Aebi Schmidt Group (NASDAQ: AEBI) reported second-quarter 2026 net sales of $496 million, up 9% from the prior-year quarter. Net income was $10.5 million, compared with a $7.9 million loss in Q2 2025.
The company reported $516 million in Q2 order intake, up 16% year over year, and an order backlog of $1.279 billion as of June 30, 2026. Aebi Schmidt confirmed its full-year 2026 guidance.
- Q2 adjusted EBITDA was $42.1 million, up 22% year over year, with an 8.5% adjusted EBITDA margin.
- North America net sales grew 11% year over year; Europe and rest-of-world sales increased 7%.
- Net working capital was $449 million at quarter-end, down $17 million from June 30, 2025.
- Net debt was $450 million at quarter-end, and leverage was 2.72x.
- Full-year 2026 guidance calls for net sales of $1.95 billion to $2.15 billion and adjusted EBITDA of $175 million to $195 million.
$AEBI Insider Trading Activity
$AEBI insiders have traded $AEBI stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $AEBI stock by insiders over the last 6 months:
- PATRICK FRANCOIS SCHAUB purchased 6,500 shares for an estimated $74,165
- STEFFEN SCHEWERDA (Pres Vehicle Soln & CEO NA) purchased 5,000 shares for an estimated $58,400
- MARCO PORTMANN (Group Chief Financial Officer) purchased 5,000 shares for an estimated $56,550
- HENNING SCHROEDER (CEO Europe and ROW) purchased 3,000 shares for an estimated $33,900
- MARCUS ANDREAS SCHERER (Chief Engineering) purchased 2,000 shares for an estimated $24,300
- JOEL MICHEL MEURY (Principal Accounting Officer) purchased 500 shares for an estimated $5,650
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AEBI Hedge Fund Activity
We have seen 67 institutional investors add shares of $AEBI stock to their portfolio, and 54 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 502,828 shares (+141.1%) to their portfolio in Q1 2026, for an estimated $4,882,459
- 4D ADVISORS, LLC added 350,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $3,398,500
- UBS GROUP AG removed 222,797 shares (-68.3%) from their portfolio in Q1 2026, for an estimated $2,163,358
- PZENA INVESTMENT MANAGEMENT LLC added 208,487 shares (+5.1%) to their portfolio in Q2 2026, for an estimated $2,616,511
- BLACKROCK, INC. added 181,810 shares (+5.9%) to their portfolio in Q2 2026, for an estimated $2,281,715
- FIRST TRUST ADVISORS LP added 173,518 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,177,650
- MEDINA VALUE PARTNERS, LLC added 170,128 shares (+11.9%) to their portfolio in Q1 2026, for an estimated $1,651,942
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
