The raised EBITDA guidance and accelerated deleveraging (2.0x target) provide a clear catalyst for multiple expansion. Monitor Q3 for margin trajectory and International segment recovery; the strong cash flow supports further debt paydown and potential capital returns.
Price Chart
Executive Summary
Alliance Laundry reported Q2 2026 net revenue of $477M (+7% YoY) and diluted EPS of $0.34, beating the $0.34 consensus. Adjusted EBITDA grew 12% to $134M with margin expanding 135bps to 28.1%. The company raised full-year Adjusted EBITDA growth guidance to +8-10% (from +7-8%), tightened net leverage target to 2.0x, and reduced interest expense guidance to $80M. Strong operating cash flow of $66.3M and $50M in debt repayment drove net leverage to 2.4x. The beat and raised guidance signal accelerating operational momentum and deleveraging.
Key Financial Metrics
Key Facts
- Net revenue of $477M, up 7% YoY
- Diluted EPS of $0.34 vs consensus $0.34 (in-line on GAAP basis; adjusted EPS $0.41)
- Adjusted EBITDA of $134M, up 12% YoY, margin 28.1% (+135bps)
- Raised FY 2026 Adjusted EBITDA growth guidance to +8-10% from +7-8%
- Net leverage reduced to 2.4x from 2.8x year-end; target tightened to 2.0x
- Operating cash flow of $66.3M, up from $5.3M in prior year
- Repaid $50M in debt during Q2; total debt $1.25B
- North America revenue +9%, International flat
Financial Impact
Q2 revenue $477M, EPS $0.34, Adj. EBITDA $134M; FY guidance raised to +8-10% Adj. EBITDA growth
Risk Factors
- International segment flat with EBITDA down 8% YoY
- Legal expense and public company costs partially offset margin expansion
- Tariff exposure remains ~$20M annualized, though pricing actions offset it
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-056465 |
| Document: all-20260813.htm | 0001628280-26-056465 |
| Document: 0001628280-26-056465-index-headers.html | 0001628280-26-056465 |
| Document: 0001628280-26-056465-index.html | 0001628280-26-056465 |
| Document: 0001628280-26-056465.txt | 0001628280-26-056465 |
| 8-K Data (Synthetic) | 0001628280-26-056465 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 9w ago | Insider Cluster | $23.85 | awaiting T+60 | — | $21.15 (+11.32%) |
Aug 19, 2026 9w ago | EFFECT | $23.94 | awaiting T+60 | — | $21.15 (−11.65%) |
Aug 17, 2026 10w ago | S-1 | $24.79 | awaiting T+60 | — | $21.15 (−14.68%) |
Aug 16, 2026 10w ago | Institutional Cluster | $24.79 | awaiting T+60 | — | $21.15 (−14.68%) |
Aug 13, 2026 10w ago | 8-K | $25.76 | awaiting T+60 | — | $21.15 (−17.90%) |
Aug 7, 2026 11w ago | Insider Cluster | $27.77 | awaiting T+60 | — | $21.15 (−23.84%) |
Aug 5, 2026 11w ago | Insider Cluster | $27.54 | awaiting T+60 | — | $21.15 (−23.20%) |
Aug 5, 2026 11w ago | Insider Cluster | $27.54 | awaiting T+60 | — | $21.15 (−23.20%) |
Aug 5, 2026 11w ago | Insider Cluster | $27.54 | awaiting T+60 | — | $21.15 (−23.20%) |
Aug 4, 2026 11w ago | Insider Cluster | $28.01 | awaiting T+60 | — | $21.15 (−24.49%) |
US Market Status
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