The earnings call highlighted significant growth in the Data Center segment and overall revenue and earnings improvements, while acknowledging challenges such as tariff impacts and a sequential decline in Semiconductor revenue. Despite these challenges, the company remains optimistic about future growth and market opportunities.

Company Guidance -

Q3 2025

In the second quarter of 2025, Advanced Energy Industries reported robust financial performance, exceeding the high end of its guidance range with $442 million in revenue, reflecting a 21% year-over-year increase. The company achieved a gross margin of 38.1%, and its operating margin rose by 110 basis points sequentially. Earnings per share reached $1.50, marking a 76% increase from the previous year. Key drivers included a 47% sequential rise in data center computing revenue and strong demand in the semiconductor market, though semiconductor revenue was down 6% sequentially while growing 11% year-over-year. The Industrial and Medical segment also saw a 7% sequential growth despite a 13% year-over-year decline. The company projected overall 2025 revenue growth of approximately 17%, with data center revenue expected to grow over 80% and semiconductor revenue to achieve mid-single-digit growth. The closure of its last China factory and strategic tariff mitigation measures are anticipated to drive gross margins to 39-40% by the end of 2025.

Data Center Revenue Growth

Data center computing revenue jumped nearly 50% sequentially and almost doubled year-on-year, driven by hyperscale design wins and increased demand. 2025 revenue is expected to grow over 80%.

Overall Revenue and Earnings Growth

Second quarter revenue was $442 million, up 9% sequentially and 21% year-over-year. Earnings per share increased by 76% from last year, marking the highest level since 2022.

Industrial and Medical Segment Improvement

Industrial and Medical revenue increased 7% sequentially with the total backlog growing for the first time since early 2023, signaling a recovery in demand.

Semiconductor Revenue Performance

Semiconductor revenue grew 11% over last year with new product wins expected to double revenue from certain platforms in 2025.

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

Daily Earnings Calendar >

AEIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	1.47 / -	0.98	―	―	―
Aug 05, 2025	2025 (Q2)	1.31 / 1.50	0.85	76.47% (+0.65)
Apr 30, 2025	2025 (Q1)	1.06 / 1.23	0.58	112.07% (+0.65)
Feb 12, 2025	2024 (Q4)	1.09 / 1.30	1.24	4.84% (+0.06)
Oct 30, 2024	2024 (Q3)	0.91 / 0.98	1.28	-23.44% (-0.30)
Jul 30, 2024	2024 (Q2)	0.71 / 0.85	1.11	-23.42% (-0.26)
May 01, 2024	2024 (Q1)	0.67 / 0.58	1.24	-53.23% (-0.66)
Feb 06, 2024	2023 (Q4)	1.16 / 1.24	1.7	-27.06% (-0.46)
Oct 31, 2023	2023 (Q3)	1.14 / 1.28	2.12	-39.62% (-0.84)
Aug 03, 2023	2023 (Q2)	1.05 / 1.11	1.44	-22.92% (-0.33)

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
Aug 05, 2025	$139.58	$139.81	+0.16%
Apr 30, 2025	$97.32	$108.22	+11.20%
Feb 12, 2025	$110.99	$123.28	+11.07%
Oct 30, 2024	$107.50	$108.26	+0.71%

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 Nov 04, 2025, After Close (Confirmed).

What is Advanced Energy (AEIS) earnings time?

Advanced Energy (AEIS) earnings time is at Nov 04, 2025, 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 2025 (Q3) is 1.47.

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