Lumida
/ALH
⌘K
ALH

ALH

ALH
$25.50USD↓-1.20%-0.31 today

MARKET CAP

5.1B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$25 – $26

52W RANGE

$19
$27

AI Summary

Stalk
Sell NowMedium

Asset is in Stage 3 distribution with bearish pressure. Medium-term bias is bearish confirmed by price below converged 9/20 EMAs and a decisive break of support. Short-term trend is down and false bounce attempts are being rejected, indicating execution readiness. Sell now into resistance zones around the 9/20 EMAs and 50 DMA. Key risks include a sharp oversold bounce or failure to hold new lows which would delay further downside.

  • ↑Q1 revenue $427M (+10% YoY); full-year sales guidance raised to 6–7% growth.
  • ↑Adjusted net income surged 85% to $63M; adjusted EBITDA up 9% to $109M.
  • ↓Net debt $1.2B, leverage at 2.6x adjusted EBITDA raises liquidity risk.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Alliance Laundry Holdings Inc. (ALH) is a prominent player in the commercial laundry equipment industry, dominating the market with its focus on providing high-quality solutions for both commercial and residential applications. With a robust portfolio, the company operates within a non-discretionary market environment, emphasizing durability and service quality as key components of its business model. Alliance's strategy includes leveraging local manufacturing to enhance competitive advantages and customer engagement, ensuring resilience amidst macroeconomic fluctuations.

Bull says

  • ↑Q1 revenue $427M (+10% YoY); full-year sales guidance raised to 6–7% growth.
  • ↑Adjusted net income surged 85% to $63M; adjusted EBITDA up 9% to $109M.
  • ↑Moody’s upgraded to B1 from B2, cutting borrowing costs ~25bps.
  • ↑ScanPay Wash processed 100k+ transactions in March, boosting digital engagement.
  • ↑Holds 40% North America market share; local-for-local manufacturing offsets tariffs.
  • ↑Qualitative factors show high earnings yield, strong leverage, improving analyst outlooks.

Bear says

  • ↓Net debt $1.2B, leverage at 2.6x adjusted EBITDA raises liquidity risk.
  • ↓Growth and profitability scores negative, signaling challenges in sustaining margins.
  • ↓Ongoing tariffs cost ~$20M annually, exposing margins to policy shifts.
  • ↓Low institutional ownership reflects weak investor sentiment.
  • ↓Non-discretionary demand may slip in downturn; Europe markets remain cautious.
  • ↓Factor risks include high leverage risk, weak profitability, low dividend yield.

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 04-08-2026neutral

Transcript signals

Bull points

  • We view two times leverage as a comfort level from the balance sheet perspective, but having said that, we don't view two times as a floor. Given our cash flow generation, we could operate comfortably below two in the near term.
  • So there's a lot of opportunities at our fingertips, and we're really excited about those many different things that we can do to create that shareholder value while continuing to invest in the business at a scale that no one else in the competition can.
  • Fourth quarter net revenue was up 10% to $435 million versus the prior year. We saw real unit volume increases across our end markets, which contributed roughly half of the growth in the quarter with the balance from price. This reinforces what Mike said earlier, This is a demand-driven growth story supported by both volume and price that is consistent with the durable growth pattern we've seen in this industry over time.

Bear points

  • although we're not giving any detailed guidance on individual business units, we're not building in double-digit growth in this business in our guidance for 2026
  • we know from the cost base and given their financial profile it is not a hit that they can sustain and they must pass on those cost increases
  • This demand is broad-based across our key geographic markets with strength across our vended, on-premise, and commercial and home product offerings.
Read full transcript analysis ›