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Albany International (AIN)
NYSE:AIN
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Albany International (AIN) AI Stock Analysis

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AIN

Albany International

(NYSE:AIN)

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Neutral 55 (OpenAI - 4o)
Rating:55Neutral
Price Target:
$49.00
▲(2.04% Upside)
Albany International's overall stock score reflects significant challenges in financial performance and valuation, with declining revenue and profitability. Technical analysis indicates a bearish trend, while the earnings call highlights both strategic focus and uncertainties. The company's stable balance sheet and historical resilience offer some potential for recovery.
Positive Factors
Strategic Focus on Core Technology
The strategic shift towards 3D woven technology and engineered components is expected to enhance margins and align with long-term growth areas, strengthening Albany's market position in high-value sectors.
Strong Performance in Engineered Composites
The Engineered Composites segment's strong growth and expanding opportunities in hypersonics and defense platforms indicate a robust competitive position and potential for sustained revenue expansion.
Machine Clothing Segment Stability
The stability and high margins in the Machine Clothing segment provide a solid foundation for Albany's financial performance, supporting consistent cash flow and resilience in core markets.
Negative Factors
CH-53K Program Loss
The significant loss on the CH-53K program highlights operational challenges and impacts profitability, posing a risk to financial stability and necessitating strategic adjustments.
Decline in Third Quarter Revenue
The decline in revenue signals market challenges and potential demand issues, affecting Albany's ability to generate consistent growth and maintain financial health.
Withdrawal of Full Year 2025 Guidance
The withdrawal of guidance introduces uncertainty into Albany's future outlook, complicating strategic planning and investor confidence in the company's long-term trajectory.

Albany International (AIN) vs. SPDR S&P 500 ETF (SPY)

Albany International Business Overview & Revenue Model

Company DescriptionAlbany International Corp., together with its subsidiaries, engages in the textile and materials processing business. The company operates in two segments, Machine Clothing (MC) and Albany Engineered Composites (AEC). The MC segment designs, manufactures, and markets paper machine clothing for use in the manufacturing of papers, paperboards, tissues, and towels. This segment offers forming, pressing, and drying fabrics, as well as process belts used in the manufacture of nonwovens, fiber cement and several other industrial applications; and engineered fabrics. The AEC segment 3D-woven and injected composite components for aircraft engines composite airframe and engine components for military and commercial aircraft. It operates in the United States, Switzerland, Brazil, China, France, Mexico, and internationally. Albany International Corp. was incorporated in 1895 and is headquartered in Rochester, New Hampshire.
How the Company Makes MoneyAlbany International generates revenue primarily through the sale of its engineered composite products and machine clothing solutions. The Engineered Composites segment earns money by providing high-performance materials for aerospace and defense applications, where demand is driven by advancements in technology and the need for lightweight, durable parts. The Machine Clothing segment derives revenue from the sale of fabrics used in the paper manufacturing process, with contracts often structured to include both product sales and ongoing service agreements. Key revenue streams are bolstered by long-term contracts with major aerospace manufacturers and partnerships with leading companies in the paper industry, which help stabilize income and ensure a steady demand for its products. Additionally, Albany International invests in research and development to innovate new materials and applications, further enhancing its market position and potential revenue growth.

Albany International Earnings Call Summary

Earnings Call Date:Nov 05, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 17, 2026
Earnings Call Sentiment Neutral
The earnings call presented a mixed sentiment with strong focus on core technology and capital deployment to shareholders, but significant challenges related to the CH-53K program and declining revenue. The strategic review and withdrawal of the full year guidance add uncertainty to the outlook.
Q3-2025 Updates
Positive Updates
Strategic Focus on Core Technology
Albany International announced a strategic review to focus on 3D woven technology and engineered components, moving away from structure assemblies which are characterized by lower margins and higher risk.
Strong Performance in Engineered Composites
Engineered Composites business delivered a 12% organic revenue CAGR over the past decade with expanding opportunities in hypersonics, missiles, and next-generation defense platforms.
Machine Clothing Segment Stability
Machine Clothing segment delivered strong EBITDA margins in excess of 30%, with continued stability in the tissue market and a leading position in engineered fabrics.
Significant Capital Deployment to Shareholders
In the past 12 months, Albany International returned over $200 million to shareholders, including repurchasing roughly 8% of shares outstanding and $32 million in dividends.
LEAP Program Growth
The LEAP program continues to strengthen, supported by higher OEM production levels heading into 2026, with a significant ramp-up expected over 2026 and 2027.
Negative Updates
CH-53K Program Loss
Albany International announced a loss reserve and program adjustment to recognize a full expected loss on the CH-53K program of $147 million over the next 8 years, with no path to profitability.
Decline in Third Quarter Revenue
Third quarter revenue was $261.4 million compared to $298.4 million in the prior year period, primarily due to a $46 million revenue charge associated with the CH-53K program loss reserve.
Net Loss for the Quarter
Reported a GAAP net loss of $97.8 million or $3.37 per diluted share versus net income of $18 million or $0.57 per share in the prior year.
Weakened Demand in Machine Clothing in Asia
Revenue for Machine Clothing was $175 million, a 4% decline from the prior year, reflecting softer demand in Asia and strategic business exits in Europe.
Withdrawal of Full Year 2025 Guidance
Due to the ongoing strategic review of the structured business, Albany International is withdrawing its full year 2025 guidance, making it difficult to provide a meaningful outlook.
Company Guidance
During the Albany International Corp. Q3 2025 earnings call, significant guidance was provided concerning the company's strategic direction and financial performance metrics. The company announced a strategic review of its structures assembly business, particularly at the Amelia Earhart Drive facility, potentially including a sale. This decision is driven by Albany's focus on 3D woven technology and engineered components, which promise higher margins and align better with their strategic goals. A $147 million expected loss on the CH-53K program over eight years was recognized, reflecting the failure to achieve projected profitability. Key financial highlights included a Q3 revenue of $261.4 million, a GAAP net loss of $97.8 million, and an adjusted EBITDA of $56.2 million, representing an 18.3% margin. The company withdrew its full-year 2025 guidance due to the ongoing strategic review but highlighted a strong future pipeline in areas like hypersonics and missile components, driven by its proprietary 3D weaving technology. Capital allocation remained robust, with $68 million in CapEx, $47 million in R&D, and over $200 million returned to shareholders in the past 12 months.

Albany International Financial Statement Overview

Summary
Albany International faces challenges with declining revenue and profitability in the TTM period, impacting its income statement and cash flow. However, the balance sheet remains stable with moderate leverage and a solid capital structure. The company has shown resilience in previous years, indicating potential for recovery.
Income Statement
65
Positive
Albany International's income statement shows a decline in revenue growth with a negative rate of -3.12% in the TTM period, indicating a challenging market environment. The gross profit margin has decreased from 40.72% in 2021 to 31.61% in the TTM, reflecting pressure on profitability. The net profit margin has also turned negative at -5.25%, highlighting operational challenges. However, the company has shown resilience in previous years with positive growth rates and margins.
Balance Sheet
70
Positive
The balance sheet reveals a moderate debt-to-equity ratio of 0.50 in the TTM, suggesting a balanced approach to leverage. The return on equity has decreased to 6.69% in the TTM, indicating reduced profitability. The equity ratio remains stable, reflecting a solid capital structure. Overall, the company maintains a stable financial position despite recent profitability challenges.
Cash Flow
60
Neutral
Cash flow analysis shows a decline in free cash flow growth at -5.88% in the TTM, indicating potential liquidity concerns. The operating cash flow to net income ratio is 0.73, suggesting adequate cash generation relative to earnings. The free cash flow to net income ratio of 0.60 indicates a reasonable conversion of earnings to cash. Despite recent declines, the company has historically maintained strong cash flow metrics.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue1.15B1.23B1.15B1.03B929.24M900.61M
Gross Profit234.38M401.78M423.72M389.78M378.39M371.07M
EBITDA60.82M131.36M257.36M218.86M257.58M228.11M
Net Income-53.54M87.62M111.12M95.76M118.48M98.59M
Balance Sheet
Total Assets1.70B1.65B1.84B1.64B1.56B1.55B
Cash, Cash Equivalents and Short-Term Investments108.31M115.28M173.42M291.78M302.04M241.32M
Total Debt481.54M387.20M514.86M495.12M380.85M433.59M
Total Liabilities956.59M699.75M867.69M774.71M678.46M730.07M
Stockholders Equity739.30M943.54M961.37M863.05M873.97M816.07M
Cash Flow
Free Cash Flow90.30M138.19M64.50M31.87M163.78M98.79M
Operating Cash Flow157.23M218.44M148.06M128.21M217.47M140.25M
Investing Cash Flow-64.69M-80.18M-217.90M-96.35M-53.70M-42.39M
Financing Cash Flow-110.33M-183.83M-52.64M-23.65M-99.64M-60.67M

Albany International Technical Analysis

Technical Analysis Sentiment
Negative
Last Price48.02
Price Trends
50DMA
52.68
Negative
100DMA
58.08
Negative
200DMA
63.42
Negative
Market Momentum
MACD
-2.17
Negative
RSI
43.64
Neutral
STOCH
90.20
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AIN, the sentiment is Negative. The current price of 48.02 is above the 20-day moving average (MA) of 47.46, below the 50-day MA of 52.68, and below the 200-day MA of 63.42, indicating a neutral trend. The MACD of -2.17 indicates Negative momentum. The RSI at 43.64 is Neutral, neither overbought nor oversold. The STOCH value of 90.20 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AIN.

Albany International Risk Analysis

Albany International disclosed 39 risk factors in its most recent earnings report. Albany International reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Albany International Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$1.24B7.2811.32%1.19%1.62%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
61
Neutral
$157.45M27.082.86%5.68%-0.44%-55.22%
55
Neutral
$1.36B-6.19%2.28%-9.37%-160.13%
52
Neutral
$2.29B5.77140.06%-19.47%
49
Neutral
$144.42M-15.81%0.81%39.13%-1186.47%
41
Neutral
$63.16M-9.61%-5.26%42.84%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AIN
Albany International
48.02
-32.97
-40.71%
GIII
G-III Apparel Group
29.63
-2.08
-6.56%
HBI
Hanesbrands
6.47
-2.11
-24.59%
LAKE
Lakeland Industries
15.78
-7.19
-31.30%
SGC
Superior Group of Companies
10.08
-6.11
-37.75%
UFI
Unifi
3.50
-2.11
-37.61%

Albany International Corporate Events

Albany International Reports Q3 2025 Financial Results
Nov 7, 2025

Albany International Corp. is a leading developer and manufacturer of engineered components, specializing in advanced materials processing and automation, with core operations in Machine Clothing and Engineered Composites for aerospace applications.

Albany International Earnings Call: Mixed Sentiment Amid Strategic Shift
Nov 7, 2025

Albany International Corp.’s recent earnings call presented a mixed sentiment, with a strong emphasis on core technology and capital deployment to shareholders. However, the company faces significant challenges, particularly with the CH-53K program and declining revenue. The strategic review and withdrawal of full-year guidance add an element of uncertainty to the company’s outlook.

Business Operations and StrategyFinancial DisclosuresM&A Transactions
Albany International Explores Sale of Structures Assembly Unit
Negative
Oct 28, 2025

Albany International Corp. announced on October 28, 2025, that it is considering strategic alternatives for its structures assembly business, including a potential sale, due to challenges in executing a fixed-price contract for the CH-53K program. The company expects to recognize a $147 million loss reserve adjustment in the third quarter of 2025 due to increased labor and material costs. Despite these challenges, Albany’s AEC segment continues to perform well in other areas, and the company is exploring exiting the structures assembly business to focus on higher-margin opportunities. This move could enhance Albany’s strategic focus and long-term profitability, despite the current financial setback.

The most recent analyst rating on (AIN) stock is a Hold with a $63.00 price target. To see the full list of analyst forecasts on Albany International stock, see the AIN Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 26, 2025