Earnings summaries and quarterly performance for ADVANCED ENERGY INDUSTRIES.
Executive leadership at ADVANCED ENERGY INDUSTRIES.
Board of directors at ADVANCED ENERGY INDUSTRIES.
Research analysts who have asked questions during ADVANCED ENERGY INDUSTRIES earnings calls.
Brian Chin
Stifel Financial Corp.
4 questions for AEIS
Scott Graham
Seaport Research Partners
4 questions for AEIS
Steve Barger
KeyBanc Capital Markets Inc.
4 questions for AEIS
James Ricchiuti
Needham & Company, LLC
3 questions for AEIS
Robert Mason
Robert W. Baird & Co.
3 questions for AEIS
Joseph Quatrochi
Wells Fargo Securities, LLC
2 questions for AEIS
Mark Miller
The Benchmark Company LLC
2 questions for AEIS
Robert Mertens
TD Cowen
2 questions for AEIS
Chris Grenga
Needham & Company
1 question for AEIS
Duksan Jang
BofA Securities
1 question for AEIS
Joe Quatrochi
Wells Fargo
1 question for AEIS
Krish Sankar
TD Cowen
1 question for AEIS
Mehdi Hosseini
Susquehanna Financial Group
1 question for AEIS
Sreekrishnan Sankarnarayanan
Wolfe Research, LLC
1 question for AEIS
Recent press releases and 8-K filings for AEIS.
- AEIS reported Q3 2025 revenue of $463 million, marking a 24% year-over-year increase, and non-GAAP EPS of $1.74, up 78% year-over-year.
- The company achieved a non-GAAP gross margin of 39.1% and a non-GAAP operating margin of 16.8% in Q3 2025.
- AEIS raised its 2025 revenue growth forecast to 20% year-over-year and now expects Data Center Computing revenue growth to be "more than 2X" for 2025.
- For Q4 2025, the company anticipates revenue to be between $450 million and $490 million, with non-GAAP EPS projected to be between $1.50 and $2.00.
- Advanced Energy (AEIS) reported Q3 2025 revenue of $463 million, a 24% increase year over year, and non-GAAP earnings per share of $1.74, up 78% from last year.
- Data center computing revenue more than doubled year over year to $172 million in Q3 2025, with projected growth of 25% to 30% for 2026.
- The company raised its full-year 2025 total revenue growth outlook to approximately 20% and provided Q4 2025 guidance of approximately $470 million in revenue and $1.75 non-GAAP EPS.
- The new Thailand factory is ready to begin production within months, capable of delivering over $1 billion in incremental yearly revenue, and the company continues to pursue acquisitions in the industrial medical market.
- Advanced Energy Industries, Inc. reported revenue of $463 million for the third quarter ended September 30, 2025, which was above the high end of their guidance.
- GAAP EPS from continuing operations was $1.21 and non-GAAP EPS was $1.74 for Q3 2025, both exceeding the high end of guidance.
- The company's Data Center Computing revenue experienced significant growth, increasing 113% year-over-year and 21% sequentially in Q3 2025.
- Cash flow from continuing operations grew 123% year-over-year to $79 million during the quarter.
The company provided the following guidance for the fourth quarter of 2025:
| Metric | Q3 2025 | Q4 2025 Guidance (Low) | Q4 2025 Guidance (High) |
|---|---|---|---|
| Revenue ($USD Millions) | $463 | $450 | $490 |
| GAAP EPS from continuing operations ($USD) | $1.21 | $0.87 | $1.37 |
| Non-GAAP EPS ($USD) | $1.74 | $1.50 | $2.00 |
- Advanced Energy reported third quarter 2025 revenue of $463 million, exceeding the high end of guidance, with Data Center Computing revenue growing 113% year-over-year.
- GAAP EPS from continuing operations was $1.21 and non-GAAP EPS was $1.74 for Q3 2025, both above the high end of guidance.
- Cash flow from continuing operations increased 123% year-over-year to $79 million during the third quarter of 2025.
- For the fourth quarter of 2025, the company expects revenue between $450 million and $490 million, GAAP EPS from continuing operations between $0.87 and $1.37, and non-GAAP EPS between $1.50 and $2.00.
Quarterly earnings call transcripts for ADVANCED ENERGY INDUSTRIES.
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