insiders

The AEBI Bear Case Has a Hole In It — Here's the Backlog

Aebi Schmidt is getting treated like a low-quality industrial with thin earnings, but that narrative misses the one number that matters right now: a $1.3 billion backlog growing 23% year over year. Add a cluster of insider buying and reaffirmed 2026 guidance, and the setup still leans bullish despite messy trailing profits.