Alliance Laundry Holdings Inc. is a US-listed company in the industrial machinery & supplies & components industry. Its financial year ends in December.
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Alliance Laundry Holdings Inc. valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $1.78bn. Free-cash-flow margin held at 14.4%. It passes 1 of our 3 financial-health checks.
Our model value for Alliance Laundry is under review, so past values are not shown until it is resolved.
Source: 10-Q filed August 13, 2026 on SEC EDGAR · Financials · Valuation
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Alliance Laundry Holdings Inc.'s trailing-twelve-month revenue grew 9.9% year on year, with a free-cash-flow margin of 14.4%.
Our discounted-cash-flow model values the business at ~$36 per share in the base case (~$28–$48 across growth scenarios) — model values under stated assumptions, not a price target.
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 20% in the quarter to 2026-06-30, the 4th beat in the last four quarters.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
The company also guided to adjusted ebitda growth of 8.00 to 10.00 for the 2026; net leverage of 2.00 for the fiscal year 2026.
The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.
We value Alliance Laundry Holdings Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.7%: the 10-year Treasury yield (4.9%) plus a beta of 1.05 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$26 ~$23–$34 | Included |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | ~$22 ~$15–$31 | Included |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | ~$12 ~$11–$15 | Included |
| Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. | — | Combined value withheld. Review the individual models and their assumptions. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Alliance Laundry Holdings Inc. with Industrial Machinery & Supplies & Components in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
| At fiscal year end | 2025 | Now |
|---|---|---|
| Share price | $20.35 | $22.51 |
| Market value | $3.7bn | $4.4bn |
| + Net debt (− = net cash) | −$123m | −$159m |
| Enterprise value | $3.6bn | $4.2bn |
| Multiples | ||
| Price / sales | 2.2x | 2.5x |
| Price / earnings | 36.3x | 24.6x |
| Price / free cash flow | 23.4x | 17.2x |
| EV / EBITDA | 8.7x | 9.9x |
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Next results: November 10, 2026, before the open. Analysts expect revenue of $461m and EPS of $0.32 (range $0.32 to $0.32) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $1.35 | +32% | $1.8bn | +7% |
| Next | $1.49 | +11% | $1.9bn | +6% |
Next year's EPS estimate has moved +2.0% in 90 days, across 8 analysts.
The consensus EPS forecast for the current fiscal year is +4.7% on 90 days ago. In the last 30 days, 1 analyst raised Alliance Laundry Holdings Inc.'s forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $1.29 | $1.46 |
| 60 days ago | $1.35 | $1.49 |
| 30 days ago | $1.35 | $1.49 |
| 7 days ago | $1.35 | $1.49 |
| Now | $1.35 | $1.49 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.34 | $0.41 | +20.1% |
| Mar 2026 | $0.26 | $0.31 | +19.9% |
| Dec 2025 | $0.23 | $0.24 | +3.8% |
| Sept 2025 | $0.22 | $0.28 | +24.7% |
Adjusted EPS as companies report it, against the average analyst estimate.
| Calendar year | 2026 to date |
|---|---|
| Return | |
| ALH | +11% |
| Industry peers (median) | +3% |
| S&P 500 | +11% |
| Months that ended higher | |
| ALH | 55% |
| S&P 500 | 46% |
| Largest fall from a high during the year | |
| ALH | −26% |
| S&P 500 | −9% |
Worst fall since October 9, 2025: 29% from October 28, 2025 to March 12, 2026. Getting back needed a 41% gain, reached on August 4, 2026, 145 days after the low.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 13, 2026 | −1.7% | +0.5% | −10.5% | −17.9% |
| May 12, 2026 | −1.1% | +0.4% | −7.4% | +1.7% |
| March 12, 2026 | −8.6% | −2.1% | −9.8% | +15.3% |
| November 13, 2025 | −2.5% | −1.7% | −14.3% | −19.4% |
Source: SEC EDGAR filings. Retrieved October 26, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY25 Q2 | $1.6B |
| FY25 Q3 | $1.7B |
| FY25 Q4 | $1.7B |
| FY26 Q1 | $1.7B |
| FY26 Q2 | $1.8B |
Source: SEC EDGAR filings. Retrieved October 26, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY25 Q2 | 19.0% |
| FY25 Q3 | 19.2% |
| FY25 Q4 | 18.6% |
| FY26 Q1 | 18.7% |
| FY26 Q2 | 19.1% |
Source: SEC EDGAR filings. Retrieved October 26, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY25 Q3 | 8.7% |
| FY25 Q4 | 9.2% |
| FY26 Q1 | 11.2% |
| FY26 Q2 | 14.4% |
Each dollar Alliance Laundry took in during FY2025, followed through to profit: what it cost to make, what went on research and running the business, and what was left after tax.
| Revenue | $1.7B | |
|---|---|---|
| Cost of revenue | $1.1B | 62.4% of revenue |
| Gross profit | $642M | 37.6% of revenue |
| Research and development | $29.7M | 1.7% of revenue |
| Other operating costs | $295M | 17.3% of revenue |
| Operating income | $317M | 18.6% of revenue |
| Income tax | $36.3M | 2.1% of revenue |
| Interest and other | $179M | 10.5% of revenue |
| Net income | $102M | 6.0% of revenue |
| Fiscal year | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 | LTM Jun 2026 |
|---|---|---|---|---|
| Income | ||||
| Revenue | 1,365 | 1,508 | 1,709 | 1,776 |
| Gross profit | 473 | 551 | 642 | 670 |
| EBITDA | 324 | 374 | 411 | 431 |
| Operating income | 236 | 284 | 317 | 338 |
| Net income | 88 | 98 | 102 | 179 |
| Diluted EPS | $0.51 | $0.56 | $0.56 | $0.91 |
| Growth (year on year) | ||||
| Revenue | — | +10.5% | +13.3% | +9.9% |
| EBITDA | — | +15.4% | +9.9% | — |
| Operating income | — | +20.5% | +11.7% | +10.0% |
| Net income | — | +11.4% | +3.5% | +126.7% |
| Diluted EPS | — | +9.8% | 0.0% | — |
| Margins | ||||
| Gross margin | 34.7% | 36.5% | 37.6% | 37.7% |
| EBITDA margin | 23.8% | 24.8% | 24.0% | 24.3% |
| Operating margin | 17.3% | 18.8% | 18.6% | 19.1% |
| Net margin | 6.5% | 6.5% | 6.0% | 10.1% |
| Free-cash-flow margin | 12.9% | 6.8% | 9.2% | 14.4% |
| Cash flow | ||||
| Cash from operations | 209 | 145 | 212 | 307 |
| Capital spending | 33 | 43 | 54 | 51 |
| Free cash flow | 176 | 102 | 158 | 256 |
| Stock-based pay | 3 | 3 | 20 | 22 |
| Free cash flow after stock pay | 173 | 99 | 138 | 234 |
| Balance sheet | ||||
| Cash | 182 | 155 | 123 | 159 |
| Total debt | 0 | 0 | 0 | 0 |
| Net debt (negative = net cash) | −182 | −155 | −123 | −159 |
| Diluted shares | 174m | 174m | 181m | 196m |
| Returned to shareholders | ||||
| Dividends | 0 | 266 | 0 | — |
| Buybacks | 19 | 1 | 6 | 4 |
| Total returned | 19 | 267 | 6 | 4 |
| Quarter | 2024 Q3 Sept 2024 | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q3 Sept 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 384 | 395 | 390 | 447 | 438 | 435 | 427 | 477 |
| Gross profit | 143 | 139 | 145 | 174 | 162 | 161 | 157 | 190 |
| EBITDA | — | 90 | 98 | 116 | 109 | 88 | 106 | 128 |
| Operating income | 72 | 67 | 74 | 94 | 85 | 64 | 84 | 106 |
| Net income | −6 | 37 | 17 | 31 | 33 | 21 | 57 | 69 |
| Diluted EPS | −$0.04 | $0.21 | $0.10 | $0.18 | $0.19 | $0.10 | $0.28 | $0.34 |
| Growth (year on year) | ||||||||
| Revenue | — | — | — | — | +13.9% | +10.1% | +9.6% | +6.6% |
| EBITDA | — | — | — | — | — | −2.3% | +8.7% | +9.8% |
| Operating income | — | — | — | — | +18.8% | −5.6% | +12.5% | +12.6% |
| Net income | — | — | — | — | — | −44.4% | +230.3% | +121.3% |
| Diluted EPS | — | — | — | — | — | −52.4% | +180.0% | +88.9% |
| Margins | ||||||||
| Gross margin | 37.2% | 35.1% | 37.2% | 39.0% | 37.0% | 37.0% | 36.8% | 39.8% |
| EBITDA margin | — | 22.8% | 25.1% | 26.1% | 24.9% | 20.2% | 24.9% | 26.8% |
| Operating margin | 18.7% | 17.0% | 19.1% | 21.0% | 19.5% | 14.6% | 19.6% | 22.2% |
| Net margin | −1.6% | 9.4% | 4.4% | 6.9% | 7.5% | 4.7% | 13.3% | 14.4% |
| Free-cash-flow margin | — | 14.7% | 9.5% | −0.6% | 12.1% | 16.3% | 17.5% | 12.1% |
| Cash flow | ||||||||
| Cash from operations | — | 78 | 45 | 5 | 66 | 95 | 80 | 66 |
| Capital spending | — | 20 | 8 | 8 | 13 | 24 | 5 | 9 |
| Free cash flow | — | 58 | 37 | −3 | 53 | 71 | 75 | 58 |
| Stock-based pay | 1 | 1 | 1 | 1 | 1 | 17 | 1 | 3 |
| Free cash flow after stock pay | — | 58 | 36 | −4 | 52 | 54 | 73 | 55 |
| Last 12 months unless stated | ALH | AZZ | ATMU | PKOH | MSA | RBC | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $1.8bn | $1.7bn | $1.9bn | $1.7bn | $1.9bn | $2.0bn | $1.5bn |
| Revenue growth, last 12 months | 9.9% | 9.5% | 13.1% | 2.7% | 6.5% | 17.4% | 8.3% |
| Revenue growth, 3-year average | — | 5.2% | 5.5% | 0.8% | 5.2% | 10.0% | 4.0% |
| Revenue growth, latest quarter | 6.6% | 16.7% | 16.4% | 10.0% | 6.2% | 15.2% | 9.0% |
| Gross margin | 37.7% | 24.3% | 28.8% | 17.3% | 47.6% | 45.5% | 35.3% |
| Operating margin | 19.1% | 16.5% | 17.2% | 4.3% | 21.2% | 24.4% | 13.2% |
| Operating margin, 3-year average | — | 15.4% | 16.3% | 4.9% | 20.8% | 23.0% | 13.7% |
| Net margin | 10.1% | 9.6% | 11.3% | 1.6% | 16.1% | 17.5% | 8.9% |
| Cash from operations / revenue | 17.3% | 16.7% | 12.9% | 4.1% | 20.9% | 24.0% | 12.1% |
| Free-cash-flow margin | 14.4% | 12.3% | 10.0% | 1.2% | 18.2% | 19.7% | 9.1% |
| Free-cash-flow margin, 3-year average | — | 15.4% | 6.9% | 0.4% | 16.9% | 17.8% | 9.8% |
| Stock pay / revenue | 1.2% | 0.8% | 0.7% | 0.3% | 1.0% | 1.7% | 0.8% |
| Change in share count | — | −0.3% | −1.3% | 2.1% | −1.1% | 0.7% | −0.0% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| North America | $1.3B | 74.2% | ▲ 14.4% |
| International | $440M | 25.8% | ▲ 10.3% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Equipment Service Parts and Other | $1.7B | 97.1% | ▲ 13.7% |
| Equipment Financing | $49.6M | 2.9% | ▲ 1.8% |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| United States | $1.4B | 79.6% | ▲ 13.8% |
| CZ | $152M | 8.9% | ▲ 6.1% |
| All Other Countries | $114M | 6.7% | ▲ 17.3% |
| TH | $82.2M | 4.8% | ▲ 13.4% |
From Alliance Laundry Holdings Inc.'s 10-K filed March 13, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Bdt Capital Partners, LLC | $3.7B | 140.8M | 70.9% | 0.0% |
| Capital International Investors | $236M | 8.9M | 4.5% | ▲ 21.8% |
| Kayne Anderson Rudnick Investment Management LLC | $210M | 7.9M | 4.0% | ▼ 16.4% |
| Blackrock, Inc. | $85.4M | 3.2M | 1.6% | ▲ 4.4% |
| Wellington Management Group LLP | $65.5M | 2.5M | 1.2% | ▼ 16.2% |
| Fiduciary Management Inc | $59.2M | 2.2M | 1.1% | New |
| Vanguard Portfolio Management LLC | $57M | 2.2M | 1.1% | ▲ 23.7% |
| T. Rowe Price Investment Management, Inc. | $55.5M | 2.1M | 1.1% | ▲ 3.4% |
| Vanguard Capital Management LLC | $54.6M | 2.1M | 1.0% | ▲ 19.6% |
| Norges Bank | $54.5M | 2.1M | 1.0% | — |
| Healthcare Of Ontario Pension Plan Trust Fund | $47.6M | 1.8M | 0.9% | ▼ 12.2% |
| Nomura Asset Management International Inc. | $46M | 1.7M | 0.9% | New |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Alliance Laundry Holdings Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Vleugels Jan Gommaar M. COO - INTERNATIONAL | September 15, 2026 | Sell pre-set plan | 75,000 | $21.05 | $1.6M |
| Bdt Badger Holdings, Llc Director | August 20, 2026 | Sell | 25,932,500 | $22.74 | $590M |
| Vleugels Jan Gommaar M. COO - INTERNATIONAL | August 17, 2026 | Sell pre-set plan | 75,000 | $24.75 | $1.9M |
| Nolden Dean J CHIEF FINANCIAL OFFICER | August 5, 2026 | Sell pre-set plan | 15,400 | $28.05 | $431,970 |
| Nolden Dean J CHIEF FINANCIAL OFFICER | August 4, 2026 | Sell pre-set plan | 4,600 | $28.05 | $129,030 |
| Hannan Samantha Leigh CLO & CCO | August 3, 2026 | Sell pre-set plan | 6,000 | $26.80 | $160,800 |
| Kopetsky Amanda Brooke CHIEF HUMAN RESOURCES OFFICER | July 28, 2026 | Sell pre-set plan | 13,472 | $27.00 | $363,744 |
| Vleugels Jan Gommaar M. COO - INTERNATIONAL | July 15, 2026 | Sell pre-set plan | 75,000 | $25.40 | $1.9M |
| Hannan Samantha Leigh CLO & CCO | July 1, 2026 | Sell pre-set plan | 6,000 | $26.27 | $157,620 |
| Kopetsky Amanda Brooke CHIEF HUMAN RESOURCES OFFICER | June 22, 2026 | Sell pre-set plan | 12,747 | $27.04 | $344,679 |
| Kopetsky Amanda Brooke CHIEF HUMAN RESOURCES OFFICER | June 17, 2026 | Sell pre-set plan | 809 | $27.00 | $21,843 |
| Sikora Brian Christopher CHIEF ACCOUNTING OFFICER | June 16, 2026 | Sell pre-set plan | 17,500 | $26.15 | $457,625 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Next expected around November 12, 2026 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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