Advanced Energy Industries Inc

AEIS

Equity

ISIN null / Valor 99316

NASDAQ (2026-04-28)

USD 369.08-4.30%

Advanced Energy Industries Inc
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About company

Advanced Energy Industries, Inc. (NASDAQ: AEIS) designs and manufactures precision power conversion, control and measurement technologies used mainly in semiconductor manufacturing and other thin-film process industries. Its product lineup includes DC and RF power supplies, pulsed and plasma power systems, high‑ and low‑voltage modules and associated power‑management electronics, sold to OEM equipment makers and end users in semiconductor fabs, display, industrial processing, medical and research markets. Headquartered in Fort Collins, Colorado, the publicly traded company operates a global manufacturing and service network and generates revenue from product sales, aftermarket parts, service agreements and custom engineering solutions that help equipment suppliers meet the tight power and measurement tolerances required for deposition, etch, ion implantation and related process steps.

Summarized from source with an LLMView SourceSector: Technology

Quarter snapshot

Q4 2025 revenue $489.4M (vs. $415.4M a year ago); Q4 cash flow from continuing operations $80M; Q4 GAAP net income from continuing operations $52.5M.

Earnings per share

Q4 GAAP EPS (continuing ops) $1.31 diluted; Q4 non‑GAAP EPS $1.94. Full‑year 2025 GAAP EPS $3.87; non‑GAAP EPS $6.41 (up ~73% YoY).

Full‑year growth and profitability

2025 revenue $1.7988B, +21% vs. 2024. Gross margin improved (FY GAAP 37.7% vs. 35.7% prior year) and non‑GAAP operating margin rose to 15.8% for the year (vs. 10.2% in 2024).

Segment performance

Data Center Computing surged: Q4 revenue $177.9M and full‑year $587.3M (up 107% YoY). Semiconductor Equipment remained largest single market with Q4 $211.6M and FY $839.9M; Industrial & Medical and Telecom were smaller contributors.

Cash, debt and liquidity

Year‑end cash and equivalents $791.2M; record operating cash flow from continuing operations $234.7M for 2025. Outstanding debt $567.5M (reflecting 2028 convertible notes, net of issuance costs).

Capital allocation

In 2025 the company repurchased $30.2M of common stock (Q4 repurchase $6.7M) at an average price ~$96.79, and paid $15.6M in dividends ($4.0M in Q4).

Q1 2026 outlook

Guidance for Q1 2026: revenue $500M ±$20M; GAAP EPS $1.44 ±$0.25; non‑GAAP EPS $1.94 ±$0.25.

Operational notes

Management cited stronger semiconductor demand and adoption of next‑generation platforms as drivers of recent strength; inventory rose to $411.2M and capex increased (FY PPE additions $107.4M), reflecting investments to support growth.

Summarized from source with an LLMView Source

Key figures

273%1Y

327%3Y

216%5Y

Performance

47.6%1Y

43.6%3Y

42.5%5Y

Volatility