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

Aebi Schmidt (NASDAQ:AEBI) posted its earnings results on Thursday. The company reported $0.15 earnings per share for the quarter, missing the consensus estimate of $0.26 by ($0.11), Zacks reports. Aebi Schmidt had a net margin of 0.64% and a return on equity of 1.89%. The business had revenue of $528.37 million for 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 Price Performance

Aebi Schmidt stock opened at $9.91 on Friday. Aebi Schmidt has a 12-month low of $8.91 and a 12-month high of $83.26. The stock has a market cap of $766.44 million and a P/E ratio of 19.82. The company has a debt-to-equity ratio of 0.77, a current ratio of 2.10 and a quick ratio of 1.22. The business’s fifty day moving average price is $14.35.

Institutional Trading of Aebi Schmidt

Several large investors have recently modified their holdings of AEBI. Loomis Sayles & Co. L P increased its position in shares of Aebi Schmidt by 63.8% during the fourth quarter. Loomis Sayles & Co. L P now owns 934,224 shares of the company’s stock worth $11,818,000 after acquiring an additional 363,890 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in Aebi Schmidt by 213.0% in the fourth quarter. Goldman Sachs Group Inc. now owns 356,314 shares of the company’s stock valued at $4,507,000 after purchasing an additional 242,485 shares during the last quarter. Atom Investors LP acquired a new stake in Aebi Schmidt during the 4th quarter valued at approximately $2,248,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in Aebi Schmidt during the 4th quarter worth approximately $1,345,000. Finally, Millennium Management LLC purchased a new stake in Aebi Schmidt during the 4th quarter worth approximately $1,315,000.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on AEBI shares. Weiss Ratings restated a “sell (e)” rating on shares of Aebi Schmidt in a research note on Monday, December 29th. DA Davidson reiterated a “buy” rating and set a $15.00 target price on shares of Aebi Schmidt in a report on Friday. One equities research analyst has rated the stock with a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $15.00.

About Aebi Schmidt

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.