Alliance Laundry Holdings, Inc. (ALH)
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-09-04
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · ALH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 2.4% |
| Our one-year growth estimate | diamond | 6.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 227 days
Usually moved in the opposite direction.
Price observations: 224 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 4.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 63 industry peers · Company calendar date is not available
ALH — credit agreement
Dated 2026-06-29
Regulation FD Disclosure. On June 29, 2026, Alliance Laundry Holdings Inc. (the "Company") issued a press release announcing that Moody's Ratings has upgraded the Company's corporate family rating to B1 from B2 and concurrently upgraded the Company's senior secured first lien revolving credit facility and senior secured first lien term loan to B1 from B2. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference. The infor…
Why it matters: The new COO's style may change how the company performs. Smooth changes can help.
Watch forThe new COO makes changes that improve efficiency in six months.
Also watch forThe transition causes problems or drops in performance metrics.
Why it matters: The COO change could impact company performance. Watching this helps see management stability.
Watch forThe company reports good results after Bob Calver becomes COO.
Also watch forProblems arise or performance drops after the COO change.
Why it matters: An upgrade can reduce borrowing costs and help with finances.
Supportive ifCompany reports a decrease in borrowing costs by 25 basis points.
Worry ifCompany reports no change in borrowing costs post-upgrade.
Why it matters: Revenue growth guidance shows the company can keep strong sales.
Supportive ifManagement confirms revenue growth guidance remains at +6% to 7% for the year.
Worry ifManagement cuts revenue growth guidance to below +6%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$121 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $341 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,922 loss on $10,000 · 29.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: This growth shows that cost management and pricing strategies are working.
Supportive ifAdjusted EBITDA growth is confirmed at +8% to 10% for the year.
Worry ifAdjusted EBITDA growth falls below +8%.
Why it matters: Reaching this goal means the company is reducing debt. It is becoming financially healthier.
Supportive ifNet leverage is confirmed at 2.0x or lower by year-end.
Worry ifNet leverage remains above 2.0x by year-end.
Why it matters: An upgrade means better financial stability. It also means lower borrowing costs for the company.
Supportive ifAnother credit rating upgrade from Moody's or S&P.
Worry ifNo upgrades or a downgrade in credit ratings.