Alliance Laundry Sees Strong Growth in 2025, Confident in Future Opportunities
Good morning, and welcome to the Fourth Quarter and Full Year 2025 Earnings Conference Call of Alliance Laundry. Mike Schoeb, Chief Executive Officer, Dean Nolden, Chief Financial Officer, and Bob Calver, Vice President of Investor Relations, are with us today to discuss their quarterly results.
According to Mike Schoeb, the CEO, 2025 was a landmark year for the company, demonstrating its resilient market position and disciplined operational excellence. He emphasized that commercial laundry is an essential industry, unaffected by economic cycles, providing growth, consistency, and downside protection.
The company reported revenue up 10% in Q4 compared to last year's quarter, driven by strong volume growth alongside selective price realization. Full-year revenue reached $1.7 billion, a 13% increase from the prior year, with Adjusted EBITDA growing 14%. The full-year result includes a record Adjusted EBITDA margin of 25.5%, nearly all of which was organic in nature.
This is the second consecutive year Alliance Laundry has achieved double-digit growth on both its top and bottom lines, continuing their long track record of compounding above the market. Full-year growth was driven by a 70/30 split between volume and price, with Q4 normalizing to a more historical even split.
"Every day is laundry day," Mike Schoeb said, highlighting how fortunate they are to be part of this vibrant industry that remains unaffected by economic cycles. He also emphasized the company's leadership position as the number one pure play commercial laundry manufacturer in the world, with demonstrated advantages over competitors due to their scale and global footprint.
Dean Nolden, Chief Financial Officer, will discuss financial results in detail and introduce 2026 guidance later on this call. The Q&A session will follow afterwards.
