North America segment
“10-K Item 1: 'our North America segment representing 74% of 2025 revenue and our International segment representing the remaining 26%'”
Updated
The most significant concentration Alliance Laundry Holdings discloses is North America segment at 74%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Source: Alliance Laundry Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1: 'our North America segment representing 74% of 2025 revenue and our International segment representing the remaining 26%'”
“10-K Item 1A: 'A sole-source supplier is a supplier...the supplier is the only source of that particular component in the market.'”
The company's disclosed concentrations are geographic and supply-side, both high-share by disclosed size. Geographically, results are weighted to North America, which represented 74% of revenue, with the International segment making up the remaining 26% — a structural reflection of where the business sells rather than a single-customer dependency. On the supply side, certain components are sourced from sole-source suppliers, where one supplier is the only market source for a given part; this is a high-share dependency whose channel is a potential interruption or price step-up at a single vendor. There is no disclosed customer or product concentration to add to these. Netting them out, the sole-source supplier exposure is the more idiosyncratic risk — it could bite suddenly if a single supplier is disrupted — while the North America revenue weighting is a structural feature that moves with regional demand. The supplier dependency is the line most worth monitoring.
For the engine’s reasoning on ALH’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALH● | Alliance Laundry Holdings Inc. | 2 | 0 | 0 | 2 |
| WHR | Whirlpool Corporation | 1 | 0 | 0 | 1 |
| SN | SharkNinja, Inc. | 0 | 2 | 0 | 2 |
| MHK | Mohawk Industries, Inc. | 0 | 1 | 0 | 1 |
| HNI | HNI Corporation | 0 | 0 | 0 | 0 |
| SGI | Somnigroup International Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.