neutral | $1.11B | 14.70 | 0.83% | 4.16% | 4.34% | -141.36% | |
47 Neutral | $3.62B | 12.74 | 12.72% | 7.40% | -11.36% | -133.01% |
* Consumer Cyclical Sector Average
ALH
Alliance Laundry Holdings, Inc.
24.47
-0.52
-2.08%
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16.27
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7.81%
TILE
Interface
26.85
8.33
44.97%
LZB
La-Z-Boy Incorporated
34.11
-3.42
-9.11%
LEG
Leggett & Platt
11.16
4.42
65.68%
WHR
Whirlpool
55.99
-18.50
-24.84%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.