---
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"
generated_at: "2026-05-14T11:11:24.823350+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Aebi Schmidt Q1 order intake +9%, backlog $1.3B (+23%), adj. EBITDA +6%, confirms FY guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-26-003396
- JSON: https://secwatch.observer/filing/0001171843-26-003396.json
- Plain text: https://secwatch.observer/filing/0001171843-26-003396.txt

## Key facts
- Earnings Releases
  Aebi Schmidt Holding AG reported the quarter ended March 31, 2026 results: revenue $456m, net income $0.7m. Guidance reaffirmed.
  - Period: the quarter ended March 31, 2026
  - Revenue: $456m
  - Net income: $0.7m
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/2048519/000117184326003396/0001171843-26-003396-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.