Albany International Corp. (AIN)
NYSEIndustrialsManufacturing - TextilesSnapshot 2026-09-04
$62.43-0.26%
Close 2026-09-04 · 1-day change
NYSEIndustrialsManufacturing - TextilesSnapshot 2026-09-04
Broken: Primary pillar broken — EPS maintains guidance of $0.7 to $0.8 in 2026-Q2: EPS $0.60-$0.70 vs $0.70.
Albany International aims to grow revenue to about $335-$345 million in 2026-Q2. EPS guidance targets $0.7 to $0.8 per share for the same quarter. The company showed revenue growth from $288.77M in 2025-Q1 to $311.33M in 2026-Q1. Profitability is improving after prior losses.
The company remains loss-making with mixed EPS progress. Profit margins are low, guided gross margin is only 15-20%. Revenue growth is modest and guidance is soft. The sector faces headwinds, and valuation is elevated with a PE of 29.1.
The price is about 18% above our fair value near $63. Analysts expect about 4% revenue growth. Our view is cautious given the soft guidance and mixed execution.
Breaks if: EPS falls below $0.7 in 2026-Q2
Maintain adjusted EPS guidance for the second quarter of 2026 between $0.60 and $0.70.
Stated as a priority in 3 of last 3 quarters. Diluted EPS increased from $0.54 in 2026-Q1 to $0.61 in 2026-Q2. Management raised adjusted EPS guidance for 2026-Q3 from $0.60-$0.70 to $1.40-$1.50, indicating delivery and upward revision on EPS expectations.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a stable company with a long-term thesis that is currently in a mixed state. AIN operates in the industrials sector, which faces headwinds, but has shown some positive recent financial performance.
The market appears to price AIN as relatively cheap compared to peers, with a slight expectations gap indicating that investors may not fully anticipate future challenges. The valuation reflects a low fragility tier, suggesting that the stock is not overly sensitive to negative news.
Management has shown stability in their priorities, with revenue and EPS guidance being maintained and even raised recently. However, there is a moderate risk of missing expectations due to the company's history in a high-miss-rate industry.
The future performance of AIN hinges on the guidance provided in upcoming earnings calls, particularly regarding revenue and EPS. Additionally, the performance of sector bellwethers like BA, CAT, and UNP will be crucial, as their results could either support or undermine AIN's position.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The amended contract supports the CH-53K program execution. This outcome reinforces the strategic review and retains the Amelia Earhart Drive facility. There are no new threats impacting the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted EPS increased from prior guidance of $0.60 to $0.70 to between $1.40 and $1.50.”
“We expect to see this strength continue as implied by our guidance ...”
“Adjusted EPS between $0.50 and $0.60.”
Breaks if: Gross margin falls below 15% in FY25
Breaks if: Revenue falls below $335 million in 2026-Q2
Maintain and increase consolidated net revenue guidance for the second quarter of 2026 between $320 million and $330 million.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $311.3 million in 2026-Q1 to $329.5 million in 2026-Q2. Management maintained consolidated net revenue guidance for 2026-Q3 at $320 million to $330 million, reflecting delivery on this growth priority.
“Consolidated net revenue outlook remains unchanged at between $320 million and $330 million.”
“We expect to see this strength continue as implied by our guidance ...”
“Outlook for the First Quarter of 2026 Consolidated revenue between $275 million and $285 million.”
Over the next 1 to 3 years, AIN's performance will depend on effective management execution and broader sector trends. Not investment advice.