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Advanced Energy Industries (AEIS) investor relations material
Advanced Energy Industries Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 revenue reached $463 million, up 24% year-over-year, exceeding guidance due to record Data Center Computing growth and stable Semiconductor Equipment markets.
Non-GAAP EPS was $1.74, up 78% year-over-year, and GAAP EPS from continuing operations was $1.21, both above guidance.
Gross margin improved to 39.1% non-GAAP and 37.6% GAAP, supported by cost savings from the China factory closure.
Cash flow from operations grew 123% year-over-year to $79 million, with cash and equivalents at $759 million.
Market diversification and new product launches enabled consistent profits and strong customer demand for next-generation products.
Financial highlights
Q3 2025 revenue: $463 million, up 5% sequentially and 24% year-over-year.
Non-GAAP gross margin: 39.1%, up 280 bps year-over-year and 100 bps sequentially; GAAP gross margin: 37.6%.
Non-GAAP operating margin: 16.8%, highest since 2022; GAAP operating margin: 10.6%.
Non-GAAP EPS: $1.74, up 78% year-over-year; GAAP EPS: $1.21.
Free cash flow: $51 million, up 124% year-over-year; operating cash flow for nine months: $154.6 million.
Outlook and guidance
Q4 2025 revenue guidance: $470 million ± $20 million.
Q4 2025 non-GAAP EPS guidance: $1.75 ± $0.25; GAAP EPS guidance: $1.12 ± $0.25.
2025 revenue growth outlook raised to 20%, with Data Center Computing revenue expected to more than double year-over-year.
2026 Data Center Computing revenue projected to grow 25%-30%; Semiconductor Equipment market expected to accelerate in H2 2026.
Industrial and Medical market recovery expected to continue, paced by macroeconomic uncertainty.
Outlook for AI data center solutions growth
What's driving the improved gross margin?
Update on 2024 Analyst Day financial goals?
Thailand factory ramp: customer type and timing
High-voltage DC solutions ramp timing and impact
eVoS/eVerest share gain in dielectric etch?
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Next Advanced Energy Industries earnings date
53rd Annual Nasdaq Investor Conference10 Dec, 2025
Next Advanced Energy Industries earnings date
53rd Annual Nasdaq Investor Conference10 Dec, 2025
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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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