Alliance Laundry Holdings Inc. · NYSE:ALH
Alliance Laundry — Q1 2026 Earnings Presentation
14 slides from Alliance Laundry's earnings presentation, May 12, 2026
Slide 1: Q1 2026 Earnings Presentation
Alliance (NYSE: ALH) Q1 2026 Earnings Presentation May 12, 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: Q1 Highlights
Q1 Highlights Net Revenue Adjusted EBITDA(1) $427m $109m +10% YoY +9% YoY • Broad-based growth: across diversified end markets with non-discretionary, replacement-driven demand providing consistency and downside protection – Every Day is Laundry Day! • Standout Commercial-in-Home performance: replac
Slide 4: Q1 Financial Results
Q1 Financial Results Metric Q1 Results Performance Commentary (in millions) Revenue $427m • Volume contributing ~1/3 of revenue increase; balance from pricing and ~1% FX % YoY +10% Gross Profit $157 % YoY +8% • Pricing offsets ~$20m annualized tariff exposure; supported by local-for-local US manufac
Slide 5: Q1 2026 Segment Results
Q1 2026 Segment Results $ in millions North America Revenue International Revenue +9% North America Highlights +10% $320 • Growth broad-based across all verticals $107 • Pricing actions offsetting ~$20m annualized tariff $292 exposure; protection via US local-for-local $97 manufacturing • 27.2% EBIT
Slide 6: Updated 2026 Annual Guidance
Updated 2026 Annual Guidance Full Year Net Leverage Net Revenue Growth Adj. EBITDA Growth (1) 2026 Reduction (1) Updated +6% to 7% +7% to 8% ~0.75x reduction to low 2x Previous +5% to 7% +6% to 8% Unchanged Other Assumptions Capex % Revenue ~3% Effective Tax Rate ~23.5% Interest Cost ~$85m Diluted S
Slide 7: 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 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: 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: 10
Slide 11: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) The following table presents a reconciliation of Net Income to Adjusted Net Income: 11
Slide 12: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) The following table presents a reconciliation of Debt to Net Debt and Net Debt to Adjusted EBITDA: 12
Slide 13: 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. 13 (2) Ot
Slide 14: Alliance Laundry Systems - Every Day is Laundry Day
JAlliance’ / Every Day is Laundry Day Laundry Systems
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