Aebi Schmidt Holding AG (AEBI)
NASDAQ:AEBI
Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.06Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive tone driven by strong order momentum, record backlog, notable margin and EBITDA improvements (Q4 EBITDA +31% and FY EBITDA +13%), successful M&A and synergies exceeding initial targets, and balance sheet deleveraging. Near-term challenges include North American softness tied to legacy Shyft performance, continued softness in truck body/commercial markets, ramp-up expenses, and a pronounced seasonal conversion risk that may depress Q1 2026. On balance, the operational wins, backlog visibility and synergy outperformance outweigh the short-term execution and market headwinds.Company Guidance
Strategic M&A and Listing
Completed acquisition of the former The Shyft Group and listed on NASDAQ, positioning the company for scale and cross-selling opportunities.
Strong Order Momentum and Record Backlog
Order intake increased 46% in Q4 versus 2024, driving a record order backlog of over $1.2 billion (up 21% year-over-year) with backlog duration spread roughly over ~15 months.
Quarterly Profitability Improvement
Adjusted EBITDA in Q4 rose 31% year-over-year to $48.1 million, with adjusted EBITDA margin improving to 9.1% from 7.4% in the prior year (≈170 basis points improvement).
Full-Year Profitability Gain
Full-year adjusted EBITDA (pro forma) increased 13% year-over-year to $156 million, delivering an 8.2% adjusted EBITDA margin on $1.9 billion of full-year net sales (sales +2% vs 2024).
Revenue Growth in Q4 and Regional Strength
Q4 net sales reached $528 million (+6% year-over-year). Europe & Rest of World grew notably, contributing over one third of Q4 net sales and delivering a substantial sales increase (+25% in Q4) and strong margin improvement.
Outstanding European Profitability Expansion
Europe reported an exceptional 234% year-over-year increase in Q4 profitability for the segment and a reported >600 basis point improvement in EBITDA margin, driven by volumes, gross margin performance and disciplined OpEx control.
Working Capital and Balance Sheet Progress
Net working capital decreased $29 million (≈6%) since September to $423 million; inventory reduced by $38 million. Net debt declined to $437 million (down $32 million vs September) and leverage improved to 2.8x, strengthening the balance sheet ahead of 2026.
Synergies Outperforming Initial Target
Expect to deliver over $40 million of synergies versus the initial $25–$30 million target, with mid-teens realized in 2025 and additional procurement/revenue synergies expected to materialize in H2 2026.
Product and Footprint Expansion
Multiple new products launched (including a jointly developed service body and new compact airport products), new locations and upfit centers opened (Chicago, Minneapolis, Toronto), and successful bolt-on acquisitions (LWS in U.S., Ladog in Germany) supporting growth and market expansion; Agriculture grew >30% versus 2024.
AEBI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AEBI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 19, 2026 | $12.84 | $11.30 | -11.99% |
Nov 13, 2025 | $10.73 | $11.20 | +4.38% |
Aug 14, 2025 | $12.16 | $12.12 | -0.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aebi Schmidt Holding AG (AEBI) report earnings?
Aebi Schmidt Holding AG (AEBI) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is Aebi Schmidt Holding AG (AEBI) earnings time?
Aebi Schmidt Holding AG (AEBI) earnings time is at Aug 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AEBI EPS forecast?
Currently, no data Available