EVI Industries Q4 Earnings Call Highlights

EVI Industries Q4 Earnings Call Highlights Written by MarketBeat September 8, 2026 Add As Preferred Source Share Share Share This Article Link copied to clipboard. Close Image from MarketBeat Media, LLC. Key Points Record fiscal 2026 performance: EVI Industries reported approximately $447 million in revenue, $141 million in gross profit and a record 31.5% gross margin. The company also highlighted fourth-quarter adjusted EBITDA margins above 10% in its commercial laundry operations before corporate expenses. Expansion through acquisitions: EVI completed three acquisitions during fiscal 2026 and shortly afterward, including Sudsies, which established a consumer garment care division. Management sees additional growth potential in the fragmented market while maintaining a disciplined approach to deal selection. Solid cash generation and financial flexibility: The company generated about $21 million in operating cash flow and ended the year with approximately $44 million in net debt, despite acquisitions and continued investments in technology, personnel and infrastructure. Five stocks we like better than EVI Industries . EVI Industries NYSEAMERICAN: EVI said fiscal 2026 was the strongest year in its history, citing record revenue, gross profit and gross margin, alongside operating cash flow generation and continued acquisition activity. Chairman and Chief Executive Officer Henry Nahmad said the company generated approximately $447 million in revenue and $141 million in gross profit for the fiscal year ended June 30, 2026. Gross margin reached a record 31.5%, with gross profit growing faster than revenue, according to Nahmad. “Fiscal 2026 was the best year in EVI’s history,” Nahmad said, adding that the results reflected not only growth in the business but also improving earnings potential. Get EVI Industries alerts: Sign Up Fourth-Quarter Operating Leverage Nahmad highlighted operating leverage in the fourth quarter, stating that EVI’s commercial laundry operating businesses generated an adjusted EBITDA margin above 10% before corporate expense, with the adjustment solely reflecting stock-based compensation expense. He said corporate expenses largely represent infrastructure shared across the company’s operating businesses, including investments in personnel, technology, processes and capabilities. The company views those investments as tools to improve the customer experience and support its decentralized operating model, rather than simply as mechanisms to reduce costs. EVI plans to continue using technology to support local operating leaders, Nahmad said. He cited better information for managers, technician productivity, job costing, inventory decisions and coordination among businesses as areas where the company is putting its investments to work. The company also identified a customer relationship management system as a capability still under development. Nahmad said EVI believes a CRM could provide its sales organization with improved visibility into customer relationships, needs and opportunities across the enterprise. Commercial Laundry Remains Core Business Commercial laundry remains EVI’s foundation, Nahmad said. He described the sector as one with recurring needs for equipment, service, replacement parts, consumables and maintenance across multifamily, vended, on-premise and industrial laundry markets. The company said its operating businesses provide system planning and design, equipment and product specifications, installation and commissioning, and ongoing support including parts, maintenance, repairs, chemicals and technical expertise. Nahmad said EVI is focused on building deeper customer relationships through service and problem-solving rather than operating as a purely transactional equipment distributor. The company is seeking to preserve the local decision-making, accountability and market knowledge of its operating businesses while offering them access to capital, technology, specialized talent and broader corporate resources. Acquisitions and Consumer Garment Care Expansion During fiscal 2026 and shortly after year-end, EVI completed three acquisitions: two in commercial laundry and one that established its consumer garment care services division. Nahmad characterized the new division as an expansion within the broader laundry market rather than a move away from commercial laundry. Sudsies, the company’s first consumer garment care business, provides the initial platform for the division. He said Sudsies is built around craftsmanship, quality, convenience, technology-enabled logistics and relationships with consumers and luxury retail partners, while its founders and leadership remain involved. EVI sees consumer garment care as a large and fragmented market with independent operators and local brands. Nahmad said the company intends to remain disciplined while pursuing an opportunity to build a second division with meaningful earnings and cash flow. The company entered fiscal 2027 with w