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what it is
EVI sells, installs, and repairs commercial laundry equipment for businesses that run big washers and dryers.
how it gets paid
Last year Evi made $390M in revenue.
why it's growing
Revenue grew 10.3% last year. Revenue rose 16% vs. prior year, and EPS rose 73%.
what just happened
EVI posted $108M in quarterly revenue and $0.26 EPS, both up hard from a year ago.
At a glance
C++ balance sheet — some cracks in the foundation
35/100 earnings predictability — expect surprises
62.8x trailing p/e — you're paying up for this one
4.5% return on capital — nothing to write home about
$0.49 fy2025 eps est
xvary composite: 41/100 — below average
What they do
EVI sells, installs, and repairs commercial laundry equipment for businesses that run big washers and dryers.
EVI is a value-added distributor, which means it sells the machine, then charges for the work around it. So you get planning, design, consulting, install, maintenance, and repair in one bill. That is harder to replace than a plain equipment sale, especially with 850 employees on the ground.
How they make money
$390M
annual revenue · their business grew +10.3% last year
total revenue
$390M
+10.3%
The products that matter
sells commercial laundry systems
Equipment Sales
$273M · 70% of revenue
This is the core business at $273M, and it tells you EVI still lives or dies by equipment demand.
main revenue driver
maintains installed equipment base
Parts & Service
$117M · 30% of revenue
This $117M segment grew 11% last year and is the closest thing EVI has to steadier recurring revenue.
recurring revenue
acquires regional distributors
Acquisition Pipeline
$61M debt · 20% of capital
The company keeps adding scale through deals, but with $61M of long-term debt you need those acquisitions to earn more than the balance sheet is currently showing.
execution bet
Key numbers
62.8x
trailing p/e
You are paying $62.80 for $1 of trailing profit. That is a rich price for a 5.2% operating margin business.
5.2%
operating margin
EVI keeps 5.2 cents of operating profit from each sales dollar. That is decent, not cushy.
$61M
long-term debt
Debt of $61M is manageable, but it eats flexibility if sales stumble.
$390M
annual revenue
A $390M top line gives EVI real scale for a sub-$300M market cap stock.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 10 / 100
- long-term debt $61M (20% of capital)
C++ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for EVI right now.
source: institutional data · return history unavailable
What just happened
beat estimates
EVI posted $108M in quarterly revenue and $0.26 EPS, both up hard from a year ago.
Revenue rose 16% vs. prior year, and EPS rose 73%. Gross margin was 64.1%, which means EVI kept $64.10 of every $100 in sales before overhead.
$108M
revenue
$0.26
eps
64.1%
gross margin
the number that mattered
The 64.1% gross margin mattered most because it shows EVI kept most of the sale after direct product costs.
source: company earnings report, 2026
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What could go wrong
The top risk is roll-up execution without reliable earnings conversion. EVI grew to $390M of revenue, but the latest quarter produced just $4K of net income.
high
earnings whiplash
Q2 2026 delivered a 62.5% EPS beat. Q3 2026 delivered just $4K of net income. That swing tells you forecasting this business is hard.
A 62.8x trailing P/E can collapse fast if earnings stay this thin.
high
debt-backed acquisition strategy
Long-term debt stands at $61M, or 20% of capital. That is manageable if deals integrate well and margins hold. It gets less comfortable if acquired earnings disappoint.
More debt without better returns would make 4.5% return on capital look even worse.
med
no moat in a fragmented market
A 31% gross margin is fine. It is not protection. Commercial laundry distribution is still a local, competitive business where scale helps but does not lock customers in.
Limited pricing power means revenue growth can fail to show up in profit.
A business doing $390M of annual revenue but just $4K of quarterly profit has no room for sloppy integrations or margin misses.
source: institutional data · regulatory filings · risk analysis
Pay attention to
metric
profit recovery after the $4K quarter
The next report matters less for revenue growth and more for whether net income rebounds from effectively zero.
calendar
next earnings report
Estimated for May 11, 2026. You want a cleaner bridge from revenue to profit, not just another top-line headline.
risk
Belenky integration
The March 2, 2026 close adds more scale to the roll-up. It also adds another test of whether acquisitions are helping return on capital or just inflating revenue.
trend
technical damage
The 50-day moving average crossed below the 200-day on Feb 26, 2026. On a stock with 10 / 100 price stability, weak momentum can hang around.
Analyst rankings
earnings predictability
35 / 100
Earnings are hard to model here. In human-speak: one strong quarter does not mean the next one will cooperate.
balance sheet grade
C++
Below-average balance sheet quality. You are not looking at a fortress balance sheet funding this acquisition strategy.
source: institutional data
Institutional activity
institutional ownership data for EVI is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$19
current price
n/a
target midpoint · n/a from current
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