Aebi Schmidt Reports Strong Q4 & FY2025 Results, Record Backlog, and Positive 2026 Guidance
AEBI sits 44% above its 52-week low of $8.91.
Summary
Aebi Schmidt reported strong Q4 and full year 2025 financial results, including a 31% increase in Q4 Adjusted EBITDA and a record order backlog, while providing optimistic 2026 guidance for sales, EBITDA, and leverage reduction.
Key Events · Earnings and Guidance · AEBI
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Strong Q4 2025 Performance
Adjusted EBITDA increased by 31% to $48.1 million, representing a 9.1% margin, on Net Sales of $528 million, up 6% compared to Q4 2024.
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Record Order Backlog
The company achieved a multi-year record Order Backlog of over $1.2 billion by December 31, 2025, reflecting a 46% increase in Q4 2025 Order Intake versus Q4 2024.
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Positive Full Year 2025 Results
Full Year 2025 Adjusted EBITDA grew 13% to $156.0 million (8.2% margin) on Net Sales of $1,907 million, a 2% increase from Full Year 2024.
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Upbeat 2026 Financial Guidance
Aebi Schmidt projects 2026 Net Sales between $1.95 billion and $2.15 billion, with Adjusted EBITDA expected to be between $175 million and $195 million.
Analysis · AEBI · Technology
Aebi Schmidt Holding AG delivered a strong financial performance in Q4 and full year 2025, highlighted by significant growth in Adjusted EBITDA and a record order backlog. The company's positive 2026 guidance, projecting increased net sales and Adjusted EBITDA, along with a target for reduced leverage, indicates robust operational momentum and a favorable outlook. This report suggests the company is effectively integrating its acquisition of Shyft and capitalizing on market opportunities, positioning it for continued growth and improved profitability.
At the time of this filing, AEBI was trading at $12.84 on NASDAQ in the Technology sector, with a market capitalization of approximately $993.1M. The 52-week trading range was $8.91 to $83.26. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.