D.A. Davidson reiterates Aebi Schmidt stock rating on strong backlog
D.A. Davidson reiterated a Buy rating and a $15.00 price target for Aebi Schmidt Holding AG (NASDAQ:AEBI) following their strong Q1 2026 results. The company's EBITDA met expectations, and they reiterated full-year 2026 guidance, supported by a 23% year-over-year increase in backlogs. Analysts anticipate sales and net income growth for the current year.
Aebi Schmidt signals 2026 net sales of $1.95B-$2.15B and adjusted EBITDA of $175M-$195M backed by $1.3B backlog
Aebi Schmidt has provided financial targets for 2026, projecting net sales between $1.95 billion and $2.15 billion, and adjusted EBITDA ranging from $175 million to $195 million. These optimistic forecasts are supported by a substantial current backlog of $1.3 billion, indicating strong future demand for their products and services. The company appears well-positioned for growth in the coming years.
Aebi Schmidt Q1 2026 Earnings Call Transcript
Aebi Schmidt reported strong Q1 2026 results, with order intake up 9% and backlog reaching EUR 1.3 billion, an increase of 23%. Europe and Rest of World drove significant profitability growth, while North America showed solid order momentum, particularly in walk-in vans and airport business. The company reaffirmed its full-year 2026 guidance, anticipating further revenue conversion and profitability improvements in the latter half of the year.
Transcript: Aebi Schmidt Holding Q1 2026 Earnings Conference Call
Aebi Schmidt Holding reported a strong Q1 2026, with a 9% increase in order intake and a 7% rise in net sales, resulting in a 6% increase in adjusted EBITDA. The company also announced a strategic partnership with Yetimove for autonomous airport solutions and secured significant contracts, including a €40 million European airport deal and a $50 million truck body contract. Despite geopolitical challenges, North America showed strong order momentum, and the company maintained its full-year guidance for net sales between $1.95 to $2.15 billion and adjusted EBITDA between $175 to $195 million.
(AEBI) Aebi Schmidt Expects 2026 Sales Range $1.95B to $2.15B, vs. FactSet Est of $2.04B
Aebi Schmidt Holding AG (AEBI) anticipates 2026 sales to fall within the range of $1.95 billion to $2.15 billion. This forecast compares to a FactSet estimate of $2.04 billion
Earnings Scheduled For May 14, 2026
This article lists companies scheduled to report their earnings on May 14, 2026, categorized by those reporting before the bell and those reporting after the bell. It provides estimated earnings per share and revenue for many of the listed companies, including Alpha Cognition (NASDAQ:ACOG) and Aebi Schmidt Holding (NASDAQ:AEBI). The detailed report offers a concise overview for investors preparing for the day's financial announcements.
Aebi Schmidt Holding AG 1Q 2026: Revenue $455.55M, EPS $0.01— 10-Q Summary
Aebi Schmidt Holding AG reported strong first-quarter 2026 results with an 83% year-over-year revenue increase to $455.5M, largely due to the July 2025 Shyft acquisition and increased product and after-sales activity. Despite the revenue growth, net income and diluted EPS saw a decline compared to the prior-year quarter. North America segment sales surged by 129% following the integration of Shyft’s specialty vehicle lines.
Aebi Schmidt beats revenue estimates on strong order growth
Aebi Schmidt Holding AG reported strong first-quarter 2026 results, with revenue of $455.6 million exceeding analyst estimates due to robust order growth in its Airport and Municipal segments. The company's adjusted EBITDA increased by 6%, and order intake rose by 9%, contributing to a 23% expansion in its order backlog. Aebi Schmidt reaffirmed its fiscal 2026 guidance for revenue and adjusted EBITDA, indicating continued confidence in its performance.
Top Growth Companies With Strong Insider Ownership In May 2026
This article identifies top growth companies in the United States with significant insider ownership, which often signals strong confidence from company leadership. It highlights ten such companies, then delves into three specific examples: Aebi Schmidt Holding, Atlas Energy Solutions, and Caledonia Mining, providing financial overviews, growth forecasts, and recent performance insights for each. The U.S. market has seen robust performance, and companies with strong insider ownership are presented as appealing investment opportunities.
AEBI Q1'26 Earnings: EPS estimate is 0.05 USD
AEBI (Aebi Schmidt Holding AG) is scheduled to announce its Q1'26 financial results on May 14, after market close, with earnings expected around 9:30 AM ET. Analysts project a revenue of $447.37 million and an earnings per share (EPS) of $0.05 for the first quarter of 2026. This release will provide an update on the company's financial performance compared to previous quarters.
Top Growth Companies With Strong Insider Ownership In May 2026
The US market is performing strongly, with growth companies showing high insider ownership being particularly attractive. This article highlights several such companies, including Aebi Schmidt Holding, Atlas Energy Solutions, and Caledonia Mining, detailing their financial performance, growth forecasts, and insider ownership levels. It emphasizes that high insider ownership aligns management interests with shareholders, suggesting confidence in the company's future.
Aebi Schmidt Holding AG expected to post earnings of 5 cents a share - Earnings Preview
Aebi Schmidt Holding AG is anticipated to report earnings of 5 cents per share. This financial forecast comes from Refinitiv, detailing the company's expected performance in an upcoming earnings announcement. The information is presented as an earnings preview, offering a snapshot of potential financial results.
Aebi Schmidt Holding (Nasdaq:AEBI) - Stock Analysis
This Simply Wall St analysis of Aebi Schmidt Holding (Nasdaq:AEBI) indicates the stock is currently undervalued by 23.4% with a target price of US$15. The company manufactures specialty vehicles and is forecasted to grow earnings by 80.66% per year, despite having low profit margins and interest payment coverage. Key risks include low profit margins, 0.6%, large one-off items impacting results, and poor interest payment coverage.
Aebi Schmidt Group to announce first quarter 2026 earnings on May 14, 2026
Aebi Schmidt Holding AG (NASDAQ: AEBI) will release its first quarter 2026 earnings on Thursday, May 14, 2026, before the market opens. The specialty vehicles leader will also host an earnings conference call and webcast at 8:30 AM Eastern Time on the same day for investors and analysts. Details for accessing the call and webcast are available on the company's investor relations website.
April 2026's Leading Growth Stocks With Strong Insider Confidence
The article identifies leading growth stocks in the United States for April 2026, focusing on companies with high insider ownership as an indicator of strong confidence. It highlights the market's recent growth and projected annual earnings increase of 16%. The analysis delves into specific companies like Aebi Schmidt Holding, Live Oak Bancshares, and On Holding, detailing their financial performance, growth forecasts, and insider ownership.
April 2026's Leading Growth Stocks With Strong Insider Confidence
This article identifies top growth companies in the US market with high insider ownership, signaling strong confidence from those closely involved with the businesses. It spotlights ten companies, including Upstart Holdings, Live Oak Bancshares, and On Holding, detailing their financial performance, growth forecasts, and insider ownership percentages. The analysis also highlights specific financial metrics and recent corporate developments for Aebi Schmidt Holding, Live Oak Bancshares, and On Holding.
Aebi Schmidt Holding AG - Amends Agreement On Pcs Parties' Director Nomination Rights Based On Ownership - SEC Filing
Aebi Schmidt Holding AG has amended an agreement concerning the director nomination rights of PCS parties, which are now based on ownership. This information was disclosed in an SEC filing.
PCS Parties gain revised board nomination rights at Aebi Schmidt (AEBI)
Aebi Schmidt Holding AG filed an 8-K to announce an amendment to its Relationship Agreement with PCS Holding AG and Peter Spuhler. This update modifies the PCS Parties' rights to nominate directors based on their ownership percentage of Aebi Schmidt common stock. Additionally, the amendment allows the Aebi Schmidt Chief Executive Officer to also serve as the Chair of the Board.
[ARS] Aebi Schmidt Holding AG SEC Filing
This article announces an SEC filing by Aebi Schmidt Holding AG (AEBI). The filing is of type ARS, dated April 10, 2026, and indicates a low impact and neutral sentiment. The article also provides recent news and other SEC filings for AEBI, along with key stock data.
April 2026's Leading Growth Stocks With Strong Insider Confidence
The article identifies leading growth stocks in the United States for April 2026 that demonstrate strong insider confidence. It highlights companies from a screener of 205 fast-growing US companies with high insider ownership, detailing their financial performance, growth forecasts, and recent developments. Three specific companies—Aebi Schmidt Holding (AEBI), Live Oak Bancshares (LOB), and On Holding (ONON)—are reviewed in depth.
[Form 4] Aebi Schmidt Holding AG Insider Trading Activity
Aebi Schmidt Holding AG President Jacob Owen Farmer reported a routine tax-related share disposition where 14,963 shares of Common Stock were withheld to cover tax obligations upon the vesting of previously granted restricted stock. This transaction, valued at $9.41 per share, was not a market sale. Following this activity, Farmer directly owns 240,255 shares of Common Stock, indicating a standard handling of equity compensation taxes rather than a discretionary trading decision.
Roth Capital lowers its price target on Aebi Schmidt Holding AG (AEBI) to $15
Roth Capital has reduced its price target for Aebi Schmidt Holding AG (AEBI) to $15. This adjustment indicates a revised outlook on the company's valuation, likely based on updated financial analyses or market conditions.
Aebi Schmidt Reports Q4 Miss, Sees FY26 Range
Aebi Schmidt Holding AG reported its Q4 earnings, missing consensus revenue figures with $528 million against an estimated $538.03 million. Despite a record backlog, the company provided a cautious FY26 revenue guidance of $1.95B–$2.15B, predicting a slow start before backlog-driven recovery. Following the report, Roth Capital lowered its price target for AEBI to $15 while maintaining a Buy rating.
Aebi Schmidt Signals Strong Earnings Momentum Amid Headwinds
Aebi Schmidt reported strong Q4 earnings with double-digit EBITDA growth and a record backlog exceeding $1.2 billion, driven by strategic M&A and European segment growth. Despite headwinds from North American weaknesses and ramp-up costs, the company projects continued profitability gains through synergies. For 2026, Aebi Schmidt forecasts net sales between $1.95-$2.15 billion and adjusted EBITDA of $175-$195 million, anticipating increased financial flexibility.
Earnings Call Summary | Aebi Schmidt(AEBI.US) Q4 2025 Earnings Conference
Aebi Schmidt Holding AG (AEBI) reported a strong Q4 2025 with significant increases in order intake, adjusted EBITDA, and net sales, despite a decline in legacy Shyft businesses. The company strengthened its balance sheet and is expanding its market presence through new product launches, upfit centers, and successful acquisitions. Aebi Schmidt provided optimistic financial guidance for 2026, anticipating improved net sales and adjusted EBITDA, while acknowledging potential risks from geopolitical uncertainties and a slower recovery in certain commercial markets.
Earnings Call Summary | Aebi Schmidt(AEBI.US) Q4 2025 Earnings Conference
This is an earnings call summary for Aebi Schmidt (AEBI.US) Q4 2025. It reviews the company's financial performance and key highlights for the fourth quarter of 2025.
DA Davidson reiterates Aebi Schmidt stock Buy rating after earnings
DA Davidson reiterated a Buy rating and $15.00 price target on Aebi Schmidt Holding AG (NASDAQ:AEBI) following a virtual group meeting with management, despite the stock's significant decline and a recent earnings miss. The firm views the stock as misunderstood and highlighted positive indications from management regarding the "Walk-In Van" product and strong pro forma backlogs. While Aebi Schmidt's Q4 fiscal 2025 results missed analyst estimates for EBITDA and revenue, D.A. Davidson maintains its positive outlook, contrasting with BTIG's Neutral rating.
Specialty vehicle maker Aebi Schmidt to reveal 2025 results on Mar. 19
Aebi Schmidt Group (NASDAQ: AEBI) will release its Fourth Quarter and Full Year 2025 earnings before market open on March 19, 2026, and will host an earnings conference call and webcast at 8:30 a.m. Eastern Time the same day. The company reported Net Sales of $1.9 billion in 2025 and employs approximately 6,000 people. Investors can access the webcast and conference call materials through the company's investor site.
Aebi Schmidt Group to release Fourth Quarter and Full Year 2025 Earnings on March 19, 2026
Aebi Schmidt Group (NASDAQ: AEBI) will release its Fourth Quarter and Full Year 2025 earnings before the market opens on Thursday, March 19, 2026. The company will also host an earnings conference call and webcast at 8:30 am Eastern Time on the same day. Investors and analysts can access relevant materials and participate in the live conference call through the provided links.
Analysts Offer Insights on Industrial Goods Companies: Aebi Schmidt Holding AG (AEBI) and Everus Construction Group, Inc. (ECG)
Two analysts have issued bullish sentiments for companies in the Industrial Goods sector. Michael Shlisky from D.A. Davidson maintained a Buy rating on Aebi Schmidt Holding AG (AEBI), which has an analyst consensus of Moderate Buy and a price target of $16.50. Brian Brophy from Stifel Nicolaus maintained a Buy rating on Everus Construction Group, Inc. (ECG) with a price target of $107.00, although ECG's analyst consensus is Hold with a $102.00 target, while TipRanks – xAI also upgraded ECG to Buy with a $115.00 price target.
AEBI Financials: Revenue Breakdown, Margins & Competitor Comparison
This article analyzes Aebi Schmidt Holding AG (AEBI)'s financial performance, detailing its revenue breakdown, profitability margins, and competitive standing. It highlights that New Business is AEBI's largest revenue contributor and benchmarks its gross margin against competitors like LOT and MLR, demonstrating AEBI's strong pricing power and manufacturing efficiency within the Heavy Machinery & Vehicles industry.
Swatch Faces Innovation Crisis and Governance Challenges
Swatch is facing significant challenges including innovation stagnation, governance issues, and pressure on its brand portfolio and profitability. Since the death of its founder in 2010, the company's brand image has become outdated, and its market value has declined substantially. Analysts suggest that Swatch needs to introduce new products, improve governance by adding more independent directors, and streamline its 16-brand portfolio by focusing on high-margin luxury goods.
Swiss Aebi Schmidt pays $0.025 dividend, tax-free at home
Aebi Schmidt Group (NASDAQ: AEBI) declared a quarterly cash dividend of $0.025 per share, payable on March 26, 2026. The dividend is a return of capital from Switzerland, making it tax-free for Swiss shareholders, while non-Swiss shareholders receive non-U.S. source income or a return of capital. This announcement led to a 2.12% increase in AEBI's stock price, adding approximately $24 million to the company's valuation.
Aebi Schmidt holding director Schaub buys $95,657 in stock
Patrick Francois Schaub, a director at Aebi Schmidt Holding AG (AEBI), recently purchased 7,500 shares of the company’s common stock for $95,657. This transaction, occurring on December 5, 2025, increased his direct holdings to 43,463 shares. Despite the company missing its Q3 2025 earnings expectations, analysts maintain a positive outlook with price targets suggesting potential upside.
Director Makes Bold Move with Major Stock Purchase in Aebi Schmidt Holding AG!
Patrick Francois Schaub, a director at Aebi Schmidt Holding AG (AEBI), recently purchased 7,500 shares valued at $95,625 on December 8, 2025. This move follows a positive shift in the company's stock price target after strong Q3 performance, driven by increased order intake and the strategic acquisition of The Shyft Group. Despite financial improvements, TipRanks' AI Analyst Spark rates AEBI as Neutral due to high leverage risks and weak technical indicators.
Aebi Schmidt holding director Schaub buys $95,657 in stock By Investing.com
Aebi Schmidt Holding AG director Patrick Francois Schaub recently purchased 7,500 shares of the company's common stock for $95,657, increasing his total direct ownership to 43,463 shares. This transaction occurred on December 5, 2025, at a price of $12.7543 per share, slightly above the current trading price. The company shows a positive analyst outlook with price targets ranging from $15 to $16.50, despite an earnings miss in Q3 2025, suggesting potential upside.
Aebi Schmidt Holding AG Director Acquires 7,500 Shares
Patrick Francois Schaub, a Director at Aebi Schmidt Holding AG (AEBI), purchased 7,500 shares of common stock on December 5, 2025, for a total of $95,657. This transaction, at a price of $12.7543 per share, increases his direct ownership to 43,463 shares. The details of this insider trading were reported in an SEC Form 4 filing on December 8, 2025.
Aebi Schmidt holding director Schaub buys $95,657 in stock
Patrick Francois Schaub, a director at Aebi Schmidt Holding AG (AEBI), recently purchased 7,500 shares of the company’s common stock for $95,657. This transaction occurred on December 5, 2025, at a price of $12.7543 per share, slightly above the current trading price. While the company's Q3 2025 earnings missed expectations, analysts maintain a positive outlook with price targets suggesting potential upside.
Roth Capital Reiterates Aebi Schmidt Holding (AEBI) Buy Recommendation
Roth Capital has reiterated its Buy recommendation for Aebi Schmidt Holding (AEBI). Analysts project a 34.44% upside, with an average one-year price target of $15.81/share. Institutional ownership has significantly increased, and the put/call ratio suggests a bullish outlook for the stock.
Aebi schmidt holding AG group CEO Fruithof buys $60k in shares
Barend Gerrit Fruithof, Group CEO of Aebi Schmidt Holding AG (OTC:AEBI), recently purchased 5,000 shares of the company's common stock for over $60,000. This insider transaction increases his direct ownership to 1,835,368 shares, signaling confidence despite a recent Q3 earnings miss. Analysts maintain a "Buy" rating with price targets suggesting potential upside.
Earnings call transcript: Aebi Schmidt Q3 2025 misses forecasts, stock rises
Aebi Schmidt Holding AG (AEBI) reported Q3 2025 earnings where EPS and revenue missed forecasts, yet the stock rose 3.91% in pre-market trading, reaching $11.15. The company confirmed its full-year 2025 guidance and highlighted strong order intake and backlog growth, along with strategic investments and significant EBITDA improvement driven by North America. Integration of the former Shyft Group is progressing well, with synergy targets increased to $40 million.
Aebi Schmidt Group Achieves Significant Profitability Growth
Aebi Schmidt Group reported significant profitability growth in Q3 2025, driven by the acquisition of the Shyft Group. The company achieved increased net sales, a higher adjusted EBITDA margin, and robust order momentum, while also focusing on improving working capital and reducing leverage. Aebi Schmidt Group reaffirmed its 2025 financial outlook, aiming for sustained growth and market leadership in specialty vehicles.
Aebi Schmidt (NASDAQ: AEBI) Q3 orders up 33% as backlog hits $1.127B
Aebi Schmidt Group (NASDAQ: AEBI) reported strong Q3 2025 results following the integration of the Shyft Group, with order intake up 33.4% year-over-year and adjusted EBITDA increasing by 25.2% to $42.2M. The company's order backlog grew to $1.127 billion, expected to convert into revenue within 15 months, and reaffirmed its 2025 sales guidance of $1.85-$2.0 billion. Leverage is targeted to be below 3.0x by year-end 2025 and below 2.0x by year-end 2026.
Individual investors are Aebi Schmidt Holding AG's (NASDAQ:AEBI) biggest owners and were hit after market cap dropped US$57m
Individual investors are the largest owners of Aebi Schmidt Holding AG (NASDAQ:AEBI), holding a 32% stake in the company. Following a recent US$57 million drop in market capitalization, this group experienced the most significant losses. The top four shareholders collectively own 55% of the company, indicating concentrated control over decision-making.
Individual investors are Aebi Schmidt Holding AG's (NASDAQ:AEBI) biggest owners and were hit after market cap dropped US$57m
Individual investors hold the largest share of Aebi Schmidt Holding AG (NASDAQ:AEBI) at 32%, meaning they absorb the most impact from market fluctuations. The company's market capitalization recently dropped by US$57 million, affecting these individual shareholders most significantly. Despite this, insiders have been buying shares, and the top four shareholders collectively own 55% of the company, indicating strong insider and concentrated ownership.
OHB holt früheren Aebi-Schmidt-CFO Tim Tecklenburg
OHB, a space and technology group, has appointed Tim Tecklenburg as its new CFO, effective September 2025. Tecklenburg previously served as CFO at Aebi Schmidt and Ruag Space, bringing strong industry knowledge to OHB as it continues its transformation process. He succeeds Kurt Melching, who will take on strategic tasks within the group board, particularly in the defense sector.
Aebi Schmidt Group Elevates Airport Maintenance with Oshkosh Snow and Ice Business Acquisition
The Aebi Schmidt Group has acquired Oshkosh Corporation's snow and ice business, aiming to become the leading global provider of airport maintenance equipment. This acquisition integrates Oshkosh's P-Series, H-Series chassis, and HT-Series tractor into Aebi Schmidt’s MB-branded division, expanding its offerings and enhancing after-sales service for airport customers. The company emphasizes a commitment to a smooth transition, improved spare parts access, and continued U.S. production, while also investing in R&D for future technology like GPS-guided and autonomous vehicles and electrification.
Aebi Schmidt Shares Drop After Merger with Shyft Group Leads to Q2 Loss
Aebi Schmidt's shares dropped following the announcement of a Q2 loss. This loss is attributed to its merger with Shyft Group, indicating potential integration challenges or financial impacts from the acquisition.
Aebi Schmidt Hldg Stock Price, News & Analysis
Aebi Schmidt Holding AG (AEBI), a specialty vehicles company on Nasdaq, merged with The Shyft Group on July 1, 2025, creating a global leader in the sector with pro forma net sales of approximately $1.9 billion for 2024. The company focuses on post-merger integration, synergy realization, and maintains a capital allocation strategy that includes deleveraging and a quarterly dividend of $0.025 per share. AEBI operates through two segments, North America and Europe/Rest of World, employing over 6,000 people.
Olo, Tripadvisor, Aebi Schmidt Holding And Other Big Stocks Moving Higher On Thursday
U.S. stocks saw a positive trend on Thursday, with several companies experiencing significant gains. Olo Inc. shares jumped after announcing an acquisition by Thoma Bravo, while Tripadvisor's stock rose following activist investor Starboard Value acquiring a stake. Other notable movers included Regencell Bioscience Holdings, Bitmine Immersion Technologies, and Aebi Schmidt Holding, each with specific company news driving their increases.
