Aebi Schmidt (NASDAQ:AEBI) Issues Earnings Results

by · The Markets Daily

Aebi Schmidt (NASDAQ:AEBI – Get Free Report) issued its earnings results on Thursday. The company reported $0.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.01, FiscalAI reports. Aebi Schmidt had a net margin of 1.09% and a return on equity of 2.60%. The company had revenue of $496.41 million for the quarter. During the same period last year, the business posted ($0.06) EPS.

Here are the key takeaways from Aebi Schmidt’s conference call:

  • Strong second-quarter execution: Order intake rose 16%, backlog increased nearly 20% to approximately €1.3 billion, and net sales grew 9% year over year to €496 million. Adjusted EBITDA climbed 22% to €42 million, lifting the margin by roughly 90 basis points to 8.5%.
  • Both operating segments delivered solid growth, with North America sales up 11% and adjusted EBITDA up approximately 22%, while Europe and Rest of World reported 7% sales growth and 25% adjusted EBITDA growth. Key wins included a seven-year, $96 million North American frame contract, an €11 million German motorway contract, and major airport awards.
  • Management raised its annualized Shyft acquisition synergy target to more than $40 million, expecting approximately €37 million of synergies by year-end 2026 and another roughly €5 million in 2027. Cross-selling, in-house production of XP ServicePRO service bodies, manufacturing ramp-ups, and cost controls are expected to support further margin expansion.
  • Supply-chain risks, material-cost inflation, tariffs, and geopolitical uncertainty are pressuring gross margins. The company is building safety stocks and purchasing in larger batches, creating temporary working-capital and cash-flow pressure through early 2027.
  • Aebi Schmidt confirmed its 2026 net sales and adjusted EBITDA guidance, while updating its year-end leverage target to approximately 2.0 times or slightly above, versus the prior expectation of 2.0 times or slightly below. Management still expects at least a half-turn leverage improvement by year-end, supported by profitability and working-capital gains.

Aebi Schmidt Trading Down 7.2%

Shares of AEBI stock traded down $0.98 on Friday, reaching $12.71. The company had a trading volume of 1,222,607 shares, compared to its average volume of 372,178. The company has a current ratio of 1.99, a quick ratio of 1.14 and a debt-to-equity ratio of 0.69. The stock has a market cap of $985.15 million and a PE ratio of 39.72. The company has a 50-day moving average of $12.60 and a 200-day moving average of $12.60. Aebi Schmidt has a 12 month low of $8.91 and a 12 month high of $15.96.

Aebi Schmidt Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.025 per share. This represents a $0.10 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, August 20th. Aebi Schmidt’s payout ratio is presently 31.25%.

Analysts Set New Price Targets

AEBI has been the topic of several analyst reports. Weiss Ratings restated a “sell (d)” rating on shares of Aebi Schmidt in a report on Wednesday. DA Davidson lifted their target price on shares of Aebi Schmidt from $15.00 to $17.00 and gave the stock a “buy” rating in a report on Friday. Finally, Roth Capital reiterated a “buy” rating and set a $17.00 target price on shares of Aebi Schmidt in a research report on Friday. Two investment analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Aebi Schmidt presently has a consensus rating of “Hold” and an average price target of $17.00.

Check Out Our Latest Research Report on Aebi Schmidt

Key Stories Impacting Aebi Schmidt

Here are the key news stories impacting Aebi Schmidt this week:

  • Positive Sentiment: DA Davidson raised its price target to $17 from $15 and upgraded AEBI to “Buy,” implying approximately 33.8% upside from the referenced share price. The analyst characterized the shares as undervalued. Street Insider analyst price target article
  • Positive Sentiment: Second-quarter adjusted EBITDA increased 22%, order intake rose 16% and net sales grew 9%. Management said the results reflected strong order momentum and profitability improving faster than revenue, suggesting improving operating leverage. Aebi Schmidt Group second-quarter results
  • Positive Sentiment: Quarterly adjusted earnings were $0.14 per share, above the $0.13 consensus estimate and substantially better than the $0.06-per-share loss reported a year earlier. Revenue totaled $496.41 million. Zacks Aebi Schmidt earnings article
  • Neutral Sentiment: Fiscal 2026 revenue guidance was set at $2.0 billion to $2.2 billion, broadly consistent with the $2.0 billion consensus estimate. No EPS guidance figure was provided in the supplied update, limiting investors’ ability to assess the earnings outlook.
  • Negative Sentiment: AEBI’s valuation remains demanding relative to current profitability: the stock has a reported price-to-earnings ratio above 100, while net margin was only 0.48% and return on equity was 1.19%. This may encourage profit-taking even after the earnings beat and could help explain the weaker share performance.

Insider Buying and Selling at Aebi Schmidt

In other news, CEO Steffen Schewerda acquired 5,000 shares of Aebi Schmidt stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average price of $11.68 per share, with a total value of $58,400.00. Following the purchase, the chief executive officer directly owned 75,375 shares of the company’s stock, valued at $880,380. The trade was a 7.10% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 39.10% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Aebi Schmidt

Several hedge funds have recently bought and sold shares of the company. Leonteq Securities AG acquired a new position in shares of Aebi Schmidt in the 4th quarter valued at $33,000. State of Alaska Department of Revenue acquired a new stake in Aebi Schmidt during the 4th quarter worth $41,000. Zurcher Kantonalbank Zurich Cantonalbank bought a new position in Aebi Schmidt during the fourth quarter worth about $109,000. Cetera Investment Advisers bought a new position in Aebi Schmidt during the first quarter worth about $117,000. Finally, Trexquant Investment LP bought a new position in Aebi Schmidt during the fourth quarter worth about $153,000.

Aebi Schmidt Company Profile

(Get Free Report)

Aebi Schmidt is a Swiss-based company that designs, manufactures and services specialized equipment for municipal and commercial surface maintenance. The company’s offerings focus on machines and attachment systems used for snow-clearing, street sweeping, vegetation management, and related upkeep of roads, paths and public spaces. Aebi Schmidt supplies complete vehicle systems as well as modular implements that can be mounted on carriers for year‑round use.

Product lines typically include multi‑purpose maintenance vehicles, snowplows and salt spreaders, street sweepers, mowers and verge management tools, plus a range of hydraulic attachments and consumable parts.

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