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Aebi Schmidt Holding reported strong second-quarter 2026 performance, with Net Sales of $496m, up 9% versus Q2 2025, and a return to profitability. Net Income reached $10.5m, compared with a loss of $7.9m a year earlier, reflecting improved execution and margin expansion.
Order trends were robust, with Q2 2026 Order Intake of $516m, up 16%, and an Order Backlog of $1,279m, up 20% year over year, providing visibility for the remainder of 2026 and beyond. Adjusted EBITDA was $42.1m, up 22% versus Q2 2025, representing 8.5% of Net Sales, driven by realized synergies and operational efficiency.
Regionally, North America delivered 11% Net Sales growth and Adjusted EBITDA of $35.5m, up 22%, while Europe and the rest of the world grew 7% with Adjusted EBITDA of $6.6m, up 25%. The company reported Net Debt of $450m and leverage of 2.72x, improved from 3.28x a year earlier, and confirmed full-year 2026 guidance for Net Sales of $1.95b–$2.15b and Adjusted EBITDA of $175m–$195m.
Aebi Schmidt Holding AG reported strong top-line growth for the quarter and six months ended June 30, 2026, largely driven by the July 2025 acquisition of The Shyft Group. Sales for the first half of 2026 rose to $951.9 million from $526.9 million, while net income improved to $11.1 million from a loss of $0.3 million, yielding a net margin of 1.17%.
Shyft contributed $397.2 million of revenue and $15.3 million of operating income in the first half. North America sales more than doubled to $693.6 million, and Segment Adjusted EBITDA increased to $75.2 million with a 7.9% margin. Total assets were $2.02 billion and total debt was $617.7 million, with cash of $109.7 million.
Despite improved profitability, operating cash flow remained negative at $(10.6) million, pressured by higher inventories and lower accounts payable. Interest expense increased to $22.5 million and amortization of acquired intangibles rose to $16.5 million, reflecting the new capital structure and Shyft-related assets.
Aebi Schmidt Holding AG executive Jacob Owen Farmer, President Commercial & Fleet, reported a tax-withholding disposition of 2,225 shares of Common Stock on July 31, 2026 at $12.89 per share.
The shares were withheld to satisfy tax obligations upon vesting of restricted stock, leaving him with 262,580 directly owned shares.
Aebi Schmidt Holding AG reports on the first year after acquiring The Shyft Group and its NASDAQ listing, highlighting integration progress and a new long-term plan. The combined business ran effectively from day one, and the annual run-rate synergy target tied to the Shyft deal was increased from $30m pre-merger to at least $40m, with full realization anticipated by mid-2027. Strategic actions included launching the ServicePRO truck body, expanding airport product solutions, opening a Chicago Super Center and new upfit centers, and streamlining the brand portfolio from more than 20 brands to 11.
Customer wins included a $15m e-commerce contract with a framework of up to $42m, an $11m German highway maintenance award, and a $46m Airport de Paris deal. Order Intake grew 29% year-over-year and adjusted EBITDA increased 21% year-over-year for the period from Q3 2025 to Q1 2026 versus combined pro forma Q3 2024 to Q1 2025. For 2025, combined Net Sales were $1,907m with Adjusted EBITDA of $156.0m (8.2% margin). For 2026, guidance calls for sales of $1.95–$2.15b, Adjusted EBITDA of $175–$195m, and year-end leverage of ≤2.0x, versus leverage of 2.88 at March 31, 2026.
Looking to 2030, Aebi Schmidt targets more than $3b in annual revenue and a mid-teen Adjusted EBITDA margin, supported by its global specialty vehicles platform, a backlog of over $1.2b, regulatory tailwinds, and a strategy combining organic growth, synergy capture, operational improvements, and disciplined M&A within a 1.5–2.5x long-term leverage range.
Aebi Schmidt Holding AG’s Group Chief Financial Officer, Marco Portmann, received a stock-based compensation award. He acquired 10,459 shares of Common Stock as a grant or award at a reference price of $12.51 per share, increasing his direct holdings to 40,459 shares.
The award consists of Restricted Share Units that will vest in full on April 1, 2029, subject to his continued employment. This is a non-market transaction reflecting long-term incentive compensation rather than an open-market purchase.
Schewerda Steffen reported acquisition or exercise transactions in this Form 4 filing.
Aebi Schmidt Holding AG reported that executive Steffen Schewerda received an award of 20,459 shares of Common Stock as a compensation grant. The award is structured as Restricted Share Units that vest in full on April 1, 2029, subject to his continued employment. Following this grant, his direct holdings total 95,834 shares.
Farmer Jacob Owen reported acquisition or exercise transactions in this Form 4 filing.
Aebi Schmidt Holding AG President Jacob Owen Farmer received a grant of 24,550 shares of common stock, valued at $12.51 per share. These are restricted share units that will vest in full on April 1, 2029, subject to his continued employment. After this award, he directly holds 264,805 shares.
Schroeder Henning reported acquisition or exercise transactions in this Form 4 filing.
Aebi Schmidt Holding AG reported that executive Henning Schroeder, CEO Europe and ROW, received an equity award of 7,844 shares of Common Stock valued at 12.5100 per share. This award consists of Restricted Share Units that will vest in full on April 1, 2029, subject to his continued employment. Following the grant, he directly holds 68,844 shares.
Aebi Schmidt Holding AG reported that Chief Engineering officer Marcus Andreas Scherer acquired 3,274 shares of Common Stock through a grant or award valued at $12.51 per share. Following this award, he directly holds 25,274 shares. The granted Restricted Share Units will vest in full on April 1, 2029, subject to his continued employment.
Aebi Schmidt Holding AG reported that Chief Supply Chain officer Stefan Kaltenbach received a grant of 4,184 shares of Common Stock on an award basis. The grant represents Restricted Share Units that will vest in full on April 1, 2029, subject to his continued employment.
Following this compensation-related acquisition, Kaltenbach holds 14,934 Common Stock shares directly. This transaction is coded as a grant, award, or other acquisition and is not an open‑market purchase or sale.