Alliance Laundry Holdings Inc. (ALH) AI Stock Analysis
ALH AI stock analysis summary
AI ResearchAlliance Laundry Holdings Inc. (ALH) designs and manufactures commercial laundry systems across brands including Speed Queen, Huebsch, and UniMac. For FY2025, the company delivered revenue of $1.71B and net income of $101.8M, representing 13.3% annual top-line growth. In the trailing twelve months, Alliance Laundry generated an operating margin of 22.2% while carrying total debt of $1.90B as of June 30, 2026.
- Market cap
- $4.25B
- Revenue (TTM)
- $1.78B
- P/E
- 24.0x fwd 15.8x
- 1Y return
- -15.0% S&P 500 16.8%
- Avg. target
- $31.12 45.4% vs last close
Bull case
- Quarterly earnings expanded 88.9% year-over-year in the period ended June 30, 2026, driven by gross margins reaching 37.6% in FY2025.
- Free cash flow conversion remained solid, generating $158.0M in FY2025 from $211.7M in operating cash flow.
- Wall Street analysts maintain a mean price target of $31.12, implying 45.4% upside from the recent close of $21.40.
Bear case
- The company carries substantial leverage, with total debt of $1.90B and a debt-to-equity ratio of 3.79 as of June 30, 2026.
- ALH shares fell 15.0% over the trailing year, underperforming the S&P 500 benchmark gain of 16.8%.
- Alliance trades at a valuation premium with a price-to-sales ratio of 2.4x versus the US-listed Consumer Cyclical peer median of 0.7x.
What Alliance Laundry does
Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry systems globally, operating in the United States, the Czech Republic, Thailand, and international markets. The company's hardware portfolio comprises washer extractors, top-load and front-load washers, tumblers, small-chassis dryers, and combination washer-dryer units, alongside service parts and consumables. Beyond hardware, Alliance provides equipment financing, laundromat site selection assistance, investment seminars, computer-aided design, technical support, and repair services. Its software platforms include Speed Queen Insights, Huebsch Command, Primus i-Trace, IPSO Connect, UniMac Core, and UniMac FireLinc. Products are distributed under brands such as Speed Queen, Huebsch, UniMac, Primus, and IPSO to healthcare facilities, fire stations, hotels, and laundromats.
Growth and profitability
Alliance Laundry grew revenue at a 3-year CAGR of 7.5% between FY2022 and FY2025. Annual revenue shifted from $1.38B in FY2022 to $1.37B in FY2023, before rising 10.5% to $1.51B in FY2024 and 13.3% to $1.71B in FY2025. Gross margin expanded each year from 27.0% in FY2022 to 31.4% in FY2023, 33.6% in FY2024, and 37.6% in FY2025. Net income increased from $99.7M in FY2022 to $101.8M in FY2025, producing FY2025 EPS of $0.78. For the trailing twelve months ended June 30, 2026, revenue stood at $1.78B with a 10.1% profit margin. In the quarter ended June 30, 2026, revenue grew 6.6% year-over-year while earnings grew 88.9%.
Balance sheet and cash flow
As of June 30, 2026, Alliance Laundry held $183.4M in cash and short-term investments against total debt of $1.90B, resulting in net debt of $1.72B. Shareholders' equity was $502.6M, which yields a debt-to-equity ratio of 3.79 and a current ratio of 1.43. Total assets stood at $2.95B. During FY2025, the business generated operating cash flow of $211.7M and free cash flow of $158.0M. Capital allocation in FY2025 included $53.7M in capital expenditures and $6.2M directed to share buybacks.
Valuation and performance
At a share price of $21.40, Alliance Laundry has a market capitalization of $4.25B and an enterprise value of $6.04B. The stock trades at a trailing P/E of 24.0x and a forward P/E of 15.8x, compared to medians of 18.0x and 14.1x for its US-listed Consumer Cyclical peers. Its price-to-sales multiple is 2.4x and EV-to-EBITDA is 14.1x, above the peer medians of 0.7x and 11.1x, respectively. Over the trailing 12 months, ALH dropped 15.0%, trailing the S&P 500 (SPY) gain of 16.8%, and the stock sits 9.0% below its 200-day moving average.
What analysts expect
Wall Street coverage includes 6 Strong Buy, 1 Buy, and 1 Hold recommendations, with zero Sell ratings. The mean price target is $31.12, which represents a 45.4% premium to the last closing price of $21.40. For the fiscal year ending December 31, 2026, consensus expectations project revenue of $1.82B and EPS of $1.35, implying 32.1% earnings growth. For FY2027, 8 analysts project revenue of $1.94B and EPS of $1.49. Alliance Laundry has beaten EPS estimates in each of the last 4 quarters, with its next earnings report scheduled for November 12, 2026.
Key risks and what to watch
- High debt obligations of $1.90B compared to cash reserves of $183.4M could strain capital allocation if financing conditions tighten.
- Elevated short interest of 13.5% of float highlights sustained bearish sentiment in the market.
- Net profit margins contracted from 7.2% in FY2022 to 6.0% in FY2025 despite gross margin gains over the same span.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ALH AI stock analysis
This page is an AI-written research summary of Alliance Laundry Holdings Inc. (ALH). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ALH income statement, ALH balance sheet, ALH key metrics, ALH analyst forecast, ALH chart. See the ALH stock overview for the latest quote and news.
ALH AI stock analysis FAQ
What brands does Alliance Laundry Holdings own?
Alliance Laundry sells its commercial laundry products and digital services under five main brands: Speed Queen, Huebsch, UniMac, Primus, and IPSO.
Does ALH pay a dividend?
Alliance Laundry Holdings does not currently report an active dividend payment.
What is the consensus analyst target for ALH?
The consensus mean price target among analysts is $31.12, which sits 45.4% above the October 16, 2026 closing price of $21.40.
When is Alliance Laundry's next earnings announcement?
The company's next earnings report is scheduled for November 12, 2026.