Advanced Energy (AEIS)
NASDAQ:AEIS
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.2Last Year’s EPS
1.5Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call delivered multiple material positives: revenue grew 26% YoY to $511M, record data center revenue (+102% YoY), gross margin exceeded 40% (40.1%) and operating income and EPS were records, leading management to raise full-year growth targets (low- to mid-20% overall, mid-30% for data center). The company is making sizable capacity investments (Thailand plus other expansions), sees strong design-win momentum and expects continued margin expansion toward a >43% target. Near-term risks include Q2 moderation in data center driven by downstream customer constraints, an 8% sequential decline in Industrial & Medical due to factory prioritization, rising input/tariff/cost pressures, and a working capital build that produced a small Q1 cash outflow. Overall, the positive operational and financial momentum and upgraded guidance outweigh the near-term timing, supply and working-capital headwinds.Company Guidance
Revenue Growth and Beat
Total revenue of $511 million, up 26% year-over-year, and above the midpoint of guidance; Q2 revenue guidance ~ $540 million ± $20 million; full-year revenue growth target raised to low- to mid-20%.
Record Data Center Performance
Data center computing revenue was a record $194 million, up 102% year-over-year and 9% sequentially; full-year data center growth outlook raised to the mid-30% range.
Improved Profitability and Margins
Gross margin achieved 40.1% in Q1 (up 220 basis points YoY and 40 bps QoQ), highest since 2019; company expects further margin expansion driven by higher-margin new products and manufacturing efficiency with a long-term target above 43%.
Strong Operating Results and EPS
Record operating income of $98 million with operating margin of 19.1% (up 560 bps YoY); adjusted EBITDA of $108 million, up 66% YoY; non-GAAP EPS of $2.09, up 70% YoY and ahead of guidance.
Semiconductor Momentum and New Technologies
Semiconductor revenue of $219 million, up 4% sequentially and described as flattish YoY but with strengthened customer forecasts; broadening adoption of eVoS, eVerest and NavX plasma power technologies expected to drive share gains and future ramps in late 2026 into 2027.
Industrial & Medical Bookings and Win Activity
Industrial & Medical bookings increased 14% sequentially to the highest level since 2023 and backlog is growing; secured multiple design wins in therapeutic, diagnostic, life science, test & measurement, factory automation and battery backup applications.
Capacity Expansion and Manufacturing Scale
Executing capacity expansions in Malaysia, the Philippines and Mexico; projecting >$2.5 billion in revenue-generating capacity exiting the year and >$3.5 billion once Thailand (500,000 sq ft) is fully built out; Thailand qualification builds for semiconductor and data center kicking off with initial production late 2026/early 2027.
Balance Sheet and Investment Signals
Cash & equivalents of $700 million with net cash of $131 million; Q1 CapEx of $37 million and full-year CapEx guidance raised to $170–$180 million to support factory investments; company maintaining liquidity to pursue strategic acquisitions.
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 |
|---|---|---|---|
May 04, 2026 | $387.03 | ― | ― |
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% |
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, 2026, After Close (Confirmed).
What is Advanced Energy (AEIS) earnings time?
Advanced Energy (AEIS) earnings time is at Aug 05, 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 (Q2) is 2.2.