The insider cluster is too small to drive a trade. Monitor the Q2 2026 order conversion rate and any guidance updates for confirmation of the backlog growth narrative.
Price Chart
Executive Summary
Four Aebi Schmidt insiders, including the CFO and CEO Europe, made open-market purchases totaling $170K between May 8-15, 2026, following the company's in-line Q1 earnings release. The cluster is small relative to the $939M market cap (0.018%), but the CFO's participation and the timing just after earnings confirmation lend modest credibility to the signal.
Key Financial Metrics
Key Facts
- Four insiders purchased shares totaling $170K in open-market transactions between May 8-15, 2026.
- Participants include CFO Marco Portmann ($57K), CEO Europe Henning Schroeder ($34K), Director Patrick Schaub ($74K), and Principal Accounting Officer Joel Meury ($6K).
- Purchases occurred 1-7 days after the Q1 2026 earnings release (May 14), which reported flat net sales of $456M and adjusted EBITDA of $33.1M.
- Total cluster value of $170K represents 0.018% of the $939M market cap, well below the 0.1% materiality threshold.
- The company's order intake grew 9% YoY and backlog reached a record $1.3B, providing a positive operational backdrop.
Financial Impact
Insider purchases of $170K are immaterial relative to the $939M market cap.
Risk Factors
- The cluster's dollar value is trivial, and insider buys at this scale often reflect routine portfolio allocation rather than material conviction.
- Flat Q1 revenue and reliance on H2 ramp create execution risk if backlog conversion slows.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AEBI-1779833534257 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 10w ago | Press Release | $13.69 | awaiting T+60 | — | $11.14 (−18.63%) |
Jul 13, 2026 15w ago | 8-K | $11.89 $11.32 | ▼ −4.79% | ▼ −8.79% | $11.14 (−6.31%) |
Jul 13, 2026 15w ago | Press Release | $11.89 $11.32 | ▼ −4.79% | ▼ −8.79% | $11.14 (−6.31%) |
May 26, 2026 21w ago | Insider Cluster | $12.78 $11.91 | ▼ −6.83% | ▼ −8.71% | $11.14 (−12.86%) |
May 21, 2026 22w ago | Press Release | $11.84 $12.40 | ▲ +4.77% | ▲ +0.47% | $11.14 (−5.88%) |
May 19, 2026 22w ago | Insider Cluster | $12.26 $12.71 | ▲ +3.67% | ▼ −1.33% | $11.14 (−9.14%) |
May 19, 2026 22w ago | Insider Cluster | $12.23 $12.71 | ▲ +3.88% | ▼ −1.12% | $11.14 (−8.95%) |
May 14, 2026 23w ago | 8-K | $11.13 $12.75 | ▲ +14.59% | ▲ +11.00% | $11.14 (+0.12%) |
Apr 10, 2026 28w ago | 8-K | $12.21 $11.40 | ▼ −6.63% | ▼ −15.56% | $11.14 (−8.76%) |
Apr 10, 2026 28w ago | DEFA14A | $12.21 $11.40 | ▼ −6.63% | ▼ −15.56% | $11.14 (−8.76%) |
US Market Status
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