Aebi Schmidt (NASDAQ:AEBI) Releases Earnings Results

Aebi Schmidt (NASDAQ:AEBIGet Free Report) announced its quarterly earnings data on Thursday. The company reported $0.01 EPS for the quarter, missing analysts’ consensus estimates of $0.02 by ($0.01), FiscalAI reports. Aebi Schmidt had a net margin of 0.64% and a return on equity of 1.65%. The firm had revenue of $455.55 million during the quarter.

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

  • Q1 2026 was a strong start to the year, with order intake up 9%, backlog up 23% to EUR 1.3 billion, and adjusted EBITDA up 6% to EUR 33.1 million, lifting margin to 7.3%.
  • Europe and Rest of World drove standout profitability, including a 201% year-over-year increase in adjusted EBITDA, helped by higher volumes, better pricing, and strong aftersales demand.
  • North America saw solid order momentum and integration progress, with backlog up 29% year-over-year and management saying walk-in van demand is recovering broadly across the customer base.
  • The company highlighted several major wins and growth catalysts, including a EUR 40 million Paris Airport contract, a $50 million truck body deal, and its new partnership with Yeti Move for autonomous airport technology.
  • Management reaffirmed full-year 2026 guidance for net sales of EUR 1.95 billion-EUR 2.15 billion, adjusted EBITDA of EUR 175 million-EUR 195 million, and leverage at or below 2x, while noting more revenue conversion is expected in the second half of the year due to seasonality.

Aebi Schmidt Price Performance

Shares of AEBI stock traded up $0.38 during midday trading on Thursday, hitting $11.15. The company had a trading volume of 617,613 shares, compared to its average volume of 280,202. The stock has a 50 day simple moving average of $11.48. Aebi Schmidt has a 52-week low of $8.91 and a 52-week high of $83.26. The firm has a market capitalization of $863.40 million and a PE ratio of 22.30. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.15 and a current ratio of 1.90.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Intech Investment Management LLC grew its stake in shares of Aebi Schmidt by 14.7% in the 4th quarter. Intech Investment Management LLC now owns 12,375 shares of the company’s stock valued at $157,000 after purchasing an additional 1,584 shares during the last quarter. Deutsche Bank AG boosted its holdings in shares of Aebi Schmidt by 6.5% in the fourth quarter. Deutsche Bank AG now owns 26,876 shares of the company’s stock valued at $340,000 after acquiring an additional 1,652 shares in the last quarter. Swiss National Bank boosted its holdings in shares of Aebi Schmidt by 2.5% in the first quarter. Swiss National Bank now owns 76,500 shares of the company’s stock valued at $743,000 after acquiring an additional 1,900 shares in the last quarter. Nuveen LLC boosted its holdings in shares of Aebi Schmidt by 2.0% in the fourth quarter. Nuveen LLC now owns 120,783 shares of the company’s stock valued at $1,528,000 after acquiring an additional 2,412 shares in the last quarter. Finally, Leonteq Securities AG purchased a new stake in shares of Aebi Schmidt in the fourth quarter valued at about $33,000.

Analyst Ratings Changes

A number of research analysts have recently commented on AEBI shares. DA Davidson reiterated a “buy” rating and issued a $15.00 price objective on shares of Aebi Schmidt in a report on Friday, March 20th. Weiss Ratings reaffirmed a “sell (e)” rating on shares of Aebi Schmidt in a research report on Friday, March 27th. One investment analyst has rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $15.00.

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Aebi Schmidt Company Profile

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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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