Albany International Q3 EPS $1.46 on $349.5M Revenue; Q4 Guided to $0.65-$0.75
AIN sits 52% above its 52-week low of $41.15.
Summary
Albany International reported Q3 2026 diluted EPS of $1.46 on revenue of $349.5 million, up 34%, with Engineered Composites revenue more than doubling; Q4 Adjusted EPS is guided to $0.65-$0.75.
Key Events · Earnings and Guidance · AIN
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Q3 Revenue Jumps 34% to $349.5M
Net revenue rose to $349.5 million from $261.4 million, including roughly $11.6 million of positive program adjustments from the CH-53K renegotiation.
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EPS Swings to $1.46 From $(3.37)
Net income attributable to the Company was $41.7 million versus a $(97.8) million loss a year ago, when a $147.3 million CH-53K charge hit results; Adjusted EPS was $1.68.
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Engineered Composites Revenue Doubles
Segment revenue rose 107.0% after currency adjustment to $179.7 million, with Adjusted EBITDA margin of 36.5% versus (155.5)% a year ago.
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Q4 Adjusted EPS Guided to $0.65-$0.75
Consolidated Q4 revenue is guided to $325-$335 million, with Machine Clothing at $170-$175 million and Engineered Composites at $155-$160 million; the effective tax rate estimate drops to 29.5% from 31.5%.
Analysis · AIN · Manufacturing
The quarter itself is a dramatic swing — $41.7 million of net income versus a $(97.8) million loss a year ago — but most of that is the CH-53K contract renegotiation reversing prior loss reserves, not new demand. What matters for the thesis is Engineered Composites: revenue up 107.0% after currency adjustment on LEAP, CH-53K and missile programs, with segment Adjusted EBITDA margin at 36.5%. Against that, Q4 Adjusted EPS guidance of $0.65 to $0.75 is a step down from the $1.68 just reported, so the run-rate is not being extrapolated. Free cash flow of $36.5 million and net debt of $343.0 million leave the balance sheet comfortable.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 30.7% of the 1698 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, AIN was trading at $62.47 on NYSE in the Manufacturing sector, with a market capitalization of approximately $1.8B. The 52-week trading range was $41.15 to $77.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.