Stonegate Capital Partners Initiates Coverage on Aebi Schmidt Holding AG (NASDAQ: AEBI)

<p class='reportable-dateline'><strong>DALLAS, TX -- JULY 9, 2026</strong></p><p class='reportable-excerpt'>DALLAS, TX -- July 9, 2026 -- Aebi Schmidt Holding AG (NASDAQ: AEBI): Stonegate Capital Partners Initiates Coverage on Aebi Schmidt Holding AG (NASDAQ: AEBI). AEBI’s 1Q26 sales line was muted, but not because demand softened. Reported sales were $456M, roughly flat on the Company’s combined basis, while like-for-like sales increased 7% excluding Blue Arc. The quarter followed AEBI’s normal seasonal cadence, with order intake up 9% to $508M and backlog reaching $1.26B, up 23% y/y. Management expects backlog conversion to become more visible in 2Q26 and through the second half, especially in North America walk-in vans. Adjusted EBITDA increased 6% to $33.1M, with margin up 40 bps to 7.3%, driven by Europe margin improvement while North America absorbed ramp costs ahead of expected conversion.</p><p>To view the full announcement, including downloadable images, bios, and more, <a href='https://stonegateinc.reportablenews.com/pr/stonegate-initiates-coverage-on-aebi-schmidt-holding-ag-nasdaq-aebi' class='reportable-link'>click here</a>.</p><div class='reportable-key-takeaways'><h3>Key Takeaways:</h3><ul><li>1Q26 softness reflects revenue timing, not demand erosion, with comparable sales up 7%, orders up 9%, and backlog at $1.26B.</li><li>North America remains the primary post-Shyft value driver, supported by walk-in van conversion, throughput gains, and aftermarket mix expansion.</li><li>Execution is centered on converting backlog into EBITDA, working capital release, and leverage reduction toward management’s ≤2.0x year-end target.</li></ul></div><a href='https://stonegateinc.reportablenews.com/pr/stonegate-initiates-coverage-on-aebi-schmidt-holding-ag-nasdaq-aebi'><img src='https://cdn.filestackcontent.com/Vl7gSY53QNquI2eCiHqr' class='reportable-featured-image' /><p align='center'><i>Click image above to view full announcement.</i></p></a><hr class='company-boilerplate-rule' style='border: 0; border-top: 1px solid rgba(0,0,0,0.1);'><p class='company-boilerplate'><p><strong>About Stonegate</strong></p><p>Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.</p></p><div class='reportable-contacts'><h3>Contacts:</h3><p class='reportable-contact'>Stonegate Capital Partners<br>(214) 987-4121 <br><a href='mailto:info@stonegateinc.com'>info@stonegateinc.com</a></p></div><p>Source: <a href='https://stonegateinc.reportablenews.com/'>Stonegate, Inc.</a></p><p>Distributed by: <a href='https://reportablenews.com'>Reportable, Inc.</a></p>