{"filings":[{"id":2226042,"accession_number":"0001171843-26-005477","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2026-08-13T11:00:21+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aebi Schmidt Q2 2026: Net income $10.5M, EBITDA up 22%, order intake up 16%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 net sales $496M, up 9% YoY; order intake $516M, up 16%; backlog $1,279M, up 20%.","Net income $10.5M vs $7.9M loss in Q2 2025; adjusted EBITDA $42.1M, up 22% (8.5% margin).","North America sales +11% organic; Europe/RoW +7%; NA EBITDA $35.5M (+22%), Europe/RoW EBITDA $6.6M (+25%).","Net debt $450M, down $5M QoQ; leverage 2.72x vs 3.28x a year ago; FY26 guidance reaffirmed: sales $1.95-2.15B, EBITDA $175-195M.","Leverage guidance slightly updated to ~2.0x by end-2026 due to supply chain investments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":951953000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1591796,"accession_number":"0001171843-26-004594","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2026-07-13T11:00:22+00:00","items":["7.01","9.01"],"status":"ready","headline":"Aebi Schmidt raises synergy target to $40m, targets $3B revenue by 2030; guides FY2026 sales $1.95-2.15B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual run-rate synergy target raised from $25m to at least $40m post-Shyft acquisition.","Order intake grew 29% YoY (Q3 2025–Q1 2026 vs pro forma prior period); adj. EBITDA up 21% YoY.","FY2026 guidance: net sales $1.95–2.15B (+7% midpoint vs 2025), adj. EBITDA $175–195M (+19%), leverage ≤2.0x.","Long-term 2030 target: >$3B revenue and mid-teen adj. EBITDA margin; 2025 net sales were $1.907B.","Key customer wins: $15M e-commerce contract (framework up to $42M), $46M Airport de Paris deal, $11M German highway award."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":563841,"accession_number":"0001171843-26-003600","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2026-05-21T11:30:21+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"Aebi Schmidt shareholders approve all proposals, elect Fruithof Chair; declares $0.025 quarterly dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["All 11 proposals at 2026 AGM approved, including election of Barend Fruithof as Chair (84.4% for) and equity incentive plan (98.8% for).","Board declared $0.025/share quarterly dividend, payable June 25, 2026, to holders of record June 5, 2026.","Annual dividend expected to total up to $0.10/share, paid in four quarterly $0.025 installments.","Equity Incentive Plan authorized 3,500,000 common shares for restricted stock units, performance units, and restricted shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":77449,"accession_number":"0001171843-26-003396","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2026-05-14T11:00:21+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aebi Schmidt Q1 order intake +9%, backlog $1.3B (+23%), adj. EBITDA +6%, confirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Order intake +9% vs Q1 2025; order backlog $1.3B (+23%) gives visibility into significant 2026 growth.","Net sales $456M, flat YoY but +7% excluding $26.3M Blue Arc sales; adj. EBITDA $33.1M (+6%, margin 7.3% up 40bps).","Europe/RoW adj. EBITDA tripled to $6.8M on pricing/volume; North America adj. EBITDA -9% to $26.4M on Walk-in-Vans ramp-up.","Full-year 2026 guidance reaffirmed: sales $1.95-$2.15B, adj. EBITDA $175-$195M, leverage target ≤2.0x by year-end.","Net debt $455M, leverage 2.88x; net working capital $449M, down $4M YoY despite expected sales ramp."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":455545000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97470,"accession_number":"0001140361-26-014254","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Aebi Schmidt amends relationship agreement; PCS Holding gets board seats tied to ownership","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment No. 1 to Relationship Agreement dated April 7, 2026, ties PCS Holding's director nomination rights to ownership thresholds.","If board has 8 members: ≥35% ownership → 3 nominees; ≥25% → 2; ≥15% → 2; ≥12.5% → 1 nominee.","CEO may also hold Chair of Board position.","PCS Parties are Peter Spuhler and PCS Holding AG."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112283,"accession_number":"0001171843-26-001771","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aebi Schmidt Q4 adjusted EBITDA +31%, order backlog hits record $1.2B; 2026 guidance issued","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $528M (+6% YoY); full-year net sales $1,907M (+2%).","Q4 adjusted EBITDA $48.1M (9.1% margin), +31% vs Q4 2024; full-year $156M (+13%).","Q4 net income $8.8M, up $2.7M from Q4 2024.","Q4 order intake +46% YoY; year-end order backlog $1,212M (multi-year record).","2026 guidance: net sales $1.95B-$2.15B, adjusted EBITDA $175M-$195M, leverage ≤2.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112282,"accession_number":"0001171843-26-001034","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Aebi Schmidt Q4 order intake +46% YoY; record backlog $1.2B; 2026 EBITDA guidance $175-195M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $528M (+6% YoY); Order intake surged 46% vs Q4 2024; backlog hit $1,212M.","FY2025 net sales $1,907M; Adjusted EBITDA slightly above $145-165M guidance midpoint.","2026 guidance: net sales $1.95B-$2.15B; Adj. EBITDA $175M-$195M; leverage below 2.0x by year-end.","CEO Barend Fruithof nominated as Chairman; three directors (Sharman, Spuhler, Mascarenas) not standing for re-election.","Board to shrink from 11 to 8 members after 2026 AGM; Spuhler named Honorary Chairman."],"consensus_eps_estimate":0.2424,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":1526625000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128861,"accession_number":"0001171843-25-007254","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aebi Schmidt Q3 adjusted EBITDA +25% to $42.2M; backlog exceeds $1.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $471.3M (+3.2% YoY); adjusted EBITDA margin 9.0% (+160 bps YoY).","Order intake up 33.4% YoY; backlog grows 5.6% since June to $1,127M.","North America adjusted EBITDA margin hits 10.2% (+290 bps) despite flat sales.","Net income positive $1.2M despite non-recurring transaction costs; strong Q4 expected.","FY2025 guidance reaffirmed: sales $1.85–2.0B, adjusted EBITDA $145–165M."],"consensus_eps_estimate":0.1326,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":998254000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145601,"accession_number":"0001140361-25-031009","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Aebi Schmidt reports Q2 loss, combined H1 backlog $1.1B; guides FY sales $1.85-2.0B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Aebi Schmidt Q2 standalone: sales $277.7M (+4.2%), net loss $2.3M; adj EBITDA $21.3M (7.7% margin), down from $25.9M prior year.","Shyft Q2 standalone: sales $176.0M (-8.7%), net loss $5.6M; adj EBITDA $13.2M (7.5% margin), up from $10.5M.","Combined H1 2025: sales $907.5M (-0.9%), net loss $7.3M; order backlog $1.1B (+6.2% vs Dec 2024).","Full-year 2025 outlook: sales $1.85-2.0B, adj EBITDA $145-165M; synergy target at least $25-30M confirmed.","Declared first quarterly dividend of $0.025/share, payable Sept 29, 2025 to holders of record Aug 29, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":526929000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145598,"accession_number":"0001140361-25-031011","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K/A","filed_at":"2025-08-14T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Aebi Schmidt completes Shyft acquisition; pro forma combined revenue $1.87B, net loss $10.3M in 2024","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition closed July 1, 2025; Shyft shareholders got 1.0402 Aebi Schmidt shares per share, owning ~48%.","Pro forma 2024 revenue $1.87B, net loss $10.3M (EPS -$0.13); Q1 2025 revenue $452.5M, net loss $2.65M (EPS -$0.03).","Consideration includes $600M new credit facilities ($350M term loan, $250M revolver) used to refinance existing debt.","Goodwill increased by $79.7M, intangible assets by $105.7M in purchase accounting.","Retention awards issued to key executives; two Shyft executives terminated post-close, forfeiting restricted stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145600,"accession_number":"0001140361-25-025741","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Aebi Schmidt provides post-merger update; synergies $25-$30M, net debt $503M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Merger with The Shyft Group completed July 1, 2025; AEBI began regular trading on July 2 at $11.18, closed July 11 at $11.07.","Targeted synergies of $25-$30 million; on track despite dynamic tariff environment.","Unaudited proforma net debt $503M as of June 30; equity over $700M (~40% equity ratio).","Company reports under two segments: N.A. led by Steffen Schewerda, Europe/RoW by Henning Schröder.","Q2 2025 earnings call scheduled for August 14, 2025, at 8:30 AM ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145599,"accession_number":"0001140361-25-024294","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["1.01","2.01","2.03","5.02","5.03","5.05","7.01","8.01","9.01"],"status":"ready","headline":"Aebi Schmidt completes merger with Shyft Group; combined sales ~$2B, NASDAQ listing starts July 2","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger closed July 1, 2025; each Shyft share converted into 1.040166432 Aebi Schmidt shares.","Combined company ‘Aebi Schmidt Group’ has ~$2B annual sales, 70+ locations worldwide (40 in US).","Shares trade on NASDAQ under AEBI (regular-way from July 2); when-issued AEBIV started July 1.","New $600M credit facilities closed: $350M term loan plus $250M revolver refinancing existing debt.","Board expanded with five former Shyft directors; James Sharman named Chair; Barend Fruithof remains CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163968,"accession_number":"0001140361-25-022911","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Aebi Schmidt grants retention awards of up to 250,000 shares to executives ahead of Shyft merger","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board approved aggregate Retention Awards of up to 250,000 shares of Aebi Schmidt common stock (post 1:7.5 split) for senior executives.","Named executive officers receive 110,000 shares total: Barend Fruithof 30,000, Steffen Schewerda 50,000, Thomas Schenkirsch 30,000.","Awards lock up for three years; forfeited upon voluntary resignation or termination for gross misconduct.","If terminated without cause before lockup expiry, shares vest immediately; awards aim to retain talent and align interests post-merger.","Grants occur prior to closing of the merger with The Shyft Group, Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163967,"accession_number":"0001140361-25-022908","cik":2048519,"company_name":"Aebi Schmidt Holding AG","ticker":"AEBI","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Shyft shareholders approve merger with Aebi Schmidt (99% of votes); closing expected July 1, 2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Shyft shareholders approved merger with 99% of shares voted (~81% of outstanding).","Combined company named Aebi Schmidt Group; Aebi Schmidt to hold 52% stake, listed on NASDAQ as AEBI.","Transaction expected to close around July 1, 2025; combined turnover ~$2B, adj. EBITDA ~$200M.","CEO Barend Fruithof to continue as CEO and become Vice-Chairman; Peter Spuhler to hold 35% stake.","Board to have 6 members from Aebi Schmidt, 5 from Shyft; headquarters stays in Frauenfeld, Switzerland."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":991303389.4207649,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}