Aebi Schmidt (AEBI) Q2 2026 Earnings Call Transcript

Aebi Schmidt’s Q2 2026 call pointed to momentum in orders and improving profitability. Net sales totaled $496 million, up 9.4% organically, driven by walk-in van backlog conversion and expansion of its market footprint. Order intake reached $516 million (+16% year over year) and backlog grew to $1.279 billion (+20%), giving visibility through the rest of 2026. Adjusted EBITDA increased 22% to $42.1 million, with margin up to 8.5%. Net income was $10.5 million, improving from a $7.9 million loss. The company secured a $96 million, seven-year U.S. frame contract and an $11 million German motorway contract, while keeping 2026 guidance at $1.95–$2.15 billion in sales and $175–$195 million in adjusted EBITDA.