Alliance Laundry (ALH) investor relations material

Company overview and business model

• Operates as the world's largest designer and manufacturer of commercial laundry systems, serving diverse global end markets with a focus on quality, durability, and innovation.

• Holds approximately 40% share of the North American commercial laundry market and maintains leading positions internationally.

• Sells through a global network of ~600 distributors and direct sales channels, with strong, long-standing distributor relationships.

• Offers a portfolio of five strategic brands and leverages a well-invested, vertically integrated manufacturing footprint across North America, Europe, and Asia Pacific.

• Growth strategies include product innovation, expansion into high-potential international markets, and supporting the evolution of the laundromat industry.

Financial performance and metrics

• Net revenue was $1.7 billion for the year ended December 31, 2025, and $903.6 million for the six months ended June 30, 2026.

• Net income was $101.8 million (6% margin) for 2025 and $125.6 million (14% margin) for the first half of 2026.

• Adjusted EBITDA was $436.5 million (26% margin) for 2025 and $242.8 million (27% margin) for the first half of 2026.

• Capital expenditures were approximately 3% of net revenue in 2025 and 1.5% in the first half of 2026.

• Demonstrated a 9.7% revenue CAGR over the past 15 years and consistent financial performance through economic cycles.

Use of proceeds and capital allocation

• All net proceeds from the offering will go to the principal stockholder; the company will not receive any proceeds from the sale.

• Plans to repurchase approximately $75 million of its own shares from the underwriters using cash on hand, concurrent with the offering.

• No current plans to pay regular dividends; future dividends are at the discretion of the board and subject to financial and legal considerations.