Aebi Schmidt (NASDAQ:AEBI) Releases Quarterly Earnings Results, Misses Expectations By $0.01 EPS

Aebi Schmidt (NASDAQ:AEBI) posted its quarterly earnings results on Thursday. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.02 by ($0.01), FiscalAI reports. The business had revenue of $455.55 million during the quarter. Aebi Schmidt had a net margin of 0.64% and a return on equity of 1.65%.

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

• Q1 2026 was a strong start to the year, with order intake up 9%, backlog up 23% to EUR 1.3 billion, and adjusted EBITDA up 6% to EUR 33.1 million, lifting margin to 7.3%.
• Europe and Rest of World drove standout profitability, including a 201% year-over-year increase in adjusted EBITDA, helped by higher volumes, better pricing, and strong aftersales demand.
• North America saw solid order momentum and integration progress, with backlog up 29% year-over-year and management saying walk-in van demand is recovering broadly across the customer base.
• The company highlighted several major wins and growth catalysts, including a EUR 40 million Paris Airport contract, a $50 million truck body deal, and its new partnership with Yeti Move for autonomous airport technology.
• Management reaffirmed full-year 2026 guidance for net sales of EUR 1.95 billion-EUR 2.15 billion, adjusted EBITDA of EUR 175 million-EUR 195 million, and leverage at or below 2x, while noting more revenue conversion is expected in the second half of the year due to seasonality.

Aebi Schmidt Stock Up 3.5%

Shares of AEBI opened at $11.15 on Friday. The stock has a market cap of $863.34 million and a PE ratio of 22.30. The company has a quick ratio of 1.15, a current ratio of 1.90 and a debt-to-equity ratio of 0.67. The firm’s fifty day moving average price is $11.48. Aebi Schmidt has a twelve month low of $8.91 and a twelve month high of $83.26.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Weiss Ratings reaffirmed a “sell (e)” rating on shares of Aebi Schmidt in a research note on Friday, March 27th. DA Davidson restated a “buy” rating and set a $15.00 price target on shares of Aebi Schmidt in a research report on Friday, March 20th. One equities research analyst has rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, Aebi Schmidt currently has a consensus rating of “Hold” and a consensus target price of $15.00.

Institutional Investors Weigh In On Aebi Schmidt

Several institutional investors have recently added to or reduced their stakes in the company. Renaissance Technologies LLC boosted its position in Aebi Schmidt by 70.9% during the 1st quarter. Renaissance Technologies LLC now owns 142,200 shares of the company’s stock valued at $1,381,000 after buying an additional 59,000 shares during the period. Arrowstreet Capital Limited Partnership purchased a new stake in Aebi Schmidt during the 1st quarter valued at $374,000. Sei Investments Co. boosted its position in Aebi Schmidt by 85.6% during the 1st quarter. Sei Investments Co. now owns 78,461 shares of the company’s stock valued at $762,000 after buying an additional 36,189 shares during the period. Cetera Investment Advisers purchased a new stake in Aebi Schmidt during the 1st quarter valued at $117,000. Finally, Swiss National Bank boosted its position in Aebi Schmidt by 2.5% during the 1st quarter. Swiss National Bank now owns 76,500 shares of the company’s stock valued at $743,000 after buying an additional 1,900 shares during the period.

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.