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Advanced Energy Industries
Advanced Energy Industries (AEIS) investor relations material
Advanced Energy Industries Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Q4 2025 revenue reached $489 million, up 18% year-over-year and at the high end of guidance, with non-GAAP EPS of $1.94, up 49% year-over-year, both exceeding expectations.
Full-year 2025 revenue grew 21% year-over-year to $1.8 billion, with non-GAAP EPS up 73% to $6.41 and record operating cash flow of $235 million.
Data Center Computing revenue surged 107% year-over-year to a record $587 million, with every quarter showing sequential growth, driven by AI and hyperscaler demand.
Diversification strategy and execution drove growth in data center, semiconductor, and improving industrial/medical markets.
Strength in Semiconductor, Industrial & Medical, and record Data Center performance drove results.
Financial highlights
Q4 revenue up 6% sequentially and 18% year-over-year; gross margin at 39.7%, highest in five years.
Q4 non-GAAP operating margin was 17.8%, up 426 bps year-over-year; full-year non-GAAP operating margin was 15.8%.
Full-year Adjusted EBITDA rose 68% to $324 million; Non-GAAP EPS $6.41.
Cash balance at year-end was $791 million, with net cash of $224 million and total debt of $568 million.
Operating cash flow for Q4 was $80 million; full-year operating cash flow was a record $235 million.
Outlook and guidance
Q1 2026 revenue guidance is $500 million ± $20 million, with non-GAAP EPS guidance of $1.94 ± $0.25 and gross margin in the 39.5%-40% range.
2026 revenue projected to grow in the high teens, with Data Center revenue growth outlook raised to over 30%.
Gross margin target of 40% expected to be achieved in 2026, with a long-term goal of 43%.
CapEx to remain elevated in 2026 to support capacity expansion, then revert to 4% of sales longer term.
Management expects strengthening demand across markets and increased adoption of next-generation platforms in 2026.
Data center growth beyond 30% outlook
Structural semi share gain drivers beyond 2026
Thailand factory's initial product mix and ramp
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Next Advanced Energy Industries earnings date
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar, 2026
Advanced Energy Industries
Next Advanced Energy Industries earnings date
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar, 2026
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Frequently asked questions
Advanced Energy Industries, Inc. provides precision power conversion, measurement and control solutions. It operates through the following segments: Solar and Industrial. The Solar segment includes products that are used in the manufacture of photovoltaic modules or solar panels for solar manufacturers in the solar industry. The Industrial segment includes products that are used in the manufacture of semiconductors, flat panel displays and other components for industrial markets including data storage, telecommunications, automotive and architectural glass industries. The company was founded by Douglas S. Schatz, William R. Miller and Terry L. Swallow in 1981 and is headquartered in Fort Collins, CO.
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