No near-term quantitative guidance was issued — the 2030 revenue/EBITDA targets are long-term aspirational. Traders should watch for the next quarterly filing (10-Q) to see if GAAP financials confirm the non-GAAP trends. The raised synergy target and new customer wins are incremental positives, but the stock's ~$909M market cap implies a ~10x revenue multiple on current run-rate, already pricing in some future growth.
Price Chart
Executive Summary
Aebi Schmidt celebrates one year post-Shyft acquisition and NASDAQ listing, highlighting integration progress including a raised annual synergy target to at least $40M and 29% YoY order intake growth. The company issued a long-term 2030 target of >$3B revenue and mid-teen adjusted EBITDA margin, but the release provides no current quarterly GAAP financials, consensus comparison, or hard earnings numbers for the period — only a non-GAAP combined Adjusted EBITDA schedule. The 2030 targets are multi-year aspirational goals, not near-term guidance.
Key Financial Metrics
Key Facts
- Annual run-rate synergy target raised from $25M to at least $40M.
- Order Intake grew 29% year-over-year (Q3 2025–Q1 2026 vs pro forma combined Q3 2024–Q1 2025).
- Adjusted EBITDA growth of 21% YoY over the same period.
- New multi-year aspirational targets: >$3B annual revenue and mid-teen adjusted EBITDA margin by 2030.
- Key customer wins disclosed: $15M e-commerce contract (framework up to $42M), $11M German highway maintenance award, $46M Airport de Paris deal.
- ServicePRO truck body launched with first deliveries in Q3 2026.
Financial Impact
Non-GAAP combined adjusted EBITDA for Q3 2025–Q1 2026 period was ~$123.4M vs ~$101.7M in the prior-year period, a ~21% increase. Stock market cap is $909M. No GAAP EPS or revenue surprise vs consensus is provided.
Risk Factors
- Long-term aspirational targets (2030) are not commitments; execution risk over 4+ years is high.
- Non-GAAP metrics exclude integration and transaction costs that may persist.
- No GAAP earnings or revenue reported in this release — lack of hard current-period financials limits conviction.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3326054 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 10w ago | Press Release | $13.69 | awaiting T+60 | — | $11.09 (−18.99%) |
Jul 13, 2026 15w ago | 8-K | $11.89 $11.32 | ▼ −4.79% | ▼ −8.79% | $11.09 (−6.73%) |
Jul 13, 2026 15w ago | Press Release | $11.89 $11.32 | ▼ −4.79% | ▼ −8.79% | $11.09 (−6.73%) |
May 26, 2026 21w ago | Insider Cluster | $12.78 $11.91 | ▼ −6.83% | ▼ −8.71% | $11.09 (−13.25%) |
May 21, 2026 22w ago | Press Release | $11.84 $12.40 | ▲ +4.77% | ▲ +0.47% | $11.09 (−6.30%) |
May 19, 2026 22w ago | Insider Cluster | $12.26 $12.71 | ▲ +3.67% | ▼ −1.33% | $11.09 (−9.54%) |
May 19, 2026 22w ago | Insider Cluster | $12.23 $12.71 | ▲ +3.88% | ▼ −1.12% | $11.09 (−9.36%) |
May 14, 2026 23w ago | 8-K | $11.13 $12.75 | ▲ +14.59% | ▲ +11.00% | $11.09 (−0.33%) |
Apr 10, 2026 28w ago | 8-K | $12.21 $11.40 | ▼ −6.63% | ▼ −15.56% | $11.09 (−9.17%) |
Apr 10, 2026 28w ago | DEFA14A | $12.21 $11.40 | ▼ −6.63% | ▼ −15.56% | $11.09 (−9.17%) |
US Market Status
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