{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-003396","form_type":"8-K","ticker":"AEBI","cik":"0002048519","company_name":"Aebi Schmidt Holding AG","filed_at":"2026-05-14T11:00:21+00:00","discovered_at":"2026-05-14T11:05:00.347530+00:00","generated_at":"2026-05-14T11:11:24.823350+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Aebi Schmidt Q1 order intake +9%, backlog $1.3B (+23%), adj. EBITDA +6%, confirms FY guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-003396","json":"https://secwatch.observer/filing/0001171843-26-003396.json","markdown":"https://secwatch.observer/filing/0001171843-26-003396.md","text":"https://secwatch.observer/filing/0001171843-26-003396.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2048519/000117184326003396/0001171843-26-003396-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2048519/000117184326003396/f8k_051326.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T11:11:24.823350+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6817c6b552ed2c5b55b6336e7c730ffdfdce7371","claim":"Aebi Schmidt Holding AG reported the quarter ended March 31, 2026 results: revenue $456m, net income $0.7m. Guidance reaffirmed.","evidence_excerpt":"and confirms full-year 2026 guidance Strong order momentum, with Q1 2026 Order Intake up 9% vs Q1 2025 2 and Order Backlog expanding by 23% vs Q1 2025 to $1.3b Net Sales of $456m in Q1 2026, in line with Q1 2025 and growing 7% excluding $26.3m Blue Arc sales in Q1 2025 Adjusted EBITDA 1 of $33.1m in Q1 2026, up 6% vs Q1 2025, representing 7.3% of Net","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2048519/000117184326003396/0001171843-26-003396-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$456m"},{"label":"Net income","value":"$0.7m"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}