Advanced Energy Industries Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
42.5%projected annual EPS growth
Analyst Coverage
12analysts covering
FY Revenue (est.)
$2.4Bnext fiscal year
FY EPS (est.)
$11.24next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 3 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Non-GAAP Gross Margin Quarterly4,010.0%Target: >43%
Data Center Computing Revenue Growth Quarterly10,200.0%Target: mid-30% range for FY2026
Full-Year Revenue Growth Rate Annually2,600.0%Target: low-to-mid 20% range for FY2026
Watch Items
- Thailand Manufacturing Facility Buildout and QualificationTrigger: Initial production slated for late 2026 or early 2027Action: Monitor CapEx spending (guided at $170M to $180M for FY2026) and qualification milestones for semiconductor and data center products.
- Tariff Impact on Gross MarginsTrigger: Approximately 100 basis points headwindAction: Track mitigation strategies, pricing adjustments, and geographic manufacturing shifts to offset the tariff drag.
- Semiconductor Market Recovery and Second-Half RampTrigger: Second-half 2026 semiconductor revenue expected up over 30% YoYAction: Verify order momentum, design-win conversions, and wafer fab equipment (WFE) spending trends.
Research as of 2 Sep 2026