Core Insights - EVI Industries, Inc. reported an earnings per share (EPS) of $0.14, slightly below the expected $0.15, but exceeded revenue expectations with approximately $110 million compared to the estimated $109.5 million [1][5] - The company's price-to-earnings (P/E) ratio of 48.35 indicates a premium valuation, reflecting investor confidence in future growth [2][5] - EVI's financial metrics, including a debt-to-equity ratio of 0.24 and a current ratio of 1.51, suggest a strong financial foundation and market confidence despite the minor EPS miss [4][5] Financial Performance - The enterprise value to sales ratio of 1.05 indicates a balanced market perception of the company's valuation relative to its sales [3] - The enterprise value to operating cash flow ratio of 16.42 suggests that investors are paying a significant amount for each dollar of cash flow from operations, indicating operational efficiency [3] - The earnings yield of 2.07% provides a modest return on investment for shareholders, reflecting stable financial health [3] Market Position - EVI operates in a competitive market focused on the distribution and service of commercial laundry and dry cleaning equipment, catering to industries such as hospitality and healthcare [1] - The price-to-sales ratio of 0.98 shows that the market values EVI close to its annual sales, indicating strong sales performance [2]

Exhibit 99.1 EVI Industries Reports Record Fiscal 2025 Results, Fueled by Strategic Acquisitions, Organic Growth, Technological Advancements, and Market Expansion, and Announces Special Cash Dividend Completed Four Acquisitions, Including the Largest in Company History, Delivered 7% Compounded Annual Organic Revenue Growth, and Expanded Strategic Investments Miami, Florida – September 11, 2025 - EVI Industries, Inc. (NYSE American: EVI) announced today its operating results for the fourth quarter and fiscal ...

MIAMI--(BUSINESS WIRE)--EVI Industries, Inc. (NYSE American: EVI) announced today its operating results for the fourth quarter and fiscal year ended June 30, 2025. The Company also provided updates related to its buy-and-build growth strategy, growth opportunities, and technology investments, and announced a special cash dividend. EVI has established itself as the leader in the highly fragmented North American commercial laundry distribution and service industry through execution of its long-te. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________________ to _______________________ Commission file number 001-14757 EVI Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 11-2014231 ( ...

Core Viewpoint - EVI Industries, Inc. has experienced significant stock price growth, outperforming the industry and key competitors, driven by strategic acquisitions and strong demand in the commercial laundry sector [1][11][12] Company Overview - EVI Industries is a value-added distributor of commercial laundry equipment and services, operating across the U.S., Canada, the Caribbean, and Latin America [3] - The company employs a "buy-and-build" strategy since 2015, focusing on acquiring complementary businesses to enhance growth and service offerings [3][4] Financial Performance - For the nine months ending March 31, 2025, EVI's revenues increased to $279.9 million from $263.4 million year-over-year, with net income rising over 50% to $5.4 million [5] - The company has improved its financial flexibility with an extended credit agreement maturing in 2030 and an expanded borrowing capacity of $200 million [6] Market Position and Demand - EVI benefits from steady demand in the commercial laundry sector, supported by a diversified customer base that includes institutional, industrial, and government clients [7] - The company's strategic acquisitions have enhanced its market position, allowing for deeper penetration and sustainable growth [4][11] Valuation - EVI Industries is currently undervalued, trading at 1.01X trailing 12-month EV/sales, significantly lower than the industry average of 7.8X and its peers [9][12] Challenges - The company faces challenges such as rising SG&A costs and the need for digital transformation to remain competitive [8] - Environmental compliance issues may pose reputational risks that could impact future growth [8]

Core Insights - EVI Industries, Inc. (EVI) shares have increased by 11.2% since the earnings report for the quarter ended March 31, 2025, outperforming the S&P 500's 4% rise during the same period, although EVI stock lagged behind the broader market over the past month with an 8.8% increase compared to the S&P 500's 11.2% gain [1] Financial Performance - For the fiscal third quarter ended March 31, 2025, EVI reported earnings per share of 7 cents, an increase from 6 cents in the prior-year quarter [2] - Revenues increased by 11% year-over-year to $93.5 million from $84 million, while gross profit rose 9% to a record $28.1 million from $25.8 million, although gross margin slightly decreased to 30% from 30.7% [2] - Net income was reported at $1 million, a modest increase from $0.96 million a year earlier, and adjusted EBITDA rose to $5.1 million from $4.9 million, with EBITDA margin dipping to 5.4% from 5.9% due to increased operating expenses [3] Operational Metrics - Selling, General and Administrative (SG&A) expenses rose 10% in the quarter to $25.8 million, driven by higher commissionable sales, recent acquisitions, and one-time charges related to the largest acquisition in EVI's history [4] - Cash flow from operations remained strong at $9.1 million, contributing to a $5.9 million, or 25%, reduction in net debt compared to the prior quarter [4] Strategic Initiatives - Management emphasized progress in EVI's digital transformation, including the rollout of field service technology and the development of a proprietary e-commerce platform and customer relationship management system, aimed at enhancing efficiency and customer experience [5] - The company maintains a growth-oriented culture supported by strategic investments while adhering to disciplined financial management [5] Revenue Drivers - Revenue growth was driven by steady unit sales across On-Premise Laundry (OPL) and Vended verticals, with an increase in average selling prices for Vended units, although average selling prices for OPL units declined [6] - Sales from large industrial projects constituted a smaller portion of the mix this quarter, but management indicated a healthy backlog of signed large projects, supporting future revenue visibility [6] Recent Developments - EVI completed its acquisition of Girbau North America, Inc. (GNA) on April 1, 2025, marking the largest acquisition in EVI's history, expected to materially increase both revenue and operating profit [7] - The acquisition of GNA, along with three other acquisitions during the nine-month period, expands EVI's geographic footprint and reinforces its buy-and-build strategy to become the market leader in North American commercial laundry distribution and service [7]

Revenue and Profitability - Revenue for the three-month period increased by 11% to $93.5 million compared to $84.0 million, while revenue for the nine-month period increased by 6% to a record $280 million[3]. - Gross profit for the three-month period increased by 9% to a record $28.1 million, and for the nine-month period, it increased by 8% to a record $84.4 million[3]. - Adjusted EBITDA for the three-month period increased to $5.1 million, or 5.4%, and for the nine-month period, it increased to $17.8 million, or 6.4%[3]. - Revenues for the nine months ended March 31, 2025, increased to $279.874 million, up 6.0% from $263.417 million for the same period in 2024[18]. - Gross profit for the nine months ended March 31, 2025, was $84.432 million, representing a gross margin of 30.2%, compared to $77.884 million and a gross margin of 29.6% for the same period in 2024[18]. - Net income for the nine months ended March 31, 2025, was $5.401 million, a 50.7% increase from $3.579 million in the prior year[18]. - Adjusted EBITDA for the nine months ended March 31, 2025, was $17.816 million, compared to $16.424 million for the same period in 2024, reflecting an 8.5% increase[23]. - Operating income for the nine months ended March 31, 2025, was $9.654 million, a 21.1% increase from $7.976 million in the same period of 2024[18]. Cash Flow and Liquidity - Operating cash flow for the three-month period was $9.1 million, and for the nine-month period, it was $11.3 million[3][10]. - The company maintained over $175 million in available liquidity, with a revolving credit facility increased to $200 million[10]. - The company reported a net cash provided by operating activities of $11.325 million for the nine months ended March 31, 2025, down from $20.276 million in the prior year[20]. - Cash at the end of the period was $5.913 million, an increase from $4.558 million at the beginning of the period[20]. Acquisitions and Growth - The company completed three acquisitions, including Girbau North America, which is expected to significantly enhance revenue and operating profit[3][4]. - The company completed the acquisition of GNA on April 1, 2025, with pro forma information reflecting the acquisition as if completed on January 1, 2024[17]. - The company has established a compounded annual growth rate in revenue, net income, and adjusted EBITDA of 31%, 18%, and 28%, respectively, since 2016[2]. Expenses and Debt - Selling, General and Administrative expenses increased by 10% for the three-month period, driven by higher commissionable sales and integration costs from acquisitions[7]. - Long-term debt increased to $24.000 million as of March 31, 2025, compared to $12.903 million as of June 30, 2024, reflecting a significant rise in leverage[19]. Digital Transformation - EVI's digital transformation initiative includes the deployment of an advanced Field Service Management platform utilized by over 425 service professionals[8]. Assets - Total assets as of March 31, 2025, were $251.790 million, up from $230.659 million as of June 30, 2024, indicating a growth of 9.1%[19].

Financial Performance - Revenues for the nine and three-month periods ended March 31, 2025 increased by $16.5 million, or 6%, and $9.6 million, or 11%, respectively, compared to the same periods of the prior fiscal year [111]. - Gross profit for the nine and three-month periods ended March 31, 2025 increased by $6.5 million, or 8%, and $2.3 million, or 9%, respectively, compared to the same periods of the prior fiscal year [112]. - Operating expenses increased by $4.9 million, or 7%, and $2.4 million, or 10%, for the nine and three-month periods ended March 31, 2025, respectively, compared to the same periods of the prior fiscal year [113]. - Net income for the nine months ended March 31, 2025, increased to $5.4 million, up from $3.6 million for the same period in 2024, reflecting a growth of approximately 50% [116]. - Margins slightly increased from 29.6% for the nine-month period ended March 31, 2024 to 30.2% for the nine-month period ended March 31, 2025 [112]. Assets and Liabilities - Total assets rose from $230.7 million at June 30, 2024, to $251.8 million at March 31, 2025, an increase of about 9% [117]. - Total liabilities increased from $94.1 million to $111.6 million during the same period, representing an increase of approximately 18.5% [117]. - Working capital improved from $32.1 million at June 30, 2024, to $38.9 million at March 31, 2025, a growth of about 21% [119]. Cash Flow and Investments - Cash provided by operating activities decreased to $11.3 million for the nine months ended March 31, 2025, down from $20.3 million in 2024, a decline of approximately 44% [121]. - Net cash used in investing activities increased to $15.7 million for the nine months ended March 31, 2025, compared to $4.6 million in 2024, an increase of approximately 239% [122]. - Financing activities provided cash of $5.8 million for the nine months ended March 31, 2025, compared to cash used of $18.3 million in 2024, a turnaround of approximately $24.1 million [123]. Acquisitions - The Company acquired Florida-based Laundry Pro of Florida, Inc. for total consideration of $5.9 million in cash on July 1, 2024 [106]. - The Company acquired Indiana-based O'Dell Equipment & Supply, Inc. for total consideration of $4.6 million in cash on November 1, 2024 [106]. - The Company acquired Illinois-based Haiges Machinery, Inc. for total consideration of $2.0 million in cash on February 1, 2025 [106]. - The Company acquired Wisconsin-based Girbau North America, Inc. for total consideration of approximately $40.0 million in cash on April 1, 2025 [106]. Credit and Risk Management - The Company amended its Credit Agreement to increase the maximum borrowing capacity from $100 million to $150 million, with an accordion feature raising the total to $200 million [124]. - As of March 31, 2025, the Company had approximately $24.0 million of outstanding borrowings under the Credit Agreement with a weighted average interest rate of 5.68% [135]. - The Company believes its existing cash and anticipated cash from operations will be sufficient to fund operations and capital expenditures for at least the next twelve months [128]. - The Company's cash is maintained in bank accounts with prevailing interest rates [137]. - The Company does not currently believe it is exposed to significant credit risk due to the financial position of the banks [137]. - There have been adverse events related to the soundness of financial institutions, including smaller bank failures [137]. - The Company has exposure if cash balances exceed the current $250,000 in maximum FDIC coverage [137]. Revenue Drivers - The increase in revenues is primarily attributable to price increases across the Company's product lines and service offerings [111].

EVI Industries (EVI) Q3 2025 Earnings Call May 11, 2025 08:00 PM ET Company Participants Henry Nahmad - Chairman, CEO & President Henry Nahmad Hello, and welcome to EVI Industries Earnings Call for the Third Quarter of the Fiscal Year Ended 06/30/2025. I am Henry Nahmad, Chairman and CEO of EVI. Before we proceed, we would like to discuss our cautionary statement. This earnings call contains forward looking statements as defined by SEC rules and regulations. Forward looking statements are subject to a numbe ...

Financial Data and Key Metrics Changes - The company reported record revenues of $280 million and record gross profit of $84 million for the fiscal year to date, with third-quarter revenues of $94 million and gross profits of $28 million, indicating strong customer demand and operational execution [3] - Operating cash flow for the fiscal year to date was $11 million, with $9 million generated in the third quarter, highlighting the quality of earnings and business model efficiency [3][7] - Despite an increase in SG&A expenses, this was attributed to strategic investments in digital infrastructure and integration of acquired businesses [3] Business Line Data and Key Metrics Changes - The acquisition of Gerbau North America is viewed as a transformational deal, enhancing operating scale, logistics infrastructure, and customer reach, while also creating cross-sell opportunities within the existing customer base [4][5] - The integration of Gerbau's operations has begun, with positive early responses from customers and employees [5] Market Data and Key Metrics Changes - The acquisition strengthens the company's presence in key growth markets and is expected to drive cost and revenue synergies, operational leverage, and improved service capabilities [5][6] Company Strategy and Development Direction - The long-term strategy focuses on expanding the customer base through acquisitions and organic growth, digitizing and modernizing the operating platform, and delivering exceptional service at scale while maintaining financial strength [9] - The company aims to be aggressive in pursuing long-term growth while being conservative in financing, allowing for sustainable execution of the buy and build strategy [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to accelerate growth and create lasting value for customers, employees, and shareholders, particularly with the addition of Gerbau and ongoing technology momentum [9] - The company has over $175 million in liquidity following a credit facility amendment, positioning it well to navigate changing market conditions [8] Other Important Information - The company emphasized the importance of its nearly 900 employees as its most valuable asset, attributing consistent progress towards long-term growth goals to their dedication [2] Q&A Session Summary - No specific questions and answers were provided in the content, thus this section is not applicable.