Albany International has missed earnings estimates in three of the last four quarters, carries below-floor business quality, and trades at an overbought level near a 52-week high with effectively no upside to the near-term target — the risk/reward is unfavorable and the fundamental setup does not support the current price.
Thesis pillars
- Persistent Earnings Misses→Stable
- Below Floor Business Quality→Stable
- Extreme Implied Volatility→Stable
- +1 more pillar — see the Why tab for full reasoning
Albany International Corporatio (AIN) Stock Analysis
Range Bound setup
Consumer Cyclical · Textile Manufacturing
Sell if holding. Engine safety override at $73.39: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: Below-average business quality; Negative price momentum.
Albany International Corp. is a global manufacturer of engineered fabrics and advanced composite components operating through two segments: Machine Clothing, the world's leading producer of paper machine clothing ($708.1 million in 2025 net revenue), and Albany Engineered... Read more
Sell if holding. Engine safety override at $73.39: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: RSI 60 mid-range, Bollinger mid-band. Score 4.6/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 33d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
About Albany International Corporatio
About Albany International Corporatio
Albany International generated $1,182.8 million in consolidated net revenue in 2025 across two segments: Machine Clothing ($708.1 million), the world's leading producer of custom paper machine clothing consumable fabrics and belts, and Albany Engineered Composites (AEC, $474.7 million), which manufactures composite fan blades and cases for CFM International's LEAP engine under an exclusive long-term contract through its Albany Safran Composites joint venture. SAFRAN, AEC's largest customer, accounted for approximately 15% of Albany's total 2025 net revenue, and U.S. government contracts made up roughly 35% of AEC segment revenue.
Within Machine Clothing, paper machine clothing (PMC) - custom, consumable forming, pressing and drying fabrics and process belts replaced regularly as they wear out - generates more than 80% of segment revenue, with the remaining share from Engineered Fabric products sold into nonwovens, fiber cement and other industrial markets; no single MC customer accounts for as much as 10% of segment revenue. AEC's revenue extends beyond the LEAP engine program to include the CH-53K helicopter, F-35 fighter jet, JASSM missile, Boeing 787 vacuum waste tanks, the GE9X engine fan case, and the Beta Alia advanced air mobility aircraft. Both segments depend on raw materials derived from petroleum: Machine Clothing sources polymer monofilaments and fibers from multiple suppliers, producing about 20% of its own worldwide monofilament needs in-house, while AEC's carbon fiber and carbon resin for the LEAP program are single-sourced through supply agreements mandated by SAFRAN, leaving limited ability to qualify alternative vendors without lengthy requalification.
Show full overview
AEC's growth and reliability both hinge on a single counterparty relationship: SAFRAN is simultaneously AEC's largest customer at approximately 15% of consolidated revenue, a 10% noncontrolling owner of the Albany Safran Composites joint venture that makes LEAP fan blades and cases, and the entity that mandates AEC's single-source carbon fiber and resin suppliers for that same program. The 10-K notes LEAP-related revenue previously peaked above $210 million in 2019 before falling sharply amid Boeing production issues and the pandemic, illustrating how a single customer's program disruptions can swing AEC's results independent of Albany's own execution, a risk not diversified away by the segment's other programs such as the F-35 and CH-53K.
See also: Consumer Cyclical · Textile Manufacturing
From Albany International Corporatio's most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-07-06Recent Developments — Albany International Corporatio
Latest news
- NEWS Truist Securities Maintains Hold on Albany International, Raises Price Target to $61 — benzinga Jun 12, 2026 positive
- NEWS Albany Intl Q1 2026 Earnings Call Transcript — benzinga Apr 30, 2026 positive
- NEWS Albany International Sees Q2 Adj EPS $0.70-$0.80 vs $0.64 Est; Sees Sales $335.000M-$345.000M vs $304.000M Est — benzinga Apr 30, 2026 positive
- NEWS Earnings Scheduled For April 30, 2026 — benzinga Apr 30, 2026 neutral
- NEWS Albany Engineered Composites Awarded Pratt & Whitney Contract To Manufacture Composite Structural Engine Components For — benzinga Apr 29, 2026 positive
Generated 2026-07-06T06:30:27Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomerSAFRAN15%10-K Item 1: 'AEC's largest aerospace customer is SAFRAN and sales to SAFRAN (consisting primarily of fan blades and cases for CFM's LEAP engine) accounted for approximately 15% of the Company's consolidated net revenues in 2025.'
- MEDIUMCustomerU.S. government contracts (AEC segment)35%10-K Item 1: 'In 2025, approximately 35% of the AEC segment's revenues were related to U.S. government contracts or programs.'
- HIGHProductPaper Machine Clothing (PMC) products (MC segment)80%10-K Item 1: 'PMC product revenues accounted for more than 80% of MC's segment Net revenues.'
- HIGHSuppliercarbon fiber and carbon resin for the LEAP program10-K Item 1A: 'AEC currently relies on single suppliers under contracts we have with SAFRAN to meet the carbon fiber and carbon resin requirements for the LEAP program.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
4 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $73.39: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: RSI 60 mid-range, Bollinger mid-band. Prior stop was $68.87. Score 4.6/10, moderate confidence.
Take-profit target: $75.03 (+2.2% upside). Prior stop was $68.87. Stop-loss: $68.87.
Concentration risk — Product: Paper Machine Clothing (PMC) products (MC segment) (80.0%); Concentration risk — Supplier: carbon fiber and carbon resin for the LEAP program; Target reached (-32.1% upside).
Albany International Corporatio trades at a P/E of N/A (forward 23.6). TrendMatrix value score: 5.5/10. Verdict: Sell.
11 analysts cover AIN with a consensus score of 2.4/5. Average price target: $59.
What does Albany International Corporatio do?Albany International Corp. is a global manufacturer of engineered fabrics and advanced composite components operating...
Albany International Corp. is a global manufacturer of engineered fabrics and advanced composite components operating through two segments: Machine Clothing, the world's leading producer of paper machine clothing ($708.1 million in 2025 net revenue), and Albany Engineered Composites (AEC), maker of aerospace and defense components including the exclusive fan blades and cases for CFM's LEAP engine ($474.7 million in 2025 net revenue). SAFRAN, AEC's largest customer and a 10% owner of their joint venture, accounted for approximately 15% of Albany's 2025 consolidated net revenue, while U.S. gover