The earnings call presented a mix of strong performance in data center and semiconductor markets, offset by challenges in industrial medical and telecom segments. The company is experiencing significant growth in some areas while facing headwinds from tariffs and market-specific declines.
Company Guidance
During the Advanced Energy first quarter 2025 earnings call, the company provided guidance and updates on various metrics. Revenue for Q1 was $405 million, a 24% increase year-over-year, and exceeded guidance, driven by strong performance in data center computing and semiconductor markets. The company achieved a gross margin of 37.9%, better than anticipated, and reported earnings per share of $1.23. Advanced Energy expects sequential revenue and earnings growth in Q2, with forecasted revenue of approximately $420 million, plus or minus $20 million, and a gross margin around 38%. The company plans to increase its full-year 2025 CapEx guidance to 5% to 6% of revenue due to anticipated market share gains in data center and next-generation semiconductor products. Despite macroeconomic uncertainties and new tariffs, Advanced Energy remains confident in its ability to achieve its gross margin expansion goals, supported by a favorable geographic manufacturing footprint and strategic operational improvements.
Strong Revenue Growth
Revenue increased 24% year-over-year, led by strength in data center computing and semiconductor markets.
Record Data Center Revenue
Data Center Computing revenue was a record $96 million, up 9% sequentially and 130% year-over-year.
New Product Success
Strong customer pull for next generation products with over 350 qualification units shipped, a fivefold increase from a year ago.
Operational Efficiency Gains
Improvements in operational efficiency drove better than expected gross margin of 37.9%, up 280 basis points year-over-year.
Share Buyback
Repurchased $22.7 million worth of common stock at an average price of $83.78 per share.
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Advanced Energy (AEIS) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AEIS Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 30, 2025
$97.41
$108.31
+11.19%
Feb 12, 2025
$111.08
$123.39
+11.08%
Oct 30, 2024
$107.59
$108.35
+0.71%
Jul 30, 2024
$108.10
$116.07
+7.37%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Advanced Energy (AEIS) report earnings?
Advanced Energy (AEIS) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Advanced Energy (AEIS) earnings time?
Advanced Energy (AEIS) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.