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Albany International (AII) AI Stock Analysis

DE:AII

Albany International

(Frankfurt:AII)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
CH-53K Risk ReductionThe amended CH-53K agreement improves the economics of an important aerospace program, reduces uncertainty around the Salt Lake City facility, and supports positive cash flow from 2027. This strengthens program durability and provides a more stable base for future engineered-composites growth.
Negative Factors
Machine Clothing DeclineThe Machine Clothing segment faces sustained volume pressure from customer consolidation, while publication-grade demand also has a long-term secular decline. Even with strong market share and margins, lower end-market volumes could constrain segment growth and reduce its contribution to consolidated results.

Albany International (AII) vs. iShares MSCI Germany ETF (EWG)

-30%-20%-10%0%10%20%30%40%50%DE:AII+23.29%EWG+5.90%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
EUR 1.90B
Dividend Yield
1.68%
Average Volume (3M)
46
Price to Earnings (P/E)
21.5
Beta (1Y)
0.57
Revenue Growth
8.40%
EPS Growth
―
Country
Germany
Employees
5,700
Sector
Consumer Cyclical
Sector Strength
61
Industry
Manufacturing - Textiles

Albany International Business Overview & Revenue Model

Company Description

Albany International Corp., along with its various subsidiaries, specializes in the realm of textile and advanced materials processing. The company's operations are distinctly divided into two primary segments: Machine Clothing (MC) and Albany Engine...

Albany International Earnings Call Summary

Earnings Call Date:Oct 27, 2026(Q3-2026)|% Change Since:3.60%|Next Earnings Date:Mar 01, 2027
Earnings Call SentimentPositive

The call was strongly positive overall. The company reported record revenue, a significant recovery in profitability, improved cash generation, reduced program risk following the CH-53K agreement, strong Engineered Composites growth, and expanding aerospace, defense, missile, and hypersonics opportunities. Lowlights were concentrated in the declining Machine Clothing business, regional demand softness, limited China visibility, and the presence of significant contract-related and other discrete items in quarterly results.

Positive Updates

Record Quarterly Revenue
Third-quarter consolidated revenue increased 34% year over year to $349.5 million, a record high quarterly revenue for the company. Growth was primarily driven by higher activity in Engineered Composites, production-rate increases across key aerospace and defense programs, and approximately $12 million related to the renegotiated CH-53K contract.

Negative Updates

Machine Clothing Revenue Decline
Machine Clothing revenue was modestly below the prior year, primarily due to anticipated weakness in the Americas related to customer consolidations. The company continues to expect full-year Machine Clothing revenue to be slightly down compared with 2025.

Company Guidance

Management expects full year machine clothing revenue to be slightly down compared to 2025 and engineered composites to deliver continued year over year growth; fourth-quarter 2026 consolidated revenue is expected in the range of $325 million to $335 million, adjusted EPS in the range of $0.65 to $0.75 per diluted share, and an effective tax rate of approximately 29.5%. In engineered composites, 12.5% should be a reasonable approximation through the fourth quarter and the beginning of 2027, with the goal of being in the mid teens in this business as we exit 2027, while additional margin expansion is expected beginning in the second half of 27. Machine Clothing volume is expected to be caught up by year end, missile opportunities are expected to impact 2027 and 2028, and fourth-quarter cash flow may be consistent with what we have seen in Q3 or near that.

Albany International Risk Analysis

Albany International disclosed 39 risk factors in its most recent earnings report. Albany International reported the most risks in the "Finance & Corporate" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Albany International Peers Comparison

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

DE:AII against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
Sector *61Neutral$18.38B12.79-2.54%3.03%1.52%-15.83%
CULPCULP60Neutral$44.19M-10.84-7.76%―-0.30%67.07%
THRMTHRM54Neutral$1.63B103.981.25%―8.79%-70.33%
UFIUFI53Neutral$109.67M-7.20-6.58%―-6.45%37.31%
ADNTADNT47Neutral$1.29B27.822.77%―4.98%―
MBCMBC46Neutral$1.48B-10.52-6.44%―-0.01%-192.77%

* Consumer Cyclical Sector Average

Performance Comparison

-50%0%50%DE:AIIUFITHRMCULPADNTMBCDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
DE:AII and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:AIIAlbany International Corp.57.5010.4722.26%
UFIUnifi Inc5.901.5134.40%
THRMGentherm Inc30.95-3.62-10.48%
CULPCulp, Inc3.47-0.54-13.47%
ADNTAdient plc16.69-7.30-30.43%
MBCMasterBrand Inc7.26-5.37-42.52%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.