Key Highlights

  • Shares rose 7.78% in pre-market trading to $14.00, up from a prior close of $12.99
  • Second quarter adjusted EPS of $0.14 beat the $0.13 estimate, with net sales up 9.4% year-over-year to $496 million
  • Returned to profitability with Net Income of $10.5 million, compared to a net loss a year earlier
  • Order intake rose 16% to $516 million, with Backlog expanding 20% to $1.28 billion
  • 52-week range stands at $8.91 to $15.96, with a market Capitalization of $1.01 billion

Shares Rise on Return to Profitability

Aebi Schmidt (NASDAQ:AEBI) shares were trading at $14.00 in pre-market activity on August 13, 2026, up 7.78% from the prior close of $12.99. The gain follows second quarter 2026 results in which adjusted Earnings Per Share of $0.14 beat the $0.13 estimate, with net sales rising 9.4% year-over-year to $496 million and adjusted EBITDA up 22% to $42.1 million.

The company returned to profitability in the quarter, reporting net income of $10.5 million compared to a net loss a year earlier, with adjusted EBITDA Margin improving approximately 90 basis points to 8.5%. Order intake rose 16% to $516 million, and backlog expanded 20% to $1.28 billion, while North America sales, boosted by the Shyft Group acquisition, jumped double digits.

What Aebi Schmidt Does

Aebi Schmidt, headquartered in Frauenfeld, Switzerland, is a specialty vehicle maker engineering and Manufacturing specialized machinery and attachments for winter maintenance, airport runway clearing, street sweeping and marking, municipal sanitation, agriculture, and commercial trucks and trailers. Following its 2025 Merger with The Shyft Group, the company now operates a global footprint spanning over 90 countries with roughly 5,700 employees and production, service, and upfit centers across Europe and North America.

North America Growth Leads the Way

North America delivered 11% sales growth and roughly 22% adjusted EBITDA growth, driven by walk-in-van backlog conversion, a record quarter at the company's Royal service body production, up 20%, and a new $96 million, seven-year contract, including cargo vans for the first time, with a long-term customer. Europe and Rest of World posted 20% order intake growth, 7% net sales growth, and 25% adjusted EBITDA growth, supported by an $11 million German motorway contract and new UK airport preferred supplier status. The company confirmed full-year 2026 guidance for net sales and adjusted EBITDA and reaffirmed its 2030 ambition of $3 billion in Revenue with mid-teen adjusted EBITDA margin.

Where Things Stand

Aebi Schmidt's pre-market gain reflects a return to profitability and strong order momentum across both its North America and Europe segments, with the Shyft Group Acquisition now contributing meaningfully to results. With backlog expanding 20% and full-year guidance reaffirmed, the company's integration progress will remain the central storyline as it works toward its longer-term 2030 revenue and margin targets.