Aebi-Schmidt (AEBI)
Builds snow and runway equipment, truck platforms, and steep-terrain machines through a multi-brand specialty-vehicle group.
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Builds specialty vehicles and equipment for winter road service, airport maintenance, commercial trucks, goods transport, and steep-terrain agriculture. Revenue is organized by geography, with North America enlarged by the Shyft merger and Europe plus other markets anchored by long-standing Aebi and Schmidt brands.
Sells through brands such as Aebi, Schmidt, MB, Monroe, Utilimaster, Swenson, and LADOG. The lineup spans snowplows and spreaders, runway sweepers and de-icing equipment, truck bodies and upfits, RV and truck chassis, fleet vans and trailers, and machines built for steep slopes and municipal work.
Runs the business through North America and Europe plus the rest of world rather than product segments. The North American mix expanded sharply after the Shyft combination, while the European base still carries the group's older winter-maintenance, municipal, airport, and agriculture roots.
Competes on custom design, product quality, customer service, quick delivery, and solutions-based selling. Results depend on integrating Shyft operations, seasonal winter ordering by public customers, procurement cycles, and suppliers for metals, hydraulics, motors, electronics, and other specialized components.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | DA Davidson | Reiterate | Rating: —Target: $15 | Target: $17 |
| Aug 14, 2026 | Roth Capital | Reiterate | Rating: —Target: $16.50 | Target: $17 |
| Nov 26, 2025 | Roth Capital | Reiterate | Rating: —Target: — | Target: $16.50 |
| Nov 14, 2025 | D.A. Davidson | Target | Target: — | Target: $15 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $136.0M · Total debt $975.1M · Total assets $2.50B · Shareholders' equity $1.02B
- Revenue
- $496.4M
- Operating income
- $27.0M
- Net income
- $10.5M
Reported in CHF, converted at the latest exchange rate
HistoryDividendAnnual yield
| Institutions | ≈ 41.07% | 31.87M shares | |
|---|---|---|---|
| 138 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 36.75% | 28.52M shares | |
| 18 holders · as of Aug 4, 2026 | |||
| Strategic holders | 13.64% | 10.59M shares | |
| 1 holder · as of Jul 14, 2025 | |||
| Other | ≈ 8.54% | 6.62M shares | |
| remainder | |||
77.60M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Peter Christoph SpuhlerInsiderdirector, 10 percent owner | 35.21% | 27.32M | filed Aug 14, 2025 |
Gebuka AGStrategic10 percent owner | 13.64% | 10.59M | filed Jul 14, 2025 |
Pzena Investment Management LLCInstitution | 5.57% | 4.32M | as of Jun 30, 2026 |
T. Rowe Price Investment Management, Inc.Institution | 4.35% | 3.38M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 4.17% | 3.24M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 15, 2026 | Joel Michel Meury | officer: Principal Accounting Officer | +500 | $11.30 |
| May 15, 2026 | Patrick Francois Schaub | director | +6,500 | $11.41 |
| May 19, 2026 | Marcus Andreas Scherer | officer: Chief Engineering | +2,000 | $12.15 |
| May 19, 2026 | Steffen Schewerda | officer: Pres Vehicle Soln & CEO NA | +5,000 | $11.68 |
| May 15, 2026 | Marco Portmann | officer: Group Chief Financial Officer | +5,000 | $11.31 |
- Douglas Dynamics
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- Oshkosh
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- Wabash National
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- Federal Signal
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aebi-Schmidt | $12.05 | −0.08% | $934.7M | 38.0 | 11.8 | 0.4 | +9.4% |
| Douglas Dynamics | $40.08 | +0.48% | $922.5M | 18.1 | 12.5 | 1.3 | +10.5% |
| Oshkosh | $141.40 | −1.38% | $8.85B | 16.4 | 10.8 | 0.8 | +6.7% |
| Wabash National | $12.12 | +2.76% | $480.3M | — | — | 0.3 | −9.1% |
| Federal Signal | $116.83 | +1.51% | $7.03B | 24.8 | 21.6 | 2.9 | +18.7% |
| Median | 18.1 | 12.5 | 1.1 | +8.6% |