Aebi Schmidt (NASDAQ:AEBI) Issues Earnings Results, Beats Expectations By $0.01 EPS

Posted by Stanley Muller on Aug 13th, 2026

Aebi Schmidt (NASDAQ:AEBI – Get Free Report) announced its earnings results on Thursday. The company reported $0.14 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.01, FiscalAI reports. Aebi Schmidt had a net margin of 0.48% and a return on equity of 1.19%. The firm had revenue of $496.41 million during the quarter.

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 Stock Performance

Aebi Schmidt stock traded up $0.94 during midday trading on Thursday, reaching $13.93. 1,253,372 shares of the company’s stock were exchanged, compared to its average volume of 285,486. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.14 and a current ratio of 1.99. The firm has a market cap of $1.08 billion and a price-to-earnings ratio of 116.04. Aebi Schmidt has a 52 week low of $8.91 and a 52 week high of $15.96. The stock’s 50-day simple moving average is $12.54 and its 200 day simple moving average is $12.60.

Aebi Schmidt Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, August 20th will be given a $0.025 dividend. The ex-dividend date is Thursday, August 20th. This represents a $0.10 dividend on an annualized basis and a dividend yield of 0.7%. Aebi Schmidt’s dividend payout ratio is currently 83.33%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on AEBI. Weiss Ratings raised Aebi Schmidt from a “sell (e)” rating to a “sell (d)” rating in a research note on Friday, May 15th. DA Davidson restated a “buy” rating and set a $15.00 price target on shares of Aebi Schmidt in a report on Monday, May 18th. One analyst has rated the stock with a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Aebi Schmidt currently has a consensus rating of “Hold” and an average price target of $15.00.

Check Out Our Latest Stock Report on Aebi Schmidt

Insider Activity at Aebi Schmidt

In related news, CEO Steffen Schewerda purchased 5,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average price of $11.68 per share, with a total value of $58,400.00. Following the acquisition, the chief executive officer owned 75,375 shares of the company’s stock, valued at $880,380. This trade represents a 7.10% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Henning Schroeder purchased 3,000 shares of the stock in a transaction on Friday, May 15th. The shares were purchased at an average price of $11.30 per share, for a total transaction of $33,900.00. Following the transaction, the chief executive officer directly owned 61,000 shares of the company’s stock, valued at approximately $689,300. This represents a 5.17% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have purchased 22,000 shares of company stock valued at $252,965. 39.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Pzena Investment Management LLC purchased a new stake in shares of Aebi Schmidt during the 2nd quarter valued at about $54,208,000. BlackRock Inc. bought a new stake in Aebi Schmidt during the second quarter valued at about $40,634,000. NewEdge Wealth LLC bought a new stake in Aebi Schmidt during the second quarter valued at about $10,980,000. Loomis Sayles & Co. L P increased its position in Aebi Schmidt by 63.8% in the fourth quarter. Loomis Sayles & Co. L P now owns 934,224 shares of the company’s stock worth $11,818,000 after buying an additional 363,890 shares in the last quarter. Finally, Congruence Capital LLC purchased a new stake in Aebi Schmidt in the fourth quarter worth about $4,196,000.

About Aebi Schmidt

(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.