Alliance Laundry (ALH)

Market Price (10/29/2026): $21.0 | Market Cap: $4.2 BilSector: Consumer Discretionary | Industry: Household Appliances

Alliance Laundry (ALH)

Market Price (10/29/2026): $21.0
Market Cap: $4.2 Bil
Sector: Consumer Discretionary
Industry: Household Appliances

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%

Attractive yield
FCF Yield is 6.0%

Low stock price volatility
Vol 12M is 35%

Megatrend and thematic drivers
Megatrends include Sustainable Consumption, Smart Buildings & Proptech, and Electrification of Everything. Themes include Eco-friendly Products, Show more.

Weak multi-year price returns
2Y Excs Rtn is -47%, 3Y Excs Rtn is -97%

Key risks
ALH key risks include [1] high leverage and negative shareholder equity driven by an aggressive financial policy under its majority owner and [2] a substantial geographic revenue concentration with 74% derived from North America.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%
1	Attractive yield FCF Yield is 6.0%
2	Low stock price volatility Vol 12M is 35%
3	Megatrend and thematic drivers Megatrends include Sustainable Consumption, Smart Buildings & Proptech, and Electrification of Everything. Themes include Eco-friendly Products, Show more.
4	Weak multi-year price returns 2Y Excs Rtn is -47%, 3Y Excs Rtn is -97%
5	Key risks ALH key risks include [1] high leverage and negative shareholder equity driven by an aggressive financial policy under its majority owner and [2] a substantial geographic revenue concentration with 74% derived from North America.

ALH in ETFs

Weight = ALH's share of each fund

VTI0.00%

ITOT0.00%

IWM0.05%

VB0.02%

IWO0.09%

VTWO0.04%

VBK0.04%

SCHA0.03%

+5 more covered ETFs

Valuation & Metrics

FYE: 12/31	Forward FYE		Now	Historical (CYE & TTM)
	2027	2026	10/29/26	2025	2024	2023	2022
Share Price			$21.00	$20.35	�	�	�
Mkt Cap ($ Bil)			4.2	4.0	-	-	-
+ Debt ($ Bil)			1.9	2.5	0.0	0.0	0.0
- Cash ($ Bil)			0.2	0.1	0.0	0.0	0.0
TEV ($ Bil)			5.9	6.5
Valuation Ratios
P/S	2.2	2.3	2.3	2.4	-	-	-
P/EBIT	8.3	8.9	12.4	13.2	-	-	-
P/E	14.1	15.7	23.3	33.9	-	-	-
P/FCF	—	—	16.3	27.6	-	-	-
Sector Ratios (* = sector average)
P/S *			0.8	0.9	0.8	0.9	0.8
P/EBIT *			8.0	8.3	8.2	7.9	6.4
P/E *			11.8	12.0	11.7	10.6	7.8
P/FCF *			9.9	12.5	12.9	9.4	5.2

FYE: 12/31	Forward FYE		Now
	2027	2026	10/29/26
Share Price			$21.00
Mkt Cap ($ Bil)			4.2
+ Debt ($ Bil)			1.9
- Cash ($ Bil)			0.2
TEV ($ Bil)			5.9
Valuation Ratios
P/S	2.2	2.3	2.3
P/EBIT	8.3	8.9	12.4
P/E	14.1	15.7	23.3
P/FCF	—	—	16.3
Sector Ratios (* = sector average)
P/S *			0.8
P/EBIT *			8.0
P/E *			11.8
P/FCF *			9.9

FYE: 12/31	ALH [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$1.8 Bil	—
FY 2026 Sales	$1.8 Bil	—
FY 2027 Sales	$1.9 Bil	—
FY 2026 Sales Growth	2.6%	—
FY 2027 Sales Growth	6.2%	13.3%
EARNINGS
LTM Net Income (GAAP) [3]	$179.1 Mil	—
FY 2026 Net Income (Non-GAAP)	$266.6 Mil	—
FY 2027 Net Income (Non-GAAP)	$295.2 Mil	—
FY 2027 Net Income Growth	10.7%	19.1%
FY 2026 EPS (Non-GAAP)	$1.35	—
FY 2027 EPS (Non-GAAP)	$1.49	—
FY 2027 EPS Growth	10.7%	—
VALUATION
FY 2026 P/S	2.3	1.6
FY 2027 P/S	2.2	—
FY 2026 P/E	15.7	7.4
FY 2027 P/E	14.1	—

[1] ALH forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
[2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 10/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
[3] LTM = reported trailing-twelve-month actuals (GAAP).

	ALH	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	1.8
Rev Chg Q	6.6%	9.1%
Rev Chg LTM	9.9%	8.5%
Rev Chg 3Y Avg	9.9%	6.1%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.3
CFO LTM ($ Bil)	0.3
Net Inc LTM ($ Bil)	0.2
Op Mgn LTM	19.1%	18.5%
CFO/Rev LTM	17.3%	21.9%
Net Inc Mgn	10.1%	13.3%
VALUATION	MODERATE
P/S	2.3	3.2
P/CFO	13.6	15.2
P/FCF	16.3	19.9
P/E	23.3	22.6
STABILITY	GOOD
Debt/Equity	0.46	0.19
Cash/Assets	0.05	0.07

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Metric	Value	Date	Source
Estimated Commercial Installed Base	8 million units	11032025	Link
Number of Countries Served	approximately 150	10302025	Link
Number of Brands	5	10302025	Link

Price Chart

Upcoming
11/12/2026	Earnings Release	Rev: $461 Mil (E) EPS: $0.32 (E)

Why The Stock Moved

Qualitative Assessment

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Updated on 10/1/2026

Alliance Laundry (ALH) stock has lost about 20% since 6/30/2026 because of the following key factors:

1. A substantial public offering by a principal stockholder introduced significant supply to the market.

In mid-August 2026, Alliance Laundry Holdings (ALH) experienced downward pressure following a large public offering of common stock by its principal stockholder, BDT Capital Partners LLC, and affiliated investment funds. This offering was upsized to 22.55 million shares priced at $23 per share. An open-market sale of 25,932,500 shares at $22.74 by BDT Capital Partners LLC and Byron D. Trott on August 20, 2026, amounted to approximately $589.6 million, significantly exceeding the $5 million threshold for insider trading consideration and directly contributing to the stock's decline.

2. Market absorption challenges due to increased share supply overshadowed positive company fundamentals.

The market's need to absorb the large block of shares from the principal stockholder's offering in fiscal Q3 2026 created an imbalance between supply and demand. This increased supply exerted consistent downward pressure, pushing the stock price from approximately $26.27 around June 30, 2026, to around $21.87 by late September 2026. This occurred despite Alliance Laundry reporting strong fiscal Q2 2026 results on August 13, 2026, with an earnings per share (EPS) of $0.41, beating consensus estimates by $0.06, and revenue of $476.76 million.

3. Broader industrial sector volatility and macroeconomic headwinds contributed to investor caution.

Alliance Laundry's stock traded within a tight range near $22.70-$22.90 amidst wider industrial sector volatility and mixed investor positioning. The industrials sector generally faced pressure from fears that the Federal Reserve would continue raising interest rates, impacting cyclical and industrial names market-wide.

4. Analyst forecasts indicated a slower comparative revenue growth outlook.

Despite beating earnings expectations for fiscal Q2 2026 and raising full-year 2026 Adjusted EBITDA guidance, analyst forecasts suggested that Alliance Laundry Holdings' revenue growth for 2026 was expected to be a credible 2.7% improvement compared to the prior 12 months. This was noted to be slower than the wider machinery industry, which was projected to grow at an average of 7.1% annually, potentially dampening long-term investor sentiment.

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Stock Movement Drivers

Fundamental Drivers

The -19.4% change in ALH stock from 6/30/2026 to 10/28/2026 was primarily driven by a -1.7% change in the company's Shares Outstanding (Mil).

(LTM values as of)	6302026	10282026	Change
Stock Price ($)	26.52	21.38	-19.4%
Change Contribution By:
Total Revenues ($ Mil)	�	1,776	0.0%
Net Income Margin (%)	�	10.1%	0.0%
P/E Multiple	�	23.7	0.0%
Shares Outstanding (Mil)	195	199	-1.7%
Cumulative Contribution			0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2026 to 10/28/2026

	Return	Correlation
ALH	-19.4%
Market (SPY)	3.4%	39.8%
Sector (XLY)	-1.7%	34.0%

Fundamental Drivers

The 3.1% change in ALH stock from 3/31/2026 to 10/28/2026 was primarily driven by a 69.4% change in the company's Net Income Margin (%).

(LTM values as of)	3312026	10282026	Change
Stock Price ($)	20.74	21.38	3.1%
Change Contribution By:
Total Revenues ($ Mil)	1,709	1,776	3.9%
Net Income Margin (%)	6.0%	10.1%	69.4%
P/E Multiple	40.3	23.7	-41.1%
Shares Outstanding (Mil)	198	199	-0.5%
Cumulative Contribution			3.1%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 10/28/2026

	Return	Correlation
ALH	3.1%
Market (SPY)	19.1%	40.9%
Sector (XLY)	6.0%	39.7%

Fundamental Drivers

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Market Drivers

9/30/2025 to 10/28/2026

	Return	Correlation
ALH
Market (SPY)	16.9%	43.2%
Sector (XLY)	-3.2%	39.4%

Fundamental Drivers

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Market Drivers

9/30/2023 to 10/28/2026

	Return	Correlation
ALH
Market (SPY)	86.9%	43.2%
Sector (XLY)	46.6%	39.4%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
ALH Return	-	-	-	-	-18%	5%	-14%
Peers Return	6%	-19%	2%	-0%	20%	-1%	4%
S&P 500 Return	27%	-19%	24%	23%	16%	13%	106%
Monthly Win Rates [3]
ALH Win Rate	-	-	-	-	33%	50%
Peers Win Rate	62%	42%	53%	50%	53%	44%
S&P 500 Win Rate	75%	42%	67%	75%	67%	50%
Max Drawdowns [4]
ALH Max Drawdown	-	-	-	-	-	-26%
Peers Max Drawdown	-30%	-41%	-28%	-26%	-34%	-36%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: WHR, EVI, CTAS, UNF, HCSG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/28/2026 (YTD)

ALH has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.

Event	XLY	S&P 500
2025 US Tariff Shock
% Loss	-21.8%	-18.8%
% Gain to Breakeven	27.9%	23.1%
Time to Breakeven	105 days	79 days
2024 Yen Carry Trade Unwind
% Loss	-11.2%	-7.8%
% Gain to Breakeven	12.6%	8.5%
Time to Breakeven	37 days	18 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-13.6%	-9.5%
% Gain to Breakeven	15.8%	10.5%
Time to Breakeven	42 days	24 days
2022 Inflation Shock & Fed Tightening
% Loss	-35.9%	-24.5%
% Gain to Breakeven	56.0%	32.4%
Time to Breakeven	874 days	427 days
2020 COVID-19 Crash
% Loss	-33.9%	-33.7%
% Gain to Breakeven	51.3%	50.9%
Time to Breakeven	82 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-19.6%	-19.2%
% Gain to Breakeven	24.4%	23.8%
Time to Breakeven	98 days	105 days

Compare to WHR, EVI, CTAS, UNF, HCSG

In The Past

State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

ALH has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.

Event	XLY	S&P 500
2025 US Tariff Shock
% Loss	-21.8%	-18.8%
% Gain to Breakeven	27.9%	23.1%
Time to Breakeven	105 days	79 days
2022 Inflation Shock & Fed Tightening
% Loss	-35.9%	-24.5%
% Gain to Breakeven	56.0%	32.4%
Time to Breakeven	874 days	427 days
2020 COVID-19 Crash
% Loss	-33.9%	-33.7%
% Gain to Breakeven	51.3%	50.9%
Time to Breakeven	82 days	140 days
2008-2009 Global Financial Crisis
% Loss	-51.0%	-53.4%
% Gain to Breakeven	104.3%	114.4%
Time to Breakeven	372 days	1085 days

Compare to WHR, EVI, CTAS, UNF, HCSG

In The Past

State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Alliance Laundry (ALH)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Alliance Laundry (ALH) is the world's largest designer and manufacturer of commercial laundry systems, operating as a pure-play in this specialized industry. The company provides high-quality, durable, and reliable laundry machines that serve as essential infrastructure or revenue-generating assets for a diverse range of commercial end-users globally. Its primary customers include healthcare facilities, hotels, laundromats, fire stations, and communal laundry facilities, all of whom prioritize uninterrupted operations and efficient processing of large laundry volumes. ALH focuses on the $7.4 billion (2023) commercial laundry market, where it holds an estimated 40% share in North America, leveraging over a century of engineering excellence.

ALH's machines are renowned for their superior build quality, extensive testing, and low total cost of ownership, allowing the company to command a price premium and foster strong customer loyalty when machines are replaced. Beyond its commercial focus, ALH also addresses a growing segment of residential customers seeking commercial-grade laundry solutions. The company distributes its systems through an extensive global network of approximately 600 long-standing partners and direct sales channels in key markets. Geographically, North America accounts for 74% of its revenue, with the International segment contributing the remaining 26%. This strategic focus, coupled with a strong cash generation profile and minimal capital expenditure needs, underpins its consistent growth.

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Here are 1-3 brief analogies to describe Alliance Laundry (ALH):

ALH is like the Caterpillar for commercial laundry equipment, providing heavy-duty, reliable, and premium machines essential for businesses.
ALH is the Otis Worldwide for commercial laundry rooms, specializing in essential, high-quality, and long-lasting systems that businesses rely on.

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Alliance Laundry's major products are:

Commercial Laundry Systems: High-quality, durable washing and drying machines designed for demanding commercial environments such as laundromats, hotels, and healthcare facilities.
Commercial-Quality Residential Laundry Products: Robust and reliable laundry machines designed for discerning residential customers seeking commercial-grade performance and durability for their homes.

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Major Customers of Alliance Laundry (ALH)

Alliance Laundry (ALH) primarily sells its commercial laundry systems to other companies and organizations, rather than directly to individuals. The provided description does not list the specific names of individual customer companies or their public symbols.

However, the company description identifies the following major categories of commercial end-users for its systems:

Healthcare facilities: Hospitals, clinics, and other medical institutions that require high-capacity and reliable laundry services for hygiene and patient care.
Hotels: Hospitality establishments that need efficient and durable laundry solutions for linens, towels, and guest services.
Laundromats: Commercial self-service or attended laundry facilities where customers can wash and dry clothes.
Communal laundry facilities: Shared laundry amenities found in apartment buildings, universities, military bases, and other multi-housing environments.
Fire stations: Emergency services that rely on specialized laundry equipment for cleaning gear and uniforms.
Other commercial applications: A wide range of other businesses and institutions where hygiene is critical, and large volumes of laundry need to be processed effectively.

In addition to these end-users, Alliance Laundry's immediate customers also include its extensive global network of approximately 600 distributors. These distributors play a critical role in educating end-customers and facilitating sales. The company also uses direct sales channels in certain key markets.

A select but growing segment of residential customers also purchases commercial-quality products for their homes, though this is not the primary focus.

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Michael D. Schoeb, Chief Executive Officer and Director

Michael D. Schoeb has led Alliance Laundry Systems as CEO since 2011, having joined the company in 2007 as President and Chief Operating Officer. Under his leadership, the company has significantly increased its enterprise value and expanded its global presence. Before his tenure at Alliance Laundry, Schoeb served as President and Chief Operating Officer of Wausau Homes. His career also includes senior leadership positions at Hilti Corporation, where he was President of Hilti do Brasil and Senior Vice President of Marketing & Brand for North America. He began his professional journey with various sales, marketing, and general management roles at Johnson Controls, Inc. Schoeb possesses an extensive international background, having worked across the U.S., Europe, and Latin America. His diverse experience includes leadership within US and European multinationals, a large family-owned business, and a global private equity portfolio company.

Dean J. Nolden, Chief Financial Officer

Dean J. Nolden assumed the role of Chief Financial Officer at Alliance Laundry Systems in April 2025. Prior to joining Alliance Laundry, he held CFO positions at Stella & Chewy's from 2021 to 2025 and at Techniplas from 2020 to 2021. Nolden also served as Chief Financial Officer for REV Group, Inc. between 2016 and 2020. He gained extensive experience at The Manitowoc Company from 1997 to 2015, where he held progressively senior finance roles, including Executive Vice President Finance, Vice President Finance and Treasurer, and Corporate Controller. Nolden commenced his career in audit at PricewaterhouseCoopers (PwC) from 1991 to 1997. His background encompasses leadership in various industries within both private equity-owned and publicly traded organizations.

Joseph Hainline, Chief Technology Officer

Samantha Hannan, Chief Legal & Compliance Officer

Jan Vleugels, Senior Vice President and Chief Operating Officer International

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Key Business Risks for Alliance Laundry (ALH)

Concentrated Focus on the Commercial Laundry Market: Alliance Laundry operates with a "pure play focus" on the commercial laundry industry, making it highly susceptible to any significant downturns, technological disruptions, or shifts in customer demand within this specific market. A substantial portion of its business relies on the regular replacement cycle of machines in this sector, meaning any factors that extend machine lifespans or reduce the need for commercial laundry services could severely impact its revenue and growth.
Reliance on a Global Network of Independent Distributors: The company's sales model heavily depends on an extensive global network of approximately 600 independent distributors, who are described as "critical" and "highly influential" in customer purchasing decisions. While Alliance Laundry boasts long-standing relationships with these partners, any deterioration of these relationships, increased competition for distributor loyalty, or financial instability among key distributors could significantly impede its ability to reach end-customers and generate sales.
High Revenue Concentration in the North American Market: Alliance Laundry's North America segment accounted for 74% of its 2024 revenue. This significant geographic concentration exposes the company to specific economic, regulatory, or competitive risks within the North American market. Adverse conditions in this region could have a disproportionately large impact on its overall financial performance, given its relatively smaller international footprint.

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Alliance Laundry (ALH) operates within two primary addressable markets: * **Global Total Laundry Systems Market:** The total addressable market for commercial, residential, and industrial laundry systems worldwide was approximately $82 billion in 2023. * **Global Commercial Laundry Systems Market:** The commercial laundry systems industry, a segment of the broader laundry market, generated nearly $7.4 billion in revenues globally in 2023. This market is projected to grow to USD 10.8 billion by 2032 or USD 11.70 billion by 2030.

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Alliance Laundry (ALH) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic initiatives and market dynamics:

Volume Growth and Market Share Expansion: Alliance Laundry anticipates sustained volume growth, projecting to outpace the global commercial laundry industry's estimated 5% annual growth rate. This indicates an expectation of gaining market share through increased unit sales across its diverse end markets.
Strategic Pricing Actions: The company plans to implement strategic price increases, which are expected to contribute significantly to revenue growth and help offset higher input costs and tariff impacts.
Product Innovation and Digital Solutions: Continued investment in innovation and new product development, including both physical products and an evolving digital platform, will be a key driver. Recent launches such as the Scan-Pay-Wash cashless solution and the ProCapture lint system are expected to enhance competitive differentiation and drive adoption.
International Market Expansion: Alliance Laundry is focusing on expanding its presence in international markets, with strategic investments aimed at driving growth in both mature and developing regions. The positive reception of new products like the Stax-X stacked washer-dryer in the Asia Pacific region highlights opportunities for growth outside North America.
Sustained Demand in Core End Markets: The company expects continued strong and broad-based demand across its essential end markets, including vended laundromats, on-premise laundry facilities (such as healthcare and hospitality), and the growing commercial-in-home segment. This steady demand, driven by the non-cyclical nature of laundry needs and regular replacement cycles, provides a stable foundation for revenue growth.

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Share Issuance

Alliance Laundry (ALH) began trading on the New York Stock Exchange on October 9, 2025.
The Initial Public Offering (IPO) priced at $22 per share, raising $826.3 million.
As of March 6, 2026, Alliance Laundry had 197,944,735 shares of common stock outstanding.

Inbound Investments

BDT Capital Partners will retain approximately 76% voting control of Alliance Laundry post-IPO.

Capital Expenditures

Capital expenditures for 2025 were approximately $53.7 million.
Expected capital expenditures for 2026 are projected to be around $60 million.
The primary focus of capital expenditures includes investments in capacity expansion, automation, new product development, and expanded testing capabilities in facilities located in Thailand and the Czech Republic.

Interactive Breakdown

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Better Bets vs. Alliance Laundry (ALH)

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Peer Outperformance in Household Appliances

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Share of Household Appliances constituents that ALH has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.

15%

of 20 industry peers · -20.6% return

—

insufficient peer history

—

insufficient peer history

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Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Household Appliances is ALH's own industry. Use this to see which corners of the sector have carried the returns.

Industry	Names	1Y med	3Y med	5Y med	Top 3 by 5Y
Education Services	14	-23.0%	47.1%	75.6%	CVSA 233% · LRN 136% · GHC 110%
Homebuilding	17	-7.2%	45.1%	25.5%	PHM 158% · TOL 144% · GRBK 143%
Hotels, Resorts & Cruise Lines	21	9.4%	45.5%	19.7%	RCL 266% · MAR 157% · LIND 147%
Home Furnishings	3	-9.1%	66.9%	-0.7%	SGI 46% · MHK -36%
Automotive Retail	17	-16.8%	16.2%	-1.3%	MUSA 224% · PAG 126% · ORLY 117%
Home Improvement Retail	5	-16.9%	14.8%	-5.4%	HD -3% · LOW -5% · FND -65%
Specialized Consumer Services	9	-13.7%	35.5%	-13.5%	HRB 142% · FTDR 101% · SCI 31%
Restaurants	36	-8.9%	-0.9%	-20.7%	EAT 418% · CAKE 189% · TXRH 113%
Footwear	9	68.8%	43.9%	-23.5%	DECK 27% · SHOO 6% · CROX -24%
Distributors	4	-17.3%	-14.2%	-26.0%	ARMK 124% · GPC 7% · POOL -58%
Leisure Products	14	-20.5%	-7.5%	-34.5%	GOLF 79% · HAS 50% · BC -18%
Household Appliances ←	18	6.3%	14.7%	-38.3%
Apparel, Accessories & Luxury Goods	29	0.9%	20.7%	-39.3%	RL 244% · TPR 224% · KTB 68%
Apparel Retail	26	-2.7%	-1.9%	-39.6%	ANF 313% · TJX 128% · ROST 113%
Leisure Facilities	12	8.3%	1.0%	-42.1%	OSW 165% · LTH 140% · PLNT -33%
Automotive Parts & Equipment	39	-9.3%	-10.2%	-43.7%	MOD 1216% · GTX 238% · BWA 50%
Computer & Electronics Retail	3	0.1%	74.2%	-49.0%	BBY 1% · GME -49%
Casinos & Gaming	20	-18.3%	-20.3%	-49.4%	MCRI 79% · BYD 14% · RRR 12%
Broadline Retail	13	-3.7%	34.2%	-52.7%	EBAY 78% · AMZN 48% · OLLI 26%
Other Specialty Retail	24	-17.3%	-13.6%	-61.3%	ULTA 67% · ASO 43% · DKS 24%
Automobile Manufacturers	8	-26.4%	-44.6%	-72.2%	GM 59% · TSLA 13% · F -3%
Consumer Electronics	11	-33.4%	-23.3%	-78.9%	GRMN 108% · SONO -45%

Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	Alliance Laundry Stock 9-Day Losing Spree: Stock Falls 17%	08/21/2026
2	Alliance Laundry Stock 8-Day Losing Spree: Stock Falls 14%	08/20/2026

	Title
0	ARTICLES

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AXGN	Axogen	2.6	31.5%	50.5%
KIDS	OrthoPediatrics	0.7	29.3%	73.4%
PRME	Prime Medicine	0.9	23.2%	54.5%
REPL	Replimune	1.6	23.1%	65.2%
DNA	Ginkgo Bioworks	0.8	18.2%	60.3%
EMAT	Evolution Metals & Technologies	1.0	17.5%	-92.1%
VRT	Vertiv	93.4	16.5%	50.1%
GENB	Generate Biomedicines	2.0	16.4%	21.6%
BLCO	Bausch & Lomb	7.3	15.8%	19.4%
BEAM	Beam Therapeutics	3.0	15.6%	3.8%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
BCAX	Bicara Therapeutics	0.7	-44.2%	-42.0%
INBX	Inhibrx Biosciences	1.1	-23.4%	-7.2%
FFIV	F5	20.7	-20.4%	43.2%
RAPP	Rapport Therapeutics	1.1	-18.3%	-25.8%
LSTR	Landstar System	4.7	-17.8%	-1.4%
BBNX	Beta Bionics	0.8	-16.5%	-41.4%
ENPH	Enphase Energy	3.3	-16.0%	-22.0%
GERN	Geron	0.6	-15.8%	-26.6%
LPLA	LPL Financial	21.5	-15.2%	-24.4%
SLS	SELLAS Life Sciences	2.0	-14.7%	175.3%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
SGRY	Surgery Partners	3.0	50.9%	50.4%
PRME	Prime Medicine	0.9	40.7%	54.5%
ENVX	Enovix	0.8	38.6%	-51.8%
REPL	Replimune	1.6	37.0%	65.2%
AXGN	Axogen	2.6	35.0%	50.5%
DNA	Ginkgo Bioworks	0.8	33.1%	60.3%
PACB	Pacific Biosciences of California	0.9	32.2%	51.3%
MYPS	PLAYSTUDIOS	0.6	31.6%	628.5%
RPD	Rapid7	1.2	30.9%	16.3%
NN	NextNav	1.8	30.7%	-24.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
BCAX	Bicara Therapeutics	0.7	-45.5%	-42.0%
AVTX	Avalo Therapeutics	0.3	-41.9%	-60.8%
ORIC	ORIC Pharmaceuticals	1.0	-32.9%	13.7%
MSGS	Madison Square Garden Sports	7.4	-25.9%	18.1%
CORT	Corcept Therapeutics	9.1	-25.8%	147.9%
INBX	Inhibrx Biosciences	1.1	-25.4%	-7.2%
CRS	Carpenter Technology	13.9	-23.9%	-10.9%
SLM	SLM	3.3	-22.4%	-33.4%
ENPH	Enphase Energy	3.3	-21.9%	-22.0%
INOD	Innodata	1.6	-21.3%	-6.5%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
BRZE	Braze	5.1	97.8%	33.5%
PRME	Prime Medicine	0.9	73.5%	54.5%
DGICB	Donegal	-	66.8%	50.4%
SGRY	Surgery Partners	3.0	61.3%	50.4%
DXC	DXC Technology	2.6	55.8%	9.8%
PACB	Pacific Biosciences of California	0.9	54.6%	51.3%
NTSK	Netskope	10.6	53.6%	51.2%
RRC	Range Resources	13.1	51.5%	59.7%
RPD	Rapid7	1.2	51.0%	16.3%
APPN	Appian	3.8	47.1%	46.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
GLAS	Glass House Brands	0.2	-66.9%	-74.6%
AVTX	Avalo Therapeutics	0.3	-54.3%	-60.8%
NUAI	New Era Energy & Digital	0.3	-50.7%	13.7%
FMC	FMC	0.6	-50.4%	-67.1%
SHAZ	SharonAI	0.5	-47.4%	-69.2%
BCAX	Bicara Therapeutics	0.7	-47.4%	-42.0%
BRUN	Boost Run	0.5	-47.1%	-58.0%
AVBP	ArriVent BioPharma	0.7	-46.8%	-21.8%
CIFR	Cipher Digital	3.6	-46.3%	-39.9%
UNIT	Uniti	1.2	-43.3%	-30.7%

Peer Comparisons

Peers to compare with:

Financials

	ALH	WHR	EVI	CTAS	UNF	HCSG	Median
Name	Alliance.	Whirlpool	EVI Indu.	Cintas	UniFirst	Healthca.
Mkt Price	21.00	27.53	21.58	216.50	250.61	23.98	25.75
Mkt Cap	4.2	1.8	0.3	86.6	4.5	1.6	3.0
Rev LTM	1,776	14,565	447	11,561	2,493	1,865	2,179
Op Inc LTM	338	299	16	2,730	144	137	221
FCF LTM	256	-249	13	2,033	88	149	118
FCF 3Y Avg	-	84	19	1,844	112	92	92
CFO LTM	307	313	21	2,434	240	154	273
CFO 3Y Avg	-	572	25	2,249	268	98	268

Growth & Margins

	ALH	WHR	EVI	CTAS	UNF	HCSG	Median
Name	Alliance.	Whirlpool	EVI Indu.	Cintas	UniFirst	Healthca.
Rev Chg LTM	9.9%	-6.4%	14.6%	9.5%	1.4%	5.2%	7.4%
Rev Chg 3Y Avg	-	-8.9%	8.2%	8.7%	4.6%	3.7%	4.6%
Rev Chg Q	6.6%	-8.8%	10.8%	10.9%	3.9%	2.7%	5.2%
QoQ Delta Rev Chg LTM	1.7%	-2.4%	2.7%	2.6%	1.0%	0.7%	1.3%
Op Inc Chg LTM	10.0%	-63.9%	14.1%	13.0%	-23.8%	940.6%	11.5%
Op Inc Chg 3Y Avg	-	-27.2%	1.0%	13.6%	5.6%	285.7%	5.6%
Op Mgn LTM	19.1%	2.1%	3.5%	23.6%	5.8%	7.4%	6.6%
Op Mgn 3Y Avg	-	4.1%	3.4%	22.8%	6.8%	3.5%	4.1%
QoQ Delta Op Mgn LTM	0.4%	-0.9%	0.3%	0.3%	-1.1%	3.8%	0.3%
CFO/Rev LTM	17.3%	2.1%	4.6%	21.1%	9.6%	8.3%	8.9%
CFO/Rev 3Y Avg	-	3.5%	6.4%	21.2%	11.0%	5.4%	6.4%
FCF/Rev LTM	14.4%	-1.7%	3.0%	17.6%	3.5%	8.0%	5.8%
FCF/Rev 3Y Avg	-	0.4%	5.0%	17.4%	4.6%	5.1%	5.0%

Valuation

	ALH	WHR	EVI	CTAS	UNF	HCSG	Median
Name	Alliance.	Whirlpool	EVI Indu.	Cintas	UniFirst	Healthca.
Mkt Cap	4.2	1.8	0.3	86.6	4.5	1.6	3.0
P/S	2.3	0.1	0.6	7.5	1.8	0.9	1.4
P/Op Inc	12.3	6.0	17.7	31.7	31.5	12.0	15.0
P/EBIT	12.4	4.3	17.7	32.0	31.5	10.8	15.0
P/E	23.3	-14.7	36.0	42.0	39.1	13.4	29.6
P/CFO	13.6	5.8	13.5	35.6	18.9	10.7	13.5
Total Yield	4.2%	0.6%	2.8%	3.3%	3.1%	7.4%	3.2%
Dividend Yield	0.0%	7.4%	0.0%	0.9%	0.6%	0.0%	0.3%
FCF Yield 3Y Avg	-	-1.2%	7.0%	2.3%	3.1%	7.2%	3.1%
D/E	0.5	4.3	0.2	0.0	0.0	0.0	0.1
Net D/E	0.4	3.7	0.2	0.0	-0.0	-0.1	0.1

Returns

	ALH	WHR	EVI	CTAS	UNF	HCSG	Median
Name	Alliance.	Whirlpool	EVI Indu.	Cintas	UniFirst	Healthca.
1M Rtn	-4.0%	-12.3%	8.0%	7.9%	-3.4%	15.4%	2.3%
3M Rtn	-19.1%	-28.4%	42.1%	0.2%	-16.7%	2.3%	-8.2%
6M Rtn	-15.2%	-49.6%	18.6%	25.1%	-1.8%	12.4%	5.3%
12M Rtn	-22.0%	-63.6%	-22.8%	15.2%	58.1%	24.7%	-3.4%
3Y Rtn	-15.4%	-68.5%	-11.6%	79.1%	59.6%	150.1%	24.0%
1M Excs Rtn	-4.3%	-11.2%	7.3%	8.5%	-2.5%	13.8%	2.4%
3M Excs Rtn	-24.0%	-31.8%	43.3%	0.8%	-18.6%	-0.2%	-9.4%
6M Excs Rtn	-23.6%	-58.2%	10.0%	16.5%	-10.3%	3.9%	-3.2%
12M Excs Rtn	-32.6%	-74.4%	-35.0%	3.0%	47.2%	14.0%	-14.8%
3Y Excs Rtn	-97.5%	-159.1%	-94.5%	-7.1%	-26.5%	58.6%	-60.5%

FDIC Bank Data

Bank Capital

null

Bank Deposits

null

Bank Assets

null

Bank Loans

null

FDA Approved Drugs Data

Expand for Morenull

Clinical Pipeline

null

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022
Period End	6/30/2026	12/31/2025	12/31/2024	12/31/2023	12/31/2022
Filing Date	8/13/2026	3/13/2026	10/9/2025	3/13/2026	10/9/2025
Key Financials
Total Revenue	1,776	1,709	1,508	1,365	1,376
Gross Profit	670	642	551	473	419
EBITDA	429	382	346	317	261
Operating Income	338	317	284	236	194
Net Income	179	102	98	88	100
EPS	0.92	0.57	0.50	0.45	0.51
Growth Rates
Total Revenue Growth	9.9%	13.3%	10.5%	-0.8%	-
EBITDA Growth	23.0%	10.6%	9.2%	21.1%	-
Operating Income Growth	10.0%	11.7%	20.5%	21.7%	-
Net Income Growth	126.7%	3.5%	11.4%	-11.5%	-
Margins
Gross Margin	37.7%	37.6%	36.5%	34.7%	30.5%
EBITDA Margin	24.2%	22.4%	22.9%	23.2%	19.0%
Operating Income Margin	19.1%	18.6%	18.8%	17.3%	14.1%
Net Income Margin	10.1%	6.0%	6.5%	6.5%	7.2%
Cash & Debt
Total Cash	159	123	155	182	�
Total Debt	1,905	1,995	2,627	1,793	0
Net Debt / (Cash)	1,745	1,872	2,473	1,611	�
Cash Flows & CapEx
Net Cash from Operations	307	212	145	209	105
Total CapEx	-51	-54	-43	-33	-25
Free Cash from Operations	256	158	102	176	80
Returns to Shareholders
Dividends	0	-0	266	-0	-0
Share Repurchases	4	6	636	19	67

$ Mil \| FY: 12/31	2026Q2	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
Period End	6/30/2026	3/31/2026	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024
Filing Date	8/13/2026	5/12/2026	3/13/2026	11/13/2025	10/9/2025	5/12/2026	10/9/2025	11/13/2025
Key Financials Quarterly
Total Revenue	477	427	435	438	447	390	395	384
Ebitda	128	113	86	103	103	91	99	57
Operating Income	106	84	64	85	94	74	67	72
Net Income	69	57	21	33	31	17	37	-6
EPS	0.35	0.29	0.11	0.17	0.16	0.09	0.19	-0.03
Key Financials TTM
Total Revenue TTM	1,776	1,747	1,709	1,669	1,616	-	-	-
Ebitda TTM	429	404	382	395	349	-	-	-
Operating Income TTM	338	327	317	321	308	-	-	-
Net Income TTM	179	141	102	118	79	-	-	-
Growth Rates Quarterly
Total Revenue Growth	6.6%	9.6%	10.1%	13.9%	-	-	-	-
EBITDA Growth	24.5%	24.4%	-13.1%	80.6%	-	-	-	-
Operating Income Growth	12.6%	12.5%	-5.6%	18.8%	-	-	-	-
Net Income Growth	121.3%	230.3%	-44.4%	620.3%	-	-	-	-
Margins Quarterly
EBITDA Margin	26.8%	26.4%	19.7%	23.6%	23.0%	23.3%	24.9%	14.9%
Operating Income Margin	22.2%	19.6%	14.6%	19.5%	21.0%	19.1%	17.0%	18.7%
Net Income Margin	14.4%	13.3%	4.7%	7.5%	6.9%	4.4%	9.4%	-1.6%
Cash & Debt
Total Cash	159	129	123	136	223	-	155	-
Total Debt	1,905	1,933	1,995	2,547	2,657	0	2,627	0
Net Debt / (Cash)	1,745	1,803	1,872	2,411	2,435	-	2,473	-
Cash Flows Quarterly
FCF from Operations	66	80	95	66	5	45	78	31
Cash Flows TTM
FCF from Operations TTM	307	246	212	195	160	-	-	-
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0
Share Repurchases	-0	-0	-0	4	0	2	1	634
Return on Invested Capital (ROIC) Quarterly
ROIC	14.4%	11.2%	6.7%	10.6%	11.8%	-	9.0%	-
Return on Invested Capital (ROIC) TTM
ROIC TTM	11.2%	10.4%	9.6%	10.2%	10.0%	-	-	-

Segment Financials

Revenue by Segment

$ Mil	2025	2024	2023	2022
Equipment	1,441	1,262	1,142	1,171
Service parts	175	156	141	141
Equipment financing	50	49	44	30
Other	44	41	38	34
Total	1,709	1,508	1,365	1,376

Price Behavior

Price Behavior

Market Price	$21.38
Market Cap ($ Bil)	4.2
First Trading Date	10/09/2025
Distance from 52W High	-23.7%
	50 Days	200 Days
DMA Price	$21.86	$23.50
DMA Trend	down	indeterminate
Distance from DMA	-2.2%	-9.0%
	3M	1YR
Volatility	26.6%	34.9%
Downside Capture	223.00	162.64
Upside Capture	66.31	114.79
Correlation (S&P 500)	44.8%	47.0%

ALH Betas & Captures as of 9/30/2026

	1M	2M	3M	6M	1Y	3Y
Beta	1.38	1.62	1.28	1.12	-0.01	-0.00
Up Beta	-1.37	1.55	0.72	1.10	-0.21	0.09
Down Beta	3.02	2.38	0.46	0.59	-0.09	0.39
Up Capture	116%	77%	106%	110%	98%	9%
Bmk +ve Days	6	16	27	66	132	424
Stock +ve Days	10	18	29	65	125	125
Down Capture	225%	282%	226%	144%	124%	72%
Bmk -ve Days	16	26	37	60	120	328
Stock -ve Days	12	24	35	61	119	119

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with ALH
ALH	-18.8%	34.9%	-0.55	-
Sector ETF (XLY)	-3.8%	19.2%	-0.33	41.2%
Equity (SPY)	13.7%	12.7%	0.72	46.3%
Gold (GLD)	1.8%	28.3%	0.05	20.6%
Commodities (DBC)	48.4%	20.6%	1.80	-30.7%
Real Estate (VNQ)	2.8%	13.9%	-0.05	37.8%
Bitcoin (BTCUSD)	-29.4%	43.4%	-0.68	18.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with ALH
ALH	-2.9%	34.8%	-0.36	-
Sector ETF (XLY)	4.7%	24.1%	0.15	39.4%
Equity (SPY)	12.7%	17.1%	0.56	43.2%
Gold (GLD)	17.5%	18.9%	0.74	18.8%
Commodities (DBC)	9.1%	19.5%	0.35	-29.7%
Real Estate (VNQ)	0.6%	18.9%	-0.08	37.0%
Bitcoin (BTCUSD)	4.1%	51.6%	0.26	17.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with ALH
ALH	-1.5%	34.8%	-0.36	-
Sector ETF (XLY)	12.5%	22.2%	0.51	39.4%
Equity (SPY)	15.5%	17.9%	0.73	43.2%
Gold (GLD)	12.0%	16.4%	0.60	18.8%
Commodities (DBC)	8.2%	18.1%	0.37	-29.7%
Real Estate (VNQ)	5.0%	20.7%	0.20	37.0%
Bitcoin (BTCUSD)	62.3%	66.2%	1.02	17.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	10152026
Short Interest: Shares Quantity	4.3 Mil
Short Interest: % Change Since 9302026	-27.0%
Average Daily Volume	1.2 Mil
Days-to-Cover Short Interest	3.6 days
Basic Shares Quantity	198.6 Mil
Short % of Basic Shares	2.1%

Returns Analyses

null

Earnings Returns History

Updated 9/16/2026

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
8/13/2026	-0.6%	-7.6%	-16.6%
5/12/2026	-0.6%	-5.9%	-1.2%
3/12/2026	-11.8%	-7.5%	10.4%
11/13/2025	-4.9%	-12.5%	-19.4%
SUMMARY STATS
# Positive	0	0	1
# Negative	4	4	3
Median Positive			10.4%
Median Negative	-2.7%	-7.6%	-16.6%
Max Positive			10.4%
Max Negative	-11.8%	-12.5%	-19.4%

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	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
8/13/2026	-0.6%	-7.6%	-16.6%
5/12/2026	-0.6%	-5.9%	-1.2%
3/12/2026	-11.8%	-7.5%	10.4%
11/13/2025	-4.9%	-12.5%	-19.4%
SUMMARY STATS
# Positive	0	0	1
# Negative	4	4	3
Median Positive			10.4%
Median Negative	-2.7%	-7.6%	-16.6%
Max Positive			10.4%
Max Negative	-11.8%	-12.5%	-19.4%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
06/30/2026	08/13/2026	10-Q
03/31/2026	05/12/2026	10-Q
12/31/2025	03/13/2026	10-K
09/30/2025	11/13/2025	10-Q
06/30/2025	10/09/2025	424B4

Recent Forward Guidance

Updated 10/26/2026

Latest: Q2 2026 Earnings Reported 8/13/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Net Leverage	Reported		2
2026 Revenue Growth	Reported	6.0%	6.5%	7.0%		0.0%	Affirmed	Guidance: 6.5% for 2026
2026 Adjusted EBITDA Growth	Reported	8.0%	9.0%	10.0%		1.5%	Raised	Guidance: 7.5% for 2026
2026 Interest Expense	Reported		80.00 Mil		-5.9%		Lowered	Guidance: 85.00 Mil for 2026
2026 Effective Tax Rate	Reported		23.0%			-0.5%	Lowered	Guidance: 23.5% for 2026
2026 Diluted Share Count	Reported		205.00 Mil		0.0%		Affirmed	Guidance: 205.00 Mil for 2026
2026 Capital Expenditures (% of Revenue)	Reported		3.0%			0.0%	Affirmed	Guidance: 3.0% for 2026

Prior: Q1 2026 Earnings Reported 5/12/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Revenue Growth	Reported	6.0%	6.5%	7.0%		0.5%	Raised	Guidance: 6.0% for 2026
2026 Adjusted EBITDA Growth	Reported	7.0%	7.5%	8.0%		0.5%	Raised	Guidance: 7.0% for 2026
2026 Interest Expense	Reported		85.00 Mil		0.0%		Affirmed	Guidance: 85.00 Mil for 2026
2026 Effective Tax Rate	Reported		23.5%
2026 Diluted Share Count	Reported		205.00 Mil		0.0%		Affirmed	Guidance: 205.00 Mil for 2026
2026 Capex (% of Revenue)	Reported		3.0%			0.0%	Affirmed	Guidance: 3.0% for 2026

Q4 2025 Earnings Reported 3/12/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Revenue Growth	Reported	5.0%	6.0%	7.0%
2026 Adjusted EBITDA Growth	Reported	6.0%	7.0%	8.0%
2026 Interest Expense	Reported		85.00 Mil
2026 Diluted Share Count	Reported		205.00 Mil
2026 Capital Expenditures	Reported		0.03

Insider Activity

Updated 10/2/2026

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Vleugels, Jan Gommaar M	COO - INTERNATIONAL	Direct	Sell	9162026	21.05	75,000	1,578,750	7,884,551	Form
2	Bdt, Capital Partners, Llc		See Footnote	Sell	8242026	22.74	25,932,500	589,606,506	2,610,862,462	Form
3	Vleugels, Jan Gommaar M	COO - INTERNATIONAL	Direct	Sell	8192026	24.75	75,000	1,856,250	11,126,684	Form
4	Nolden, Dean J	CHIEF FINANCIAL OFFICER	Direct	Sell	8072026	28.05	15,400	431,970	411,269	Form
5	Nolden, Dean J	CHIEF FINANCIAL OFFICER	Direct	Sell	8052026	28.05	4,600	129,030	411,269	Form

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#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Vleugels, Jan Gommaar M	COO - INTERNATIONAL	Direct	Sell	9162026	21.05	75,000	1,578,750	7,884,551	Form
2	Bdt, Capital Partners, Llc		See Footnote	Sell	8242026	22.74	25,932,500	589,606,506	2,610,862,462	Form
3	Vleugels, Jan Gommaar M	COO - INTERNATIONAL	Direct	Sell	8192026	24.75	75,000	1,856,250	11,126,684	Form
4	Nolden, Dean J	CHIEF FINANCIAL OFFICER	Direct	Sell	8072026	28.05	15,400	431,970	411,269	Form
5	Nolden, Dean J	CHIEF FINANCIAL OFFICER	Direct	Sell	8052026	28.05	4,600	129,030	411,269	Form
6	Hannan, Samantha Leigh	CLO & CCO	Samantha Hannan Revocable Trust	Sell	8042026	26.80	6,000	160,800	7,666,569	Form
7	Kopetsky, Amanda Brooke	CHIEF HUMAN RESOURCES OFFICER	Direct	Sell	7292026	27.00	13,472	363,744	197,937	Form
8	Vleugels, Jan Gommaar M	COO - INTERNATIONAL	Direct	Sell	7162026	25.40	75,000	1,905,000	13,323,900	Form
9	Hannan, Samantha Leigh	CLO & CCO	Samantha Hannan Revocable Trust	Sell	7022026	26.27	6,000	157,620	7,672,574	Form
10	Kopetsky, Amanda Brooke	CHIEF HUMAN RESOURCES OFFICER	Direct	Sell	6242026	27.04	12,747	344,679	198,230	Form
11	Kopetsky, Amanda Brooke	CHIEF HUMAN RESOURCES OFFICER	Direct	Sell	6222026	27.00	809	21,843	197,937	Form
12	Sikora, Brian Christopher	CHIEF ACCOUNTING OFFICER	Direct	Sell	6172026	26.15	17,500	457,625	364,819	Form
13	Vleugels, Jan Gommaar M	COO - INTERNATIONAL	Direct	Sell	6172026	25.64	75,000	1,923,000	15,372,795	Form
14	Hannan, Samantha Leigh	CLO & CCO	Samantha Hannan Revocable Trust	Sell	6172026	25.66	6,000	153,960	7,648,374	Form
15	Nayak, Narasimha K		Direct	Buy	10142025	22.00	4,545	99,990	99,990	Form
16	Bdt, Capital Partners, Llc		See Footnote	Sell	10142025	22.00	18,804,877	413,707,294	3,096,537,312	Form

Investor Activity (13F)

Updated

13F holdings as of

ALH Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

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INVESTMENT THESIS

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Supporting Evidence:

PRIMARY RISK

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Supporting Evidence:

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② Vol / Mom	0
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ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

Alliance Laundry — Investor Video Playlist

Products & Services

Alliance Laundry Systems: Legacy of Innovation and Quality

Alliance Laundry Systems Corporate · 2025-05-06

Products & Services

Alliance Laundry Systems: Global Leader in Laundry Solutions

Alliance Laundry Systems Corporate · 2025-05-06

Products & Services

Introducing ProCapture – The end of the ‘Lint Nightmare’

Alliance Laundry Systems Corporate · 2023-11-01

Products & Services

Revolutionizing the commercial laundry business at HOSTMilano 2023

Alliance Laundry Systems Corporate · 2023-10-25

Industry Resources

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Business of Fashion (BoF)

WWD (Women's Wear Daily)

National Retail Federation (NRF)

McKinsey & Company - Consumer

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Core Cache Last Updated: 10/28/2026

Alliance Laundry (ALH)

Market Price (10/29/2026): $21.0 | Market Cap: $4.2 BilSector: Consumer Discretionary | Industry: Household Appliances

Alliance Laundry (ALH)

Market Price (10/29/2026): $21.0Market Cap: $4.2 BilSector: Consumer DiscretionaryIndustry: Household Appliances

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CONVICTION RATIONALE

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Market Price (10/29/2026): $21.0
Market Cap: $4.2 Bil
Sector: Consumer Discretionary
Industry: Household Appliances