Added to YB: 2025-08-01
Pitch date: 2025-07-31
AEBI [bullish]
Aebi Schmidt Holding AG
+32.54%
current return
Author Info
Company Info
Aebi Schmidt Holding AG develops and manufactures special-purpose vehicles and attachments. It offers winter maintenance technology products, including snow clearance and de-icing equipment, as well as attachments for tractors and Mercedes-Benz Unimog; airport technology products, such as snow clearance and de-icing equipment, sweepers, and control systems; and agricultural engineering solutions, such as implement carriers for steep slopes, multipurpose transporters, and motor mowers/single-axle machines.
Market Cap
$840.6M
Pitch Price
$10.16
Price Target
N/A
Dividend
0.92%
EV/EBITDA
12.64
P/E
52.09
EV/Sales
1.18
Sector
Machinery
Category
value
Aebi Schmidt (AEBI) - orphaned security post reverse merger
AEBI: Recently-formed specialty vehicle player via Swiss Aebi Schmidt reverse-merger with Shyft, trading at 6.5x EBITDA vs peers 8-10x. CEO Fruithof has proven integration track record, 2.8-3.2% margin expansion at M-B/Monroe. Bull case: 10→12% margins, synergies of $20-25M, path to <1.5x leverage by FY27.
Read full article (8 min)