| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 50 | 998.8x | 17.8x | Around median | |
Growth | 71 | 104.0% | 7.1% | Top tier | |
Quality | 20 | 5.2% | 4.5% | Bottom tier | |
Safety | 33 | 7.1x | 2.6x | Bottom tier | |
Capital Return | 18 | 1.41% | 2.12% | Bottom tier | |
Momentum | 41 | 12.3% | 2.9% | Around median | |
Sentiment | 50 | 2 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Aebi Schmidt Holding AG is a company specializing in vehicles and equipment for airports, municipalities, freight transport, and agriculture, operating through the North America and Europe and Rest of World segments. The group generates revenue from the sale of vehicles and equipment such as truck bodies, service vehicles, airport and road maintenance equipment, and municipal and agricultural vehicles, alongside after-sales services through the AtlasCare network. Following its acquisition of The Shyft Group on July 1, 2025, the group expanded its presence in the United States and began benefiting from shared manufacturing, cross-selling, and brand simplification.
In the second quarter of fiscal year 2026, net sales reached $496 million, representing organic growth of 9.4% from the second quarter of fiscal year 2025, while adjusted earnings before interest, taxes, depreciation, and amortization increased 22% to $42 million. The margin for these earnings reached 8.5%, and earnings per share improved to $0.14 from a loss of $0.06 per share in the corresponding period, also exceeding the analysts' estimate of $0.13. Net income increased by $18 million year over year, reflecting profitability growth that outpaced sales growth.
The North America segment led sales growth in the second quarter of fiscal year 2026 with an 11% year-over-year increase, driven by converting the truck body backlog into revenue and improved airport and municipal production, while its adjusted earnings before interest, taxes, depreciation, and amortization rose by approximately 22%. Europe and Rest of World recorded organic sales growth of approximately 7% and a 25% increase in adjusted earnings before interest, taxes, depreciation, and amortization, supported by higher gross margins, after-sales service performance, and cost control. EDGAR data for fiscal year 2025 show revenue of $1.5 billion, gross profit of $304.1 million, and net income of $9.7 million, while the twelve-month period ended in 2026 recorded a net loss of $11.9 million on revenue of $1.9 billion.
Automated analysis for informational purposes only — not investment advice.
The published analyst consensus is “Buy,” and the average price target of $17 matches the highest and lowest targets and is approximately 6.5% above the 52-week range high of $15.96, while the range low is $8.91. No valid comparable price-to-earnings ratio is available because of the $11.9 million loss for the twelve months ended in 2026, so the stock's valuation depends more heavily on the sustainability of the return to profitability in the second quarter of fiscal year 2026, the realization of integration savings, and the reduction of financial leverage.
Figures in the text are as of 2026-09-05; the live price is shown at the top of the page.
In the second quarter of fiscal year 2026, order intake increased 16% to $516 million, while the backlog grew by approximately 20% to nearly $1.3 billion. Net sales increased 9.4% to $496 million, led by growth of 11% in North America and 7% in Europe and Rest of World. Drivers included converting truck body orders into revenue, strong demand for airport and municipal equipment, and a record quarter for the Royal brand.
Earnings per share reached $0.14 in the second quarter of fiscal year 2026, exceeding the analysts' estimate of $0.13 and compared with a loss of $0.06 in the corresponding period. Adjusted earnings before interest, taxes, depreciation, and amortization increased 22% to $42 million, with a margin of 8.5%. However, the twelve-month period ended in 2026 recorded a net loss of $11.9 million, so the shift to quarterly profitability has not yet been established as sustainable annual net profit.
The contract announced in the second quarter of fiscal year 2026 spans seven years and is valued at $96 million with a strategic U.S. customer whose relationship with the group exceeds two decades. The agreement covers cargo trucks alongside truck bodies, expanding the range of products supplied to that customer. Revenue recognition begins in 2027, and the group does not record the contract's full value in the backlog, instead recording purchase orders as they are received.
One year after the July 1, 2025 acquisition, the group raised its savings target to more than $40 million annually. Management expects to achieve $37 million by the end of 2026, with approximately an additional $5 million in 2027. The remaining contribution includes bringing XP Service Body PRO manufacturing in-house and expanding cross-selling, while order intake increased 26% and adjusted earnings before interest, taxes, depreciation, and amortization rose 22% when comparing the twelve months before and after the acquisition.
Net debt stood at $450 million and financial leverage at 2.7 times at the end of the second quarter of fiscal year 2026. Management revised its end-of-2026 leverage target to 2 times or slightly above, from 2 times or slightly below, because of temporary investments in safety inventory and larger-volume material purchases. These investments coincide with material cost inflation and energy and supply chain pressures, while most of the impact of price increases is expected to emerge by the end of 2026 and the beginning of 2027.
The published analyst consensus is “Buy,” and the average price target, highest target, and lowest target are all $17. This target is approximately 6.5% above the 52-week range high of $15.96, while the range low is $8.91. No valid price-to-earnings ratio is available because of the $11.9 million net loss during the twelve-month period ended in 2026, making execution of the margin improvement and financial leverage reduction plan key factors in estimating value.
