AEIS
Advanced Energy Industries·NASDAQ
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AEIS fundamentals
Advanced Energy Industries (AEIS) released its earnings on Feb 10, 2026: revenue was 489.40M (YoY +17.81%), beat estimates; EPS was 1.94 (YoY +49.23%), beat estimates.
Revenue / YoY
489.40M
+17.81%
EPS / YoY
1.94
+49.23%
Report date
Feb 10, 2026
AEIS Earnings Call Summary for Q4,2025
- Record Q4 Growth: $489M revenue (+18% YoY), 39.7% gross margin, $1.94 EPS beat.
- 2026 Outlook:
- Data Center: >30% YoY growth, 800V solutions with ASP uplift.
- Semiconductor: 2026H2 strength, new products targeting 2nm nodes.
- Industrial & Medical::2026 outperformance via factory automation wins.
- Margins & Capacity:
- 2026 gross margin >40%, targeting 43%+ with new products.
- $3.5B+ revenue capacity by 2027 (Thailand + existing factories).
- Risks: Processor/memory shortages could constrain Data Center growth, but AE prioritizes hyperscalers.
EPS
Actual | 0.91 | 1.18 | 1.66 | 1.49 | 1.29 | 1.25 | 0.89 | 1.36 | 1.24 | 1.44 | 2.12 | 1.7 | 1.24 | 1.11 | 1.28 | 1.24 | 0.58 | 0.85 | 0.98 | 1.3 | 1.23 | 1.5 | 1.74 | 1.94 | ||||||||||
Forecast | 0.6496 | 0.8146 | 1.1589 | 1.3535 | 1.2621 | 1.2725 | 0.8214 | 0.9442 | 0.9506 | 1.1097 | 1.3843 | 1.5951 | 1.1333 | 1.0493 | 1.1405 | 1.1606 | 0.6694 | 0.7132 | 0.9066 | 1.0951 | 1.0594 | 1.3075 | 1.4702 | 1.7829 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +40.09% | +44.86% | +43.24% | +10.08% | +2.21% | -1.77% | +8.35% | +44.04% | +30.44% | +29.76% | +53.15% | +6.58% | +9.41% | +5.78% | +12.23% | +6.84% | -13.36% | +19.18% | +8.10% | +18.71% | +16.10% | +14.72% | +18.35% | +8.81% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 315.46M | 339.88M | 389.52M | 370.97M | 351.62M | 361.31M | 346.09M | 396.93M | 397.46M | 440.95M | 516.27M | 490.74M | 425.00M | 416.00M | 409.99M | 405.00M | 327.48M | 364.95M | 374.22M | 415.40M | 404.60M | 441.50M | 463.30M | 489.40M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 308.55M | 317.03M | 350.61M | 364.66M | 352.48M | 362.21M | 341.52M | 356.99M | 360.99M | 401.58M | 439.75M | 477.03M | 416.63M | 412.65M | 417.85M | 406.10M | 351.74M | 350.06M | 372.49M | 393.91M | 392.05M | 421.27M | 441.62M | 473.89M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.24% | +7.21% | +11.10% | +1.73% | -0.24% | -0.25% | +1.34% | +11.19% | +10.10% | +9.80% | +17.40% | +2.87% | +2.01% | +0.81% | -1.88% | -0.27% | -6.90% | +4.25% | +0.46% | +5.46% | +3.20% | +4.80% | +4.91% | +3.27% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Advanced Energy Industries year over year?What is the market's earnings forecast for Advanced Energy Industries next quarter?What is Advanced Energy Industries's latest dividend and current dividend yield?What were the key takeaways from Advanced Energy Industries’s earnings call?What were the key takeaways from Advanced Energy Industries's earnings call?What does Advanced Energy Industries do and what are its main business segments?Did Advanced Energy Industries beat or miss consensus estimates last quarter?What factors drove the changes in Advanced Energy Industries's revenue and profit?
