• Reported GAAP EPS of $0.15 down -34.78% YoY • Reported revenue of $528.37M up 77.17% YoY • Aebi Schmidt forecasts 2026 Net Sales between $1.95b and $2.15b, with Adjusted EBITDA projected from $175m to $195m, and leverage below or equal to 2.0x by year-end 2026.
Bullish
Aebi Schmidt achieved strong Q4 2025 order intake, growing Adjusted EBITDA by 31%, and reduced net debt by 7% to $437m, positioning Aebi Schmidt for significant growth and improved profitability in 2026.
Bearish
Aebi Schmidt faced a 2% decline in North America Net Sales and a 20 bps Adjusted EBITDA margin compression in Q4 2025, with Q1 2026 expected to start slow due to market softness.