The earnings call highlighted strong growth in data center revenue and overall company revenue. Despite some challenges in the semiconductor and industrial medical segments, the company's strategic investments and successful product launches underscore a positive outlook. The closure of the China factory and the readiness of the new Thailand factory are significant operational highlights. However, increasing tariffs remain a concern.

Company Guidance

During the Advanced Energy Third Quarter 2025 Earnings Call, the company exceeded its guidance with third-quarter revenue of $463 million, marking a 24% year-over-year increase and a 5% sequential rise. This growth was fueled by record data center revenue, which more than doubled compared to the previous year. The company's gross margin improved to 39.1%, up 280 basis points year-over-year, benefiting from cost reductions from a China factory closure. Operating margin increased by 220 basis points sequentially, leading to an earnings per share (EPS) of $1.74, a 78% increase from the prior year. Looking ahead, Advanced Energy anticipates fourth-quarter revenue to reach approximately $470 million, and overall 2025 revenue growth is expected to be around 20%. The company also projects data center computing revenue to more than double in 2025, with a 25% to 30% growth anticipated for 2026.

Record Data Center Revenue

Data center revenue more than doubled year-on-year, reaching another record, driven by AI-driven demand. Revenue increased 113% year-over-year and 21% quarter-over-quarter.

Overall Revenue Growth

Total company revenue increased 24% from last year, marking the fourth consecutive quarter of year-over-year growth.

Strong Financial Performance

Operating margin improved by 220 basis points sequentially, and earnings per share (EPS) increased by 78% from last year, reaching the highest level since 2022.

Manufacturing and Expansion

The new flagship factory in Thailand is ready to start production, potentially delivering more than $1 billion in incremental yearly revenue.

Successful New Product Launches

High customer interest in new technology platforms, particularly in semiconductor and data center applications, is driving future growth.

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
Feb 11, 2026	2025 (Q4)	1.79 / -	1.3	―	―	―
Nov 04, 2025	2025 (Q3)	1.47 / 1.74	0.98	77.55% (+0.76)
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)

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
Nov 04, 2025	$195.05	$225.80	+15.77%
Aug 05, 2025	$139.49	$139.72	+0.16%
Apr 30, 2025	$97.26	$108.15	+11.20%
Feb 12, 2025	$110.91	$123.21	+11.09%

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 Industries, Inc. (AEIS) report earnings?

Advanced Energy Industries, Inc. (AEIS) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).

What is Advanced Energy Industries, Inc. (AEIS) earnings time?

Advanced Energy Industries, Inc. (AEIS) earnings time is at Feb 11, 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 2025 (Q4) is 1.79.

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