AEBI · Aebi Schmidt Holding AG
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AI Brief
Q2 FY26 earnings call · Aug 13, 2026TL;DR. Aebi Schmidt reported Q2 2026 order intake up 16% to $516m, backlog up 20% to $1,279m, net sales up 9% to $496m, and adjusted EBITDA up 22% to $42.1m (8.5% margin), while confirming full-year guidance but slightly relaxing its year-end leverage target to '2.0x or slightly above' due to temporary supply-chain investments.
- + Q2 2026 adjusted EBITDA grew 22% to $42.1m, with margin expanding to 8.5% from 7.6% a year ago
- + Confirmed full-year 2026 guidance of net sales $1.95b–$2.15b and adjusted EBITDA $175m–$195m
- + Order intake rose 16% to $516m and backlog grew 20% to $1,279m, providing strong visibility
- + Net income swung to $10.5m from a $7.9m loss a year ago, an $18m improvement
- + Secured a landmark seven-year, $96m walking-farmer frame contract expanding into cargo vans
- + Raised SHIFT acquisition synergy target to more than $40m annual run rate
- − Year-end 2026 leverage target slightly relaxed from '2.0x or slightly below' to '2.0x or slightly above' due to temporary supply-chain investments
- − Temporary gross-margin pressure from supply-chain disruptions and material cost inflation
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Farm & Heavy Construction Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AEBI
this stock
Aebi Schmidt Holding AG
|
$935.90M | -4.7% | +40.6% | — | 2.0% |
|
CAT
Caterpillar Inc
|
$376.28B | +42.9% | +4.3% | 35.2 | 1.6% |
|
DE
Deere & Co
|
$182.20B | +45.1% | -11.7% | 37.6 | 1.9% |
|
SNHIY
Sany Heavy Industries Co., Ltd./ADR
|
$91.67B | — | — | — | 0.0% |
|
PCAR
Paccar Inc
|
$64.60B | +12.1% | -15.5% | 25.8 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AEBI | -4.1% | -11.9% | +21.7% | -4.7% | -4.7% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -2.9% | -10.2% | +3.9% | -4.3% | -16.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.