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← CockpitCompetitor Analysis › AEBI Aebi Schmidt Holding AGOpen in the cockpit ↗

Aebi Schmidt Holding AGAEBICompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Motor Vehicles
Momentum neutral 42
Mkt cap
$867M
US dollars, full cap
Free float
47%
of shares outstanding
$/day
$2.14M
20-day average traded
Fwd P/E
11.3×
forward earnings
ROIC−WACC
-5.1 pp
WACC 10.9%
Hurdle
n/a
no reverse DCF
Next earnings
5 days
11 Nov 2026
Close · USD$11.17
1D+0.9%
1W-1.5%
1M+1.3%
3M-12.4%
6M-3.0%
YTD-11.7%
1Y+1.6%
ATR %3.9%
Beta1.53
52w lowhigh30.0% off high

What Aebi Schmidt does

Employees: 5,700

Aebi Schmidt at a glance

Size Aebi Schmidt (AEBI) is a United States Consumer Discretionary company (Motor Vehicles) with a market value of $867M, the 2337th largest of 3,117 United States companies the cockpit tracks. Shares closed at $11.17 on 6 Nov 2026.

Performance Over six months the shares fell 3.0%, against -3.5% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 20 in its peer set.

Growth Revenue grew 49.1% over the last twelve months (peer median +6.4%); the operating margin is 5.9% (peer median 1.6%).

Valuation It trades at 11.3× forward earnings against a peer median of 17.1× (3rd cheapest of 13).

Capital Return on invested capital runs 5.1 points below its cost of capital (10.9% WACC).

Short interest Short interest is 2.1% of the free float (15 Oct 2026).

Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026Peer median 96AEBI 91
Six months, rebased to 100: Aebi Schmidt against the median of its 20 peers (local-currency closes).

Aebi Schmidt financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023
Revenue$2.34B$1.84B$1.23B$1.13B
Revenue growth—+49%+9%—
Gross profit$414M$338M$243M$214M
EBITDA$207M$186M$114M$95.6M
Net income$26.4M$11.7M$34.8M$12.5M
Free cash flow$6.13M-$6.30M$62.7M$20.4M
Capital expenditure$17.3M$17.1M$15.5M$13.3M
Total debt$975M$957M$510M$606M

Quarterly statements and history in the cockpit →

Aebi Schmidt competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%-20%0%+20%2204301322PIA2201000957OLECTRA0009136008411333SMLMAH000572600375PSNY600686DOM722224519921AEBI6-month return →1-month return →
Up and to the right = strong over both horizons. Aebi Schmidt is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×200×400×2204PIA2201000957OLECTRA6008413008259921AEBIRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Aebi Schmidt is the large dot.

Aebi Schmidt competitors and peer comparison

How Aebi Schmidt compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Aebi Schmidt against its 20 peers (data as of 6 Nov 2026)
MeasureAEBIPeer medianRank in peer set
1-month return+1.3%-3.7%6th highest of 20
6-month return-3.0%-3.5%9th highest of 20
Distance from 52-week high-30.0%-37.0%8th highest of 20
Revenue growth (TTM)+49.1%+6.4%2nd highest of 20
Operating margin5.9%1.6%6th highest of 20
Forward P/E11.3×17.1×3rd cheapest of 13
Growth the price implies (Req g, 7 yrs)11.9%3.0%3rd most demanding of 11
ROIC minus cost of capital-5.1 pp-2.7 pp7th lowest of 19
EV / EBITDA8.2×11.0×4th cheapest of 9
Net debt / EBITDA4.0×0.6×2nd most indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Aebi Schmidt AEBIUnited States$867M-3%+49%6%11.3×11.9%n/a
China Motor 2204.TWTaiwan$867M-4%+6%4%8.4×3.7%+0.8%
Guangdong Lvtong New Energy Electric Vehicle Tech 301322.SZChina$869M+5%+63%-3%n/an/an/a
Piaggio & C PIA.MIItaly$862M+24%-5%7%17.0×2.6%+2.7%
Yulon Motor 2201.TWTaiwan$860M-1%-8%8%12.6×14.9%-2.6%
Zhongtong Bus 000957.SZChina$857M-18%+6%6%11.6×-16.1%+10.7%
Olectra Greentech OLECTRA.NSIndia$891M-19%+38%12%23.7×n/an/a
Zhejiang Qianjiang Motorcycle 000913.SZChina$896M-16%0%2%17.2×n/an/a
Shanghai New Power Automotive Technology 600841.SSChina$914M-39%+15%-5%19.5×2.1%-23.6%
Breton Technology 1333.HKHong Kong$915M+5%+16%-24%n/an/an/a
SML Mahindra SMLMAH.NSIndia$806M+35%+22%7%n/a23.6%+36.9%
Kuen Tong Technology 7965.TWOTaiwan$796Mn/an/an/an/an/an/a
Haima Automobile 000572.SZChina$792M-43%-48%-27%n/an/an/a
Hanma Technology 600375.SSChina$786M-39%+38%0%n/a11.1%+0.5%
IAT Automobile Technology 300825.SZChina$786M+9%+7%-8%538.0×n/an/a
Polestar Automotive Holding UK PLC Sponsored ADR PSNYUnited States$778M-79%+18%-47%n/an/an/a
Xiamen King Long Motor 600686.SSChina$967M-42%-3%2%9.1×-1.1%+12.0%
Dometic DOM.STSweden$755M-29%-6%-13%11.4×3.4%+5.4%
Nissan Shatai 7222.TJapan$747M-4%+15%4%n/an/an/a
Luyuan Group Holding (Cayman) 2451.HKHong Kong$722M+24%-3%1%26.3×n/an/a
Giant Manufacturing 9921.TWTaiwan$1.06B+29%-15%2%18.1×1.3%-3.0%

Questions

Which companies are Aebi Schmidt's closest peers?
The cockpit's peer set: China Motor (2204.TW), Guangdong Lvtong New Energy Electric Vehicle Tech (301322.SZ), Piaggio & C (PIA.MI), Yulon Motor (2201.TW), Zhongtong Bus (000957.SZ), Olectra Greentech (OLECTRA.NS), Zhejiang Qianjiang Motorcycle (000913.SZ), Shanghai New Power Automotive Technology (600841.SS).
Is Aebi Schmidt expensive compared with its peers?
On forward p/e it trades at 11.3× against a peer median of 17.1×, 3rd cheapest of 13 in its peer set.
How has Aebi Schmidt stock performed?
Over six months to 6 Nov 2026 the shares returned -3.0% against -3.5% for the median peer; over one year +1.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.