ADVANCED ENERGY INDUSTRIES INC(AEIS)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ADVANCED ENERGY INDUSTRIES INC (AEIS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores AEIS at 61.7/100 on a 32-signal composite quality model, placing it at rank #758 of 2,961 stocks — the top half of the AI-ranked universe. AEIS scores in the top quartile across balance sheet strength (79.5). Areas of concern include free cash flow (39.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 31.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ADVANCED ENERGY INDUSTRIES INC reports quarterly revenue of $574.1M, net income of $54.1M, an operating margin of 16.6%. Top institutional holders of AEIS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. AEIS trades on the Nasdaq exchange and files with the SEC under CIK 927003. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AEIS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ADVANCED ENERGY INDUSTRIES INC directly from SEC EDGAR.
AI Quality Score
61.7/100
AI Rank
#758
Revenue
$574.1M
Net Income
$54.1M
Free Cash Flow
$35.5M
Operating Margin
16.6%
AEIS key financials by period
ADVANCED ENERGY INDUSTRIES INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$1.8B
—
9.3%
FY 2024
10-K
$1.5B
$54.2M
2.5%
FY 2023
10-K
$1.7B
$128.3M
6.9%
FY 2022
10-K
$1.8B
$199.7M
12.6%
FY 2021
10-K
$1.5B
$134.7M
10.4%
FY 2020
10-K
$1.4B
$134.7M
12.4%
Institutions holding AEIS
Institutional investors reporting a position in ADVANCED ENERGY INDUSTRIES INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-03 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew 30% YoY to $574.1M on AI-driven strength in Semiconductor Equipment and Data Center Computing, while a $1.15B convertible note issuance and 2028 Notes exchange drove a $31.8M induced-conversion charge.
Biggest Revenue Drivers
Semiconductor Equipment$278.3M+33% YoY
Strengthening equipment demand driven by investments in AI
Data Center Computing$191.5M+35% YoY
Increased AI investments by leading hyperscale customers and incremental growth from design wins secured previously
Biggest Revenue Drivers
Total revenue: $574.1M+30% YoY
Semiconductor Equipment$278.3M+33% YoY
Strengthening equipment demand driven by investments in AI
Data Center Computing$191.5M+35% YoY
Increased AI investments by leading hyperscale customers and incremental growth from design wins secured previously
Industrial and Medical$80.0M+17% YoY
Recovery in end markets following completion of customer inventory rebalancing and an improved demand environment
Telecom and Networking$24.3M+12% YoY
Growth in AI-related applications
Largest Expense Items
Selling, general, and administrative$69.4M
Higher compensation costs including stock-based compensation and annual merit increases
Research and development$65.0M
Higher compensation costs related to stock-based compensation and annual merit increases, and higher engineering program and materials costs
Amortization of intangible assets$5.2M
Declined primarily due to certain intangible assets reaching the end of their estimated useful life
Restructuring, asset impairments, and other charges$1.4M
Decrease driven by the timing of restructuring plan decisions
Margins: Gross margin expanded to 41.1% from 37.0% a year ago, largely on improved mix driven by new products, a 120 bps tariff refund benefit, and higher volume; operating margin rose to 16.6% from 7.2%.
Watch Items from the Filing
Recorded a $31.8M loss on induced conversion of debt after exchanging $438.3M principal of 2028 Notes for ~$442.4M cash plus ~2.0M shares.
Issued $1.15B of 0% Convertible Notes due 2031 (net proceeds ~$1,128.1M) and issued a redemption notice for the remaining $136.7M of 2028 Notes, redemption date September 23, 2026.
Geographic mix shifted sharply: Mexico rose to 21.6% of revenue from 9.3% a year ago, while U.S. revenue fell to 23.0% from 32.1%.
Share repurchase program (with $166.6M remaining authorization) was suspended in connection with the 2028 Notes redemption notice.
Effective tax rate jumped to 18.2% from 13.0% YoY, primarily because the convertible note inducement charge was treated as a discrete event and disallowed as a tax expense.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
