What is the 13F Pro Quality Score for AEIS?

13F Pro ranks ADVANCED ENERGY INDUSTRIES INC (AEIS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AEIS's current score at https://13fpro.ai/company/AEIS (free sign-up required for the full ranking).

Where does 13F Pro source AEIS data?

All ADVANCED ENERGY INDUSTRIES INC fundamentals and ownership data come directly from SEC EDGAR. ADVANCED ENERGY INDUSTRIES INC files with the SEC under CIK 927003. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AEIS in?

ADVANCED ENERGY INDUSTRIES INC (AEIS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives AEIS's revenue?

Per ADVANCED ENERGY INDUSTRIES INC's latest 10-Q filed with the SEC on 2026-08-03, the biggest revenue drivers are: Semiconductor Equipment ($278.3M, +33% YoY); Data Center Computing ($191.5M, +35% YoY); Industrial and Medical ($80.0M, +17% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/AEIS.

What are AEIS's largest expenses?

ADVANCED ENERGY INDUSTRIES INC's latest 10-Q reports these as the largest expense items: Selling, general, and administrative ($69.4M); Research and development ($65.0M); Amortization of intangible assets ($5.2M). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is AEIS research updated on 13F Pro?

AEIS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ADVANCED ENERGY INDUSTRIES INC(AEIS)Stock Analysis

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13F Pro Quality Score

61.7/100

Rank #758 of 2,961 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

73.4/100

Profitability

73.9/100

Balance Sheet

79.5/100

Earnings Quality

43.4/100

Free Cash Flow

39.5/100

Institutional Flow

42.3/100

Revenue Scale

63.6/100

Dilution Risk

31.7/100

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Why AEIS Scores 62/100

exact factor attribution · 2026-09-11

AEIS's composite is driven by revenue growth and profitability, held back by free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+4.7 pts

73th pct

Profitability

+3.6 pts

74th pct

Capital efficiency

+3.0 pts

80th pct

Scale

+2.0 pts

64th pct

Earnings growth

+2.0 pts

91th pct

Institutional flow

-0.4 pts

42th pct

Earnings quality

-0.7 pts

43th pct

Shareholder dilution

-0.9 pts

32th pct

Free cash flow

-1.6 pts

40th pct

Latest change (2026-08-05): 62 → 61 · ↓ Free cash flow 41→29

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

AEIS Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ADVANCED ENERGY INDUSTRIES INC (AEIS), 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. ADVANCED ENERGY INDUSTRIES INC's 13F Pro composite quality score has ranged between 36 and 68 since 2021, currently 61.7 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about ADVANCED ENERGY INDUSTRIES INC

Quirks, history, and lore behind AEIS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on Nasdaq · headquartered in Colorado.
2
The Numbers
Annual revenue in the range of roughly $1 billion, serving customers across semiconductor fabrication, industrial, and medical markets worldwide.
3
The History
Founded in the 1980s, the company grew by supplying the power and thermal control systems that chipmakers quietly depend on but rarely get credit for.
4
The Secret
Its products don't make chips — they make the precise power delivery and temperature management that chip-making machines absolutely cannot function without.
5
The Lore
A favorite of semiconductor capital equipment watchers, it counts the biggest names in chip fab among its customers, meaning every AI boom quietly flows through its order book.
6
The Giveaway
Its ticker is AEIS, it's the quiet backbone of Advanced Energy powering the machines that power the chips that power everything else.

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What's Driving AEIS's Business? Latest 10-Q Breakdown

✓ 30/30 datapoints verified

AI-extracted from ADVANCED ENERGY INDUSTRIES INC's 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$574.1M

Net Income

Q2 2026

$54.1M

Free Cash Flow

Q2 2026

$35.5M

Operating Margin

Q2 2026

16.6%

ROIC

Q2 2026

13.3%

D/E Ratio

Q2 2026

0.96

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+21.4% YoY

$1.80BFY 2025

FY22 $1.85BFY23 $1.66BFY24 $1.48BFY25 $1.80B

Net Income

—FY 2025

FY22 $199.7MFY23 $128.3MFY24 $54.2MFY25 —

Operating Income

+359.0% YoY

$168.0MFY 2025

FY22 $233.1MFY23 $113.7MFY24 $36.6MFY25 $168.0M

EPS (Diluted)

+168.5% YoY

$3.84FY 2025

FY22 $5.29FY23 $3.40FY24 $1.43FY25 $3.84

Total Assets

+12.6% YoY

$2.55BFY 2025

FY22 $1.99BFY23 $2.56BFY24 $2.26BFY25 $2.55B

Total Debt

+101.0% YoY

$1.14BFY 2025

FY22 $393.3MFY23 $935.7MFY24 $564.7MFY25 $1.14B

Op. Cash Flow

+78.4% YoY

$233.3MFY 2025

FY22 $183.6MFY23 $208.9MFY24 $130.8MFY25 $233.3M

Free Cash Flow

+70.1% YoY

$125.9MFY 2025

FY22 $124.7MFY23 $147.9MFY24 $74.0MFY25 $125.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.80B +21.4%	$1.48B -10.5%	$1.66B -10.3%	$1.85B +26.8%	$1.46B +2.8%	$1.42B
Net Income	—	$54.2M -57.7%	$128.3M -35.7%	$199.7M +48.2%	$134.7M +0.0%	$134.7M
Operating Income	$168.0M +359.0%	$36.6M -67.8%	$113.7M -51.2%	$233.1M +53.7%	$151.7M -13.8%	$176.0M
EPS (Diluted)	$3.84 +168.5%	$1.43 -57.9%	$3.40 -35.7%	$5.29 +50.7%	$3.51 +0.3%	$3.50
Total Assets	$2.55B +12.6%	$2.26B -11.5%	$2.56B +28.3%	$1.99B +9.6%	$1.82B +10.3%	$1.65B
Total Debt	$1.14B +101.0%	$564.7M -39.6%	$935.7M +137.9%	$393.3M -4.7%	$412.7M +21.6%	$339.5M
Operating Cash Flow	$233.3M +78.4%	$130.8M -37.4%	$208.9M +13.8%	$183.6M +30.9%	$140.2M -30.3%	$201.2M
Free Cash Flow	$125.9M +70.1%	$74.0M -50.0%	$147.9M +18.6%	$124.7M +11.9%	$111.4M -32.4%	$164.9M

AI Insight: AEIS Financial Trends

Revenue momentum accelerating sharply—up 26% year-over-year to $574M in Q2 2026—while operating income nearly doubled, but debt surged 148% since Q4 2025.

• Revenue climbed 26% YoY from $456M (Q2 2025) to $574M (Q2 2026); 8-quarter CAGR of 11%.

• Operating income expanded 95% YoY ($49M to $95M) and 67% sequentially (Q1 2026 to Q2 2026).

• Total debt jumped from $567M (Q3 2025) to $1,400M (Q2 2026)—a 148% increase in nine months.

• Operating cash flow recovered to $85M (Q2 2026) after a negative $6M in Q1 2026.

⚠ Debt-to-equity ratio deteriorated from 0.49x (Q4 2025) to 0.96x (Q2 2026)—approaching 1.0x threshold.

⚠ Net income data missing for last four quarters; unable to verify profit quality amid debt expansion.

⚠ Operating cash flow volatility: swung from -$6M (Q1 2026) to +$85M (Q2 2026) in one quarter.

AI Insight: AEIS Ratio Trends

Operating margin nearly sextupled from -2.9% in Q3 2024 to 16.6% in Q2 2026, signaling a sustained operational turnaround.

• OpMargin expanded 18.5pp from Q3 2024 low (-2.9%) to Q2 2026 (16.6%); ROIC recovered from -2.5% to 13.3% over same period.

• ROIC in Q2 2026 reached 13.3%, highest in dataset, despite Q4 2025 dip to 9.1%—suggests recent acceleration.

• Leverage (D/E) rose from 0.43 in Q3 2025 to 0.96 in Q2 2026, reversing 16-month downtrend—largest quarterly jump (0.14pp) in Q2.

⚠ D/E ratio spiked 0.53pp Q4 2025 to Q1 2026 and another 0.14pp to 0.96 in Q2 2026—track debt-financed growth vs. cash generation.

⚠ NPM and ROA data unavailable for last three quarters; monitor earnings quality as OpMargin and ROIC gains extend.

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Available Research

13F Pro tracks comprehensive data for ADVANCED ENERGY INDUSTRIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AEIS

BlackRock, Inc.
$1.7B4,626,399 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$799.3M2,143,658 sh
VANGUARD CAPITAL MANAGEMENT LLC
$639.1M1,714,026 sh
AMERIPRISE FINANCIAL INC
$581.4M1,559,661 sh
FMR LLC
$528.3M1,416,875 sh
STATE STREET CORP
$474.4M1,272,597 sh
Invesco Ltd.
$443.1M1,188,258 sh
BANK OF AMERICA CORP /DE/
$382.3M1,025,403 sh
EARNEST PARTNERS LLC
$355.8M954,262 sh
GEODE CAPITAL MANAGEMENT, LLC
$351.0M938,239 sh

Fund	Value	Shares
BlackRock, Inc.	$1.7B	4,626,399
VANGUARD PORTFOLIO MANAGEMENT LLC	$799.3M	2,143,658
VANGUARD CAPITAL MANAGEMENT LLC	$639.1M	1,714,026
AMERIPRISE FINANCIAL INC	$581.4M	1,559,661
FMR LLC	$528.3M	1,416,875
STATE STREET CORP	$474.4M	1,272,597
Invesco Ltd.	$443.1M	1,188,258
BANK OF AMERICA CORP /DE/	$382.3M	1,025,403
EARNEST PARTNERS LLC	$355.8M	954,262
GEODE CAPITAL MANAGEMENT, LLC	$351.0M	938,239

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Is AEIS a good stock to buy?

13F Pro's AI-powered analysis of ADVANCED ENERGY INDUSTRIES INC (AEIS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AEIS are available on the AEIS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AEIS is classified as a large company.

Which hedge funds own AEIS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AEIS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ADVANCED ENERGY INDUSTRIES INC's investment landscape.