NYSE$AIN

Albany International Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Albany reported fourth quarter 2025 net income of 13998000 on revenue of 321206000, with improved Adjusted EBITDA and margin expansion in Engineered Composites.

Albany delivered Q4 2025 revenue growth of 12.0% year over year to 321206000, with operating income of 29871000 and net income of 13998000. Adjusted EBITDA increased to 57301000, driven by strong performance in Engineered Composites.

  • Revenue increased to 321206000 from 286905000 year over year.
  • Operating income rose to 29871000, up from 24306000.
  • Adjusted EBITDA grew to 57301000 with margin of 17.8%.
  • Engineered Composites revenue increased 43.1% excluding currency impacts.

Headline financials

Total Revenue

$321M

Previous: $287M+12.0%
EPS (adj)

$0.65

Previous: $0.58+12.1%
Adjusted EBITDA

$57.3M

No prior period
Adjusted EBITDA Margin

17.8%

No prior period
Effective Tax Rate

39.3%

No prior period
Gross Profit Margin

31.1%

No prior period
Net Debt

$343M

No prior period
Net Income

$14M

Previous: $17.7M-21.1%
Operating Income

$29.9M

Previous: $24.3M+22.9%
Gross Profit

$99.9M

Previous: $90.3M+10.6%

Revenue & EPS history

Albany · Revenue · Quarterly

$321M

Q4 2025+12%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Albany · $154M total across 1 segment · Q3 2021

  • Machine Clothing
    $154M+11.1%

Forward guidance

For Q1 2026, Albany expects consolidated revenue between 275000000 and 285000000 and Adjusted EPS between 0.50 and 0.60, with an effective tax rate of 27.0%.

Tailwinds

  • Expected Q1 revenue between 275000000 and 285000000.
  • Machine Clothing revenue guidance between 160000000 and 165000000.
  • Engineered Composites revenue guidance between 115000000 and 120000000.
  • Adjusted EPS expected between 0.50 and 0.60.
  • First quarter effective tax rate projected at 27.0%.

Headwinds

  • Machine Clothing facing continued softness in Asia markets.
  • Higher effective tax rate in Q4 impacted net income.
  • Strategic review of structures assembly business underway.
  • AEC margin still below Machine Clothing levels.
  • Exposure to aerospace program timing and ramp risks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.3%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+3.4%

Avg return

30 days after

46%

31 / 68 earnings

Positive

+19.1%

Q3 2015

Best reaction

-12.5%

Q1 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%+0.8%+11.2%
Q4 2025-1.6%-0.5%-10.0%
Q3 2025-1.0%-16.5%-9.1%
Q1 2025-5.4%-3.2%+0.5%
Q4 2024-6.4%-9.3%-12.0%
Q3 2024-5.2%-1.9%+15.7%
Q2 2024+3.6%+5.5%+2.4%
Q1 2024-9.0%-3.4%-2.7%
Q4 2023+3.3%+2.6%+5.5%
Q3 2023-2.3%-5.1%-0.3%
Q2 2023-0.4%+2.0%-0.7%
Q1 2023-5.2%+0.2%-5.4%
Q4 2022-3.8%-4.7%-17.8%
Q3 2022+1.0%+4.3%+17.2%
Q2 2022+5.3%+12.2%+14.1%
Q1 2022-7.7%-5.9%-1.2%
Q4 2021+0.6%-0.1%-1.9%
Q3 2021+1.8%-0.6%+8.2%
Q2 2021+4.9%+5.8%-3.7%
Q1 2021+2.2%+1.5%-2.6%
Q4 2020-5.0%-2.6%+13.8%
Q3 2020-5.5%+1.3%+35.1%
Q2 2020-5.4%-4.1%+3.8%
Q1 2020-0.6%-0.8%+17.2%
Q4 2019+2.5%+3.2%-19.7%
Q3 2019+1.0%+4.2%+3.1%
Q2 2019+9.1%+6.9%+4.6%
Q1 2019+5.4%+8.4%-5.6%
Q4 2018+5.8%+8.6%+5.0%
Q3 2018+6.4%+7.5%+8.8%
Q2 2018+15.8%+17.3%+19.5%
Q1 2018+4.2%+3.4%+9.5%
Q4 2017+3.3%+0.8%+2.7%
Q3 2017+4.1%+1.9%+12.5%
Q2 2017-5.4%-2.5%+0.2%
Q1 2017-2.1%-1.9%+4.4%
Q4 2016+0.7%+0.0%-5.6%
Q3 2016-3.2%-2.6%+16.6%
Q2 2016-3.1%+1.7%+0.0%
Q1 2016-3.4%
Q4 2015+11.7%
Q3 2015+19.1%
Q2 2015-5.0%
Q1 2015-1.4%
Q4 2014-1.3%
Q3 2014-0.8%
Q2 2014+3.5%
Q1 2014-0.9%
Q4 2013+1.5%
Q3 2013-3.0%
Q2 2013-0.7%
Q1 2013+0.3%
Q4 2012+3.8%
Q3 2012+4.4%
Q2 2012+10.8%
Q1 2012-12.5%
Q1 2009-3.1%
Q2 2009-3.1%
Q3 2009-3.1%
Q2 2011-3.1%
Q4 2009-3.1%
Q4 2011-3.1%
Q3 2010-1.0%
Q3 2011-1.0%
Q2 2010-8.6%
Q1 2010+7.3%
Q4 2010+7.3%
Q1 2011+7.3%

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