Aebi Schmidt (AEBI) Q2 FY26 earnings call

Aebi Schmidt delivered significantly improved profitability in Q2 FY26, driven by operational efficiencies and accelerated synergy realization from The Shyft Group acquisition. The company maintained strong order momentum and backlog growth, while strategically investing in supply chain resilience. Management remains confident in its long-term growth and margin expansion targets, despite near-term gross margin pressures and a slight adjustment to its leverage target.