EVI Industries, Inc. (EVI)
AMEXIndustrialsIndustrial - DistributionSnapshot 2026-09-04
$13.66+4.83%
Close 2026-09-04 · 1-day change
AMEXIndustrialsIndustrial - DistributionSnapshot 2026-09-04
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.
Focus on enterprise-wide operational coordination, process improvement, and efficiency to improve scalability, profitability, and long-term cash flow.
Newly stated in 2026-Q1. Management emphasized operational optimization and process improvement initiatives to improve scalability, efficiency, and long-term operating performance. Financials show revenue grew 16% to $324.7 million and gross margin expanded to 31.5% for the nine months ended March 31, 2026, supporting progress in operational leverage and profitability. This priority is newly stated but aligns with improving financial metrics.
“Updates on long-term growth strategy and ongoing operational optimization, process improvement, and enterprise-wide coordination initiatives.”
Continue disciplined acquisitions to expand commercial laundry footprint and capabilities, leveraging local leadership and operational infrastructure.
Stated in 2 of last 2 quarters. Management completed the acquisition of Belenky, Inc. in 2026-Q1 and announced the acquisition of Sudsies, Inc. in 2026-Q3, expanding the business count to 32 and entering a new industry. Revenue grew to nearly $435 million over ten years, reflecting disciplined buy-and-build growth. The trajectory is delivering with continued acquisition activity.
“Announced acquisition of Sudsies, Inc. and entry into consumer garment care services industry.”
“Completed acquisition of Belenky, Inc., the 32nd commercial laundry business to join EVI.”
Establish a new consumer garment care services division anchored by the acquisition of Sudsies, aiming for national scale.
Stated in 2 of last 2 quarters. Management announced the planned acquisition of Sudsies in 2026-Q2 and completed it in 2026-Q3, establishing a new consumer garment care division. Sudsies reported $21.7 million revenue and $4.7 million operating income for the twelve months ended June 30, 2026. This marks a strategic expansion beyond commercial laundry, with initial delivery on the acquisition.
“Completed acquisition of Sudsies and established consumer garment care services division.”
“Announced plans to expand into consumer garment care services industry with agreement to acquire Sudsies.”
Leverage installed customer base and service organization to grow higher-margin repeat purchases and cross-selling opportunities.
Newly stated in 2026-Q1. Management highlighted growth in repeat customer revenue and cross-selling via Premier Chemical Solutions, which increased sales revenue by 49% year-over-year and added about 12 new accounts monthly with low attrition. This demonstrates initial delivery on expanding higher-margin recurring revenue within the existing customer base.
“Premier Chemical Solutions increased sales revenue by 49% and added approximately 12 new customer accounts per month.”
Prioritize long-term scalable growth and value creation rather than short-term margin improvements.
Newly stated in 2026-Q1. Management emphasized a strategic focus on durable value creation rather than short-term margin gains, aiming to build a scalable and market-resilient platform. Financial results show record revenue growth and gross margin expansion, supporting this long-term value creation focus. The trajectory is consistent with management's stated priority.
“EVI continues to prioritize durable value creation over short-term margin gains, reinforcing scalable and market resilient platform.”
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 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
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 53% for the rest of the cohort, n=6654).
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 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.