{
  "url": "https://struct.news/briefs/alliance-grew-faster-and-spent-more-to-do-it",
  "title": "Alliance grew faster and spent more to do it",
  "summary": "Operating cash flow rose 83% to $146.1 million, but capex jumped to $13.9 million and a $3.8 million insurance and tariff refund lifted margins.",
  "published_at": "2026-08-13T20:43:51.134217+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Alliance Laundry Holdings Inc.",
    "ticker": "ALH",
    "cik": "1628280",
    "sector": "Consumer Cyclical",
    "industry": "Furnishings, Fixtures & Appliances"
  },
  "source_filing": {
    "form": "10-Q",
    "filed": "2026-08-13",
    "accession": "0001628280-26-056784",
    "url": "https://www.sec.gov/Archives/edgar/data/1317685/000162828026056784/all-20260630.htm"
  },
  "comparison_filing": {
    "form": "10-Q",
    "filed": "2026-05-12",
    "url": "https://www.sec.gov/Archives/edgar/data/1317685/000131768526000015/all-20260331.htm"
  },
  "reported_figures": [
    {
      "group": "The filing in three numbers",
      "label": "Revenue",
      "value": 1709237000,
      "display": "$1.7B",
      "unit": "usd",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-056784",
        "filing_date": "2026-08-13"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Revenue YoY",
      "value": 13.311566916814721,
      "display": "+13.3%",
      "unit": "percent",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-056784",
        "filing_date": "2026-08-13"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Operating margin",
      "value": 18.567700090742242,
      "display": "+18.6%",
      "unit": "percent",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-056784",
        "filing_date": "2026-08-13"
      }
    }
  ],
  "watch_next": [
    {
      "type": "tariffs",
      "statement": "Insurance proceeds and tariff refunds contributed $3.8 million to current-period gross margin.",
      "importance": "medium",
      "evidence": "\"The increase in gross profit as a percentage of revenue was primarily driven by favorable production volume cost absorption, cost reduction 32 Table of Contents initiatives and $3.8 million of insurance proceeds and tariff refunds, which favorably impacted gross margin in the current period.\" [10-Q 2026-08-13; revenue, margin]",
      "source_date": "2026-08-13"
    },
    {
      "type": "demand",
      "statement": "Equipment revenue increased on volume growth and price increases, with particularly strong Commercial In-Home demand.",
      "importance": "medium",
      "evidence": "\"Equipment revenue increased $55.2 million, or 10.7%, mainly driven by strong demand across all end markets, with particularly strong performance in the Commercial In-Home end market (an increase of 21%).\" [10-Q 2026-08-13]",
      "source_date": "2026-08-13"
    },
    {
      "type": "dilution",
      "statement": "Diluted shares were broadly stable over the latest six months, while annual history shows a larger increase that can affect per-share results.",
      "importance": "medium",
      "evidence": "- shares diluted: 203.3M -> 203.6M (+0.1%).",
      "source_date": "2026-08-13"
    }
  ],
  "related_tickers": [
    "ALH"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}