Aebi Schmidt (NASDAQ:AEBI) Issues Quarterly Earnings Results

Aebi Schmidt (NASDAQ:AEBI) posted its earnings results on Wednesday. The company reported $0.14 EPS for the quarter, missing analysts’ consensus estimates of $0.22 by ($0.08), FiscalAI reports. The business had revenue of $493.11 million for the quarter. Aebi Schmidt had a net margin of 1.09% and a return on equity of 2.59%.

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

• Q3 net sales increased 4.6% to $493 million and Adjusted EBITDA rose 4.9% to $44.2 million, with the margin holding at 9.0%. Order backlog grew 16% year over year to a record $1.3 billion, providing visibility into future demand.
• Material-cost inflation and supply-chain disruptions pressured gross margin, which fell 80 basis points year over year to 19.2%. The company lowered its 2026 outlook to net sales of $1.95–$2.0 billion and Adjusted EBITDA of $170–$180 million, citing disruptions that affected third-quarter results.
• North America’s Walk-In Van business became the company’s market leader after a significant operational turnaround, with output per day up 77% and units requiring rework down almost 90% versus a year earlier. Management said supply allocations are secured through 2027 and backlog extends well into that year.
• Aebi Schmidt plans to acquire O.J. Watson, a Rocky Mountain-region upfitter with about $28 million in annual sales, in a deal expected to close by year-end and be EPS-accretive in its first year. The company also reduced leverage to 2.66 times and expects it to fall below 2.5 times by year-end.

Aebi Schmidt Stock Performance

Shares of Aebi Schmidt stock opened at $10.69 on Thursday. The company has a market capitalization of $829.54 million, a PE ratio of 34.91 and a beta of 2.43. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.14 and a current ratio of 1.98. The company has a 50-day simple moving average of $11.45 and a two-hundred day simple moving average of $12.30. Aebi Schmidt has a one year low of $8.91 and a one year high of $15.96.

Aebi Schmidt Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Shareholders of record on Thursday, November 12th will be paid a $0.0250 dividend. This represents a $0.10 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, November 12th. Aebi Schmidt’s payout ratio is 25.00%.

Wall Street Analyst Weigh In

AEBI has been the subject of several research reports. Weiss Ratings cut shares of Aebi Schmidt from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, October 23rd. DA Davidson lifted their price objective on shares of Aebi Schmidt from $15.00 to $17.00 and gave the company a “buy” rating in a report on Friday, August 14th. Finally, Roth Capital reissued a “buy” rating and issued a $17.00 price objective on shares of Aebi Schmidt in a research note on Friday, August 14th. Two investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $17.00.

Institutional Trading of Aebi Schmidt

A number of institutional investors have recently modified their holdings of AEBI. Pzena Investment Management LLC purchased a new position in shares of Aebi Schmidt in the 2nd quarter worth approximately $54,208,000. BlackRock Inc. purchased a new stake in Aebi Schmidt during the second quarter valued at approximately $40,634,000. Medina Value Partners LLC purchased a new stake in Aebi Schmidt during the second quarter valued at approximately $23,893,104. NewEdge Wealth LLC acquired a new stake in Aebi Schmidt in the second quarter valued at approximately $10,980,000. Finally, Ancora Advisors LLC acquired a new stake in Aebi Schmidt in the second quarter valued at approximately $9,750,000.

Aebi Schmidt Company Profile

Aebi Schmidt develops and manufactures specialized vehicles and equipment for road maintenance, snow and ice control, airport operations, and other municipal and infrastructure applications. Its products include snowplows and spreaders, street sweepers, airport snow-clearing and deicing equipment, and compact vehicles and machinery for challenging terrain. The company serves public agencies, airports, contractors, and other commercial customers, with operations and markets across North America and Europe.