Aebi Schmidt (NASDAQ:AEBI) Issues Quarterly Earnings Results

Aebi Schmidt (NASDAQ:AEBI) released its quarterly earnings data on Thursday. The company reported $0.14 EPS for the quarter, topping the consensus estimate of $0.13 by $0.01, FiscalAI reports. Aebi Schmidt had a return on equity of 1.19% and a net margin of 0.48%.The company had revenue of $496.41 million during the quarter. During the same quarter in the previous year, the business posted ($0.06) earnings per share.

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 stock opened at $13.82 on Friday. Aebi Schmidt has a twelve month low of $8.91 and a twelve month high of $15.96. The firm has a market cap of $1.07 billion and a price-to-earnings ratio of 113.79. The business’s fifty day simple moving average is $12.57 and its two-hundred day simple moving average is $12.60. The company has a quick ratio of 1.14, a current ratio of 1.99 and a debt-to-equity ratio of 0.69.

Aebi Schmidt Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, August 20th will be paid a $0.025 dividend. The ex-dividend date is Thursday, August 20th. This represents a $0.10 dividend on an annualized basis and a yield of 0.7%. Aebi Schmidt’s dividend payout ratio (DPR) is presently 83.33%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on AEBI. Weiss Ratings reiterated a “sell (d)” rating on shares of Aebi Schmidt in a research note on Wednesday. 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 research analyst has rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $15.00.

Insider Activity at Aebi Schmidt

In other news, CEO Steffen Schewerda acquired 5,000 shares of Aebi Schmidt stock in a transaction on Tuesday, May 19th. The shares were bought at an average cost of $11.68 per share, for a total transaction of $58,400.00. Following the acquisition, the chief executive officer directly 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 legal filing with the SEC, which is available at this hyperlink. Company insiders own 39.10% of the company’s stock.

Hedge Funds Weigh In On Aebi Schmidt

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Algert Global LLC acquired a new stake in shares of Aebi Schmidt in the second quarter worth $1,475,000. Orchard Capital Management LLC acquired a new position in Aebi Schmidt in the 2nd quarter worth about $2,949,000. NewEdge Wealth LLC purchased a new position in shares of Aebi Schmidt during the 2nd quarter valued at approximately $10,980,000. Pzena Investment Management LLC acquired a new position in Aebi Schmidt during the second quarter worth $54,208,000. Finally, BlackRock Inc. acquired a new stake in Aebi Schmidt in the 2nd quarter worth about $40,634,000.

Aebi Schmidt Company Profile

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.