# Alliance Laundry Holdings Inc. (ALH)

> Source: Nexqual · https://nexqual.com/ALH · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Alliance Laundry Holdings Inc. (ALH), nexqual.com/ALH" · informational, not investment advice.

**Price:** USD 21.44 (+0.52% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 21.33 · day 20.91–21.53 · 52w 18.64–28.23 · market cap $4.26B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $1.78B, net income $179M (10.1% margin), free cash flow $256M (SEC filings).
- Valuation: P/E 23.8x (avg 36.3x at the last 1 fiscal year-ends).
- 1 of 80 tracked superinvestors hold ALH (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 14 Form 4 filings, $599M; 1 not under a Rule 10b5-1 plan ($590M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (8 analysts), mean target USD 31.13 (range 26–37).
- Total return with dividends: 1Y -17.7% vs S&P 500 +14.9%; 5Y -14.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 0.32, revenue estimate $461M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|
| Revenue | $1.37B | $1.51B | $1.71B | $1.78B |
| Gross profit | $473M | $551M | $642M | — |
| Operating income | $236M | $284M | $317M | $338M |
| Net income | $88.2M | $98.3M | $102M | $179M |
| EPS (diluted) | $0.51 | $0.56 | $0.56 | — |
| Free cash flow | $176M | $102M | $158M | $256M |
| Gross margin | 34.7% | 36.5% | 37.6% | — |
| Operating margin | 17.3% | 18.8% | 18.6% | 19.1% |
| Net margin | 6.5% | 6.5% | 6.0% | 10.1% |
| Revenue growth | — | +10.5% | +13.3% | — |
| Cash + short-term investments | $182M | $155M | $123M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 23.8x · P/S 2.4x · P/FCF 16.6x · P/B 8.5x · FCF yield 6.01% · Earnings yield 4.20% · Buyback yield (TTM) 0.09%
P/E at fiscal year-ends: Dec 2025 36.3x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold ALH. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | <0.01% | $330K | New position |

## Insider sales (SEC Form 4, open-market, last ~7 months)
13 of 14 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | Vleugels Jan Gommaar M. | COO - INTERNATIONAL | 75,000 | $1.6M | 16.7% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-20 | Bdt Capital Partners, Llc | Director | 25,932,500 | $590M | 18.4% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-17 | Vleugels Jan Gommaar M. | COO - INTERNATIONAL | 75,000 | $1.9M | 14.3% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-05 | Nolden Dean J | CHIEF FINANCIAL OFFICER | 15,400 | $432K | 51.2% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-04 | Nolden Dean J | CHIEF FINANCIAL OFFICER | 4,600 | $129K | 23.9% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-03 | Hannan Samantha Leigh | CLO & CCO | 6,000 | $161K | 2% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-07-28 | Kopetsky Amanda Brooke | CHIEF HUMAN RESOURCES OFFICER | 13,472 | $364K | 64.8% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-07-15 | Vleugels Jan Gommaar M. | COO - INTERNATIONAL | 75,000 | $1.9M | 12.5% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-07-01 | Hannan Samantha Leigh | CLO & CCO | 6,000 | $158K | 2% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-06-22 | Kopetsky Amanda Brooke | CHIEF HUMAN RESOURCES OFFICER | 12,747 | $345K | 63.5% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-06-17 | Kopetsky Amanda Brooke | CHIEF HUMAN RESOURCES OFFICER | 809 | $22K | 9.9% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-06-16 | Sikora Brian Christopher | CHIEF ACCOUNTING OFFICER | 17,500 | $458K | 55.6% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-06-15 | Vleugels Jan Gommaar M. | COO - INTERNATIONAL | 75,000 | $1.9M | 11.1% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-06-15 | Hannan Samantha Leigh | CLO & CCO | 6,000 | $154K | 1.9% | Yes | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 8 analysts; mean target USD 31.13 (low 26, high 37).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Citigroup | Target lowered | Buy | $31 → $26 |
| 2026-08-17 | BMO Capital | Target raised | Outperform | $30 → $31 |
| 2026-08-14 | JP Morgan | Target raised | Overweight | $31 → $32 |
| 2026-08-14 | Baird | Target raised | Outperform | $32 → $34 |
| 2026-07-14 | Citigroup | Target raised | Buy | $30 → $31 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2025-10-06) |
|---|---|---|
| Total return | -17.7% | -14.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -17.8% | -13.6% |
| Volatility (annualized) | 35.3% | 33.4% |
| Max drawdown | -29.2% (Oct 2025→Mar 2026) | -27.1% (Oct 2025→Mar 2026) |

## Peers (Furnishings, Fixtures & Appliances)
HNI (HNI Corporation) USD 48.21 +6.99% · MHK (Mohawk Industries, Inc.) USD 128.7 +9.03% · TILE (Interface, Inc.) USD 36.51 +4.11% · WHR (Whirlpool Corporation) USD 28.8 +8.56% · MBC (MasterBrand, Inc.) USD 7.35 +8.73% · MLKN (MillerKnoll, Inc.) USD 21.68 +7.22%

## More
Full page: https://nexqual.com/ALH · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in ALH's own 10-K filed 2026-03-13 (https://www.sec.gov/Archives/edgar/data/1317685/000131768526000011/all-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Equipment | "Equipment Facility, we would be required to obtain additional funding to support our customer financing program." |

## Revenue by business segment (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| North America | $359.3M | 75.4% | +9.2% |
| International | $117.5M | 24.6% | -0.5% |
| Total revenue | $476.8M | 100% | — |

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Equipment, service parts and other | $464.2M | 97.4% | +6.8% |
| Equipment | $303.7M | 63.7% | +10.2% |
| Service parts | $32.3M | 6.8% | +3.7% |
| Equipment financing | $12.5M | 2.6% | +1.0% |
| Other | $10.8M | 2.3% | +7.8% |
| Total revenue | $476.8M | 100% | — |
The lines above cover 172.7% of total revenue.

## Revenue by region (fiscal year ended 2025-12-31)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| United States | $1.36B | 79.6% | +13.8% |
| Czechia | $151.8M | 8.9% | +6.1% |
| All Other Countries | $114.4M | 6.7% | +17.3% |
| Thailand | $82.2M | 4.8% | +13.4% |
| Total revenue | $1.71B | 100% | — |

## Company outlook (8-K filed 2026-08-13)

- "Guidance (Previous) Revenue Growth +6% to 7% Adjusted EBITDA Growth +8% to 10% (+7% to 8%) Net Leverage 2.0x by year end (Low 2x) Capital Expenditures (% of Revenue) ~3% Effective Tax Rate ~23.0% (~23.5%) Interest Expense ~$80 million (~$85 million) Diluted Share Count ~205 million CONFERENCE CALL INFORMATION Alliance will host a conference call to discuss these results at 8:00 a.m."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.32 | $0.32 | -1.0% | $461.0M | 8 |
| Next quarter (ends 2026-12-31) | $0.31 | $0.31 | +0.2% | $458.9M | 8 |
| Current fiscal year (ends 2026-12-31) | $1.35 | $1.29 | +4.7% | $1.82B | 8 |
| Next fiscal year (ends 2027-12-31) | $1.49 | $1.46 | +2.0% | $1.94B | 8 |