earnings
confidence high
sentiment positive
materiality 0.80
Aebi Schmidt Q4 order intake +46% YoY; record backlog $1.2B; 2026 EBITDA guidance $175-195M
Aebi Schmidt Holding AG
2025-FY EPS
reported $0.17
vs consensus $0.24
▼ miss
(-29.9%)
- 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.