Core Insights - Advanced Energy Industries (AEIS) reported non-GAAP earnings of $1.23 per share for Q1 2025, exceeding the Zacks Consensus Estimate by 18.27% and showing a year-over-year increase of 112.1% [1] - Revenues reached $404.6 million, surpassing the Zacks Consensus Estimate by 5.1% and increasing 23.5% year over year, driven by growth in data center programs and semiconductor strength [1][2] Revenue Breakdown - Semiconductor Equipment generated $222.20 million, accounting for 54.9% of total revenues, with a year-over-year increase of 23.5% and exceeding the Zacks Consensus Estimate by 0.96% [3] - Data Center Computing revenues were $96.2 million, representing 23.8% of total revenues, up 129.6% year over year and beating the consensus mark by 67.99% [6] - Industrial & Medical revenues fell to $64.30 million, making up 15.9% of total revenues, down 22.9% year over year and lagging the Zacks Consensus Estimate by 18.60% [5] - Telecom & Networking revenues were $21.9 million, accounting for 5.4% of total revenues, down 1.8% year over year but beating the Zacks Consensus Estimate by 5.49% [6] Product Performance - AEIS experienced strong demand for its next-generation products, with over 350 qualification units shipped in Q1, a fivefold increase year over year [4] Operating Results - Non-GAAP gross margin was 37.9%, up 280 basis points year over year, while non-GAAP operating expenses increased by 5.3% to $98.6 million, representing 24.4% of revenues [8] - Non-GAAP operating margin expanded to 14.6%, an increase of 940 basis points year over year [8] Financial Position - As of March 31, 2025, cash and cash equivalents stood at $723 million, slightly up from $722 million at the end of 2024 [9] - Cash flow from operations was $29.2 million in Q1 2025, down from $82.7 million in Q4 2024 [9] Guidance - For Q2 2025, AEIS expects non-GAAP earnings of $1.30 per share (+/- 25 cents) and revenues of $420 million (+/- $20 million) [10] Market Outlook - Despite strong demand in semiconductor and data center markets, weakness in Industrial, Medical, and Telecom sectors may impact AEIS' overall revenue [11]

Advanced Energy Industries (AEIS) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.27%. A quarter ago, it was expected that this maker of power-conversion products would post earnings of $1.09 per share when it actually produced earnings of $1.30, delivering a surprise of 19.27%.Ove ...

Advanced Energy (AEIS) Q1 2025 Financial Results APRIL 30, 2025 Safe Harbor global economic conditions, such as the impact of escalating global conflicts on macroeconomic Q1 2025 Financial Highlights $405 million 37.9% $29 million $1.23 13.5% $723 million REVENUE NON-GAAP GROSS MARGIN(1) OPERATING CASH FLOW(2) NON-GAAP EPS NON-GAAP OPS MARGIN(1) TOTAL CASH (1) Detailed explanations of non-GAAP financials and reconciliations of GAAP to non-GAAP financials can be found at the end of this presentation (2) Cash ...

Advanced Energy Industries (AEIS) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Speaker0 Good afternoon, everyone. In the first quarter financial results with both revenue and earnings approaching the high end of our guidance. Revenue increased 24% year over year, led by strength in data center computing and semiconductor. Industrial Medical revenue declined in the first quarter, but we do expect to deliver sequential revenue growth in the second quarter. Across our markets, we continue to see solid trac ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-26966 ADVANCED ENERGY INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Delaware 84-0846841 (State or ...

Exhibit 99.1 Financial News Release Advanced Energy Reports First Quarter 2025 Results Updated Dividend Information The board of directors has authorized a quarterly cash dividend of $0.10 per share, payable on June 6, 2025, to shareholders of record as of May 26, 2025. DENVER, Colo., April 30, 2025 - Advanced Energy Industries, Inc. (Nasdaq: AEIS), a global leader in highly engineered, precision power conversion, measurement, and control solutions, today announced financial results for the first quarter en ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Advanced Energy Industries (AEIS) , which belongs to the Zacks Semiconductor Equipment - Wafer Fabrication industry.This maker of power-conversion products has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 12.89%.For the last reporte ...

As Advanced Energy Industries (NASDAQ: AEIS ) exited 2024, it finally saw growth across its consolidated top line after more than a year of experiencing decline, thanks to robust double-digit growth in the data center and semiconductorAs a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy wr ...

☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 000-26966 ADVANCED ENERGY INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Delaware 84-0846841 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (State or o ...

Did you analyze how Advanced Energy Industries (AEIS) fared in its international operations for the quarter ending December 2024? Given the widespread global presence of this maker of power-conversion products, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and ...