Full Year 2025 Aebi Schmidt Holding AG Earnings Call Transcript

Mar 19, 2026 / 12:30 PM GMT

Release Date Price: $11.3 (-11.99%)

Transcript 8-K10-K

Key Points

Positve

Aebi Schmidt Holding AG (AEBI) reported a 46% increase in order intake in Q4 2025 compared to 2024, ending the year with a record high backlog.
The company's adjusted EBITDA increased by 31% year over year for Q4 2025, with a margin improvement from 7.4% to 9.1%.
Strong cash flow allowed AEBI to reduce leverage to 2.8 times, strengthening its balance sheet.
Europe and the rest of the world contributed significantly to performance, with a 234% year-over-year increase in adjusted EBITDA.
AEBI's M&A strategy, including acquisitions like LWS in the US and Lodoc in Germany, continues to deliver growth, with further opportunities for small bolt-on acquisitions.

Negative

The truck body and commercial markets remain soft, with only a slow recovery expected in 2026.
Net sales in North America decreased by 2% in Q4 2025 due to weakness in the acquired Shift businesses.
The company faces challenges in the commercial and truck body markets, requiring further work to improve conditions.
Seasonality is expected to be more pronounced in 2026, with a slow start in Q1 due to walk-in van orders converting to revenue beyond the quarter.
Geopolitical uncertainty and market conditions are expected to drive pronounced quarterly seasonality in 2026.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AEBI.OQ - Aebi Schmidt Holding AG
Full Year 2025 Aebi Schmidt Holding AG Earnings Call
Mar 19, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Abbey Schmidt Group 4th quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you will need to press 1 and 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 1 and 1 again. Please be advised that today's conference is being recorded. I would now like to have the conference over to your first speaker today, Simone Grancini, Investor relations director. Please go ahead.

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