ALHAlliance Laundry Holdings Inc.
Refrigeration & Service Industry Machinery
- Revenue
- $1.7B
- 13% YoY
- Operating margin
- 18.6%
- 1.4% YoY
- EBITDA
- $411M
- 9.9% YoY
- Market cap
- $4.4B
- Employees
- 3,923
- $436K revenue each
- Net debt / EBITDA
- —
- AI in 10-K
- 3.4
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 0 of 7
- TSR below peersNo1 of 1 years3+ of last 5 years
- High CEO pay despite TSRNo$9M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo215% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo3% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo23% of assetsOver 40% of assets
- Shareholder dissentNo96% lowest supportAny vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo$436K · 47th pctBottom quartile of its SIC industry
- Quiet on AINo3.4 per 10K words · 74th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$4.4B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$599M netNet sales over $10M in 12 months
Financials
| Metric | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|
| Revenue | $1.4B | $1.5B | $1.7B | 13% |
| Operating income | $236M | $284M | $317M | 12% |
| Net income | $88M | $98M | $99M | 0.2% |
| Operating cash flow | $209M | $145M | $212M | 46% |
| Capex | $33M | $43M | $54M | 23% |
| Stock-based comp | $3M | $3M | $20M | 498% |
| Buybacks | $19M | $1M | $6M | 329% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $599M · 14
- Net
- −$599M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $9M | $32M | 82 | 96 |