other material
confidence high
sentiment positive
materiality 0.85
Aebi Schmidt raises synergy target to $40m, targets $3B revenue by 2030; guides FY2026 sales $1.95-2.15B
Aebi Schmidt Holding AG
- 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.