EVI Industries, Inc. (EVI)
AMEXIndustrialsIndustrial - DistributionSnapshot 2026-11-05
$21.15-2.80%
Close 2026-11-05 · 1-day change
AMEXIndustrialsIndustrial - DistributionSnapshot 2026-11-05
QuarterlyIQ Insights · EVI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Buy-and-Build Strategy Drives Continued Expansion During fiscal 2026, EVI completed two acquisitions, adding ASN Laundry Group in August 2025 and Belenky, Inc. in February 2026 as the 31 st and 32 nd…
Stated in 2 of 2 supplied quarters. Management reported: “Buy-and-Build Strategy Drives Continued Expansion During fiscal 2026, EVI completed two acquisitions, adding ASN Laundry Group in August 2025 and Belenky, Inc. in February 2026 as the 31 st and 32 nd commercial laundry businesses to join the EVI family.” “Revenue increased 15% to a record $446.6 million, while gross profit grew faster, rising 19% to a record $140.7 million and lifting gross margin to a record 31.5%.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Buy-and-Build Strategy Drives Continued Expansion During fiscal 2026, EVI completed two acquisitions, adding ASN Laundry Group in August 2025 and Belenky, Inc. in February 2026 as the 31 st and 32 nd…”
“Buy and Build Growth Strategy During the quarter, EVI completed the acquisition of Belenky, Inc., an Akron, Ohio-based distributor of commercial laundry products and provider of related installation…”
” Building a Second High Growth Division: Consumer Garment Care Services Following the fiscal year end, on July 20, 2026, EVI announced plans to expand into the consumer garment care services industr…
Stated in 1 of 2 supplied quarters. Management reported: “” Building a Second High Growth Division: Consumer Garment Care Services Following the fiscal year end, on July 20, 2026, EVI announced plans to expand into the consumer garment care services industry through the establishment of a new division and its entry into a definitive agreement to acquire Miami, Florida-based Sudsies, Inc (“Sudsies”).” “For the twelve months ended June 30, 2026, Sudsies generated revenue of approximately $21.7 million, operating income of approximately $4.7 million, and EBITDA of approximately $5.7 million.”
“” Building a Second High Growth Division: Consumer Garment Care Services Following the fiscal year end, on July 20, 2026, EVI announced plans to expand into the consumer garment care services industr…”
With the core ERP, field service, and other supporting technology platforms substantially deployed, EVI is moving from building capability to using it, standardizing processes, improving productivity…
Stated in 2 of 2 supplied quarters. Management reported: “With the core ERP, field service, and other supporting technology platforms substantially deployed, EVI is moving from building capability to using it, standardizing processes, improving productivity, increasing coordination across its businesses, and converting additional revenue into profit more efficiently.” “Operating Margins Today, and What Closes the Gap Against that backdrop, EVI’s objective is to achieve double-digit consolidated operating margins.”
“With the core ERP, field service, and other supporting technology platforms substantially deployed, EVI is moving from building capability to using it — standardizing processes, improving productivit…”
“The Company has substantially completed the deployment of its ERP system, field service platform, and business intelligence capabilities, which management believes provide the operational visibility…”
That margin improvement reflects continued growth in the Company’s more durable service, parts, and consumables revenues, which carry higher margins than equipment sales and generally recur regardles…
Stated in 2 of 2 supplied quarters. Management reported: “That margin improvement reflects continued growth in the Company’s more durable service, parts, and consumables revenues, which carry higher margins than equipment sales and generally recur regardless of the timing of any single installation, as well as the Company's ownership of a greater portion of its supply chain through its Continental subsidiary.” “Over 75% of customers that purchased parts during the quarter had purchased from EVI within the last three years, which management believes demonstrates the recurring nature of many customer relationships, the importance of EVI’s service organization, and the value of the Company’s installed equipment knowledge.”
“That margin improvement reflects continued growth in the Company’s more durable service, parts, and consumables revenues, which carry higher margins than equipment sales and generally recur regardles…”
“Over 75% of customers that purchased parts during the quarter had purchased from EVI within the last three years, which management believes demonstrates the recurring nature of many customer relation…”
Prioritize long-term scalable growth and value creation rather than short-term margin maximization.
Over the trailing year it converted 1.25x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.