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 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).

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