Aebi Schmidt Targets $3B+ Revenue by 2030, Lifts Synergy Goal to $40M
AEBI sits 31% above its 52-week low of $8.91.
Summary
At its first investor day post-Shyft acquisition, Aebi Schmidt laid out an ambitious 2030 plan: over $3 billion in revenue and mid-teen adjusted EBITDA margins. The company raised its annual synergy target to $40 million, up from $30 million pre-merger, and reported combined order intake up 29% year-over-year with adjusted EBITDA growth of 21%. New contract wins include a $46 million Airport de Paris deal and a $15 million e-commerce award with a framework up to $42 million. 2026 guidance calls for sales of $1.95–2.15 billion and adjusted EBITDA of $175–195 million. The launch of the ServicePRO truck body with first deliveries in Q3 2026 adds a tangible growth driver. This follows the Q1 10-Q showing revenue surge but margin pressure from acquisition costs — the raised synergy target directly addresses that integration risk.
At the time of this announcement, AEBI was trading at $11.71 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $907.6M. The 52-week trading range was $8.91 to $15.96. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.