Form 8-K

8-K — Alliance Laundry Holdings Inc.

Accession: 0001628280-26-056465

Filed: 2026-08-13

Period: 2026-08-13

CIK: 0001317685

SIC: 3580 (REFRIGERATION & SERVICE INDUSTRY MACHINERY)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — all-20260813.htm (Primary)

EX-99.1 (q2-26pressrelease.htm)

GRAPHIC (picture1a.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: all-20260813.htm · Sequence: 1

all-20260813

0001317685FALSE00013176852026-05-132026-05-13

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): August 13, 2026

Alliance Laundry Holdings Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-42897

98-0444708

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

221 Shepard Street

Ripon, Wisconsin

54971

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code: (920) 748-3121

Not Applicable

Former name or former address, if changed since last report

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant

under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.01 per share

ALH

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933

(§230.405 of this Chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for

complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 - Results of Operations and Financial Condition

On August 13, 2026, Alliance Laundry Holdings Inc. issued a press release providing information regarding

earnings for the second quarter of 2026. A copy of the press release is attached hereto as Exhibit 99.1.

The information contained in this Item 2.02 of this Current Report, including Exhibit 99.1 attached hereto,

shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the

“Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by

reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act,

except as expressly provided by specific reference in such a filing.

Item 9.01.Financial Statements and Exhibits.

(d)Exhibits

Exhibit No.

Description

99.1

Press Release, dated August 13, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this

report to be signed on its behalf by the undersigned hereunto duly authorized.

ALLIANCE LAUNDRY HOLDINGS INC.

Date: August 13, 2026

By:

/s/ Michael D. Schoeb

Name: Michael D. Schoeb

Title: Chief Executive Officer

EX-99.1

Filename: q2-26pressrelease.htm · Sequence: 2

Q2-26 Press Release

Exhibit 99.1

Alliance Laundry Reports Second Quarter 2026 Results

Second Quarter 2026 Highlights:

All results are for the second quarter of fiscal 2026, and comparisons are year-over-year unless otherwise noted

•Net revenue of $477 million, up 7%

•Net income of $69 million, an increase of 121%; Adjusted Net income of $83 million, an

increase of 55%

•Adjusted EBITDA of $134 million, up 12%

•Repaid $50 million in debt; Net Leverage reduced to 2.4x

•Raises full year 2026 Adjusted EBITDA guidance to +8% to 10% growth versus prior year 1

___________________________________________________________________

RIPON, Wis., August 13, 2026 – Alliance Laundry Holdings Inc. (NYSE: ALH) (“Alliance” or the

“Company”), the global leader in commercial laundry equipment, today announced results for its

second quarter ended June 30, 2026.

“Our performance this quarter, including the revenue growth and profitability we delivered,

demonstrates the strength and durability of our business model that is rooted in diversification across

all three dimensions: product, end markets and geography," said Michael Schoeb, CEO of Alliance.

“The resilient, replacement-driven nature of demand in our industry, combined with our market-

leading product solutions and several compelling growth drivers, underpins our optimism for the years

ahead and our commitment to long-term shareholder value. Our strong first half performance,

combined with our visibility into the remainder of the year, provides the foundation to raise our

earnings guidance and firm up our deleveraging target.”

1 Refer to the "Non-GAAP Financial Measures" section for additional information regarding forward-looking non-GAAP financial

measures. A reconciliation of non-GAAP measures is contained in the appendix to this press release.

SECOND QUARTER 2026 CONSOLIDATED RESULTS

Net revenue increased 7% to $477 million compared to $447 million in the prior year quarter. Pricing

actions to offset cost increases contributed slightly more than half of the benefit, with the balance

driven by unit volume and mix. Broad-based growth in North America was slightly offset by flat

International Segment results. The majority of international markets performed as expected, with

particular strength in the Asia Pacific region.

Gross profit increased 9% to $190 million, representing a gross margin of 39.8%, and an approximate

90 basis points increase from the prior year quarter. Pricing actions already in place continue to offset

the Company’s tariff exposure and other inflationary increases, with our local-for-local manufacturing

footprint continuing to provide a meaningful structural advantage.

Net income was $69 million compared to $31 million in the prior year quarter, with Net income

margin of 14.4%. Adjusted Net income increased approximately 55% to $83 million versus $53

million in the prior year quarter. The year-over-year change reflects the growth in operating earnings

plus approximately $22 million in lower interest expense following significant debt reduction of $825

million over the past twelve months.

Adjusted EBITDA increased 12% to $134 million, with Adjusted EBITDA Margin of 28.1%,

representing an approximate 135 basis point increase in profitability versus the prior year quarter.

Margin expansion from volume leverage, operational excellence, and supply chain efficiency was

partially offset by legal expense and incremental public company costs net of discrete benefits in the

quarter from tariff refunds and insurance proceeds.

CASH FLOW AND BALANCE SHEET

Operating cash flow for the quarter was $66.3 million, up from $5.3 million in the prior year quarter,

reflecting strong operating cash conversion and continued working capital discipline, consistent with

the Company’s historical performance. The Company paid down $50 million in debt during the second

quarter. This coupled with the $65 million paid down in the first quarter resulted in total debt of $1.25

billion and net debt of $1.09 billion as of June 30, 2026. Net Leverage decreased to 2.4x, a reduction

of 0.2 turns from March 31, 2026, and down 0.4 turns from prior year end.

SECOND QUARTER 2026 RESULTS BY REPORTABLE SEGMENT

North America revenue increased 9% to $359 million, with Adjusted EBITDA up 17% to $114

million and Adjusted EBITDA Margin of 31.6%. Growth was broad-based across all end markets,

supported by demand mix shift toward larger-capacity machines in the Vended market. Multi-Housing

and On-Premise delivered solid results, reflecting the continued predictable replacement demand of

this end-market. Commercial-in-Home posted strong growth as consumers continue to seek products

with higher reliability, longer life and durability consistent with our commercial customers. Pricing

actions offset cost inflation and tariff exposure, with the Company’s in-market manufacturing footprint

and supply chain providing structural protection.

International revenue was approximately flat at $117 million, and Adjusted EBITDA decreased by

8% to $34 million resulting in an Adjusted EBITDA Margin of 28.9%. Asia Pacific continued to see

strong growth, particularly in burgeoning markets. Europe delivered steady performance across all end

markets, powered by the ongoing replacement and upgrade cycle. The Middle East & Africa region,

which makes up less than 2% of global revenue, continued to experience reduced activity due to the

on-going conflict in the Middle East. The EBITDA impact reflects the geographic mix of the business,

as well as the ongoing investment in people and products in emerging international markets to enable

future growth.

UPDATED 2026 FULL YEAR GUIDANCE

The Company’s outlook includes Adjusted EBITDA and Net Leverage, which are non-GAAP

measures. The Company does not provide certain estimated future results for Adjusted EBITDA and

Net Leverage on a GAAP basis because the Company is unable to predict, with reasonable certainty,

certain items that are excluded from Adjusted EBITDA, including but not limited to restructuring and

acquisition-related charges, non-cash asset impairment charges and gains or losses from dispositions

and foreign exchange gains/losses on intercompany loans. These items are uncertain and will depend

on several factors, including industry conditions, and could be material to the Company’s results

computed in accordance with GAAP. The Company has not provided reconciliations between the

Company’s 2026 guidance and the most directly comparable GAAP measures because it would be too

difficult to prepare a reliable U.S. GAAP quantitative reconciliation without unreasonable effort.

Based on the strength of our second quarter performance and our visibility into the second half of the

year, the Company is raising the range of Adjusted EBITDA guidance for 2026 and firming up its Net

Leverage guidance. Revenue guidance remains unchanged.

Revenue growth guidance versus prior year remains at +6% to 7%. Adjusted EBITDA growth has

been raised to +8% to 10%, from the prior range of +7% to 8%, as the Company realizes the benefit of

price and volume increases alongside the realization of continued cost-down initiatives. The Company

also expects revenue performance to be fairly consistent between quarters across the second half of

2026. We expect margin expansion will be weighted more towards the fourth quarter given the

geographic mix of business and normal seasonal patterns. The Company now anticipates achieving net

leverage of 2.0x in fiscal year 2026, absent any other capital allocation opportunities, down from the

prior disclosure of low 2x range. Interest is now expected to total approximately $80 million for 2026,

and we forecast a lower effective tax rate of 23.0%. Capital Expenditures and share count guidance

assumptions remain unchanged.

Updated 2026 Guidance

(Previous)

Revenue Growth

+6% to 7%

Adjusted EBITDA Growth

+8% to 10%

(+7% to 8%)

Net Leverage

2.0x by year end

(Low 2x)

Capital Expenditures (% of Revenue)

~3%

Effective Tax Rate

~23.0%

(~23.5%)

Interest Expense

~$80 million

(~$85 million)

Diluted Share Count

~205 million

CONFERENCE CALL INFORMATION

Alliance will host a conference call to discuss these results at 8:00 a.m. Eastern Time today,

August 13, 2026.

A live audio webcast will be available on Alliance’s Investor Relations website at https://

ir.alliancelaundry.com/news-events/ir-calendar. A replay of the webcast will be available after the call.

ABOUT ALLIANCE LAUNDRY

Alliance Laundry makes the world cleaner as a provider of the highest quality commercial laundry

systems. Our laundry solutions are available under five respected brands, sold and supported by a

global network of select distributors. We serve approximately 150 countries with a team of more than

4,000 employees. Our brands include Speed Queen®, UniMac®, Huebsch®, Primus® and IPSO®.

Together, they present a full line of commercial washing machines, dryers, and ironers (with load

capacities from 20–400 lb. or 9–180 kg.) and support service. You can also enjoy the superior wash

and fabric care of commercial-grade laundry equipment in your home through our legendary Speed

Queen® washers and dryers.

For more information, visit www.alliancelaundry.com.

NON-GAAP FINANCIAL MEASURES

We regularly review non-GAAP measures to evaluate our business, measure our performance and

manage our operations, including identifying trends affecting our business, formulating business plans

and making strategic decisions. We believe that non-GAAP measures provide an additional way of

viewing aspects of our operations that, when viewed together with our GAAP results, provide a more

complete understanding of our results of operations and the factors and trends affecting our business.

These non-GAAP financial measures are also used by our management to evaluate financial results

and to plan and forecast future periods. Non-GAAP financial measures should be considered a

supplement to, and not a substitute for, or superior to, the corresponding measures calculated in

accordance with GAAP. Non-GAAP financial measures used by us may differ from the non-GAAP

measures used by other companies, including our competitors.

“Adjusted EBITDA” represents Net income before provision for income taxes, interest expense,

depreciation and amortization and is further adjusted to exclude certain expenses not representative of

our ongoing operations and other charges not involving cash outlays and “Adjusted EBITDA Margin”

represents Adjusted EBITDA divided by Net revenues.

“Adjusted Net income” represents Net income adjusted to exclude certain expenses not

representative of our ongoing operations and other charges. These adjustments include, but are not

limited to, refinancing and debt related costs, share-based compensation, strategic transaction costs,

intangible amortization, foreign exchange on intercompany loans and other non-recurring items.

“Net Debt” represents our total debt less Cash and cash equivalents.

“Net Debt to Adjusted EBITDA” or “Net Leverage” represents total debt less Cash and cash

equivalents divided by Adjusted EBITDA for the relevant period.

SEGMENT INFORMATION

Our business is organized into two reportable segments, North America and International. The

Company uses Segment net revenues, Segment Adjusted EBITDA and Segment Adjusted EBITDA

Margin as its measures of performance. The Company allocates certain costs including manufacturing

variances, customer support expenses and selling and general expenses which are incurred in our

global operations to the reportable segments in determining Segment Adjusted EBITDA.

We define “Segment Adjusted EBITDA” as, on a segment basis, net income excluding interest

income/expense, income taxes, depreciation and amortization. Segment Adjusted EBITDA is also

adjusted for the discrete items that management excluded in analyzing the segments’ operating

performance, such as refinancing and debt related costs, share-based compensation, strategic

transaction costs, foreign exchange on intercompany loans and other non-recurring items which

management believes are not indicative of the Company’s ongoing operating performance. Segment

Adjusted EBITDA is a measure of operating performance of our reportable segments and may not be

comparable to similar measures reported by other companies.

FORWARD-LOOKING STATEMENTS

This press release includes “forward-looking statements” within the meaning of the “safe harbor”

provisions of the United States Private Securities Litigation Reform Act of 1995. In some cases, you

can identify these forward-looking statements by the use of terms such as “expect,” “will,” “continue,”

or similar expressions, and variations or negatives of these words, but the absence of these words does

not mean that a statement is not forward-looking. Forward-looking statements represent our

management’s beliefs and assumptions only as of the date of this press release. You should read this

press release with the understanding that our actual future results may be materially different from

what we expect. All statements other than statements of historical fact are statements that could be

deemed forward-looking statements, which include but are not limited to: expectations relating to

revenues and other financial or business metrics; statements regarding the Company’s plans, guidance,

growth, execution, costs and cost savings and any other statements of expectation or belief. These

statements are subject to known and unknown risks, uncertainties and other factors that may cause our

actual results, levels of activity, performance or achievements to differ materially from results

expressed or implied in this press release. Such risk factors include, but are not limited to, those related

to: the high degree of competition in the markets in which we operate; our reliance on the performance

of distributors, route operators, suppliers, retailers and servicers; our ability to achieve and maintain a

high level of product and service quality; fluctuations in the cost and availability of raw materials; our

exposure to international markets, particularly emerging markets; our exposure to costs and difficulties

of acquiring and integrating complementary businesses and technologies; and our exposure to

worldwide economic conditions and potential global economic downturns.

Additional information concerning these and other risks and uncertainties are contained in the section

entitled “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended

December 31, 2025. Additional information will be made available in our quarterly reports on Form

10-Q, and other filings and reports that we may file from time to time with the SEC. Except as

required by law, we assume no obligation, and do not intend to, update these forward-looking

statements, or to update the reasons actual results could differ materially from those anticipated in

these forward-looking statements, even if new information becomes available in the future.

ALLIANCE LAUNDRY SYSTEMS CONTACTS:

Investor Contact:

Tom Gelston

Vice President, Investor Relations & Corporate Development

thomas.gelston@alliancels.com

Media Contact:

Randy Radtke

Senior Manager of Content and Creative Services

randy.radtke@alliancels.com

ALLIANCE LAUNDRY HOLDINGS INC.

CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME

(unaudited)

(in thousands, except per share amounts)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Net revenues:

Equipment, service parts and other ....................

$464,206

$434,754

$878,912

$812,472

Equipment financing ..........................................

12,549

12,430

24,730

24,285

Net revenues ..........................................................

476,755

447,184

903,642

836,757

Costs and expenses: ...............................................

Cost of sales .......................................................

277,389

262,710

536,852

498,256

Cost of sales - related parties .............................

2,135

1,635

3,805

3,082

Equipment financing expenses ..........................

7,335

8,650

15,900

16,209

Gross profit ............................................................

189,896

174,189

347,085

319,210

Selling, general, and administrative expenses .......

84,139

80,264

157,467

150,727

Selling, general, and administrative expenses -

related parties .......................................................

109

164

150

Total operating expenses .......................................

84,248

80,339

157,631

150,877

Operating income ...............................................

105,648

93,850

189,454

168,333

Interest expense, net ..............................................

17,809

39,376

35,697

84,288

Other expenses/(income), net ................................

13,787

(6,463)

20,908

Income before taxes ...........................................

87,832

40,687

160,220

63,137

Provision for income taxes ....................................

19,163

9,653

34,635

14,874

Net income .........................................................

$68,669

$31,034

$125,585

$48,263

Comprehensive income:

Net income .........................................................

$68,669

$31,034

$125,585

$48,263

Foreign currency translation adjustment ..........

(1,161)

36,447

(13,764)

53,186

Comprehensive income ..................................

$67,508

$67,481

$111,821

$101,449

Net income

Basic ....................................................................

$0.35

$0.18

$0.63

$0.28

Diluted ................................................................

$0.34

$0.18

$0.62

$0.28

Weighted average number of common shares

outstanding

Basic ....................................................................

198,570

170,712

198,222

170,671

Diluted ................................................................

203,554

174,886

203,420

174,763

ALLIANCE LAUNDRY HOLDINGS INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(unaudited)

(in thousands, except share and per share amounts)

June 30, 2026

December 31, 2025

Assets

Current assets:

Cash and cash equivalents ...............................................................................................................................

$159,467

$123,102

Restricted cash ................................................................................................................................................

1,682

3,602

Restricted cash - for securitization investors ..................................................................................................

22,289

22,999

Accounts receivable, net .................................................................................................................................

117,255

113,651

Inventories, net ................................................................................................................................................

148,879

146,039

Inventories, net - related parties ......................................................................................................................

1,057

821

Accounts receivable, net - restricted for securitization investors ...................................................................

165,663

141,973

Equipment financing receivables, net .............................................................................................................

2,104

2,822

Equipment financing receivables, net - restricted for securitization investors ...............................................

96,634

92,011

Prepaid expenses and other current assets ......................................................................................................

32,178

28,862

Total current assets ..........................................................................................................................................

747,208

675,882

Equipment financing receivables, net ..................................................................................................................

5,917

4,913

Property, plant, and equipment, net .....................................................................................................................

255,808

265,250

Operating lease right-of-use assets ......................................................................................................................

21,377

20,741

Equipment financing receivables, net - restricted for securitization investors ....................................................

494,060

470,408

Deferred income tax asset, net .............................................................................................................................

3,244

3,169

Debt issuance costs, net .......................................................................................................................................

2,866

3,461

Goodwill ..............................................................................................................................................................

682,456

684,230

Intangible assets, net ............................................................................................................................................

730,083

754,737

Other long-term assets .........................................................................................................................................

3,879

3,097

Total assets .................................................................................................................................................

$2,946,898

$2,885,888

Liabilities and Stockholders' Equity

Current liabilities:

Current portion of long-term debt ...................................................................................................................

$97

$113

Accounts payable

169,813

128,662

Accounts payable - related parties ..................................................................................................................

1,791

1,852

Asset backed borrowings - owed to securitization investors ..........................................................................

196,294

194,180

Current operating lease liabilities ...................................................................................................................

5,994

5,927

Other current liabilities ...................................................................................................................................

148,033

153,592

Total current liabilities ...............................................................................................................................

522,022

484,326

Long-term debt, net ..............................................................................................................................................

1,241,167

1,354,636

Asset backed borrowings - owed to securitization investors ...............................................................................

444,745

424,406

Deferred income tax liability ...............................................................................................................................

169,366

169,355

Long-term operating lease liabilities ...................................................................................................................

16,221

15,745

Other long-term liabilities ....................................................................................................................................

50,762

45,302

Total liabilities ............................................................................................................................................

2,444,283

2,493,770

Stockholders' equity:

Redeemable preferred stock, $0.01 par value, 100,000,000 shares authorized, no shares issued or

outstanding ...........................................................................................................................................................

—

Common stock, $0.01 par value, 2,000,000,000 shares authorized, 198,751,901 and 197,532,147 issued,

respectively, and 198,751,901 and 197,532,147, outstanding, respectively ........................................................

1,988

1,975

Additional paid-in capital ....................................................................................................................................

508,032

509,369

Accumulated deficit .............................................................................................................................................

(50,819)

(176,404)

Accumulated other comprehensive income .........................................................................................................

43,414

57,178

Total stockholders' equity ...............................................................................................................................

502,615

392,118

Total liabilities and stockholders’ equity ...................................................................................................

$2,946,898

$2,885,888

ALLIANCE LAUNDRY HOLDINGS INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(unaudited)

(in thousands)

Six Months Ended June 30,

2026

2025

Cash flows from operating activities:

Net income ......................................................................................................................................................................................................

$125,585

$48,263

Adjustments to reconcile Net income to net cash provided by operating activities: ......................................................................................

Depreciation and amortization ..................................................................................................................................................................

44,723

45,958

Amortization and extinguishment of debt issuance costs .........................................................................................................................

1,096

1,145

Amortization of original issue discount ....................................................................................................................................................

1,073

807

Non-cash interest (income) expense ..........................................................................................................................................................

(7,366)

9,006

Non-cash loss on commodity contracts, net ..............................................................................................................................................

121

227

Non-cash foreign exchange (gain)/loss, net ..............................................................................................................................................

(6,468)

19,854

Non-cash stock-based compensation .........................................................................................................................................................

4,287

1,771

(Gain)/loss on sale of property, plant, and equipment ..............................................................................................................................

(133)

318

Provision for credit losses .........................................................................................................................................................................

2,400

2,480

Deferred income taxes ...............................................................................................................................................................................

591

(11,697)

Changes in assets and liabilities, net of the effects of acquisitions: ..........................................................................................................

Accounts and equipment financing receivables, net ............................................................................................................................

(9,922)

(11,351)

Accounts receivable - restricted for securitization investors ...............................................................................................................

(23,810)

(32,665)

Inventories, net .....................................................................................................................................................................................

(693)

(14,036)

Inventories, net - related party .............................................................................................................................................................

(236)

154

Equipment financing receivables, net - restricted for securitization investors ....................................................................................

(33,830)

(13,043)

Other assets ..........................................................................................................................................................................................

7,686

(4,244)

Accounts payable .................................................................................................................................................................................

40,847

23,346

Accounts payable - related parties .......................................................................................................................................................

(61)

158

Other liabilities ....................................................................................................................................................................................

249

(15,754)

Net cash provided by operating activities .......................................................................................................................................................

146,139

50,697

Cash flows from investing activities:

Capital expenditures ........................................................................................................................................................................................

(13,873)

(16,597)

Acquisition of businesses, net of cash acquired ..............................................................................................................................................

(3,185)

(3,084)

Proceeds on disposition of assets ....................................................................................................................................................................

296

137

Originations of equipment financing receivables, net - restricted for securitization investors ......................................................................

(32,094)

(40,516)

Collections of equipment financing receivables, net - restricted for securitization investors ........................................................................

35,273

35,949

Net cash used in investing activities ..........................................................................................................................................................

(13,583)

(24,111)

Cash flows from financing activities:

Payments on long-term borrowings ................................................................................................................................................................

(115,000)

—

Cash paid for debt establishment and amendment fees ..................................................................................................................................

—

(1,877)

Increase in asset backed borrowings owed to securitization investors ...........................................................................................................

107,824

116,622

Decrease in asset backed borrowings owed to securitization investors ..........................................................................................................

(85,371)

(87,124)

Repurchase of common stock .........................................................................................................................................................................

—

(2,342)

Taxes paid related to net share settlement of stock options ............................................................................................................................

(8,684)

(70)

Net proceeds from stock options exercised ....................................................................................................................................................

2,864

Proceeds from common stock issuance under employee purchase plan ........................................................................................................

209

—

Net cash (used in)/provided by financing activities ..................................................................................................................................

(98,158)

25,234

Effect of exchange rate changes on cash, cash equivalents, and restricted cash ..................................................................................................

(663)

1,595

Increase in cash, cash equivalents, and restricted cash ........................................................................................................................................

33,735

53,415

Cash, cash equivalents, and restricted cash at beginning of period .....................................................................................................................

149,703

188,042

Cash, cash equivalents, and restricted cash at end of period ................................................................................................................................

$183,438

$241,457

Reconciliation of cash, cash equivalents, and restricted cash to the Condensed Consolidated Balance Sheets:

Cash and cash equivalents ..............................................................................................................................................................................

$159,467

$222,587

Restricted cash ................................................................................................................................................................................................

1,682

1,689

Restricted cash - for securitization investors ..................................................................................................................................................

22,289

17,181

Total cash, cash equivalents, and restricted cash shown in the Statement of Cash Flows ........................................................................

$183,438

$241,457

Supplemental disclosure of cash flow information:

Cash paid for interest ......................................................................................................................................................................................

$41,661

$76,651

Cash paid for interest - to securitized investors ..............................................................................................................................................

$15,074

$15,517

Cash paid for income taxes .............................................................................................................................................................................

$33,117

$30,593

Supplemental disclosure of investing and financing non-cash activities:

Capital expenditures included in accounts payable ........................................................................................................................................

$4,533

$1,905

ALLIANCE LAUNDRY HOLDINGS INC.

SEGMENT SUMMARY

The following table presents revenue by segment, Segment Adjusted EBITDA and Segment Adjusted

EBITDA Margin:

(Unaudited)

Three Months Ended June 30,

Six Months Ended June 30,

(in thousands)

2026

2025

2026

2025

North America

Segment net revenues

$359,258

$329,095

$679,077

$621,414

Segment adjusted EBITDA

$113,632

$96,802

$200,560

$177,578

Segment adjusted EBITDA

margin

31.6%

29.4%

29.5%

28.6%

International

Segment net revenues

$117,497

$118,089

$224,565

$215,343

Segment adjusted EBITDA

$33,948

$36,894

$66,506

$65,694

Segment adjusted EBITDA

margin

28.9%

31.2%

29.6%

30.5%

Selected financial information for each segment is as follows:

(Unaudited)

Three Months Ended June 30, 2026

Three Months Ended June 30, 2025

(in thousands)

North America

International

Total

North America

International

Total

Net revenues

$359,258

$117,497

$476,755

$329,095

$118,089

$447,184

Cost of sales(1)

215,388

70,472

202,187

69,904

Other segment items(2)

30,238

13,077

30,106

11,291

Segment Adjusted EBITDA

$113,632

$33,948

$147,580

$96,802

$36,894

$133,696

Reconciling items:

Interest expense, net

(17,809)

(39,376)

Depreciation and amortization

(22,219)

(22,644)

Refinancing and debt related costs

—

Foreign exchange gain/(loss) on intercompany

loans, net

(7)

(13,789)

Share-based compensation

(3,508)

(768)

Strategic transaction costs

(2,406)

(2,182)

Corporate and other

(13,799)

(14,252)

Income before taxes

$87,832

$40,687

(Unaudited)

Six Months Ended June 30, 2026

Six Months Ended June 30, 2025

(in thousands)

North America

International

Total

North America

International

Total

Net revenues

$679,077

$224,565

$903,642

$621,414

$215,343

$836,757

Cost of sales(1)

419,346

135,187

387,455

128,421

Other segment items(2)

59,171

22,872

56,381

21,228

Segment Adjusted EBITDA

$200,560

$66,506

$267,066

$177,578

$65,694

$243,272

Reconciling items:

Interest expense, net

(35,697)

(84,288)

Depreciation and amortization

(44,723)

(45,958)

Refinancing and debt related costs

(5)

(1,054)

Foreign exchange gain/(loss) on intercompany

loans, net

6,468

(19,854)

Share-based compensation

(5,403)

(1,771)

Strategic transaction costs

(3,221)

(3,044)

Corporate and other

(24,265)

(24,166)

Income before taxes

$160,220

$63,137

(1)Consists of Cost of sales, Cost of sales - related parties and Equipment financing expenses for North America and Cost of sales

and Cost of sales - related parties for International.

(2)Other segment items for each reportable segment includes allocated engineering, sales and marketing, information technology,

and certain other overhead expenses.

ALLIANCE LAUNDRY HOLDINGS INC.

RECONCILIATION SCHEDULES

The following table presents a reconciliation of Net income to the non-GAAP financial measure

adjusted earnings before interest, taxes, depreciation and amortization (Adjusted EBITDA) and Net

income margin to Adjusted EBITDA margin:

(Unaudited)

Three Months Ended June 30,

Six Months Ended June 30,

(in thousands, except percentages)

2026

2025

2026

2025

Net income

$68,669

$31,034

$125,585

$48,263

Provision for income taxes

19,163

9,653

34,635

14,874

Interest expense, net

17,809

39,376

35,697

84,288

Depreciation and amortization

22,219

22,644

44,723

45,958

Refinancing and debt related costs

—

(2)

1,054

Foreign exchange (gain)/loss on

intercompany loans, net

13,789

(6,468)

19,854

Share-based compensation

3,508

768

5,403

1,771

Strategic transaction costs

2,406

2,182

3,221

3,044

Adjusted EBITDA

133,781

119,444

242,801

219,106

Net revenues

476,755

447,184

903,642

836,757

Net income margin

14.4%

6.9%

13.9%

5.8%

Adjusted EBITDA margin

28.1%

26.7%

26.9%

26.2%

The following table presents a reconciliation of Net income to Adjusted net income:

(Unaudited)

Three Months Ended June 30,

Six Months Ended June 30,

(in thousands, except per share data)

2026

2025

2026

2025

Net income

$68,669

$31,034

$125,585

$48,263

Amortization of intangible assets

11,700

12,310

23,524

25,434

Refinancing and debt related costs

—

(2)

1,054

Foreign exchange (gain)/loss on

intercompany loans, net

13,789

(6,468)

19,854

Share-based compensation

3,508

768

5,403

1,771

Strategic transaction costs

2,406

2,182

3,221

3,044

Tax effect of add backs

(3,623)

(6,676)

(5,254)

(11,761)

Adjusted net income

$82,667

$53,405

$146,016

$87,659

Net income per share attributable to

common stockholders - diluted:

$0.34

$0.18

$0.62

$0.28

Adjusted net income per share

attributable to common stockholders -

diluted:

$0.41

$0.31

$0.72

$0.50

The following table presents the calculation of last twelve months (LTM) adjusted EBITDA for

purposes of calculating Net debt to Adjusted EBITDA:

(Unaudited)

(in thousands)

Six Months

Ended June 30,

2026

Add: Year

Ended December

31, 2025

Less: Six Months

Ended June 30,

2025

LTM June 30,

2026

Net income

$125,585

$101,755

$48,263

$179,077

Provision for income taxes

34,635

36,279

14,874

56,040

Interest expense, net

35,697

150,501

84,288

101,910

Depreciation and amortization

44,723

93,701

45,958

92,466

Refinancing and debt related costs

3,679

1,054

2,630

Foreign exchange (gain)/loss on

intercompany loans, net

(6,468)

25,152

19,854

(1,170)

Share-based compensation

5,403

19,779

1,771

23,411

Strategic transaction costs

3,221

5,627

3,044

5,804

Adjusted EBITDA

$242,801

$436,473

$219,106

$460,168

The following table presents a reconciliation of Debt to Net Debt and Net Debt to Adjusted EBITDA:

(Unaudited)

(in thousands)

June 30, 2026

December 31, 2025

Term loan

$1,250,000

$1,365,000

Finance lease obligations

175

236

Debt

1,250,175

1,365,236

Less: Cash and cash equivalents

(159,467)

(123,102)

Net debt

$1,090,708

$1,242,134

LTM adjusted EBITDA

$460,168

$436,473

Net Debt to Adjusted EBITDA

2.4x

2.8x

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Cover

May 13, 2026

Cover [Abstract]

Document Type

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Document Period End Date

Aug. 13, 2026

Registrant Name

Alliance Laundry Holdings Inc.

Entity Incorporation, State or Country Code

Entity File Number

001-42897

Entity Tax Identification Number

98-0444708

Entity Address, Address Line One

221 Shepard Street

Entity Address, City or Town

Ripon

Entity Address, State or Province

Entity Address, Postal Zip Code

54971

City Area Code

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Local Phone Number

748-3121

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