Aebi Schmidt Holding AG

At Midwest IDEAS, Aebi Schmidt unveiled a plan combining organic growth, product extensions and selective acquisitions to reach CHF 3 billion in revenue by 2030. The company expects roughly 50% of growth to be organic and 50% from M&A, targets an EBITDA margin above 13% by 2030, and forecasts 2026 revenue of about CHF 2.05 billion with an EBITDA margin just over 9%. Integration of the Shyft Group delivered higher order intake (+26%) and profitability (+22%), and synergy expectations were raised to around CHF 40 million annually. Aebi Schmidt is relying on local production to reduce tariffs, prioritizing debt reduction over buybacks, and plans to continue targeted acquisitions to expand its market. » More on de.investing.com

Aebi Schmidt beat expectations in the second quarter: revenue of $496.41m (consensus ~$476m), net profit of $10.5m after a loss a year earlier, and adjusted EBITDA of $42.1m (margin 8.5%). Order intake rose 16% to $516m and the order backlog stands at $1.3bn. Management confirmed full-year targets of $1.95–2.15bn in revenue and adjusted EBITDA of $175–195m, after which the stock jumped sharply in pre-market trading. » More on de.investing.com

Aebi Schmidt has raised its annual synergy target from $30 million to at least $40 million one year after acquiring the Shyft Group. Order intake rose 29% and adjusted EBITDA increased 21%; trailing‑12‑month revenue amounted to $1.73 billion (+61%). The company announced product and site expansions, including the truck body ServicePRO (deliveries from Q3 2026) and new service centers, and secured several large contracts and exclusivity rights for North America. Aebi Schmidt is targeting annual revenue of more than $3 billion by 2030 and an adjusted EBITDA margin in the mid‑teens. » More on de.investing.com