Alliance Laundry Holdings, Inc. (ALH)
NYSE:ALH
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Alliance Laundry Holdings, Inc.
(NYSE:ALH)
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Rating:64Neutral
Price Target:
$27.00
▲(7.19% Upside)
Action:Reiterated
Date:06/02/26
The score is driven primarily by strong operating performance and improving free cash flow, reinforced by a positive earnings update with raised guidance and continued deleveraging efforts. Offsetting these positives, the balance sheet remains the key risk due to very high leverage, while valuation is also a headwind given the elevated P/E.
Positive Factors
Revenue & Margin Momentum
Sustained top-line momentum and improving gross/EBITDA margins demonstrate broad demand and better unit economics across geographies. Durable revenue growth with margin recovery supports predictable cash flow, reinvestment capacity and pricing power versus cyclical peers.
Negative Factors
High Leverage / Balance Sheet Risk
Very elevated leverage materially reduces financial flexibility, increases interest and refinancing sensitivity, and heightens reliance on continued strong cash flow to meet targets. A shock to operations or rates could strain covenants or limit strategic options for years.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue & Margin Momentum
Sustained top-line momentum and improving gross/EBITDA margins demonstrate broad demand and better unit economics across geographies. Durable revenue growth with margin recovery supports predictable cash flow, reinvestment capacity and pricing power versus cyclical peers.
Read all positive factors
Alliance Laundry Holdings, Inc. (ALH) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$5.01B
Dividend YieldN/A
Average Volume (3M)4.18M
Price to Earnings (P/E)37.3
Beta (1Y)1.78
Revenue GrowthN/A
EPS GrowthN/A
CountryUS
Employees4,046
SectorConsumer Cyclical
Sector Strength84
IndustryFurnishings, Fixtures & Appliances
Share Statistics
EPS (TTM)0.70
Shares Outstanding198,608,660
10 Day Avg. Volume4,182,931
30 Day Avg. Volume4,182,931
Financial Highlights & Ratios
PEG Ratio-20.94
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/Revenue3.55
Enterprise Value/Gross Profit9.55
Enterprise Value/Ebitda15.22
Forecast
1Y Price Target
$30.50Price Target Upside21.08% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)1.29
Revenue Forecast (FY)$1.83B
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:May 12, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Nov 12, 2026
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.Positive Updates
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.
Negative Updates
Tariff Headwinds and Near‑Term Impact
Tariffs represent ~ $20M annualized exposure; Q1 experienced approximately $4.5M–$5.0M tariff headwind. While pricing has largely offset these costs so far, tariffs remain a continuing risk if trade policy or cost pass-through dynamics change.
Read all updates
Q1-2026 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Alliance raised its full‑year 2026 outlook, increasing revenue growth to 6–7% and adjusted EBITDA growth to 7–8%, with roughly a 50/50 split between volume and price and an expectation of adjusted EBITDA margin expansion; management also reaffirmed other guidance items as unchanged. The company expects to reduce net leverage by ~0.75x in 2026 to the low‑2x net debt/adjusted‑EBITDA range by year‑end (Q1 net leverage 2.6x after a $65M Q1 debt paydown; total debt $1.3B, net debt $1.2B) and to continue generating strong free cash flow (Q1 operating cash flow $80M) to fund deleveraging, organic investment, tuck‑in M&A and potential near‑term buybacks/longer‑term dividends. For context, Q1 results underpinning the raise were: revenue $427M (+10% YoY), adjusted EBITDA $109M (+9%), adjusted net income $63M (+85%), and management noted pricing actions largely offset an approximate $20M annualized tariff exposure (Q1 tariff headwind ~$4.5–5M).Alliance Laundry Holdings, Inc. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
40
Negative
Cash Flow
67
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 1.72B | 1.71B | 1.51B | 1.37B |
| Gross Profit | 639.32M | 642.10M | 507.38M | 428.24M |
| EBITDA | 401.13M | 382.24M | 356.48M | 319.87M |
| Net Income | 134.54M | 101.75M | 98.32M | 88.23M |
Balance Sheet | ||||
| Total Assets | 2.89B | 2.89B | 2.83B | 2.85B |
| Cash, Cash Equivalents and Short-Term Investments | 152.36M | 149.70M | 188.04M | 209.97M |
| Total Debt | 1.93B | 2.00B | 2.63B | 1.79B |
| Total Liabilities | 2.46B | 2.49B | 3.11B | 2.30B |
| Stockholders Equity | 430.14M | 392.12M | -277.33M | 550.93M |
Cash Flow | ||||
| Free Cash Flow | 215.65M | 158.02M | 101.97M | 176.03M |
| Operating Cash Flow | 266.21M | 211.69M | 145.46M | 208.72M |
| Investing Cash Flow | -86.01M | -91.65M | -87.76M | -52.00M |
| Financing Cash Flow | -241.32M | -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 |
|---|---|---|---|---|---|---|---|
80 Outperform | $1.72B | 13.49 | 16.69% | 0.21% | 7.34% | 48.24% | |
65 Neutral | $1.54B | 18.36 | 8.12% | 2.39% | 1.69% | -31.16% | |
64 Neutral | $5.01B | 37.27 | 105.66% | ― | ― | ― | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
54 Neutral | $1.40B | 6.22 | 23.12% | 1.84% | -8.33% | ― | |
50 Neutral | $1.11B | 97.71 | 0.83% | 4.16% | 5.62% | -65.76% | |
43 Neutral | $2.81B | 15.42 | 5.85% | 7.40% | -3.60% | 1945.71% |
* Consumer Cyclical Sector Average
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Alliance Laundry Holdings, Inc. Corporate Events
Business Operations and StrategyExecutive/Board Changes
Alliance Laundry Announces Leadership Transition and IR Appointment
Positive
Jun 2, 2026
Alliance Laundry Holdings Inc. announced a planned leadership transition on June 2, 2026, as long-serving Chief Operating Officer International Jan Vleugels decided to retire effective September 30, 2026. The company, which listed on the NYSE in O...
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.