Alliance Laundry Holdings Inc. · NYSE:ALH
Alliance Laundry — Q3 2025 Earnings Presentation
22 slides from Alliance Laundry's earnings presentation, Nov 13, 2025
Slide 1: Third Quarter 2025 Earnings Presentation
Alliance (NYSE: ALH) Third Quarter 2025 Earnings Presentation November 13, 2025
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: Presenters
Presenters Mike Schoeb Dean Nolden Bob Calver Chief Executive Officer & Director Chief Financial Officer VP Investor Relations 3
Slide 4: 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 industry values Total Cost of Ownership 2 World’s Largest Commercial Laundry Systems Manufacturer • Produc
Slide 5: Alliance at a Glance
Alliance at a Glance Global Leader in Commercial Laundry 2024A Revenue by Segment Alliance is a leading global manufacturer of commercial laundry systems with five prominent brands International Manufactures systems with best-in-class quality and reliability, supported by industry-leading wrapar
Slide 6: Diversity of End Markets Supports Consistent Performance
Diversity of End Markets Supports Consistent Performance On-Premise Laundry (“OPL”) Healthcare Institutions Hospitality Restaurants Industrial Commercial Facilities Mgmt. Professional Care Specialized Military, fire, marine Customers range from Quality laundry that Premium fabric Outsourced laundry
Slide 7: Long Term Consistent Revenue Growth
Long Term Consistent Revenue Growth Revenue ($ in millions) GFC COVID-19 $1,669 $1,508 $1,376 $1,365 $1,214 $1,090 $1,075 $1,002 $938 $889 $813 $726 $557 $506 $443 $460 $458 $426 $366 $393 2006A 2007A 2008A 2009A 2010A 2011A 2012A 2013A 2014A 2015A 2016A 2017A 2018A 2019A 2020A 2021A 2022A 2023A 202
Slide 8: Key Investment Highlights
Key Investment Highlights Highest Quality Products Lead to Attractive Total Cost of Ownership (TCO) Unmatched Scale Premier Capabilities Drive Market Share Gains Well Invested Global Manufacturing and Engineering Footprint Diversified Go-to-Market Strategy Track Record of Innovation and
Slide 9: Revenue Drivers
Alliance Has a Track Record of Outperforming the Market and is Well Positioned to Continue on this Trajectory Expected Alliance Growth Drivers Price Focus on Quality and • Continue to produce high-quality, reliable commercial laundry systems to drive repeat business and 1 Reliability encourage marke
Slide 10: Third Quarter 2025 and Recent Business Highlights
Third Quarter 2025 and Recent Business Highlights Innovation Leadership Operational Execution Capital Markets • Launched 55-pound stack tumbler, • Completed acquisition of New York based • $506m IPO primary net proceeds used to market’s largest distributor, further enhancing footprint delever in key
Slide 11: Third Quarter 2025 Consolidated Financial Summary
Third Quarter 2025 Consolidated Financial Summary Metric Q3 2025 2025 YTD Performance Commentary (in millions) Revenue $438 $1,274 • Volume growth in North America and International and all three end-markets % YoY +14% +14% • Price actions largely offset U.S. tariff related costs Adj. EBITDA $111 $3
Slide 12: North America Third Quarter 2025 Results
North America Third Quarter 2025 Results North America Q3 Revenue Q3 2025 Highlights North America Q3 YTD Revenue +14% +16% $331 +14% • Double-digit growth across all end markets $952 YoY revenue • Mid-single digit price $290 growth $819 increases and low double digit increase in volume Q3 2024 Q3 2
Slide 13: International Third Quarter 2025 Results
International Third Quarter 2025 Results International Q3 Revenue Q3 2025 Highlights International Q3 YTD Revenue +12% +10% • Balanced growth across $107 +12% mature and developing $322 markets $95 YoY revenue growth • One-third of increase attributable to each volume, $294 price and favorable FX Q3
Slide 14: Balance Sheet & Liquidity
Balance Sheet & Liquidity Strengthened Leverage Profile Improved Balance Sheet IPO net proceeds of $506m and cash on-hand used to repay $525m of debt in addition to $135m voluntary paydown in Q3 Strengthened capital structure with IPO adjusted net leverage(1) of 3.1x 5.0x 4.3x Q3 debt repricing to S
Slide 15: 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 • Flexibility to return capital to flow
Slide 16: 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 industry values Total Cost of Ownership 2 World’s Largest Commercial Laundry Systems Manufacturer • Produc
Slide 17: Appendix
JAlliance’ / Every Day is Laundry Day Laundry Systems Appendix
Slide 18: 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: (Unaudited) Three Months Ended
Slide 19: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) The following table presents a reconciliation of Net Income to Adjusted Net Income: (Unaudited) Three Months Ended September 30, Nine Months Ended September 30, (in thousands, except per share data) 2025 2024 2025 2024 Net income/(loss) $ 32,896 $ (6,322) $ 81,159 $ 6
Slide 20: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) The following table presents the calculation of last twelve months (LTM) adjusted EBITDA for The following table presents a reconciliation of Debt to Net Debt and Net Debt to Adjusted purposes of calculating Net debt and Net debt to Adjusted EBITDA: EBITDA: (Unaudited
Slide 21: Non-GAAP Reconciliation (cont.)
Non-GAAP Reconciliation (cont.) Selected financial information for each segment is as follows: (Unaudited) (Unaudited) Three Months Ended September 30, 2025 Three Months Ended September 30, 2024 Nine Months Ended September 30, 2025 Nine Months Ended September 30, 2024 (in thousands) North America In
Slide 22: Alliance Laundry Systems – Every Day is Laundry Day
JAlliance’ / Every Day is Laundry Day Laundry Systems
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