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 -

Q2 2025

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.

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
Aug 05, 2025	2025 (Q2)	1.31 / -	0.85	―	―	―
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)
May 03, 2023	2023 (Q1)	1.13 / 1.24	1.24	0.00% (0.00)

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
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%
Jul 30, 2024	$108.01	$115.97	+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.

FAQ

When does Advanced Energy (AEIS) report earnings?

Advanced Energy (AEIS) is schdueled to report earning on Aug 05, 2025, After Close (Confirmed).

What is Advanced Energy (AEIS) earnings time?

Advanced Energy (AEIS) earnings time is at Aug 05, 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 (Q2) is 1.31.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing