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↑Improving
- Below Floor Business Quality→Stable
- Extreme Implied Volatility↑Improving
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 27, 2026
Albany International Corporatio (AIN) Stock Analysis
Momentum Cont setup
Consumer Cyclical · Textile Manufacturing
Sell if holding. Engine safety override at $62.47: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Elevated put/call ratio: 1.60; Below-average business quality.
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 $62.47: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Elevated put/call ratio: 1.60; Below-average business quality. Chart setup: Trend continuation, RSI 63, MACD bullish. Score 5.4/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on 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 2026-10-29Recent Developments — Albany International Corporatio
Latest news
- NEWS Albany Engineered Composites Partners to Develop Next-Generation Bobsled Cowlings — fiscal.ai Oct 28, 2026 neutral
- NEWS Albany Intl Q3 Adj. EPS $1.68 Beats $1.48 Estimate, Sales $349.539M Beat $326.123M Estimate — benzinga Oct 28, 2026 positive
- NEWS Albany International Affirms Q4 Adj EPS Guidance of $0.65-$0.75 vs $0.70 Est; Affirms Q4 Sales Guidance of $325.000M-$33 — benzinga Oct 28, 2026 neutral
- NEWS Albany Engineered Composites Expands Hypersonic, Solid Rocket Motor and Space Capabilities — fiscal.ai Oct 23, 2026 positive
- NEWS Albany International's Albany Engineered Composites Expands Its Hypersonic, Solid Rocket Motor And Space Capabilities Th — benzinga Oct 22, 2026 positive
Generated 2026-10-29T11:48:39Z.
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. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $62.47: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Elevated put/call ratio: 1.60; Below-average business quality. Chart setup: Trend continuation, RSI 63, MACD bullish. Prior stop was $59.01. Score 5.4/10, moderate confidence.
Analyst target $57.52 reached (−7.9% from $62.47); no take-profit level is published. Prior stop was $59.01. Stop-loss: $59.01.
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 (-7.9% upside).
Albany International Corporatio trades at a P/E of N/A (forward 19.6). TrendMatrix value score: 6.0/10. Verdict: Sell.
10 analysts cover AIN with a consensus score of 2.4/5. Average price target: $68.
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