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Side-by-side financial comparison of Alliance Laundry Holdings Inc. (ALH) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Alliance Laundry Holdings Inc. is the larger business by last-quarter revenue ($437.6M vs $312.4M, roughly 1.4× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 7.5%, a 42.1% gap on every dollar of revenue. On growth, Alliance Laundry Holdings Inc. posted the faster year-over-year revenue change (13.9% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $87.0M).
Alliance Laundry Systems LLC is an American provider of commercial laundry systems. The company designs, manufactures, and markets a line of commercial and industrial laundry equipment under various brands in over 100 countries. Among the company's products are washers, drying tumblers and ironers for the coin laundry, multi-housing laundries, institutional laundries and laundries for consumer residences. Alliance Laundry Systems manufactures products under the brands Speed Queen, Primus, Hue...
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
ALH vs ESNT — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $437.6M | $312.4M |
| Net Profit | $32.9M | $155.0M |
| Gross Margin | 37.0% | — |
| Operating Margin | 19.5% | 59.1% |
| Net Margin | 7.5% | 49.6% |
| Revenue YoY | 13.9% | -0.8% |
| Net Profit YoY | 620.3% | -7.7% |
| EPS (diluted) | $0.19 | $1.61 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $312.4M | ||
| Q3 25 | $437.6M | $311.8M | ||
| Q2 25 | — | $319.1M | ||
| Q1 25 | — | $317.6M | ||
| Q4 24 | — | $315.0M | ||
| Q3 24 | $384.3M | $316.6M | ||
| Q2 24 | — | $312.9M | ||
| Q1 24 | — | $298.4M |
| Q4 25 | — | $155.0M | ||
| Q3 25 | $32.9M | $164.2M | ||
| Q2 25 | — | $195.3M | ||
| Q1 25 | — | $175.4M | ||
| Q4 24 | — | $167.9M | ||
| Q3 24 | $-6.3M | $176.2M | ||
| Q2 24 | — | $203.6M | ||
| Q1 24 | — | $181.7M |
| Q4 25 | — | — | ||
| Q3 25 | 37.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 37.2% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 59.1% | ||
| Q3 25 | 19.5% | 63.9% | ||
| Q2 25 | — | 72.4% | ||
| Q1 25 | — | 65.2% | ||
| Q4 24 | — | 61.9% | ||
| Q3 24 | 18.7% | 65.6% | ||
| Q2 24 | — | 76.4% | ||
| Q1 24 | — | 71.6% |
| Q4 25 | — | 49.6% | ||
| Q3 25 | 7.5% | 52.7% | ||
| Q2 25 | — | 61.2% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 53.3% | ||
| Q3 24 | -1.6% | 55.6% | ||
| Q2 24 | — | 65.1% | ||
| Q1 24 | — | 60.9% |
| Q4 25 | — | $1.61 | ||
| Q3 25 | $0.19 | $1.67 | ||
| Q2 25 | — | $1.93 | ||
| Q1 25 | — | $1.69 | ||
| Q4 24 | — | $1.59 | ||
| Q3 24 | $-0.04 | $1.65 | ||
| Q2 24 | — | $1.91 | ||
| Q1 24 | — | $1.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $136.2M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-136.4M | $5.8B |
| Total Assets | $2.9B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $136.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $128.4M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $5.8B | ||
| Q3 25 | $-136.4M | $5.7B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | $-284.6M | $5.6B | ||
| Q2 24 | — | $5.4B | ||
| Q1 24 | — | $5.2B |
| Q4 25 | — | $7.4B | ||
| Q3 25 | $2.9B | $7.4B | ||
| Q2 25 | — | $7.2B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.1B | ||
| Q2 24 | — | $6.7B | ||
| Q1 24 | — | $6.6B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $116.8M | $856.1M |
| Free Cash FlowOCF − Capex | $87.0M | $848.7M |
| FCF MarginFCF / Revenue | 19.9% | 271.7% |
| Capex IntensityCapex / Revenue | 6.8% | 2.4% |
| Cash ConversionOCF / Net Profit | 3.55× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $856.1M | ||
| Q3 25 | $116.8M | $215.9M | ||
| Q2 25 | — | $189.5M | ||
| Q1 25 | — | $221.6M | ||
| Q4 24 | — | $861.5M | ||
| Q3 24 | — | $229.2M | ||
| Q2 24 | — | $188.7M | ||
| Q1 24 | — | $216.9M |
| Q4 25 | — | $848.7M | ||
| Q3 25 | $87.0M | $210.6M | ||
| Q2 25 | — | $188.8M | ||
| Q1 25 | — | $221.3M | ||
| Q4 24 | — | $854.8M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $187.6M | ||
| Q1 24 | — | $212.5M |
| Q4 25 | — | 271.7% | ||
| Q3 25 | 19.9% | 67.5% | ||
| Q2 25 | — | 59.2% | ||
| Q1 25 | — | 69.7% | ||
| Q4 24 | — | 271.3% | ||
| Q3 24 | — | 72.2% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 71.2% |
| Q4 25 | — | 2.4% | ||
| Q3 25 | 6.8% | 1.7% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 1.5% |
| Q4 25 | — | 5.52× | ||
| Q3 25 | 3.55× | 1.31× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 1.26× | ||
| Q4 24 | — | 5.13× | ||
| Q3 24 | — | 1.30× | ||
| Q2 24 | — | 0.93× | ||
| Q1 24 | — | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALH
| Equipment Product Or Service | $275.7M | 63% |
| Other | $106.8M | 24% |
| Service Parts | $33.1M | 8% |
| Equipment Financing | $12.6M | 3% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
