How did Aebi Schmidt Group (NASDAQ:AEBI) perform in Q4 2025?

Aebi Schmidt reported a strong fourth-quarter performance, with a 46% year-over-year surge in order intake. Net sales for Q4 rose 6% to $528 million compared to the same period in 2024. The company closed the quarter with a record order backlog of $1.21 billion, which it expects to convert into revenue within the next 15 months.

What factors contributed to Aebi Schmidt’s growth in Q4 2025?

The growth in Q4 was primarily driven by a sharp increase in demand, reflected in the 46% rise in order intake. Additionally, the company’s merger with The Shyft Group and subsequent Nasdaq listing helped position Aebi Schmidt for stronger financial performance and growth momentum.

What is Aebi Schmidt’s outlook for 2026?

Aebi Schmidt issued guidance for 2026, forecasting net sales between $1.95 billion and $2.15 billion. The company expects adjusted EBITDA to be in the range of $175 million to $195 million. This reflects optimism about sustained demand and the company’s strategic growth trajectory.

How is Aebi Schmidt planning to strengthen its financial position?

Aebi Schmidt is focused on fiscal discipline and aims to reduce its leverage ratio to below 2x by the end of 2026. This reflects the company’s commitment to strengthening its balance sheet and improving financial flexibility, supporting its growth and expansion initiatives.

How did Aebi Schmidt’s merger with The Shyft Group impact its performance?

The merger with The Shyft Group in 2025, followed by a Nasdaq listing, was a transformative move for Aebi Schmidt. It enhanced the company’s market presence and set the stage for accelerated growth. The merger contributed to increased demand, bolstering order intake and positioning Aebi Schmidt for future success.

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Aebi Schmidt posts record backlog as post-merger momentum builds

Written by Jon CuthbertPublished Feb 24, 2026, 12:00 AMLast Updated Jul 6, 2026, 10:45 AM

Aebi Schmidt Group (NASDAQ:AEBI) reported a sharp increase in demand to close out 2025, driven by a 46% year-over-year surge in fourth-quarter order intake.

The specialty vehicle manufacturer reached a record order backlog of $1.21 billion, a figure the company expects to convert into revenue within the next 15 months.

The results cap a transformative year for the group following its 2025 merger with The Shyft Group and subsequent Nasdaq listing.

Fourth-quarter net sales rose 6% to $528 million compared to the same period in 2024.

Building on this momentum, Aebi Schmidt issued 2026 guidance forecasting net sales between $1.95 billion and $2.15 billion, with adjusted EBITDA projected in the range of $175 million to $195 million.

The company also remains focused on strengthening its balance sheet, targeting a leverage ratio below 2x by the end of 2026.

This fiscal discipline coincides with a significant overhaul of the company’s governance.

The Board of Directors intends to nominate current CEO Barend Fruithof to the additional role of Chairman, while several long-standing directors are prepared to step down at the conclusion of their current terms.

Aebi Schmidt posts record backlog as post-merger momentum builds

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