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

Aebi Schmidt (NASDAQ:AEBI) issued its quarterly earnings results on Thursday. The company reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.26 by ($0.11), Zacks reports. The business had revenue of $528.37 million during 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 Stock Down 0.7%

Shares of Aebi Schmidt stock opened at $11.22 on Friday. Aebi Schmidt has a twelve month low of $8.91 and a twelve month high of $83.26. The company has a current ratio of 2.10, a quick ratio of 1.22 and a debt-to-equity ratio of 0.77. The firm’s 50-day moving average price is $14.45. The stock has a market capitalization of $867.68 million and a price-to-earnings ratio of 32.05.

Hedge Funds Weigh In On Aebi Schmidt

Several institutional investors have recently added to or reduced their stakes in AEBI. Intech Investment Management LLC increased its stake in Aebi Schmidt by 14.7% in the 4th quarter. Intech Investment Management LLC now owns 12,375 shares of the company’s stock worth $157,000 after acquiring an additional 1,584 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in shares of Aebi Schmidt by 213.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 356,314 shares of the company’s stock valued at $4,507,000 after acquiring an additional 242,485 shares during the last quarter. Los Angeles Capital Management LLC boosted its position in shares of Aebi Schmidt by 38.3% during the 4th quarter. Los Angeles Capital Management LLC now owns 30,267 shares of the company’s stock valued at $383,000 after acquiring an additional 8,376 shares during the last quarter. Deutsche Bank AG grew its holdings in shares of Aebi Schmidt by 6.5% in the fourth quarter. Deutsche Bank AG now owns 26,876 shares of the company’s stock valued at $340,000 after purchasing an additional 1,652 shares in the last quarter. Finally, CSM Advisors LLC raised its stake in Aebi Schmidt by 16.2% during the fourth quarter. CSM Advisors LLC now owns 494,852 shares of the company’s stock valued at $6,259,000 after purchasing an additional 69,021 shares in the last quarter.

Analyst Upgrades and Downgrades

Separately, Weiss Ratings reaffirmed a “sell (e)” rating on shares of Aebi Schmidt in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Sell rating, According to data from MarketBeat.com, the stock presently has an average rating of “Sell”.

Aebi Schmidt Company Profile

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.