Aebi Schmidt Holding AG

NasdaqGS:AEBI Stock Report

Market Cap: US$937.0m

Aebi Schmidt Holding Management

Management criteria checks 2/4

Aebi Schmidt Holding's CEO is Barend Fruithof, appointed in Jan 2017, has a tenure of 9.5 years. total yearly compensation is $2.90M, comprised of 34.7% salary and 65.3% bonuses, including company stock and options. directly owns 2.38% of the company’s shares, worth $22.29M. The average tenure of the management team and the board of directors is 2.3 years and 2.3 years respectively.

Key information

Barend Fruithof

Chief executive officer

US$2.9m

Total compensation

CEO salary percentage34.67%
CEO tenure9.5yrs
CEO ownership2.4%
Management average tenure2.3yrs
Board average tenure2.3yrs

Recent management updates

Recent updates

Seeking Alpha May 24

Aebi Schmidt: Correct Estimation Of The Lack Of Upside In 2026

Summary Aebi Schmidt remains a niche industrial player with solid fundamentals but significant leverage and low yield, justifying my continued conservative stance. Despite 1Q26 results exceeding expectations—orders up 23%, net sales up 8%, and EBITDA up 5%—AEBI's net income remains weak, limiting share price upside. At $12/share, AEBI's valuation (EV/EBITDA 7x) is fair, but higher price targets require aggressive assumptions on backlog execution and margin expansion. I maintain a 'HOLD' rating, citing high leverage, speculative growth, and insufficient risk/reward for market-beating upside above $12/share. Read the full article on Seeking Alpha
Analysis Article May 22

Investors Can Find Comfort In Aebi Schmidt Holding's (NASDAQ:AEBI) Earnings Quality

The market was pleased with the recent earnings report from Aebi Schmidt Holding AG ( NASDAQ:AEBI ), despite the profit...
New Narrative Mar 26

Record Order Backlog And Synergies Will Support Multi Year Earnings Upside

Catalysts About Aebi Schmidt Holding Aebi Schmidt Holding supplies equipment, vehicles and services for airport, municipal, commercial and agricultural applications. What are the underlying business or industry changes driving this perspective?

CEO Compensation Analysis

How has Barend Fruithof's remuneration changed compared to Aebi Schmidt Holding's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$8m

Dec 31 2025US$3mUS$1m

US$10m

Sep 30 2025n/an/a

US$10m

Jun 30 2025n/an/a

US$14m

Mar 31 2025n/an/a

US$24m

Dec 31 2024US$2mUS$864k

US$31m

Compensation vs Market: Barend's total compensation ($USD2.90M) is about average for companies of similar size in the US market ($USD3.54M).

Compensation vs Earnings: Barend's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Barend Fruithof (59 yo)

9.5yrs
Tenure
US$2,898,741
Compensation

Mr. Barend Fruithof is Director of SoftwareOne Holding AG from May 22, 2026. Mr. Fruithof is Group Chief Executive Officer of Aebi Schmidt Holding AG from 2017 and served as its Vice Chairman since JUly 01...


Leadership Team

NamePositionTenureCompensationOwnership
Barend Fruithof
Chairman & Group CEO9.5yrsUS$2.90m2.38%
$ 22.3m
Marco Portmann
Group Chief Financial Officer1.3yrsUS$972.27k0.039%
$ 362.7k
Steffen Schewerda
President of Vehicle Solutions & CEO North America5.5yrsUS$1.45m0.097%
$ 911.3k
Thomas Schenkirsch
Chief Group Services & Deputy CEO3.8yrsUS$1.07m0.13%
$ 1.3m
Henning Schroeder
Chief Executive Officer of Europe & Rest of the Worldno dataUS$742.28k0.079%
$ 737.5k
Joel Meury
Group Controller & Head of Group Accountingno datano data0.00065%
$ 6.1k
Simone Grancini
Director of Investor Relationsno datano datano data
Jacob Farmer
President of Commercial & Fleet and Deputy CEO of North America1yrno data0.054%
$ 502.4k
Stefan Kaltenbach
Chief of Supply Chain1yrno data0.014%
$ 130.0k
Marcus Scherer
Chief of Engineering2.3yrsno data0.028%
$ 265.9k
2.3yrs
Average Tenure
50yo
Average Age

Experienced Management: AEBI's management team is considered experienced (2.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Barend Fruithof
Chairman & Group CEO1yrUS$2.90m2.38%
$ 22.3m
Michael Dinkins
Independent Director1yrUS$47.00k0.064%
$ 597.1k
Terri Pizzuto
Independent Vice Chairman1yrUS$47.00k0.064%
$ 604.0k
Angela Freeman
Independent Director1yrUS$47.00k0.075%
$ 700.3k
Andreas Rickenbacher
Lead Independent Director9.6yrsUS$177.88k0.15%
$ 1.4m
Patrick Schaub
Independent Director4.5yrsUS$165.00k0.075%
$ 704.8k
Martin Ritter
Director4.5yrsUS$138.06k0.064%
$ 602.4k
Daniela Spuhler-Hoffman
Director3.5yrsUS$152.19k0.039%
$ 361.6k
2.3yrs
Average Tenure
58yo
Average Age

Experienced Board: AEBI's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 15:25
End of Day Share Price 2026/07/06 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Aebi Schmidt Holding AG is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gregory LewisBTIG
null nullD.A. Davidson & Co.
Michael ShliskyD.A. Davidson & Co.