Aebi Schmidt Reports Strong Q1 2026 Results, Confirms Full-Year Guidance
AEBI sits 21% above its 52-week low of $8.91.
Summary
Aebi Schmidt reported a strong start to 2026 with increased order intake and profitability, and reaffirmed its full-year financial outlook.
Key Events · Earnings and Guidance · AEBI
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Strong Q1 Performance
Order intake increased 9% and order backlog grew 23% to $1.3 billion as of March 31, 2026, providing visibility into expected significant growth.
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Profitability Growth
Adjusted EBITDA rose 6% to $33.1 million, representing a 7.3% margin, and Net Income increased 7% to $0.7 million compared to Q1 2025.
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Full-Year Guidance Confirmed
The company reiterated its 2026 sales guidance of $1.95-$2.15 billion and Adjusted EBITDA guidance of $175-$195 million, targeting leverage of ≤ 2.0x by year-end.
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Regional Performance Variances
Europe and Rest of World delivered a record first quarter with Adjusted EBITDA tripling, while North America's Adjusted EBITDA decreased 9% due to ramp-up expenses for Walk-in-Vans orders, with revenue conversion expected to accelerate in Q2.
Analysis · AEBI · Technology
Aebi Schmidt delivered solid first-quarter results, showing growth in order intake, backlog, and profitability. The company's confirmation of its full-year 2026 guidance provides stability and confidence in its operational trajectory, especially following the recent acquisition of The Shyft Group. Investors will watch for continued progress on leverage reduction towards the year-end target.
At the time of this filing, AEBI was trading at $10.77 on NASDAQ in the Technology sector, with a market capitalization of approximately $834M. The 52-week trading range was $8.91 to $83.26. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.