earnings
confidence high
sentiment positive
materiality 0.75
Aebi Schmidt Q2 2026: Net income $10.5M, EBITDA up 22%, order intake up 16%
Aebi Schmidt Holding AG
2026-Q2 EPS reported
$0.14
revenue$951,953,000
- Q2 2026 net sales $496M, up 9% YoY; order intake $516M, up 16%; backlog $1,279M, up 20%.
- Net income $10.5M vs $7.9M loss in Q2 2025; adjusted EBITDA $42.1M, up 22% (8.5% margin).
- North America sales +11% organic; Europe/RoW +7%; NA EBITDA $35.5M (+22%), Europe/RoW EBITDA $6.6M (+25%).
- Net debt $450M, down $5M QoQ; leverage 2.72x vs 3.28x a year ago; FY26 guidance reaffirmed: sales $1.95-2.15B, EBITDA $175-195M.
- Leverage guidance slightly updated to ~2.0x by end-2026 due to supply chain investments.