Aebi Schmidt Holding AG Earnings Call Transcripts
Fiscal Year 2026
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Global specialty vehicle leader targets CHF 3 billion revenue by 2030, leveraging strong organic growth, strategic M&A, and product innovation. Recent Shyft acquisition boosted order intake and profitability, while local-for-local production and after-sales expansion drive resilience and margin improvement.
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Q2 2026 saw strong sales and profitability growth, with order intake and backlog up double digits year-over-year. Both North America and Europe delivered robust results, and synergy targets from the Shyft acquisition were raised. Full-year guidance was confirmed despite ongoing supply chain and inflationary pressures.
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Q1 2026 delivered strong order growth, higher sales, and improved profitability, led by Europe and Rest of World. Full-year guidance is reaffirmed, with North America expected to accelerate in H2 as walk-in van demand recovers and merger synergies materialize.
Fiscal Year 2025
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Record order intake and backlog drove strong Q4 and full-year results, with Adjusted EBITDA up 31% in Q4 and 13% for the year. 2026 guidance targets further sales and EBITDA growth, leveraging synergies, new products, and improved efficiency.
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Third-quarter results show strong order momentum, 3% sales growth, and a 25% rise in adjusted EBITDA. Integration of the Shyft Group is driving profitability, with synergies expected to reach $40 million and a robust backlog supporting 2026 growth.