Albany International

AIN · NYSE

$64.43+$3.46 (+5.67%)TodayMarket closed ·
Prev close $60.97

AIN analyst rating

HoldConsensus of 3 analysts over the last 12 months. 0% rate it a buy.
  • Strong buy0
  • Buy0
  • Hold3
  • Underperform0
  • Sell0

12-month price target · 4 analysts

Average $69.36 (+7.7% upside)

Low
$61.61
Now
$64.43
High
$78.75

Upgrades and downgrades

The latest rating actions, newest first

AIN analyst upgrades, downgrades and rating actions
FirmDateActionRating
JP MorganOct 9, 2026MaintainsNeutral
BairdSep 3, 2026MaintainsNeutral
Truist SecuritiesJun 12, 2026MaintainsHold
JP MorganJan 16, 2026MaintainsNeutral
Truist SecuritiesNov 7, 2025MaintainsHold

The case for and against

Updated Mar 20, 2025

Bull case

Albany International Corp reported a robust 9.4% year-over-year increase in machine clothing revenues, totaling $183 million, primarily driven by the Heimback acquisition, despite total revenues of $298 million, which grew 6.1% year-over-year but fell short of expectations. The company's exposure to the LEAP engine positions it favorably within the narrow-body aircraft market, particularly as demand for A320NEO and 737 MAX aircraft is anticipated to rise. Management's confidence in sustained performance is supported by a strong backlog and growth in higher-margin aerospace programs, indicating potential for continued revenue generation in the future.

Bear case

Albany International Corp has experienced a significant decline in its financial performance, largely attributed to broad demand weakness in Europe and challenges associated with the integration of a new SAP system, which has delayed revenue recognition until the fourth quarter. The consolidated adjusted EBITDA margin has contracted by 510 basis points year-over-year, primarily due to a drastic 1620 basis point decline in the Albany engineered composites (AEC) segment's margins, overshadowing modest improvements in the machine clothing segment. Furthermore, unexpected charges and potential reductions in program demand, particularly concerning the CH-53K and Gulfstream contracts, along with general economic slowdown risks, contribute to a cautious outlook on future revenue growth and margin expansions.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.