ADVANCED ENERGY INDUSTRIES INC (AEIS) Form 8-K — Nov 2, 2026
Advanced Energy Industries (Nasdaq: AEIS) reported record Q3 2026 results with revenue of $696 million, up 50% year-over-year and above the high end of guidance, driven by record semiconductor and data center computing revenue growing 64% and 49%, respectively. GAAP EPS from continuing operations was $2.80 and non-GAAP EPS was $3.65, both above the high end of guidance, while GAAP gross margin reached 41.5%. The company generated $66 million in operating cash flow and repurchased $30 million of stock in October at an average price of $240.77 per share.
Key figures
- Eps
- 2.8
- Revenue
- 696400000
- Guidance
- Q4 2026: Revenue $735M +/- $25M; GAAP EPS from continuing operations $3.30 +/- $0.30; Non-GAAP EPS $3.90 +/- $0.30
- Net Income
- 115600000
- Revenue Yoy
- up 50% year-over-year
- Total Assets
- 3649700000
- Non gaap eps
- 3.65
- October buyback
- 30000000
- Q2 2026 revenue
- 574100000
- Q3 2025 revenue
- 463300000
- Buyback avg price
- 240.77
- Gaap gross margin
- 41.5%
- Non gaap gross margin
- 42.1%
- Data center revenue yoy
- up 49%
- Semiconductor revenue yoy
- up 64%
- Data center computing revenue
- 256200000
- Operating cash flow continuing
- 66000000
- Semiconductor equipment revenue
- 322200000
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