Albany Sees Q1 Revenue of $275M-$285M
Sees Q1 revenue $275M-$285M, consensus $261.32M. Sees Q1 effective tax rate 27%. Kleveland continued, "Our strong balance sheet continues to support Albany's culture of innovation, as we develop advanced materials with broad and expanding applications in both Machine Clothing and Engineered Composites. In Machine Clothing, where our service model, quality, and product performance differentiate us in the market, we are applying our technologies to explore new markets and applications. In Engineered Composites we have several key opportunities in negotiations that will leverage our 3D woven, braiding, and out-of-autoclave technologies across a number of strategic Commercial Aerospace, Defense, and Advanced Air Mobility (AAM) platforms. With 2026 now underway, we remain confident that our culture of innovation will drive new customer solutions and chart a strong path for future growth."
Trade with 70% Backtested Accuracy
Analyst Views on AIN
About AIN
About the author

- Contract Award: Albany Engineered Composites (AEC) has secured a long-term contract with Pratt & Whitney to produce composite structural components for the commercial aviation GTF™ engine, marking a significant milestone in AEC's aerospace endeavors.
- Production Capacity Boost: This contract represents AEC's first volume production program with Pratt & Whitney, showcasing the company's ability to deliver high-precision composite structures consistently, which is expected to enhance its competitive position in the market.
- Clear Strategic Goals: AEC's Vice President Jeff Daniel emphasized that the company's strategy is to perform well for Pratt & Whitney and achieve growth, a focus that will drive AEC's further expansion in the aerospace sector.
- Industry-Wide Impact: AEC's composite solutions are set to enhance the performance of next-generation aircraft while improving fuel efficiency and environmental sustainability, aligning with the aerospace industry's increasing emphasis on sustainable practices.
- Industry Recovery: The industrial sector has achieved a 12.4% return over the past six months, outperforming the S&P 500 by 7.4 percentage points, indicating a positive shift in the economic cycle that may present new opportunities for investors.
- Albany Stock Risks: Albany (AIN) has only seen a 1.5% annual revenue growth over the past two years, lagging behind peers, while its free cash flow margin has dropped by 10.7 percentage points, suggesting increased capital intensity and value destruction from management's investments; its current stock price is $56.48 with a forward P/E ratio of 23.1.
- Sunrun Operational Challenges: Sunrun (RUN) is experiencing historical operating margin losses, indicating an inefficient cost structure, and its net debt-to-EBITDA ratio of 23x suggests over-leverage, increasing the risk of shareholder dilution; the stock trades at $12.88 with a forward P/E of 30.3.
- Woodward Stock Outlook: Woodward (WWD) has demonstrated a robust 10.9% annual revenue growth over the last two years, indicating market share gains, while operating profits and efficiency have improved due to fixed cost leverage, with an impressive EPS compounded growth rate of 29.4% over the past two years; the stock is priced at $365.22 with a forward P/E of 41.2.
- Albany Company Risks: Albany (NYSE:AIN) has seen only 1.5% annual revenue growth over the past two years, significantly lagging behind its industrial peers, and its free cash flow margin has declined by 10.7 percentage points over the last five years, indicating that high investments to maintain market position have not translated into sustainable growth.
- Strategic Company Dilemma: Strategy (NASDAQ:MSTR) reported a staggering -1,141% GAAP operating margin over the past 12 months, as its core analytics software has been overshadowed by its Bitcoin investment strategy, leading to neglect in product innovation and enterprise deals, while its debt-financed Bitcoin purchases tie shareholder fortunes to crypto volatility, amplifying downside risks.
- Supernus Pharmaceuticals Challenges: Supernus Pharmaceuticals (NASDAQ:SUPN) has only achieved 5.6% annual revenue growth over the past five years, falling short of healthcare sector standards, and its free cash flow margin has dropped by 14.4 percentage points during this period, indicating increased capital intensity amid rising competition, making it difficult to compete with larger rivals.
- Market Disparity Intensifies: The current market is rapidly differentiating quality stocks from overpriced ones, with AI technology swiftly transforming entire sectors, prompting investors to focus on rigorously vetted quality companies to navigate the fast-evolving market landscape.
- Safety Culture Recognition: Albany Engineered Composites has been named one of America's Safest Companies by EHS Today, reflecting the company's world-class performance in environmental, health, and safety (EHS) practices, which enhances employee safety awareness and responsibility, thereby improving overall production efficiency.
- High-Standard Certifications: The company maintains ISO 14001 and ISO 45001 certifications, indicating a mature approach to environmental and safety management systems that ensures effective risk management and continuous improvement in aerospace manufacturing environments, further solidifying its market position.
- Industry Leadership: The honor of being recognized as one of America's Safest Companies underscores AEC's leadership in the aerospace sector, supporting high-rate production of advanced composite structures for commercial and military aircraft, missiles, and other high-demand products, enhancing reliability in complex composite hardware delivery.
- Employee Engagement and Training: AEC's safety culture emphasizes active employee engagement and innovative hazard prevention measures, ensuring that injury and illness rates are below industry averages, which improves the work environment and overall productivity.
- Albany's Revenue Highlights: Albany (NYSE:AIN) reported Q4 revenues of $321.2 million, reflecting a 12% year-over-year increase that exceeded analyst expectations by 9.9%, indicating strong market competitiveness.
- EBITDA and EPS Miss: Despite the positive revenue results, Albany fell short of analyst expectations for both EBITDA and EPS, highlighting challenges in profitability that may affect investor confidence moving forward.
- Strategic Review Underway: Albany is conducting a strategic review of its structures assembly business and associated production site in Salt Lake City, aiming to optimize its aerospace portfolio to align with strategic priorities and pursue growth opportunities.
- Stock Performance Decline: Since the earnings report, Albany's stock has declined by 9.8%, currently trading at $52.27, reflecting market concerns regarding the company's future outlook.
- Official Partnership: Albany International has been named the official partner for World Engineering Day 2026, highlighting its leadership in materials science and driving a revolution in sustainable and innovative fabrics, which is expected to enhance the company's influence in the global engineering community.
- Event Launch: The celebrations for World Engineering Day 2026 kicked off on March 4, 2026, in Jakarta, Indonesia, marking the beginning of a year-long campaign of events, films, and news, with this year's theme focusing on 'Smart engineering for a sustainable future through innovation and digitalization.'
- Global Engineering Organization: World Engineering Day is operated by the World Federation of Engineering Organisations (WFEO), representing over 30 million engineers, providing a platform for collaboration among governments, educators, and industry leaders to raise awareness of the importance of engineering, which is expected to drive related policy development.
- Company Background: Albany International, headquartered in Portsmouth, New Hampshire, operates 25 facilities and employs approximately 5,700 people, as a leading developer in materials science, its innovative products in paper and aerospace applications are set to further solidify its market position.









