Aebi Schmidt (NASDAQ:AEBI) Releases Quarterly Earnings Results, Misses Estimates By $0.08 EPS

Aebi Schmidt (NASDAQ:AEBI) released its quarterly earnings data on Wednesday. The company reported $0.14 earnings per share for the quarter, missing the consensus estimate of $0.22 by ($0.08), FiscalAI reports. The business had revenue of $493.11 million for the quarter. Aebi Schmidt had a net margin of 1.56% and a return on equity of 3.76%.

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

• Q3 net sales increased 4.6% to $493 million and Adjusted EBITDA rose 4.9% to $44.2 million, with the margin holding at 9.0%. Order backlog grew 16% year over year to a record $1.3 billion, providing visibility into future demand.
• Material-cost inflation and supply-chain disruptions pressured gross margin, which fell 80 basis points year over year to 19.2%. The company lowered its 2026 outlook to net sales of $1.95–$2.0 billion and Adjusted EBITDA of $170–$180 million, citing disruptions that affected third-quarter results.
• North America’s Walk-In Van business became the company’s market leader after a significant operational turnaround, with output per day up 77% and units requiring rework down almost 90% versus a year earlier. Management said supply allocations are secured through 2027 and backlog extends well into that year.
• Aebi Schmidt plans to acquire O.J. Watson, a Rocky Mountain-region upfitter with about $28 million in annual sales, in a deal expected to close by year-end and be EPS-accretive in its first year. The company also reduced leverage to 2.66 times and expects it to fall below 2.5 times by year-end.

Aebi Schmidt Price Performance

Shares of AEBI opened at $9.84 on Friday. The company has a market cap of $763.51 million, a price-to-earnings ratio of 22.35 and a beta of 2.43. Aebi Schmidt has a 1-year low of $8.91 and a 1-year high of $15.96. The company’s fifty day simple moving average is $11.40 and its 200 day simple moving average is $12.28. The company has a current ratio of 1.98, a quick ratio of 1.14 and a debt-to-equity ratio of 0.67.

Aebi Schmidt Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Investors of record on Thursday, November 12th will be paid a $0.0250 dividend. The ex-dividend date of this dividend is Thursday, November 12th. This represents a $0.10 annualized dividend and a dividend yield of 1.0%. Aebi Schmidt’s dividend payout ratio (DPR) is currently 25.00%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on AEBI shares. Weiss Ratings downgraded shares of Aebi Schmidt from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday. DA Davidson raised their price objective on shares of Aebi Schmidt from $15.00 to $17.00 and gave the stock a “buy” rating in a report on Friday, August 14th. Finally, Roth Capital reaffirmed a “buy” rating and issued a $17.00 price objective on shares of Aebi Schmidt in a research report on Friday, August 14th. Two investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $17.00.

Institutional Investors Weigh In On Aebi Schmidt

Institutional investors and hedge funds have recently modified their holdings of the company. BlackRock Inc. bought a new position in Aebi Schmidt during the second quarter worth about $40,634,000. Corient Private Wealth LP acquired a new position in Aebi Schmidt during the second quarter worth approximately $1,182,000. NewEdge Wealth LLC acquired a new position in Aebi Schmidt during the second quarter worth approximately $10,980,000. Medina Value Partners LLC acquired a new position in Aebi Schmidt during the second quarter worth approximately $23,893,104. Finally, Bank of New York Mellon Corp bought a new stake in Aebi Schmidt in the second quarter valued at approximately $1,266,000.

About Aebi Schmidt

Aebi Schmidt develops and manufactures specialized vehicles and equipment for road maintenance, snow and ice control, airport operations, and other municipal and infrastructure applications. Its products include snowplows and spreaders, street sweepers, airport snow-clearing and deicing equipment, and compact vehicles and machinery for challenging terrain. The company serves public agencies, airports, contractors, and other commercial customers, with operations and markets across North America and Europe.