Earnings summaries and quarterly performance for ADVANCED ENERGY INDUSTRIES.
Executive leadership at ADVANCED ENERGY INDUSTRIES.
Board of directors at ADVANCED ENERGY INDUSTRIES.
AT
Anne T. DelSanto
Detailed
Director
BM
Brian M. Shirley
Detailed
Director
DW
David W. Reed
Detailed
Director
FA
Frederick A. Ball
Detailed
Director
GH
Grant H. Beard
Detailed
Chairman
JA
John A. Roush
Detailed
Director
LT
Lanesha T. Minnix
Detailed
Director
RC
Ronald C. Foster
Detailed
Director
TM
Tina M. Donikowski
Detailed
Director
Research analysts who have asked questions during ADVANCED ENERGY INDUSTRIES earnings calls.
BC
Brian Chin
Stifel Financial Corp.
6 questions for AEIS
Also covers: AMAT, CAMT, COHU +8 more
Scott Graham
Seaport Research Partners
6 questions for AEIS
Also covers: AME, AOS, APH +8 more
SB
Steve Barger
KeyBanc Capital Markets Inc.
6 questions for AEIS
Also covers: AME, AMKR, FLEX +12 more
JR
James Ricchiuti
Needham & Company, LLC
3 questions for AEIS
Also covers: BELFA, BHE, CECO +20 more
Joe Quatrochi
Wells Fargo
3 questions for AEIS
Also covers: ALGM, AMAT, ARM +13 more
KS
Krish Sankar
TD Cowen
3 questions for AEIS
Also covers: AAPL, AMAT, ARM +22 more
MH
Mehdi Hosseini
Susquehanna Financial Group
3 questions for AEIS
Also covers: ALAB, AMAT, ARM +21 more
RM
Robert Mason
Robert W. Baird & Co.
3 questions for AEIS
Also covers: AME, ATMU, BMI +12 more
DD
David Duley
Steelhead Securities LLC
2 questions for AEIS
Also covers: ACLS, COHU, FORM +5 more
JR
Jim Ricchiuti
Needham & Company
2 questions for AEIS
Also covers: BHE, CECO, CLH +10 more
Joseph Quatrochi
Wells Fargo Securities, LLC
2 questions for AEIS
Also covers: ALGM, AMAT, ARM +10 more
Mark Miller
The Benchmark Company LLC
2 questions for AEIS
Also covers: ACLS, ACMR, ASYS +11 more
RM
Robert Mertens
TD Cowen
2 questions for AEIS
Also covers: ALAB, COHU, FORM +5 more
RM
Rob Mason
Baird
2 questions for AEIS
Also covers: DCI, KEYS, MIR +5 more
CG
Chris Grenga
Needham & Company
1 question for AEIS
Also covers: CECO, CLH, FARO +6 more
DJ
Duksan Jang
BofA Securities
1 question for AEIS
Also covers: ACLS, LSCC, NVMI
SS
Sreekrishnan Sankarnarayanan
Wolfe Research, LLC
1 question for AEIS
Also covers: AAPL, AMAT, ARM +21 more
Recent press releases and 8-K filings for AEIS.
Advanced Energy Industries Reports Strong Q4 Results and Positive 2026 Outlook
AEIS
Earnings
Guidance Update
New Projects/Investments
- Advanced Energy Industries reported strong Q4 results with revenue of approximately $489 million and EPS of $1.94, achieving a near-40% gross margin.
- Data center revenue was a major driver, reaching $178 million in Q4 and $587 million for full-year 2025, marking a 107% year-over-year increase. Semiconductor revenue also contributed, totaling $212 million in Q4 and $840 million for 2025.
- Management projects high-teens revenue growth for 2026, expects data center growth above 30%, and anticipates further margin expansion toward a ~40% gross margin.
- The company is expanding manufacturing capacity, including a new Thailand factory expected to deliver over $1 billion in annual revenue-generating capacity once fully built out.
Feb 10, 2026, 10:03 PM
Advanced Energy Industries Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Outlook
AEIS
Earnings
Guidance Update
New Projects/Investments
- Advanced Energy Industries reported a strong finish to 2025, with Q4 revenue of $489 million and EPS of $1.94 per share, both exceeding guidance.
- For the full year 2025, total revenue grew 21% to $1.8 billion, and EPS increased 73% to $6.41 per share, largely driven by 107% growth in data center computing revenue.
- The company's gross margin improved to 38.7% for 2025, and it anticipates moving above 40% in 2026.
- For 2026, the company projects high-teens revenue growth, with data center revenue specifically expected to grow more than 30%.
- Capacity was expanded in the Philippines and Mexico, and a new Thailand factory was completed, expected to add over $1 billion in annual revenue-generating capacity once fully built out.
Feb 10, 2026, 9:30 PM
Advanced Energy Industries Announces Q4 and Full Year 2025 Financial Results
AEIS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Advanced Energy Industries reported strong Q4 2025 results with revenue of $489 million, up 18% year-over-year, and non-GAAP EPS of $1.94, a 49% increase year-over-year.
- For the full year 2025, revenue grew 21% to $1.80 billion, and non-GAAP EPS increased 73% to $6.41, driven by higher margins and record operating cash flow of $235 million.
- Non-GAAP gross margin reached 39.7% in Q4 2025, the highest level in 5 years, and 38.7% for the full year 2025, reflecting a 240 basis point increase year-over-year.
- The company anticipates total revenue in 2026 to grow in the high teens, with the Data Center Computing segment's growth outlook raised to over 30%.
Feb 10, 2026, 9:30 PM
Advanced Energy Industries Reports Strong Q4 and Full-Year 2025 Results, Raises 2026 Data Center Outlook
AEIS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Advanced Energy Industries reported a strong finish to 2025, with Q4 revenue of $489 million and EPS of $1.94 per share, both exceeding guidance. For the full year 2025, total revenue grew 21% to $1.8 billion, and Non-GAAP earnings increased 73% to $6.41 per share.
- The company achieved a record gross margin of 39.7% in Q4 2025, the best in five years, and expects to move above 40% in 2026. Full-year operating cash flow was a record $235 million.
- Growth in 2025 was primarily driven by Data Center computing revenue, which more than doubled year-on-year to $587 million, and Semiconductor revenue, which grew 6% to $840 million.
- For 2026, the company projects total revenue growth in the high teens and has raised its Data Center revenue growth outlook to more than 30%. Q1 2026 revenue is expected to be approximately $500 million, with Non-GAAP earnings about flat at $1.94 per share.
- Strategic initiatives included expanding manufacturing capacity in the Philippines and Mexico, completing a new Thailand factory, and introducing 26 new products in 2025.
Feb 10, 2026, 9:30 PM
AEIS Reports Strong Q4 and Full-Year 2025 Results, Provides Optimistic 2026 Guidance
AEIS
Earnings
Guidance Update
New Projects/Investments
- Advanced Energy Industries concluded 2025 with strong financial results, reporting Q4 revenue of $489 million and EPS of $1.94 per share, both exceeding guidance. For the full year, total revenue grew 21% to $1.8 billion, and EPS increased 73% to $6.41 per share.
- Growth in 2025 was primarily driven by the Data Center computing market, which saw revenue more than double year-on-year to $587 million, alongside a 6% increase in Semiconductor revenue to $840 million.
- The company provided an optimistic outlook for 2026, projecting high-teens total revenue growth and an increase of over 30% in Data Center revenue. They also expect gross margin to surpass 40%.
- Strategic initiatives include significant capacity expansion in the Philippines and Mexico, and the completion of a new Thailand factory capable of generating over $1 billion in annual revenue once fully operational.
Feb 10, 2026, 9:30 PM
Advanced Energy Industries, Inc. Reports Fourth Quarter and Full Year 2025 Results
AEIS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Advanced Energy Industries, Inc. reported fourth quarter 2025 revenue of $489 million and full year 2025 revenue of $1.80 billion, marking a 21% increase from 2024.
- Full year 2025 non-GAAP EPS was $6.41, an increase of 73% year-over-year, while GAAP EPS from continuing operations stood at $3.87.
- Data Center Computing revenue grew 107% to a record level in 2025, contributing to a record $235 million in cash flow from continuing operations for the year.
- For Q1 2026, the company forecasts revenue of $500 million +/- $20 million and non-GAAP EPS of $1.94 +/- $0.25.
Feb 10, 2026, 9:18 PM
Advanced Energy Reports Strong Q4 and Full Year 2025 Results, Provides Q1 2026 Guidance
AEIS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Advanced Energy reported Q4 2025 revenue of $489 million, at the high end of guidance, contributing to a full year 2025 revenue of $1.80 billion, a 21% increase from 2024.
- For Q4 2025, GAAP EPS from continuing operations was $1.31 and non-GAAP EPS was $1.94, both towards the high end of guidance.
- Full year 2025 GAAP EPS from continuing operations reached $3.87, and non-GAAP EPS was $6.41, marking a 73% year-over-year increase.
- The company generated a record $235 million in cash flow from continuing operations in 2025.
- Advanced Energy provided Q1 2026 guidance, expecting revenue of $500 million +/- $20 million, GAAP EPS from continuing operations of $1.44 +/- $0.25, and non-GAAP EPS of $1.94 +/- $0.25.
Feb 10, 2026, 9:01 PM
Advanced Energy Industries to Join S&P MidCap 400
AEIS
Delisting/Listing Issues
- Advanced Energy Industries (AEIS) will replace Comerica Inc. (CMA) in the S&P MidCap 400 index.
- Concurrently, Apellis Pharmaceuticals Inc. (APLS) will replace Advanced Energy Industries in the S&P SmallCap 600.
- These changes are effective prior to the opening of trading on Monday, February 2, 2026.
- The replacement of Comerica is due to its acquisition by S&P 500 constituent Fifth Third Bancorp.
Jan 27, 2026, 11:02 PM
Advanced Energy (AEIS) Discusses Growth Outlook, Margins, and M&A at Needham Conference
AEIS
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- Advanced Energy (AEIS) reported its Q3 revenue breakdown, with semiconductor equipment at 42% and data center at 37% of total revenue.
- The company anticipates its data center business to double in 2025 and grow 25%-30% in 2026, supported by new capacity in Thailand expected to activate in the second half of 2026.
- AEIS aims for 80% of its revenue from sole source products, up from about 70%, and expects data center margins to approach or exceed the corporate average.
- The company maintains a long-term gross margin target of 43% by 2030, despite a current 100 basis point impact from tariffs, and plans to grow OpEx at 50% of the revenue growth rate.
- AEIS is actively pursuing M&A opportunities, particularly in the industrial medical sector to become the number one player, and for technology tuck-ins.
Jan 14, 2026, 1:45 PM
Advanced Energy Outlines Growth and Margin Expansion Plans
AEIS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Advanced Energy (AEIS) projects its data center business to double in 2025 and grow an additional 25%-30% in 2026. The semiconductor market is also expected to be a growth year in 2026, with new products (eVoS, Everest, NEVX) anticipated to generate $10-$20 million in revenue in 2025.
- The company aims for a long-term gross margin of 43% as it approaches $2.5 billion in organic revenue, up from Q4 guidance of 39%-40%. This improvement is driven by factory optimization, volume leverage (adding 50-60 basis points for every $50 million of additional quarterly revenue), and a favorable product mix.
- AEIS is expanding its manufacturing capabilities with a new 500,000 sq ft factory in Thailand expected to begin operations in the second half of 2026, initially for data center products. The company also targets increasing revenue from sole source products from 70% to 80% to further enhance margins.
- Advanced Energy is actively seeking M&A opportunities, focusing on becoming the number one player in industrial medical and acquiring technology tuck-ins, while maintaining a strong balance sheet with $750 million in cash.
Jan 14, 2026, 1:45 PM
Quarterly earnings call transcripts for ADVANCED ENERGY INDUSTRIES.
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