Alliance Laundry (ALH)
Market Price (8/20/2026): $24.04 | Market Cap: $4.8 BilSector: Consumer Discretionary | Industry: Household Appliances
Alliance Laundry (ALH)
Market Price (8/20/2026): $24.04Market Cap: $4.8 BilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 19% Attractive cash flow generationCFO/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 yieldFCF Yield is 5.4% Low stock price volatilityVol 12M is 37% Megatrend and thematic driversMegatrends include Sustainable Consumption, Smart Buildings & Proptech, and Electrification of Everything. Themes include Eco-friendly Products, Show more. | Weak multi-year price returns2Y Excs Rtn is -45%, 3Y Excs Rtn is -75% | Key risksALH 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. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 19% |
| Attractive cash flow generationCFO/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 yieldFCF Yield is 5.4% |
| Low stock price volatilityVol 12M is 37% |
| Megatrend and thematic driversMegatrends include Sustainable Consumption, Smart Buildings & Proptech, and Electrification of Everything. Themes include Eco-friendly Products, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -45%, 3Y Excs Rtn is -75% |
| Key risksALH 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. |
Qualitative Assessment
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Alliance Laundry (ALH) stock has lost about 5% since 4/30/2026 because of the following key factors:
1. Secondary Public Offering by a Principal Stockholder.
Alliance Laundry Holdings Inc. announced an underwritten secondary offering of 20.5 million shares of common stock, which was later expanded to 22.5 million shares by a principal stockholder, BDT Capital Partners, on August 18, 2026. These shares were priced below the last closing price of $24.00 per share, indicating potential dilution and contributing to downward pressure on the stock. This substantial sale by a key institutional holder, part of a broader trend of "significant selling" by insiders totaling $419.8 million over the past 12 months with minimal buying, outweighed the company's strong operational performance in the short term.
2. Muted Market Reaction to Strong Fiscal Q2 2026 Earnings.
Despite reporting strong fiscal Q2 2026 earnings on August 13, 2026 (for the quarter ended June 30, 2026), the stock experienced a slight decline of approximately 1.1% following the announcement. Alliance Laundry reported an adjusted EPS of $0.41, surpassing the consensus estimate of $0.35, and quarterly revenue of $476.76 million, representing a 7% year-over-year increase. The company also raised its full-year adjusted EBITDA guidance. However, the market's cautious response, despite the bottom-line beat and positive outlook, suggests that other factors or existing investor concerns superseded the positive earnings news.
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Alliance Laundry (ALH) stock has lost about 5% since 4/30/2026 because of the following key factors:
1. Secondary Public Offering by a Principal Stockholder.
Alliance Laundry Holdings Inc. announced an underwritten secondary offering of 20.5 million shares of common stock, which was later expanded to 22.5 million shares by a principal stockholder, BDT Capital Partners, on August 18, 2026. These shares were priced below the last closing price of $24.00 per share, indicating potential dilution and contributing to downward pressure on the stock. This substantial sale by a key institutional holder, part of a broader trend of "significant selling" by insiders totaling $419.8 million over the past 12 months with minimal buying, outweighed the company's strong operational performance in the short term.
2. Muted Market Reaction to Strong Fiscal Q2 2026 Earnings.
Despite reporting strong fiscal Q2 2026 earnings on August 13, 2026 (for the quarter ended June 30, 2026), the stock experienced a slight decline of approximately 1.1% following the announcement. Alliance Laundry reported an adjusted EPS of $0.41, surpassing the consensus estimate of $0.35, and quarterly revenue of $476.76 million, representing a 7% year-over-year increase. The company also raised its full-year adjusted EBITDA guidance. However, the market's cautious response, despite the bottom-line beat and positive outlook, suggests that other factors or existing investor concerns superseded the positive earnings news.
3. Persistent Valuation Concerns and Leverage.
Even with strong operational performance and improving financial metrics, the company's valuation and leverage remain notable risks. Analysts highlighted a P/E ratio near 31 times earnings and a debt-to-equity ratio of 4.0 as demanding. While the trailing twelve-month P/E ratio of 26.76x is below its 5-year median of 37x, a GF Score of 17/100 and an Altman Z-Score of 2.26 place Alliance Laundry in a "grey zone of financial stress," indicating underlying concerns about modest overall fundamentals that may temper investor enthusiasm.
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Stock Movement Drivers
Fundamental Drivers
The -5.6% change in ALH stock from 4/30/2026 to 8/19/2026 was primarily driven by a -46.1% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8192026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.37 | 23.94 | -5.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,709 | 1,776 | 3.9% |
| Net Income Margin (%) | 6.0% | 10.1% | 69.4% |
| P/E Multiple | 49.2 | 26.5 | -46.1% |
| Shares Outstanding (Mil) | 198 | 199 | -0.5% |
| Cumulative Contribution | -5.6% |
Market Drivers
4/30/2026 to 8/19/2026| Return | Correlation | |
|---|---|---|
| ALH | -5.6% | |
| Market (SPY) | 7.0% | 43.8% |
| Sector (XLY) | 0.2% | 38.5% |
Fundamental Drivers
The 8.4% change in ALH stock from 1/31/2026 to 8/19/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 8192026 | Change |
|---|---|---|---|
| Stock Price ($) | 22.08 | 23.94 | 8.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 1,776 | 0.0% |
| Net Income Margin (%) | � | 10.1% | 0.0% |
| P/E Multiple | � | 26.5 | 0.0% |
| Shares Outstanding (Mil) | 197 | 199 | -0.7% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2026 to 8/19/2026| Return | Correlation | |
|---|---|---|
| ALH | 8.4% | |
| Market (SPY) | 11.4% | 52.1% |
| Sector (XLY) | -1.9% | 45.2% |
Fundamental Drivers
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Market Drivers
7/31/2025 to 8/19/2026| Return | Correlation | |
|---|---|---|
| ALH | ||
| Market (SPY) | 22.7% | 44.2% |
| Sector (XLY) | 7.7% | 38.4% |
Fundamental Drivers
nullnull
Market Drivers
7/31/2023 to 8/19/2026| Return | Correlation | |
|---|---|---|
| ALH | ||
| Market (SPY) | 73.9% | 44.2% |
| Sector (XLY) | 39.6% | 38.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALH Return | - | - | - | - | -18% | 18% | -3% |
| Peers Return | 6% | -19% | 2% | -0% | 20% | -2% | 3% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| ALH Win Rate | - | - | - | - | 33% | 50% | |
| Peers Win Rate | 62% | 42% | 53% | 50% | 53% | 48% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ALH Max Drawdown | - | - | - | - | - | -21% | |
| Peers Max Drawdown | -30% | -41% | -28% | -26% | -34% | -32% | |
| 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 8/19/2026 (YTD)
How Low Can It Go
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 |
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.
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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 |
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)
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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- 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.
Peer Outperformance in Household Appliances
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -9.6% | 106.8% | 69.8% | LINC 333% · UTI 276% · CVSA 267% |
| Homebuilding | 18 | -0.2% | 34.0% | 55.5% | GRBK 184% · TOL 163% · PHM 160% |
| Hotels, Resorts & Cruise Lines | 22 | 21.5% | 58.0% | 21.9% | RCL 295% · MAR 185% · HLT 179% |
| Automotive Retail | 18 | -8.2% | 1.7% | 15.9% | MUSA 272% · PAG 188% · ORLY 126% |
| Home Improvement Retail | 5 | -13.2% | 3.1% | 12.6% | HD 18% · LOW 16% · HVT 13% |
| Specialty Stores | 7 | 6.4% | 24.6% | 7.5% | DKS 103% · ASO 34% · SIG 29% |
| Casinos & Gaming | 20 | -7.7% | -23.6% | 2.7% | BRAG 985% · MCRI 116% · RSI 113% |
| Specialized Consumer Services | 10 | -11.3% | 17.7% | -3.2% | HRB 142% · FTDR 98% · SCI 41% |
| Distributors | 4 | -7.6% | -22.7% | -8.7% | ARMK 165% · GPC 25% · LKQ -43% |
| Restaurants | 34 | -6.8% | -9.5% | -10.7% | EAT 364% · CAKE 181% · RAVE 163% |
| Footwear | 9 | 71.2% | 46.1% | -11.4% | WEYS 157% · SHOO 31% · DECK 26% |
| Home Furnishings | 4 | -2.9% | 28.2% | -12.3% | SGI 62% · LZB 8% · MHK -33% |
| Leisure Products | 13 | -1.1% | -19.7% | -31.6% | GOLF 87% · HAS 19% · MCFT 3% |
| Automotive Parts & Equipment | 38 | -6.9% | -5.4% | -31.9% | MOD 1427% · GTX 304% · STRT 102% |
| Apparel, Accessories & Luxury Goods | 27 | 8.1% | -3.5% | -35.8% | TPR 270% · RL 259% · ELA 257% |
| Apparel Retail | 25 | 5.9% | 5.5% | -38.3% | DXLG 191% · ANF 177% · TJX 110% |
| Household Appliances ← | 18 | 12.4% | 36.9% | -39.5% | KEQU 169% · FLXS 141% · HBB 126% |
| Leisure Facilities | 12 | -11.6% | -7.5% | -39.9% | OSW 187% · JAKK 117% · ESCA 10% |
| Broadline Retail | 15 | 6.1% | 10.9% | -48.6% | DDS 295% · AMZN 66% · EBAY 53% |
| Computer & Electronics Retail | 3 | -13.5% | -1.8% | -54.7% | BBY 0% · GME -55% · UPBD -59% |
| Automobile Manufacturers | 8 | -68.9% | -66.5% | -68.5% | GM 81% · F 57% · TSLA 55% |
| Consumer Electronics | 11 | -21.0% | -28.3% | -74.3% | AXIL 2012% · GRMN 92% · TBCH -54% |
| Other Specialty Retail | 18 | -25.2% | -44.3% | -77.1% | BBW 224% · TLF 106% · WINA 98% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 32.02 |
| Mkt Cap | 3.7 |
| Rev LTM | 2,179 |
| Op Inc LTM | 241 |
| FCF LTM | 118 |
| FCF 3Y Avg | 92 |
| CFO LTM | 232 |
| CFO 3Y Avg | 268 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.1% |
| Rev Chg 3Y Avg | 4.6% |
| Rev Chg Q | 5.2% |
| QoQ Delta Rev Chg LTM | 1.3% |
| Op Inc Chg LTM | 8.3% |
| Op Inc Chg 3Y Avg | 5.6% |
| Op Mgn LTM | 6.6% |
| Op Mgn 3Y Avg | 4.6% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 8.9% |
| CFO/Rev 3Y Avg | 6.1% |
| FCF/Rev LTM | 5.8% |
| FCF/Rev 3Y Avg | 4.7% |
Price Behavior
| Market Price | $23.94 | |
| Market Cap ($ Bil) | 4.7 | |
| First Trading Date | 10/09/2025 | |
| Distance from 52W High | -14.5% | |
| 50 Days | 200 Days | |
| DMA Price | $24.38 | $24.38 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -1.8% | -1.8% |
| 3M | 1YR | |
| Volatility | 30.5% | 36.9% |
| Downside Capture | 147.55 | 132.40 |
| Upside Capture | 119.82 | 103.41 |
| Correlation (SPY) | 42.1% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.81 | 0.70 | 0.81 | 1.34 | -0.23 | 0.05 |
| Up Beta | -0.56 | 0.18 | 0.40 | 1.53 | 0.22 | -0.15 |
| Down Beta | -0.43 | 0.01 | 0.34 | 1.41 | -0.56 | -0.53 |
| Up Capture | 160% | 134% | 111% | 149% | 82% | 8% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 11 | 22 | 34 | 68 | 107 | 107 |
| Down Capture | 163% | 94% | 110% | 111% | 100% | 56% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 11 | 21 | 29 | 58 | 95 | 95 |
[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 | -3.6% | 36.9% | -0.04 | - |
| Sector ETF (XLY) | 3.7% | 19.5% | 0.07 | 38.4% |
| Equity (SPY) | 20.7% | 12.8% | 1.19 | 44.2% |
| Gold (GLD) | 35.0% | 28.8% | 1.04 | 17.1% |
| Commodities (DBC) | 41.4% | 20.2% | 1.60 | -27.3% |
| Real Estate (VNQ) | 15.3% | 13.9% | 0.78 | 36.0% |
| Bitcoin (BTCUSD) | -44.7% | 42.7% | -1.27 | 19.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALH | |
|---|---|---|---|---|
| ALH | -0.7% | 36.9% | -0.04 | - |
| Sector ETF (XLY) | 6.3% | 24.1% | 0.22 | 38.4% |
| Equity (SPY) | 13.1% | 17.2% | 0.59 | 44.2% |
| Gold (GLD) | 20.4% | 18.6% | 0.89 | 17.1% |
| Commodities (DBC) | 9.8% | 19.6% | 0.39 | -27.3% |
| Real Estate (VNQ) | 2.4% | 18.9% | 0.03 | 36.0% |
| Bitcoin (BTCUSD) | 7.2% | 52.6% | 0.32 | 19.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALH | |
|---|---|---|---|---|
| ALH | -0.4% | 36.9% | -0.04 | - |
| Sector ETF (XLY) | 12.5% | 22.2% | 0.51 | 38.4% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 44.2% |
| Gold (GLD) | 12.5% | 16.2% | 0.63 | 17.1% |
| Commodities (DBC) | 7.9% | 18.1% | 0.35 | -27.3% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 36.0% |
| Bitcoin (BTCUSD) | 60.0% | 66.0% | 1.00 | 19.2% |
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Earnings Returns History
Updated 8/18/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/13/2026 | -0.6% | ||
| 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 | 3 | 2 |
| Median Positive | 10.4% | ||
| Median Negative | -2.7% | -7.5% | -10.3% |
| Max Positive | 10.4% | ||
| Max Negative | -11.8% | -12.5% | -19.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/13/2026 | -0.6% | ||
| 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 | 3 | 2 |
| Median Positive | 10.4% | ||
| Median Negative | -2.7% | -7.5% | -10.3% |
| Max Positive | 10.4% | ||
| Max Negative | -11.8% | -12.5% | -19.4% |
Recent Forward Guidance
Updated 8/14/2026Latest: Q2 2026 Earnings Reported 8/13/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 6.0% | 6.5% | 7.0% | 0.0% | Affirmed | Guidance: 6.5% for 2026 | |
| 2026 Adjusted EBITDA Growth | 8.0% | 9.0% | 10.0% | 1.5% | Raised | Guidance: 7.5% for 2026 | |
| 2026 Net Leverage | 2 | ||||||
| 2026 Capital Expenditures (% of Revenue) | 0.03 | 0.0% | Affirmed | Guidance: 0.03 for 2026 | |||
| 2026 Effective Tax Rate | 23.0% | -0.5% | Lowered | Guidance: 23.5% for 2026 | |||
| 2026 Interest Expense | 80.00 Mil | -5.9% | Lowered | Guidance: 85.00 Mil for 2026 | |||
| 2026 Diluted Share Count | 205.00 Mil | 0.0% | Affirmed | Guidance: 205.00 Mil for 2026 | |||
Prior: Q1 2026 Earnings Reported 5/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 6.0% | 6.5% | 7.0% | 0.5% | Raised | Guidance: 6.0% for 2026 | |
| 2026 Adjusted EBITDA Growth | 7.0% | 7.5% | 8.0% | 0.5% | Raised | Guidance: 7.0% for 2026 | |
| 2026 Capex (% of Revenue) | 0.03 | 0.0% | Affirmed | Guidance: 0.03 for 2026 | |||
| 2026 Effective Tax Rate | 23.5% | ||||||
| 2026 Interest Expense | 85.00 Mil | 0.0% | Affirmed | Guidance: 85.00 Mil for 2026 | |||
| 2026 Diluted Share Count | 205.00 Mil | 0.0% | Affirmed | Guidance: 205.00 Mil for 2026 | |||
Q4 2025 Earnings Reported 3/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 5.0% | 6.0% | 7.0% | ||||
| 2026 Adjusted EBITDA Growth | 6.0% | 7.0% | 8.0% | ||||
| 2026 Capital Expenditures | 0.03 | ||||||
| 2026 Interest Expense | 85.00 Mil | ||||||
| 2026 Diluted Share Count | 205.00 Mil | ||||||
Insider Activity
Updated 8/19/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Vleugels, Jan Gommaar M | COO - INTERNATIONAL | Direct | Sell | 8192026 | 24.75 | 75,000 | 1,856,250 | 11,126,684 | Form |
| 2 | Nolden, Dean J | CHIEF FINANCIAL OFFICER | Direct | Sell | 8072026 | 28.05 | 15,400 | 431,970 | 411,269 | Form |
| 3 | Nolden, Dean J | CHIEF FINANCIAL OFFICER | Direct | Sell | 8052026 | 28.05 | 4,600 | 129,030 | 411,269 | Form |
| 4 | Hannan, Samantha Leigh | CLO & CCO | Samantha Hannan Revocable Trust | Sell | 8042026 | 26.80 | 6,000 | 160,800 | 7,666,569 | Form |
| 5 | Kopetsky, Amanda Brooke | CHIEF HUMAN RESOURCES OFFICER | Direct | Sell | 7292026 | 27.00 | 13,472 | 363,744 | 197,937 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Vleugels, Jan Gommaar M | COO - INTERNATIONAL | Direct | Sell | 8192026 | 24.75 | 75,000 | 1,856,250 | 11,126,684 | Form |
| 2 | Nolden, Dean J | CHIEF FINANCIAL OFFICER | Direct | Sell | 8072026 | 28.05 | 15,400 | 431,970 | 411,269 | Form |
| 3 | Nolden, Dean J | CHIEF FINANCIAL OFFICER | Direct | Sell | 8052026 | 28.05 | 4,600 | 129,030 | 411,269 | Form |
| 4 | Hannan, Samantha Leigh | CLO & CCO | Samantha Hannan Revocable Trust | Sell | 8042026 | 26.80 | 6,000 | 160,800 | 7,666,569 | Form |
| 5 | Kopetsky, Amanda Brooke | CHIEF HUMAN RESOURCES OFFICER | Direct | Sell | 7292026 | 27.00 | 13,472 | 363,744 | 197,937 | Form |
| 6 | Vleugels, Jan Gommaar M | COO - INTERNATIONAL | Direct | Sell | 7162026 | 25.40 | 75,000 | 1,905,000 | 13,323,900 | Form |
| 7 | Hannan, Samantha Leigh | CLO & CCO | Samantha Hannan Revocable Trust | Sell | 7022026 | 26.27 | 6,000 | 157,620 | 7,672,574 | Form |
| 8 | Kopetsky, Amanda Brooke | CHIEF HUMAN RESOURCES OFFICER | Direct | Sell | 6242026 | 27.04 | 12,747 | 344,679 | 198,230 | Form |
| 9 | Kopetsky, Amanda Brooke | CHIEF HUMAN RESOURCES OFFICER | Direct | Sell | 6222026 | 27.00 | 809 | 21,843 | 197,937 | Form |
| 10 | Sikora, Brian Christopher | CHIEF ACCOUNTING OFFICER | Direct | Sell | 6172026 | 26.15 | 17,500 | 457,625 | 364,819 | Form |
| 11 | Vleugels, Jan Gommaar M | COO - INTERNATIONAL | Direct | Sell | 6172026 | 25.64 | 75,000 | 1,923,000 | 15,372,795 | Form |
| 12 | Hannan, Samantha Leigh | CLO & CCO | Samantha Hannan Revocable Trust | Sell | 6172026 | 25.66 | 6,000 | 153,960 | 7,648,374 | Form |
| 13 | Nayak, Narasimha K | Direct | Buy | 10142025 | 22.00 | 4,545 | 99,990 | 99,990 | Form | |
| 14 | Bdt, Capital Partners, Llc | See Footnote | Sell | 10142025 | 22.00 | 18,804,877 | 413,707,294 | 3,096,537,312 | Form |
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Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Household Appliances Resources |
| Twice |
| Appliance Retailer |
| Consumer Reports - Appliances |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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