Alliance Laundry Holdings Inc. · NYSE:ALH
Alliance Laundry — Q2 2026 Earnings Presentation
16 slides from Alliance Laundry's earnings presentation, Aug 13, 2026
Slide 1: Q2 2026 Earnings Presentation
Alliance Laundry (NYSE: ALH) Q2 2026 Earnings Presentation August 13, 2026
Slide 2: Forward-Looking Statements & Non-GAAP Financial Measures
Forward-Looking Statements & Non-GAAP Financial Measures Forward-Looking Statements This earnings presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. In some cases, you can identi
Slide 3: Q2 Highlights
Q2 Highlights Net Revenue Adjusted EBITDA(1) $477m +7% YoY $134m +12% YoY • Continued Broad-based Growth: across diversified end markets with non-discretionary, replacement-driven demand providing consistency and downside protection – Every Day is Laundry Day! • Strong 1H-2026 Performance and Good V
Slide 4: Thailand Event – Emerging Market Growth Case Study
Thailand Event – Emerging Market Growth Case Study Regional Growth Engine Thailand anchors demand across the broader region Durable Tailwinds Structural demand drivers, not cyclical swings Technology & Reliability Where Alliance differentiates in-market Hundreds of New Stores Contracted New vended b
Slide 5: Q2 Financial Results
Q2 Financial Results Metric Q2 Results Performance Commentary (in millions) Revenue $477m • Pricing contributing slightly more than half of revenue increase; balance volume % YoY +7% Gross Profit $190m % YoY +9% • Pricing offsets input cost increases and tariff exposure; supported by local-for-local
Slide 6: Q2 2026 Segment Results
Q2 2026 Segment Results $ in millions North America Revenue International Revenue North America Highlights +9% Flat • Growth broad-based across all verticals $359 • Pricing actions fully offset inflation and tariff impacts $118 $117 $329 • 31.6% Adj. EBITDA margin; mix provided a modest positive imp
Slide 7: Updated 2026 Annual Guidance
Updated 2026 Annual Guidance Full Year Net Leverage Net Revenue Guidance Adj. EBITDA (1) 2026 Reduction (1) Updated +6-7% growth +8-10% growth Reduction to 2.0x (Previous) (Unchanged) (Previously +7-8% growth) (Improved from Low 2x) Other Assumptions Capex % Revenue ~3% Effective Tax Rate ~23.0% (fr
Slide 8: Global Leader in Commercial Laundry
Global Leader in Commercial Laundry 1 Commercial Laundry is Resilient and Growing • Clean laundry is essential, ubiquitous and consistent with predictable replacement cycle • Commercial laundry operators value low Total Cost of Ownership 2 World’s Largest Commercial Laundry Systems Manufacturer • Pr
Slide 9: Appendix
JAliiance’ / Every Day is Launchy Day Laundry Systems Appendix
Slide 10: Commitment to Balanced Capital Allocation Strategy
Commitment to Balanced Capital Allocation Strategy Disciplined M&A Optimized Investment in Return Cash to to Supplement Leverage Profile Organic Growth Shareholders Organic Growth • Deploy significant free cash • Strategic investments to • Disciplined approach • Share re-purchase or flow generation
Slide 11: Non-GAAP Reconciliation
Non-GAAP Reconciliation The following table presents a reconciliation of Net income to the non-GAAP financial measure adjusted earnings before interest, taxes, depreciation and amortization (Adjusted EBITDA) and Net income margin to Adjusted EBITDA margin: 11
Slide 12: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) The following table presents a reconciliation of Net Income to Adjusted Net Income: 12
Slide 13: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) The following table presents a reconciliation of Debt to Net Debt: 13
Slide 14: Segment Information
Segment Information Selected financial information for each segment is as follows: ____________________ (1) Consists of Cost of sales, Cost of sales - related parties and Equipment financing expenses for North America and Cost of sales and Cost of sales - related parties for International. 14 (2) Ot
Slide 15: Segment Information
Segment Information Selected financial information for each segment is as follows: ____________________ (1) Consists of Cost of sales, Cost of sales - related parties and Equipment financing expenses for North America and Cost of sales and Cost of sales - related parties for International. 15 (2) Ot
Slide 16: Alliance Laundry Systems – Every Day is Laundry Day
JAlliance’ / Every Day is Laundry Day Laundry Systems
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