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Report published August 13, 2026

Alliance Laundry Holdings Inc. (ALH) 2Q26 Recap – Goldman Sachs Research

Source and citation context

Report date
August 13, 2026
Analysis as of
August 13, 2026

Authors / editors: Susan Maklari (Lead Analyst), Charles Perron-Piche (Analyst), Rhea Bhatia (Analyst), Galilee Best (Contributing Author)

Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Single Stock ReportEquitiesIndustrialsConsumer Discretionary

Goldman Sachs reiterates its Buy rating on Alliance Laundry Holdings (ALH) and raises its 12-month price target to $33 following strong 2Q26 results. Upside is driven by North American vended sales demand, positive price/cost execution, and leverage reduction towards the 2.0x target.

Key Takeaways

  • 1.Goldman Sachs maintains a Buy rating on Alliance Laundry Holdings (ALH) and raises its 12-month price target to $33 (from $32), representing 28.1% upside.
  • 2.ALH continues to benefit from positive mix shift and steady pricing power in North America, helping to offset geopolitical and inflationary headwinds in international markets.
  • 3.GS raised its 2026 adjusted EPS forecast to $1.35 (from $1.30) and 2027 adjusted EPS forecast to $1.52 (from $1.50) based on margin expansion and pricing execution.

Table of Contents

  • 2Q26 Recap: Further Upside to 2026 EBITDA Led by North American Growth and Margin Expansion
  • Steady Progress on Strategic Initiatives Leaves Us Confident on Upside
  • Steady Demand in North America While International Reflects Geopolitical Backdrop and Investments in Growth
  • Positive Price/Cost and Greater Efficiencies Drive Future Margin Expansion
  • Revising Estimates and Price Target, Maintain Buy Rating
  • Updating Scenario Analysis
  • Exhibit 1: ALH Upside/Downside Scenarios
  • Disclosure Appendix

Report data

Exhibit 1: ALH Upside/Downside Scenarios — as of August 13, 2026.

MetricEstimateContext
12m Target Price33.00 USDRaised price target from $32.00 to $33.00.
Current Stock Price25.76 USDClosing stock price as of report date.
2026E Adjusted EPS1.35 USDRevised 2026 adjusted EPS estimate up from $1.30.
2026E Revenue1822.9 USD mnNew revenue forecast of $1,822.9 mn vs old $1,829.3 mn.
2026E Free Cash Flow248.9 USD mnProjected FCF for FY 2026.
Source: Goldman Sachs Research; FactSet; Goldman Sachs Research Estimates. This is a dated model snapshot, not a live forecast.

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Authors / Editors

Susan Maklari · Lead AnalystCharles Perron-Piche · AnalystRhea Bhatia · AnalystGalilee Best · Contributing Author

Reported Data Context

  • 12m Target Price: 33.00 USD (12-month horizon) · Source: Goldman Sachs Research
  • Current Stock Price: 25.76 USD (2026-08-13) · Source: FactSet
  • 2026E Adjusted EPS: 1.35 USD (FY 2026) · Source: Goldman Sachs Research Estimates
  • 2026E Revenue: 1822.9 USD mn (FY 2026) · Source: Goldman Sachs Research Estimates
  • 2026E Free Cash Flow: 248.9 USD mn (FY 2026) · Source: Goldman Sachs Research Estimates

Securities

ALH

Themes

Price/Cost Discipline and Inflation OffsetDeleveraging and Capital AllocationEmerging Market Expansion

Regions

North AmericaEuropeMiddle EastUnited StatesFranceSpain