Aebi Schmidt Holding AG - (AEBI) AI Stock Analysis

Founded in 1883 and headquartered in Frauenfeld, Switzerland, Aebi Schmidt Holding AG manufactures specialty vehicles across North America, Europe, and international markets. Its portfolio spans single axle implement carriers and transporters, maintenance equipment such as plows, sweepers, and snow cutters, and multi-tasking airport snow removal machinery. In addition, the company provides custom vehicle engineering, upfitting, walk-in van and truck body manufacturing, and pickup truck aluminum accessories. It also supplies wireless communications, camera systems, and vehicle tracking solutions, operating through brand names including Aebi, Schmidt, Monroe, Towmaster, Utilimaster, Meyer, MB, and Spartan RV Chassis.

Aebi Schmidt grew revenue from $1.02B in FY2023 to $1.09B in FY2024 and $1.53B in FY2025, representing a two-year revenue compound annual growth rate of 22.6%. Gross margin contracted slightly from 20.3% in FY2023 to 19.9% in FY2025, while operating margin fell from 5.8% to 4.8%. Net income declined from $30.7M in FY2024 to $9.7M in FY2025, yielding an EPS of $0.62. In the trailing twelve months ended June 30, 2026, revenue stood at $1.95B with an operating margin of 5.6%. For the quarter ended June 30, 2026, revenue rose 78.7% year-over-year, but quarterly earnings declined 82.0%.

As of June 30, 2026, Aebi Schmidt held $136.0M in cash and short-term investments against total debt of $975.1M, resulting in net debt of $839.1M. Shareholders' equity was $1.02B, yielding a debt-to-equity ratio of 0.95, while total assets totaled $2.50B. The company maintained a current ratio of 1.98. In FY2025, operating cash flow dropped to $9.0M, down from $68.8M in FY2024. Capital expenditures of $14.2M resulted in free cash flow of -$5.2M, while the company distributed $13.4M in dividends.

With a market capitalization of $860.6M and an enterprise value of $1.58B, AEBI trades at a trailing P/E of 35.8x, above the 24.8x median of its US-listed Industrials peers. However, its forward P/E of 10.0x and EV/EBITDA of 11.6x stand below the peer group medians of 17.2x and 13.9x, respectively. The stock trades at a price-to-sales multiple of 0.4x versus the peer median of 1.5x. Over the past year, AEBI generated a return of -1.9%, trailing the S&P 500 benchmark return of 16.8%.

AEBI offers a forward annual dividend of $0.10 per share, which equates to a dividend yield of 0.90%. The company has paid dividends for 2 consecutive years and holds a payout ratio of 13.5%. Its most recent ex-dividend date occurred on August 20, 2026.

Wall Street coverage consists of 2 Strong Buy ratings and 1 Hold rating. The average analyst price target is $17.00, implying 53.3% upside compared to the October 16, 2026 closing price of $11.09. Analysts estimate current fiscal year revenue of $2.05B and EPS of $0.73, with next fiscal year EPS projected to rise 63.7% to $1.20 on revenue of $2.15B. The company beat EPS consensus estimates in each of the past 4 quarters and is scheduled to report earnings on November 12, 2026.

This page is an AI-written research summary of Aebi Schmidt Holding AG - (AEBI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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