earnings
confidence high
sentiment positive
materiality 0.75
Aebi Schmidt Q3 adjusted EBITDA +25% to $42.2M; backlog exceeds $1.1B
Aebi Schmidt Holding AG
2025-Q3 EPS
reported $0.02
vs consensus $0.13
▼ miss
(-84.9%)
- 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.