Aebi Schmidt (NASDAQ:AEBI) Issues Quarterly Earnings Results, Misses Estimates By $0.11 EPS

Aebi Schmidt (NASDAQ:AEBI) posted its quarterly earnings results on Thursday. The company reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.26 by ($0.11), Zacks reports. The company had revenue of $528.37 million during the quarter.

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

• Order momentum accelerated in Q4 with a 46% increase in order intake and a record-high backlog (>€1.2bn), driven by airport, municipal and a structural recovery in walk-in van demand.
• Profitability strengthened materially: Q4 Adjusted EBITDA rose 31% year-over-year to €48.1m (9.1% margin), full-year pro forma Adjusted EBITDA was €156m (8.2% margin), and net debt/leverage improved to 2.8x heading into 2026.
• The Shyft acquisition is outperforming expectations with >€40m of synergies now expected (versus a €25–30m target); management expects additional procurement and revenue synergies to materialize in H2 2026 alongside new products, bolt-on M&A and expanded locations to support growth.
• Near-term risks include continued softness in truck-body and commercial markets and a more pronounced seasonality (slow Q1, ramp-up costs for walk-in vans), which could delay revenue conversion from the strong backlog into 2026 results.

Aebi Schmidt Trading Down 7.4%

Aebi Schmidt stock opened at $10.46 on Friday. The stock’s 50-day moving average is $14.45. The firm has a market cap of $808.98 million and a price-to-earnings ratio of 32.05. Aebi Schmidt has a 1 year low of $8.91 and a 1 year high of $83.26. The company has a debt-to-equity ratio of 0.77, a current ratio of 2.10 and a quick ratio of 1.22.

Institutional Trading of Aebi Schmidt

Institutional investors and hedge funds have recently modified their holdings of the stock. Loomis Sayles & Co. L P lifted its position in shares of Aebi Schmidt by 63.8% during the 4th 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. Goldman Sachs Group Inc. increased its position in Aebi Schmidt by 213.0% in the fourth quarter. Goldman Sachs Group Inc. now owns 356,314 shares of the company’s stock worth $4,507,000 after buying an additional 242,485 shares during the last quarter. Atom Investors LP bought a new stake in shares of Aebi Schmidt in the fourth quarter valued at approximately $2,248,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in shares of Aebi Schmidt during the 4th quarter valued at $1,345,000. Finally, Millennium Management LLC bought a new position in Aebi Schmidt in the 4th quarter worth about $1,315,000.

Wall Street Analyst Weigh In

Separately, Weiss Ratings reiterated a “sell (e)” rating on shares of Aebi Schmidt in a research report on Monday, December 29th. One research analyst has rated the stock with a Sell rating, According to data from MarketBeat.com, the stock has a consensus rating of “Sell”.

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.