Alliance Laundry Holdings Inc. · NYSE:ALH
Alliance Laundry — Q4 2025 Earnings Presentation
20 slides from Alliance Laundry's earnings presentation, Mar 12, 2026
Slide 1: Full Year & Q4 2025 Earnings Presentation
Alliance (NYSE: ALH) Full Year & Q4 2025 Earnings Presentation March 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: Agenda
Agenda 2025 Performance Highlights Mike Schoeb Why Alliance Wins Chief Executive Officer Strategic Priorities 2025 Financial Results Dean Nolden 2026 Guidance Chief Financial Officer Capital Allocation Strategy Q&A 3
Slide 4: 2025 Performance Highlights
2025 Performance Highlights Metric Q4 2025 2025 Full Year Performance Commentary (in millions) Revenue $435 $1,709 • Revenue growth in excess of market, including benefits of price % YoY +10% +13% • Growth driven by all end markets Adj. EBITDA (1) $107 $436 • Gross profit growth through strong volum
Slide 5: 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 6: Why Alliance Wins
Why Alliance Wins Alliance Is Alliance Is Not ✓ Scaled & Pure-Play Commercial Laundry Every investment focused on one resilient and growing market ✕ Sub-Scale or Divided Focus Total Cost of Ownership Focused Competing on Price at the ✓ Quality, durability, reliability – never cheapened ✕ Expense of
Slide 7: 2025 Strategic Highlights
2025 Strategic Highlights Innovation Leadership Commercial & Operational Execution • Extended ProCapture technology across product • Acquired New York based distributor — expanding range, launched 55-pound stack tumbler — footprint in high-density Northeast market market's largest • $54M capital inv
Slide 8: 2026 Strategic Priorities
2026 Strategic Priorities 1 Profitable Growth Capitalize on competitive advantages across our key markets and create new ones 2 Innovation and New Product Development Robust pipeline across multiple categories for physical and digital product innovation Key 3 Operational Excellence Strategic Continu
Slide 9: 2025 Financial Results
2025 Financial Results Metric Q4 2025 2025 Full Year Performance Commentary (in millions) Revenue $435 $1,709 • Roughly equal volume and price contribution in the quarter; second consecutive year of % YoY +10% +13% double-digit organic growth across both segments and all end markets Gross Profit $16
Slide 10: Q4 2025 Segment Results
Q4 2025 Segment Results $ in millions North America Revenue International Revenue +9% North America Highlights +12% $317 • Revenue growth broad based across all markets $118 • Pricing actions largely offset modest tariff impacts $290 $105 • Margin expansion driven by cost down and strong incremental
Slide 11: Full Year 2025 Segment Results
Full Year 2025 Segment Results $ in millions North America Revenue International Revenue North America Highlights • Strong growth across all end markets +10% +14% $1,269 • Mid-single digit price impact and high single digit $440 volume increases $1,109 • Local-for-local manufacturing strategy provid
Slide 12: 2026 Annual Guidance
2026 Annual Guidance Net Revenue Growth Adj. EBITDA Growth (1) Net Leverage Reduction (1) +5% to 7% +6% to 8% Low 2x Roughly Equal Volume/Price Modest Margin Expansion ~0.75 reduction Other Assumptions Capex % Revenue ~3% Effective Tax Rate ~23.5% Interest Cost ~$85m Diluted Share Count ~205m 12 1)
Slide 13: 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 • Dividend opportunity / flow generatio
Slide 14: 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 15: Appendix
JAliiance’ / Every Day is Launchy Day Laundry Systems Appendix
Slide 16: Non-GAAP Reconciliation
Non-GAAP Reconciliation The following table presents a reconciliation of Net income/(loss) to the non-GAAP financial measure adjusted earnings before interest, taxes depreciation and amortization (Adjusted EBITDA) and Net income (loss) margin to Adjusted EBITDA margin: 16
Slide 17: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) The following table presents a reconciliation of Net Income to Adjusted Net Income: 17
Slide 18: 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: 18
Slide 19: 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. 19 (2) Other segment items for each reportable segment includes allocated engineering, sales and ma
Slide 20: Alliance Laundry Systems - Every Day is Laundry Day
JAlliance’ / Every Day is Laundry Day Laundry Systems
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