Feed / ALH

Alliance Laundry Holdings Inc.

ALH

Consumer Cyclical · 21.60 -0.7% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:10 GMT-4

Market read

Alliance Laundry Holdings Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-0.7% todayVolume comparison unavailable
Market group0 of 32 activeIndustrial Equipment · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Insurance proceeds and tariff refunds contributed $3.8 million to current-period gross margin.
  • Equipment revenue increased on volume growth and price increases, with particularly strong Commercial In-Home demand.

Invalidation: The isolated read changes if ALH's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Furnishings, Fixtures & Appliances

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Insurance proceeds and tariff refunds contributed $3.8 million to current-period gross margin.
  • Equipment revenue increased on volume growth and price increases, with particularly strong Commercial In-Home demand.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods3
Price observations231
Usable filing statements107
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +13.3% year over year.
  • Operating cash flow covered net income at 2.08x in the latest annual period.
  • Demand and volume has repeated favorable evidence across 4 filings.
  • Pricing and mix has repeated favorable evidence across 4 filings.
  • Restructuring and cost reductions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Diluted shares increased 4.1% in the latest annual period.
Questions before a position
  • P/E is 495% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 386% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

21.12
6m-2.2%12m24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2023-12-31$1.4B$0.51
2024-12-31$1.5B+10.5%$0.56+0.4%
2025-12-31$1.7B+13.3%$0.56+4.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratespositive · 4 filings
Cash provided by financing activities of $25.2 million for the six months ended June 30, 2025 , was primarily comprised of $29.5 million net increase in asset backed borrowings owed to securitization investors, partially offset by $2.3 million related to the…
10-Q · Aug 13, 2026
Demand and volumepositive · 4 filings
Equipment revenue increased $55.2 million, or 10.7%, mainly driven by strong demand across all end markets, with particularly strong performance in the Commercial In-Home end market (an increase of 21%).
10-Q · Aug 13, 2026
Pricing and mixpositive · 4 filings
Service parts revenue increased $1.3 million, or 2.1%, primarily driven by volume growth and modest price increases.
10-Q · Aug 13, 2026
Restructuring and cost reductionsmixed · 4 filings
This increase was primarily driven by modest price increases and cost reduction initiatives.
10-Q · Aug 13, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.2× · EV/sales 2.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

21.60-0.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ALH. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ALH. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ALH

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

RMBIFiling-linked nameinvesteeMar 13, 2026

Note 4 - Acquisitions On August 1, 2025 , the Company acquired certain net assets of Metropolitan Laundry Machinery Sales Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ALH is currently a Follower in the organic co-movement group Industrial Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.