StockWatch
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Auto Manufacturing
Quarterly ResultMay 14, 2026, 07:06 AM

Aebi Schmidt Q1 Order Intake +9%; Adjusted EBITDA +6% to $33.1M

AI Summary

Aebi Schmidt Holding AG reported strong Q1 2026 financial results, with order intake up 9% and order backlog expanding by 23% to $1.3 billion. Net Sales reached $456 million, showing underlying growth of 7% excluding Blue Arc sales. Adjusted EBITDA increased 6% to $33.1 million, driven by significant growth in Europe and Rest of World, and Net Income rose 7% to $0.7 million. The company confirmed its full-year 2026 guidance for sales and adjusted EBITDA, expecting sequential revenue acceleration and a stronger second half.

Key Highlights

  • Q1 2026 Order Intake increased 9% compared to Q1 2025.
  • Order Backlog grew 23% to $1.3 billion as of March 31, 2026.
  • Net Sales were $456 million, in line with Q1 2025, or up 7% excluding Blue Arc sales.
  • Adjusted EBITDA rose 6% to $33.1 million, representing a 7.3% margin.
  • Net Income increased 7% to $0.7 million in Q1 2026.
  • Europe and RoW adjusted EBITDA tripled to $6.8 million.
  • Company reaffirms full-year 2026 guidance for sales of $1.95B-$2.15B and adjusted EBITDA of $175M-$195M.
  • Net Working Capital improved to $449 million, down 1% vs Q1 2025.