Strong Q1 beat and raised guidance confirm demand momentum and margin expansion. Watch for continued deleveraging and tariff management; the stock may re-rate higher as the market prices in the improved outlook.
Price Chart
Executive Summary
Alliance Laundry Q1 2026 revenue grew 10% YoY to $427M, beating consensus of $419.4M, and adjusted EPS of $0.31 beat the $0.27 estimate by 14.8%. The company raised the low end of full-year 2026 guidance (revenue growth +6-7%, Adj. EBITDA growth +7-8%), signaling sustained demand and operating leverage.
Key Financial Metrics
Key Facts
- Q1 2026 net revenues $426.9M, +10% YoY vs $389.6M
- Adjusted diluted EPS $0.31 vs consensus $0.27 (+14.8% beat)
- Adjusted EBITDA $109M, +9% YoY, margin 25.5%
- Raised FY2026 revenue growth guidance to +6-7% (from +5-7%)
- Raised FY2026 Adj. EBITDA growth guidance to +7-8% (from +6-8%)
- Net leverage reduced to 2.6x from 2.8x, paid down $65M debt in Q1
- Operating cash flow $79.9M, +76% YoY
Financial Impact
Q1 revenue beat by ~$7.6M; EPS beat by $0.04; guidance raise implies ~$30M incremental revenue at midpoint.
Risk Factors
- Tariff exposure: ~$20M annualized, currently offset by pricing but could widen
- Volume growth only ~3% of the 10% revenue increase, rest from pricing/FX – sustainability depends on demand
- High leverage (2.6x) leaves limited buffer for downturns
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-033885 |
| Document: all-20260512.htm | 0001628280-26-033885 |
| Document: 0001628280-26-033885-index-headers.html | 0001628280-26-033885 |
| Document: 0001628280-26-033885-index.html | 0001628280-26-033885 |
| Document: 0001628280-26-033885.txt | 0001628280-26-033885 |
| 8-K Data (Synthetic) | 0001628280-26-033885 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 9w ago | Insider Cluster | $23.85 | awaiting T+60 | — | $21.50 (+9.83%) |
Aug 19, 2026 9w ago | EFFECT | $23.94 | awaiting T+60 | — | $21.50 (−10.17%) |
Aug 17, 2026 10w ago | S-1 | $24.79 | awaiting T+60 | — | $21.50 (−13.25%) |
Aug 16, 2026 10w ago | Institutional Cluster | $24.79 | awaiting T+60 | — | $21.50 (−13.25%) |
Aug 13, 2026 10w ago | 8-K | $25.76 | awaiting T+60 | — | $21.50 (−16.52%) |
Aug 7, 2026 11w ago | Insider Cluster | $27.77 | awaiting T+60 | — | $21.50 (−22.56%) |
Aug 5, 2026 11w ago | Insider Cluster | $27.54 | awaiting T+60 | — | $21.50 (−21.91%) |
Aug 5, 2026 11w ago | Insider Cluster | $27.54 | awaiting T+60 | — | $21.50 (−21.91%) |
Aug 5, 2026 11w ago | Insider Cluster | $27.54 | awaiting T+60 | — | $21.50 (−21.91%) |
Aug 4, 2026 11w ago | Insider Cluster | $28.01 | awaiting T+60 | — | $21.50 (−23.22%) |
US Market Status
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