Recent 8-K filings for AEBI

• August 13, 2026, 7:00 AM ET earnings materiality 0.75 positive item 2.02item 9.01

  Aebi Schmidt Q2 2026: Net income $10.5M, EBITDA up 22%, order intake up 16%

  Q2 2026 net sales $496M, up 9% YoY; order intake $516M, up 16%; backlog $1,279M, up 20%.

• July 13, 2026, 7:00 AM ET other material materiality 0.85 positive item 7.01item 9.01

  Aebi Schmidt raises synergy target to $40m, targets $3B revenue by 2030; guides FY2026 sales $1.95-2.15B

  Annual run-rate synergy target raised from $25m to at least $40m post-Shyft acquisition.

• May 21, 2026, 7:30 AM ET dividend materiality 0.50 neutral item 5.02item 5.07item 7.01item 9.01 ◈ Shareholder Votes ×12

  Aebi Schmidt shareholders approve all proposals, elect Fruithof Chair; declares $0.025 quarterly dividend

  All 11 proposals at 2026 AGM approved, including election of Barend Fruithof as Chair (84.4% for) and equity incentive plan (98.8% for).

• May 14, 2026, 7:00 AM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

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

  Order intake +9% vs Q1 2025; order backlog $1.3B (+23%) gives visibility into significant 2026 growth.

• April 10, 2026, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 9.01 ◈ Material Agreements ×2

  Aebi Schmidt amends relationship agreement; PCS Holding gets board seats tied to ownership

  Amendment No. 1 to Relationship Agreement dated April 7, 2026, ties PCS Holding's director nomination rights to ownership thresholds.

• March 19, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Aebi Schmidt Q4 adjusted EBITDA +31%, order backlog hits record $1.2B; 2026 guidance issued

  Q4 net sales $528M (+6% YoY); full-year net sales $1,907M (+2%).

• February 24, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 5.02item 9.01

  Aebi Schmidt Q4 order intake +46% YoY; record backlog $1.2B; 2026 EBITDA guidance $175-195M

  Q4 net sales $528M (+6% YoY); Order intake surged 46% vs Q4 2024; backlog hit $1,212M.

• November 13, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Aebi Schmidt Q3 adjusted EBITDA +25% to $42.2M; backlog exceeds $1.1B

  Net sales $471.3M (+3.2% YoY); adjusted EBITDA margin 9.0% (+160 bps YoY).

• August 14, 2025, 7:59 PM ET M&A materiality 0.80 neutral item 9.01

  Aebi Schmidt completes Shyft acquisition; pro forma combined revenue $1.87B, net loss $10.3M in 2024

  Acquisition closed July 1, 2025; Shyft shareholders got 1.0402 Aebi Schmidt shares per share, owning ~48%.

• August 14, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 7.01item 9.01

  Aebi Schmidt reports Q2 loss, combined H1 backlog $1.1B; guides FY sales $1.85-2.0B

  Aebi Schmidt Q2 standalone: sales $277.7M (+4.2%), net loss $2.3M; adj EBITDA $21.3M (7.7% margin), down from $25.9M prior year.

• July 14, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Aebi Schmidt provides post-merger update; synergies $25-$30M, net debt $503M

  Merger with The Shyft Group completed July 1, 2025; AEBI began regular trading on July 2 at $11.18, closed July 11 at $11.07.

• July 1, 2025, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 2.01item 2.03item 5.02item 5.03item 5.05item 7.01item 8.01item 9.01 ◈ Governance Changes ×3◈ Debt Financings◈ M&A Transactions

  Aebi Schmidt completes merger with Shyft Group; combined sales ~$2B, NASDAQ listing starts July 2

  Merger closed July 1, 2025; each Shyft share converted into 1.040166432 Aebi Schmidt shares.

• June 18, 2025, 7:59 PM ET M&A materiality 0.85 positive item 8.01item 9.01

  Shyft shareholders approve merger with Aebi Schmidt (99% of votes); closing expected July 1, 2025

  Shyft shareholders approved merger with 99% of shares voted (~81% of outstanding).

• June 18, 2025, 7:59 PM ET leadership materiality 0.45 neutral item 5.02

  Aebi Schmidt grants retention awards of up to 250,000 shares to executives ahead of Shyft merger

  Board approved aggregate Retention Awards of up to 250,000 shares of Aebi Schmidt common stock (post 1:7.5 split) for senior executives.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

9 positive 0 negative 5 neutral

source · AEBI on sec.gov