Aebi-Schmidt
Builds snow and runway equipment, truck platforms, and steep-terrain machines through a multi-brand specialty-vehicle group.
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Profile
Builds specialty vehicles and equipment for winter road service, airport maintenance, commercial trucks, goods transport, and steep-terrain agriculture. Revenue is organized by geography, with North America enlarged by the Shyft merger and Europe plus other markets anchored by long-standing Aebi and Schmidt brands.
Sells through brands such as Aebi, Schmidt, MB, Monroe, Utilimaster, Swenson, and LADOG. The lineup spans snowplows and spreaders, runway sweepers and de-icing equipment, truck bodies and upfits, RV and truck chassis, fleet vans and trailers, and machines built for steep slopes and municipal work.
Runs the business through North America and Europe plus the rest of world rather than product segments. The North American mix expanded sharply after the Shyft combination, while the European base still carries the group's older winter-maintenance, municipal, airport, and agriculture roots.
Competes on custom design, product quality, customer service, quick delivery, and solutions-based selling. Results depend on integrating Shyft operations, seasonal winter ordering by public customers, procurement cycles, and suppliers for metals, hydraulics, motors, electronics, and other specialized components.
Company facts
Key statistics
Year to date −1.9% · Average volume (30d) 424.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 14, 2026 | DA Davidson | Reiterate | Buy | $15 | $17 |
| Aug 14, 2026 | Roth Capital | Reiterate | Buy | $16.50 | $17 |
| Nov 26, 2025 | Roth Capital | Reiterate | Buy | $16.50 | |
| Nov 14, 2025 | D.A. Davidson | Target | $15 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | $0.14 | $0.14 | +3.2% | $474.7M | $496.4M | +4.6% | +5.39% |
| May 14, 2026Q1 FY26 | $0.02 | $0.01 | −50.0% | $447.4M | $453.8M | +1.4% | +7.53% |
| Mar 19, 2026Q4 FY25 | $0.26 | $0.15 | −41.8% | $528.0M | $528.4M | +0.1% | −12.30% |
| Nov 13, 2025Q3 FY25 | $0.10 | $0.02 | −80.0% | $538.0M | $471.3M | −12.4% | −2.95% |
Financial highlights
| 10 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $249.2M | $277.7M | $471.3M | $528.4M | $581.3M | $496.4M | |
| Gross profit | $53.3M | $56.8M | $94.1M | $91.6M | $101.2M | $97.3M | |
| Operating income | $14.4M | $13.9M | $17.5M | $34.3M | $25.5M | $27.0M | |
| Net income | $2.1M | −$2.3M | $1.2M | $8.8M | $886.9K | $10.5M | |
| Diluted EPS | $0.03 | −$0.03 | $0.02 | $0.15 | $0.01 | $0.14 | |
| Gross margin | 21.4% | 20.5% | 20.0% | 17.3% | 17.4% | 19.6% | |
| Operating margin | 5.8% | 5.0% | 3.7% | 6.5% | 4.4% | 5.4% |
Fiscal years (4-quarter sums)FY24 $994.2M · FY25 $1.53B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $136.0M · Total debt $975.1M · Total assets $2.50B · Shareholders' equity $1.02B
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 20, 2026 | Aug 20 | Sep 24 | $0.025 | |
| Jun 5, 2026 | Jun 5 | Jun 25 | $0.025 | |
| Feb 19, 2026 | Feb 19 | Mar 26 | $0.025 | |
| Nov 17, 2025 | Nov 17 | Dec 18 | $0.025 | |
| Aug 29, 2025 | Aug 29 | Sep 29 | $0.025 |
Ownership
Shares outstanding 77.51M · Float 36.74M · 47.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Peter Christoph Spuhler | 27.32M | 35.30% | 13G | Aug 14, 2025 |
| Peter Christoph Spuhler · director, 10 percent owner: | 27.32M | 35.25% | Form 4 | Jul 8, 2025 |
| Gerold Buettiker | 10.59M | 13.70% | 13G | Aug 14, 2025 |
| Gebuka AG · 10 percent owner | 10.59M | 13.66% | Form 4 | Jul 14, 2025 |
| Pzena Investment Management LLC | 4.32M | 5.57% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 15, 2026 | Joel Michel Meury | officer: Principal Accounting Officer | +500 | $11.30 |
| May 15, 2026 | Patrick Francois Schaub | director | +6,500 | $11.41 |
| May 19, 2026 | Marcus Andreas Scherer | officer: Chief Engineering | +2,000 | $12.15 |
| May 19, 2026 | Steffen Schewerda | officer: Pres Vehicle Soln & CEO NA | +5,000 | $11.68 |
| May 15, 2026 | Marco Portmann | officer: Group Chief Financial Officer | +5,000 | $11.31 |
Peers
- Douglas Dynamics
North American snow-control and work-truck upfitting rival
- Oshkosh
Airport products and delivery-vehicle procurement rival
- Wabash National
Truck-body and goods-transport platform rival
- Federal Signal
Street sweeper and municipal-equipment platform rival
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aebi-Schmidt | $12.35 | 0.00% | $957.2M | 38.9 | 12.1 | 0.5 | +124.9% |
| Douglas Dynamics | $41.82 | −0.05% | $967.1M | 19.0 | 13.0 | 1.4 | +10.5% |
| Oshkosh | $153.96 | −0.05% | $9.51B | 17.6 | 11.8 | 0.9 | +6.7% |
| Wabash National | $13.15 | −1.35% | $543.0M | — | — | 0.4 | −9.1% |
| Federal Signal | $118.13 | +0.04% | $7.21B | 25.5 | 21.8 | 2.9 | +18.7% |
| Median | 19.0 | 13.0 | 1.1 | +8.6% |