Aebi Schmidt (AEBI)
Market Price (4/28/2026): $11.275 | Market Cap: $868.1 MilSector: Industrials | Industry: Agricultural & Farm Machinery
Aebi Schmidt (AEBI)
Market Price (4/28/2026): $11.275Market Cap: $868.1 MilSector: IndustrialsIndustry: Agricultural & Farm Machinery
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 41% Megatrend and thematic driversMegatrends include Sustainable Urban & Airport Operations. Themes include Municipal & Airport Fleet Electrification, Automated Urban Maintenance, and Resource-Efficient Public Works Equipment. | Weak multi-year price returns2Y Excs Rtn is -38%, 3Y Excs Rtn is -70% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 75% Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 98x, P/EPrice/Earnings or Price/(Net Income) is 90x Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.5% Key risksAEBI key risks include [1] customer reluctance to invest amid a challenging macroeconomic environment and [2] the successful integration of its merger with The Shyft Group and realization of targeted synergies. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 41% |
| Megatrend and thematic driversMegatrends include Sustainable Urban & Airport Operations. Themes include Municipal & Airport Fleet Electrification, Automated Urban Maintenance, and Resource-Efficient Public Works Equipment. |
| Weak multi-year price returns2Y Excs Rtn is -38%, 3Y Excs Rtn is -70% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 75% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 98x, P/EPrice/Earnings or Price/(Net Income) is 90x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.5% |
| Key risksAEBI key risks include [1] customer reluctance to invest amid a challenging macroeconomic environment and [2] the successful integration of its merger with The Shyft Group and realization of targeted synergies. |
Qualitative Assessment
AI Analysis | Feedback
Aebi Schmidt (AEBI) stock has lost about 10% since 12/31/2025 because of the following key factors:
1. Aebi Schmidt's stock experienced a significant drop following its Q4 and full-year 2025 earnings announcement on March 19, 2026, as the company reported an EPS of $0.15, missing the consensus estimate of $0.26 by $0.11. Additionally, full-year 2025 net income was $9.74 million, a substantial decrease from $30.68 million in the prior year, with basic earnings per share from continuing operations falling from $0.76 to $0.17. Despite a 31% year-over-year increase in adjusted EBITDA and a 46% surge in order intake for Q4 2025, investor concerns about near-term revenue challenges led to a 6.15% decline in premarket trading on the earnings release day.
2. Persistent underperformance in the acquired Shyft businesses significantly impacted North American sales, contributing to investor apprehension. Sales in North America decreased by 2% in Q4 2025 compared to the previous year, primarily due to a 5% decline in the legacy Shyft businesses, which overshadowed growth in other North American operations. Analysts noted that this underperformance clouded the company's forward outlook, despite higher-than-expected synergy targets of over $40 million from the acquisition, compared to an original goal of $25-$30 million.
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1. Aebi Schmidt's stock experienced a significant drop following its Q4 and full-year 2025 earnings announcement on March 19, 2026, as the company reported an EPS of $0.15, missing the consensus estimate of $0.26 by $0.11. Additionally, full-year 2025 net income was $9.74 million, a substantial decrease from $30.68 million in the prior year, with basic earnings per share from continuing operations falling from $0.76 to $0.17. Despite a 31% year-over-year increase in adjusted EBITDA and a 46% surge in order intake for Q4 2025, investor concerns about near-term revenue challenges led to a 6.15% decline in premarket trading on the earnings release day.
2. Persistent underperformance in the acquired Shyft businesses significantly impacted North American sales, contributing to investor apprehension. Sales in North America decreased by 2% in Q4 2025 compared to the previous year, primarily due to a 5% decline in the legacy Shyft businesses, which overshadowed growth in other North American operations. Analysts noted that this underperformance clouded the company's forward outlook, despite higher-than-expected synergy targets of over $40 million from the acquisition, compared to an original goal of $25-$30 million.
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Stock Movement Drivers
Fundamental Drivers
The -10.1% change in AEBI stock from 12/31/2025 to 4/28/2026 was primarily driven by a 0.8% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 12312025 | 4282026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.63 | 11.36 | -10.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 1,527 | 0.0% |
| Net Income Margin (%) | � | 0.6% | 0.0% |
| P/E Multiple | � | 89.8 | 0.0% |
| Shares Outstanding (Mil) | 78 | 77 | 0.8% |
| Cumulative Contribution | 0.0% |
Market Drivers
12/31/2025 to 4/28/2026| Return | Correlation | |
|---|---|---|
| AEBI | -10.0% | |
| Market (SPY) | 5.2% | 54.7% |
| Sector (XLI) | 10.5% | 52.0% |
Fundamental Drivers
The -8.5% change in AEBI stock from 9/30/2025 to 4/28/2026 was primarily driven by a 0.8% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 9302025 | 4282026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.42 | 11.36 | -8.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 1,527 | 0.0% |
| Net Income Margin (%) | � | 0.6% | 0.0% |
| P/E Multiple | � | 89.8 | 0.0% |
| Shares Outstanding (Mil) | 78 | 77 | 0.8% |
| Cumulative Contribution | 0.0% |
Market Drivers
9/30/2025 to 4/28/2026| Return | Correlation | |
|---|---|---|
| AEBI | -8.5% | |
| Market (SPY) | 8.0% | 50.1% |
| Sector (XLI) | 11.6% | 48.4% |
Fundamental Drivers
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Market Drivers
3/31/2025 to 4/28/2026| Return | Correlation | |
|---|---|---|
| AEBI | ||
| Market (SPY) | 29.3% | 48.1% |
| Sector (XLI) | 32.2% | 43.4% |
Fundamental Drivers
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Market Drivers
3/31/2023 to 4/28/2026| Return | Correlation | |
|---|---|---|
| AEBI | ||
| Market (SPY) | 81.5% | 48.1% |
| Sector (XLI) | 76.7% | 43.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AEBI Return | - | - | - | - | 14% | -11% | 1% |
| Peers Return | 21% | 10% | 8% | -8% | -14% | 13% | 29% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 91% |
Monthly Win Rates [3] | |||||||
| AEBI Win Rate | - | - | - | - | 67% | 50% | |
| Peers Win Rate | 55% | 53% | 40% | 42% | 43% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| AEBI Max Drawdown | - | - | - | - | -17% | -27% | |
| Peers Max Drawdown | -7% | -27% | -16% | -20% | -27% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DE, AGCO, WNC, GENC, CNH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/28/2026 (YTD)
How Low Can It Go
AEBI has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -22.6% | -25.4% |
| % Gain to Breakeven | 29.2% | 34.1% |
| Time to Breakeven | 273 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.8% | -33.9% |
| % Gain to Breakeven | 74.8% | 51.3% |
| Time to Breakeven | 232 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 312 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.3% | -56.8% |
| % Gain to Breakeven | 172.8% | 131.3% |
| Time to Breakeven | 1,463 days | 1,480 days |
Compare to DE, AGCO, WNC, GENC, CNH
In The Past
SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% gain to breakeven.
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Asset Allocation
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About Aebi Schmidt (AEBI)
AI Analysis | Feedback
1. John Deere for municipal infrastructure maintenance (e.g., snow removal, road sweeping)
2. Caterpillar for specialized road and airport maintenance equipment
AI Analysis | Feedback
- Winter Maintenance Equipment: Machines and systems for efficient snow removal and de-icing of roads and public areas.
- Summer Maintenance Equipment: Vehicles and attachments for sweeping, washing, and general cleaning of streets and public infrastructure.
- Green Area Maintenance Equipment: Specialized machines and implements for mowing, landscaping, and upkeep of parks and green spaces.
- Airport Technology: Large-scale and high-performance equipment specifically designed for clearing and maintaining runways and airport facilities.
- Agricultural and Municipal Vehicles: Versatile transporters and implement carriers for use in demanding terrains, particularly in mountainous agriculture and municipal applications.
AI Analysis | Feedback
Aebi Schmidt (symbol: AEBI) is a leading global provider of intelligent solutions for the management of outside areas and surroundings. They offer a comprehensive range of products and services for maintaining roads, public spaces, and agricultural areas, including winter service equipment (snow ploughs, spreaders), street sweepers, mowers, and specialized vehicles.
Aebi Schmidt primarily sells its solutions and equipment to other organizations, not directly to individual consumers. While specific publicly traded companies that serve as major customers are not typically disclosed due to the nature of their diverse client base, their major customers fall into the following categories:
- Public Sector Entities: This includes municipalities, cities, state and federal agencies responsible for maintaining roads, public spaces, parks, green areas, and other infrastructure. These entities purchase equipment for snow removal, street cleaning, and landscape maintenance.
- Airports and Railways: These large infrastructure operators acquire specialized machinery from Aebi Schmidt for runway clearing, facility maintenance, and ensuring safe operations in various weather conditions.
- Service Providers and Contractors: Companies that offer facility management, landscaping, road maintenance, or winter services to other businesses, institutions, or public sector clients constitute another significant customer base. They utilize Aebi Schmidt's equipment to deliver their specialized services.
AI Analysis | Feedback
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The management team of Aebi Schmidt (AEBI) is composed of experienced professionals, including CEO Barend Fruithof and CFO Marco Portmann. Barend Fruithof, Group CEOBarend Fruithof began his career with an apprenticeship on a farm, driven by an interest in the entrepreneurial aspects of agriculture. He later transitioned into banking, holding leadership positions such as head of Swiss corporate business at Credit Suisse and a member of the executive committee at Bank Bär. Fruithof became CEO of Aebi Schmidt in 2016. In 2018, he acquired 8% of Aebi Schmidt's stock, becoming an entrepreneur and co-owner within the company. Under his leadership, Aebi Schmidt has experienced significant growth, culminating in a successful listing on Nasdaq after its merger with The Shyft Group. Fruithof has noted that Aebi Schmidt has leveraged financing from banks, private investors, and private equity companies in Switzerland to support its growth.
Marco Portmann, Group CFO
Marco Portmann was appointed as the Group CFO of Aebi Schmidt in spring 2025, a move that coincided with the company's merger with The Shyft Group and its Nasdaq listing. He brings over two decades of financial experience, including a significant tenure as Chief Financial Officer at Swiss Steel Group, a major European steel supplier with revenues of €2.5 billion in 2024. Portmann has demonstrated confidence in Aebi Schmidt's prospects through significant purchases of the company's stock in November and August 2025.
Thomas Schenkirsch, Chief Group Services | Deputy CEO
Thomas Schenkirsch, a Swiss and German citizen with a degree in business administration, currently serves as the Chief Group Services and Deputy Group CEO. He has a long history with Aebi Schmidt, having previously served as Group CFO from June 2016 (and officially from April 2017) to early 2025, and as Director of Group Controlling from 2008 to 2016. Before joining Aebi Schmidt, he gained extensive experience in various financial roles at Von Roll Management AG and as a Financial Analyst at Perkin Elmer Switzerland. Schenkirsch has been instrumental in numerous acquisition projects for the ASH Group and holds a notable number of shares in Aebi Schmidt.
Steffen Schewerda, President Vehicle Solutions | CEO North America
Steffen Schewerda holds the position of President Vehicle Solutions and CEO North America. He has been actively involved in strengthening Aebi Schmidt's market presence in North America. Schewerda played a key role in the integration of Monroe Truck Equipment following its acquisition in December 2021, and he highlighted the strategic importance of the acquisition of Oshkosh Corporation's Snow Products Business in July 2023 for expanding product offerings in the region. He has also made personal investments by purchasing Aebi Schmidt Holding AG stock in August 2025.
Henning Schröder, CEO Europe & Rest of the World
Henning Schröder, a German citizen with a degree in industrial engineering, is the CEO for Europe & Rest of the World. Prior to his current role, he served as the Head of Group Technology at Aebi Schmidt Group starting in 2021, and as Chief Product Officer from 2019 to 2020. His experience also includes serving on the Executive Board with regional responsibility for Aftermarket Americas at Hella Automotive Sales, Inc. (USA) from 2017 to 2019, and on the Executive Board of Hella Pagid from 2013 to 2017.
AI Analysis | Feedback
```htmlThe key risks to Aebi Schmidt's business (symbol: AEBI) are primarily associated with its recent strategic actions and the broader economic environment.
- Integration Challenges of Acquired Businesses: The recent merger with The Shyft Group presents significant integration risks. The company has acknowledged difficulties in effectively managing expanded operations, incurring substantial integration costs, and experiencing underperformance from the legacy Shyft business, which has negatively impacted profitability and net income. There is also a risk that the anticipated synergies from the merger may not be fully realized.
- Material Weaknesses in Internal Controls over Financial Reporting: Aebi Schmidt has identified material weaknesses in its internal controls over financial reporting. These issues include a lack of sufficient qualified personnel with US GAAP knowledge, problems with formal accounting policies and procedures, and deficiencies in information technology controls. These weaknesses can compromise the reliability of the company's financial statements and reporting infrastructure, posing a significant concern for investors.
- Macroeconomic Cyclicality and Market Conditions: The company is exposed to the cyclical nature of macroeconomic conditions. Factors such as rising interest rates, inflation, and general market difficulties can lead to customer reluctance to invest, particularly affecting demand in the municipal sector in Europe and for trailers in the USA. Aebi Schmidt's reliance on public and governmental contracts also exposes it to the inherent cyclicality of these funding sources.
AI Analysis | Feedback
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Aebi Schmidt (symbol: AEBI) operates in several addressable markets, primarily focusing on agricultural machinery, municipal vehicles, and winter maintenance equipment. The addressable market sizes for their main products and services are as follows:
- Agricultural Machinery: The European agricultural machinery market size is estimated at USD 44.69 billion in 2026, with projections to grow to USD 52.08 billion by 2031 at a Compound Annual Growth Rate (CAGR) of 3.12%. Another estimate places the Europe Agricultural Machinery Market at USD 46.86 billion in 2024, projected to reach approximately USD 67.68 billion by 2031, exhibiting a CAGR of 5.4% from 2025 to 2031.
- Municipal Vehicles: The global municipal vehicles market was valued at approximately USD 25.89 billion in 2023 and is projected to reach approximately USD 40.65 billion by 2033, growing at a CAGR of 4.8% during the forecast period. In North America, this market is anticipated to grow from USD 6.88 billion in 2023 to USD 11.89 billion by 2033.
- Winter Road Maintenance: The global winter road maintenance market size reached USD 22.4 billion in 2024 and is expected to grow to USD 34.7 billion by 2033, with a CAGR of 5.1% from 2025 to 2033.
- For North America, the winter road maintenance market accounted for USD 8.7 billion in 2024.
- For Europe, the market size was USD 7.4 billion in 2024.
- Specifically for urban snow removal equipment, the global market was valued at USD 3.45 billion in 2025 and is projected to grow to USD 5.89 billion by 2034, exhibiting a CAGR of 5.8% during the forecast period.
AI Analysis | Feedback
Aebi Schmidt (symbol: AEBI) is expected to drive future revenue growth over the next 2-3 years through several key factors:
- Recovery in Walk-In-Van Demand: A significant driver for Aebi Schmidt's revenue growth is the anticipated recovery in walk-in-van orders, particularly in North America. This segment experienced some weakness in the past, but the company has noted initial signs of recovery, with expectations for continued improvement.
- Materialization of Merger Synergies: The successful merger with The Shyft Group in July 2025 is expected to yield substantial revenue and procurement synergies. Aebi Schmidt is focused on post-merger execution and is on track to deliver targeted synergies, with additional upside identified, contributing to enhanced profitability and top-line growth.
- Conversion of Strong Order Backlog: The company closed 2025 with an exceptional order momentum, resulting in a multi-year record order backlog exceeding $1.2 billion. This robust backlog provides a solid foundation for expected revenue conversion and strong growth in 2026 and the subsequent 15 months.
- Growth in North American Markets: Beyond the walk-in-van recovery, Aebi Schmidt has observed significant growth in North America, driven by strong performance in the Airport/Chassis and Municipal sectors. The company's strategic focus and sales excellence programs in this region, particularly following the Shyft acquisition, are anticipated to fuel continued expansion.
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Capital Allocation Decisions (2021-2025)
Share Issuance
- Aebi Schmidt completed a merger with The Shyft Group on July 1, 2025, which involved a share exchange.
- The share exchange ratio for the merger was approximately 1.04, with an implied share price for Aebi Schmidt of $12.06 at the time of the merger announcement.
- Following the merger, Aebi Schmidt's fully diluted share count reached 78.2 million.
Outbound Investments
- In December 2021, Aebi Schmidt Group acquired Monroe Truck Equipment, an industry-leading truck and trailer equipment company with approximately USD 270 million (EUR 240 million) in annual revenue. This acquisition significantly strengthened Aebi Schmidt's market position in the U.S. and globally.
- On July 24, 2023, the company acquired the Snow Products Business of Oshkosh Corporation for $17.1 million. This acquisition further strengthened Aebi Schmidt's snow clearing and de-icing sector in North America and was integrated into its subsidiary, M-B Companies, Inc.
Capital Expenditures
- Aebi Schmidt has strategically invested in new technologies, with a strong focus on the electrification of its product range, including plans to electrify its entire fleet of compact sweepers by the end of 2024.
- Investments were made in expanding production capabilities in North America, including a new production facility at M-B's Chilton location (2021/2022), which more than doubled capacity at the airport equipment plant.
- The company opened a new 17,500 square feet spare parts warehouse in Fond du Lac, Wisconsin, in 2023 to support its growing operations.
Trade Ideas
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| 03312026 | NSP | Insperity | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 13.11 |
| Mkt Cap | 4.7 |
| Rev LTM | 5,812 |
| Op Inc LTM | 510 |
| FCF LTM | 368 |
| FCF 3Y Avg | 541 |
| CFO LTM | 500 |
| CFO 3Y Avg | 927 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -9.0% |
| Rev Chg 3Y Avg | -6.2% |
| Rev Chg Q | 3.5% |
| QoQ Delta Rev Chg LTM | 1.0% |
| Op Inc Chg LTM | -17.9% |
| Op Inc Chg 3Y Avg | -4.0% |
| Op Mgn LTM | 13.6% |
| Op Mgn 3Y Avg | 12.7% |
| QoQ Delta Op Mgn LTM | -0.7% |
| CFO/Rev LTM | 5.3% |
| CFO/Rev 3Y Avg | 9.2% |
| FCF/Rev LTM | 3.5% |
| FCF/Rev 3Y Avg | 4.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.7 |
| P/S | 0.8 |
| P/Op Inc | 12.1 |
| P/EBIT | 14.1 |
| P/E | 19.4 |
| P/CFO | 14.2 |
| Total Yield | 6.9% |
| Dividend Yield | 1.1% |
| FCF Yield 3Y Avg | 5.1% |
| D/E | 0.6 |
| Net D/E | 0.6 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.6% |
| 3M Rtn | -2.7% |
| 6M Rtn | 3.0% |
| 12M Rtn | 8.4% |
| 3Y Rtn | 2.3% |
| 1M Excs Rtn | -11.5% |
| 3M Excs Rtn | -5.0% |
| 6M Excs Rtn | -4.2% |
| 12M Excs Rtn | -19.4% |
| 3Y Excs Rtn | -70.7% |
Price Behavior
Price Behavior
| Market Price | $11.37 | |
| Market Cap ($ Bil) | 0.9 | |
| First Trading Date | 07/02/2025 | |
| Distance from 52W High | -27.2% | |
| 50 Days | 200 Days | |
| DMA Price | $11.24 | $11.24 |
| DMA Trend | down | down |
| Distance from DMA | 1.1% | 1.1% |
| 3M | 1YR | |
| Volatility | 61.2% | 58.9% |
| Downside Capture | 1.81 | 1.34 |
| Upside Capture | 157.87 | 191.34 |
| Correlation (SPY) | 53.5% |
AEBI Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.43 | 2.57 | 2.52 | 1.91 | 0.10 | -0.06 |
| Up Beta | 1.61 | 2.51 | 2.75 | 2.09 | -0.68 | 1.26 |
| Down Beta | 1.79 | 3.04 | 3.21 | 2.56 | 0.46 | -0.50 |
| Up Capture | 27% | 150% | 165% | 120% | 118% | 14% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 9 | 18 | 29 | 57 | 88 | 88 |
| Down Capture | 363% | 266% | 225% | 164% | 130% | 80% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 13 | 24 | 34 | 69 | 98 | 98 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AEBI | |
|---|---|---|---|---|
| AEBI | 2.3% | 58.9% | 0.27 | - |
| Sector ETF (XLI) | 34.5% | 15.1% | 1.75 | 43.4% |
| Equity (SPY) | 31.5% | 12.5% | 1.92 | 48.1% |
| Gold (GLD) | 38.6% | 27.2% | 1.18 | 8.5% |
| Commodities (DBC) | 45.9% | 18.0% | 1.95 | -4.7% |
| Real Estate (VNQ) | 14.4% | 13.4% | 0.75 | 31.5% |
| Bitcoin (BTCUSD) | -19.0% | 42.1% | -0.39 | 28.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AEBI | |
|---|---|---|---|---|
| AEBI | 0.5% | 58.9% | 0.27 | - |
| Sector ETF (XLI) | 12.8% | 17.3% | 0.58 | 43.4% |
| Equity (SPY) | 12.9% | 17.1% | 0.59 | 48.1% |
| Gold (GLD) | 20.2% | 17.8% | 0.92 | 8.5% |
| Commodities (DBC) | 14.8% | 19.1% | 0.63 | -4.7% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.09 | 31.5% |
| Bitcoin (BTCUSD) | 7.3% | 56.2% | 0.35 | 28.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AEBI | |
|---|---|---|---|---|
| AEBI | 0.2% | 58.9% | 0.27 | - |
| Sector ETF (XLI) | 13.7% | 19.9% | 0.61 | 43.4% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 48.1% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 8.5% |
| Commodities (DBC) | 9.9% | 17.7% | 0.46 | -4.7% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 31.5% |
| Bitcoin (BTCUSD) | 67.8% | 66.9% | 1.07 | 28.4% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/24/2026 | -0.7% | -2.3% | -33.4% |
| 11/13/2025 | 4.4% | 4.0% | 26.8% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 1 |
| # Negative | 1 | 1 | 1 |
| Median Positive | 4.4% | 4.0% | 26.8% |
| Median Negative | -0.7% | -2.3% | -33.4% |
| Max Positive | 4.4% | 4.0% | 26.8% |
| Max Negative | -0.7% | -2.3% | -33.4% |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 3/19/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 1.95 Bil | 2.05 Bil | 2.15 Bil | 6.5% | Higher New | Actual: 1.93 Bil for 2025 | |
| 2026 Adjusted EBITDA | 175.00 Mil | 185.00 Mil | 195.00 Mil | 19.4% | Higher New | Actual: 155.00 Mil for 2025 | |
| 2026 Leverage | 2 | 2 | |||||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schaub, Patrick Francois | Direct | Buy | 12082025 | 12.75 | 7,500 | 95,657 | 554,340 | Form | |
| 2 | Fruithof, Barend Gerrit | Group CEO | Direct | Buy | 11262025 | 12.01 | 5,000 | 60,026 | 22,033,776 | Form |
| 3 | Schewerda, Steffen | Pres Vehicle Soln & CEO NA | Direct | Buy | 11212025 | 10.68 | 5,000 | 53,400 | 751,605 | Form |
| 4 | Schenkirsch, Thomas | Chief Group Services | Direct | Buy | 11182025 | 10.90 | 6,500 | 70,850 | 1,139,377 | Form |
| 5 | Portmann, Marco | Chief Financial Officer | Direct | Buy | 11172025 | 11.20 | 5,000 | 56,000 | 280,000 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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