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Advanced Energy (AEIS)
NASDAQ:AEIS
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.97Last Year’s EPS
1.23Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: the company reported strong top-line growth (21% revenue growth for 2025), exceptional data center momentum, meaningful margin expansion, record operating cash flow, and material capacity investments with clear product and design-win momentum. Notable challenges include a full-year decline in industrial & medical, ongoing tariff headwinds, and supply-chain constraints (processors and memory) that could limit near-term upside and create conservatism in guidance. Management provided constructive 2026 targets (high-teens revenue growth, data center >30%, gross margin approaching/above 40%) while acknowledging risks and planned strategic inventory and capacity investments to mitigate supply constraints.Company Guidance
Strong Q4 Revenue and Beat vs Guidance
Q4 revenue of $489M (reported as nearly $490M) was at the high end of guidance, up 6% sequentially and 18% year-over-year.
Record Data Center Performance
Data center Q4 revenue reached a record $178M, up 4% sequentially and 101% year-over-year; full-year 2025 data center revenue was reported at $587M, an increase of 1007% year-over-year per the transcript.
Solid Semiconductor Results
Semiconductor Q4 revenue was $212M, up 8% sequentially and ahead of guidance; full-year semiconductor revenue reached $840M, up 6% year-over-year and the company's second-highest year on record.
Material Margin Improvement
Q4 gross margin was 39.7% (best in five years), full-year gross margin improved to 38.7% (up ~240 basis points year-over-year), and management expects to move above 40% in 2026 with a long-term goal of 43%.
Operating Profit and EPS Expansion
Q4 operating margin was 17.8% (up 100 bps sequentially and 430 bps year-over-year). Full-year operating margin improved to 15.8% (up 560 bps). Q4 non-GAAP EPS was $1.94 (up from $1.74 Q3 and $1.30 a year ago); full-year non-GAAP EPS was $6.41, up 73%.
Record Cash Flow and Strong Balance Sheet
Record operating cash flow of $235M for 2025; Q4 cash flow from continuing operations was $80M. Total cash increased to $791M with net cash of $224M.
Capacity Expansion and Manufacturing Footprint Optimization
Doubled output/capacity in Philippines and Mexico, completed Thailand factory fit-up (expected to deliver >$1B of annual revenue-generating capacity when built out), and exited remaining China factory to optimize footprint.
Product and Design-Win Momentum
26 new product launches in 2025, multiple confirmed design wins across semiconductor (Everest, EVOS, NavX adoption) and data center (AI rack applications) with several programs ramping to volume in 2026.
Raised Data Center Growth Outlook & 2026 Guidance
Management raised 2026 data center revenue growth outlook to >30% (from 25-30%) and projects 2026 revenue growth in the high teens overall. Q1 2026 revenue guide is ~$500M ± $20M with Q1 non-GAAP EPS ~ $1.94 ± $0.25.
Capital Discipline and Investment
FY 2025 CapEx was $107M (6% of revenue) to support capacity expansion; Q4 CapEx $38M. Management expects 2026 CapEx at or around Q4 levels to enable >$2.5B capacity in existing footprint plus Thailand build-out.
AEIS Earnings History
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
AEIS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $278.95 | $308.68 | +10.65% |
Nov 04, 2025 | $194.89 | $225.62 | +15.77% |
Aug 05, 2025 | $139.38 | $139.61 | +0.17% |
Apr 30, 2025 | $97.18 | $108.06 | +11.19% |
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.
FAQ
When does Advanced Energy (AEIS) report earnings?
Advanced Energy (AEIS) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Advanced Energy (AEIS) earnings time?
Advanced Energy (AEIS) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AEIS EPS forecast?
AEIS EPS forecast for the fiscal quarter 2026 (Q1) is 1.97.