ALH
Alliance Laundry Holdings Inc.

Alliance Laundry Holdings Inc.ALH

Consumer Cyclical · Furnishings, Fixtures & Appliances
22.60USD
-0.04%
Nov 08, 2026
ALH overview ready
Global Commercial Laundry Equipment Supplier for Fleet Modernization
Alliance is a direct, global manufacturer and service provider for commercial laundry equipment, with equipment financing and distributor-supported aftermarket capabilities that support both fleet replacement and new-location buildouts.
Primary theme is leading
Consumer & Home Products is leading (+11.4pp vs SPY over 21 sessions; 6 of 6 members ahead of SPY).
Price trend is broken
Longer-term context reads new trend, with a near-term setup of reclaim attempt.
Attractive valuation
Current market expectations look undemanding relative to the level and quality of its cash generation.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on capital expenditure cycles in commercial laundry markets.
Market Nov 6Filing Jun 30Price action Nov 7Research Oct 29

Conviction Level

PriceAction6.6BusinessPerformance5.0BusinessQuality8.1Valuation10.0ThemeMomentum9.0Mixed — Revenue is still growing (+6.6% YoY), but growth has slowed for 3 consecutive quarters, down from +14%. Reported earnings improved faster than operating income, so most of the improvement did not come from operations. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
+11.4pp
Theme return
+6.4%
Beating SPY
6 of 6
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads new trend, with a near-term setup of reclaim attempt.
EntryReset + recovery

The recent reset toward the daily SMA200. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$4.5B
Avg Volume (60D)
1.0M
60 sessions
Revenue Growth YoY
+13.3%
FY2025 vs FY2024
Gross Margin
+37.7%
Trailing twelve months
Operating Margin
+19.1%
Trailing twelve months
Free Cash Flow Yield
+5.7%
Distance from 200DMA
-3.9%
Next Earnings
2026-11-10
P/E
25.1x
Market metrics as of Nov 6, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Business Performance

Mixed

Revenue is still growing (+6.6% YoY), but growth has slowed for 3 consecutive quarters, down from +14%. Reported earnings improved faster than operating income, so most of the improvement did not come from operations.

Latest reported: Q2 FY2026, ended Jun 30
Revenue growthSlowing
+6.6%
$477M in Q2 FY2026 · YoY
YoY growth, last 4 quarters
  1. +14%
  2. +10%
  3. +9.6%
  4. +6.6%
Earnings growthGrowing
+89%
Diluted EPS $0.34 vs $0.18 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. n/a
  2. -52%
  3. +180%
  4. +89%
Operating marginExpanding
22.2%
+1.2 pp YoY · gross margin 39.8% (+0.9 pp)
Earnings improved more than operations did
The share count is rising

Business Quality

8.1 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

The available comparisons disagreed; the intrinsic comparison is the more reliable method for this business and the others are published as dissent.
Alliance Laundry Holdings Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the level and quality of its cash generation.

Company Research

Thesis
Alliance is a direct, global manufacturer and service provider for commercial laundry equipment, with equipment financing and distributor-supported aftermarket capabilities that support both fleet replacement and new-location buildouts.
Opportunity
Limited opportunity
Replacement and selective expansion of commercial laundry fleets as laundromat owners, multifamily operators, hospitality providers, healthcare facilities and other essential-service operators seek higher uptime, lower operating costs, larger capacity, digital payment and fleet-management capabilities, and improved customer experience.
Key risk
Dependence on capital expenditure cycles in commercial laundry markets.

Economic classification

Loading the economic classification…

Business & Markets

Consumer Cyclical · Furnishings, Fixtures & Appliances
What they do

Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry equipment globally, supporting customers with equipment financing, site selection, training, and technical services.

How it earns

Primarily transactional revenue from sales of commercial laundry machines and related services.

Products & services
Washer extractors
Top-load washers
Front-load washers
Tumblers and small-chassis dryers
Combination washer-dryer products
Service parts and consumables
Equipment financing
Laundromat site selection assistance
Training programs
Technical assistance
Installation and repair services
Customers & end markets
Laundromats
Multifamily housing
Hospitality
Healthcare
Other on-premise laundry operators
Market position

Leader in global commercial laundry equipment manufacturing and service provision.

Demand drivers
Medium cyclicality

Demand tied to capital spending cycles in commercial and institutional laundry markets, influenced by economic conditions and infrastructure modernization.