AEIS at a glance
ADVANCED ENERGY INDUSTRIES INC (AEIS, SEC CIK 927003) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ADVANCED ENERGY INDUSTRIES INC (AEIS) reported revenue of $1.8 billion (up 21.4% from FY2024) and net income of $148.4 million. Diluted EPS was $3.84.
- As of June 30, 2026, 5 institutional investment managers tracked by SignalX reported holding ADVANCED ENERGY INDUSTRIES INC (AEIS) shares worth $102.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Vonne Elizabeth Karpinski on September 8, 2026 of 632 shares at $288.14 per share.
- In the last 90 days, AEIS insiders reported 0 open-market purchases ($0) and 23 open-market sales ($8.7M) on Form 4, a net sale of $8.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.8B
- +21.4% vs prior year
- Insiders · 90 days
- 0 buys · 23 sells
- Net −$8.7M
- 13F holders
- 5 funds
- $102.0M · −6 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: precision power conversion, measurement, and control solutions for Semiconductor Equipment, Data Center, Industrial, Medical, Telecom markets
- New credit agreement entered May 8, 2025, replacing prior 2019 agreement with senior unsecured term loan and revolving facility maturing 2030
- Appointment of HSBC Bank USA, N.A. as administrative agent under new credit facility
- Financing terms of new credit agreement substantially same as previous, with maturity linked to 2.50% convertible senior notes due 2028
- Operates as single business segment with global, functional organizational structure
Risk Factors
- U.S. tariffs and export controls risk with potential material impact on demand, costs, or sales from future trade policy changes or retaliatory measures
- Manufacturing consolidation risk from Zhongshan site closure in Q2 2025, finalizing in 2026, impacting operational footprint and costs
- Data Center Computing market revenue doubled in 2025, indicating exposure to sector-specific demand fluctuations
- Operating expenses up $16.7M in 2025 due to higher R&D and stock-based compensation costs affecting profitability
Management Discussion & Analysis
- Revenue concentration: top 3 customers accounted for 54% in 2025 vs 37% in 2024
- Largest customer revenue concentration increased, raising customer concentration risk
- No details on cash flow, capital allocation, or margin changes reported
- Management highlights risk from potential loss of large customers affecting future operations
AI summary of the AEIS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Semiconductor Equipment demand grew in first half 2026, driven by leading-edge AI logic and memory devices
- Data Center Computing revenue increased year over year, supported by hyperscale AI investments
- Industrial and Medical demand recovered in second quarter versus the same quarter last year
- Telecom and Networking demand stable in first half 2026, with growth from AI-related applications
- Potential headwinds: tariffs, geopolitical instability, shipping disruptions, component shortages, and higher supply-chain costs
Risk Factors
- No material changes to risk factors previously disclosed in the 2025 Form 10-K
- Additional unknown or currently immaterial risks could materially adversely affect business, financial condition, or operating results
- New 0% Convertible Senior Notes due 2031 introduce convertible-debt and potential dilution exposure
- $166.6 million remaining share-repurchase authorization preserves capital-allocation flexibility
- Five directors or executives adopted Rule 10b5-1 trading arrangements covering up to 34,571 shares
AI summary of the AEIS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 2026 revenue $574.1M, up 30% year-over-year and above guidance, signaling broad demand recovery
- Semiconductor Equipment revenue $278.3M, up from $209.5M; Data Center Computing reached $191.5M
Item 8.01: Other Events
- Redemption of all $136.709 million outstanding 2.50% Convertible Senior Notes due 2028 scheduled for September 23, 2026
- Early debt retirement eliminates the notes’ 2.50% interest expense before 2028 maturity
Item EX-99.1: Item EX-99.1
- Redemption of all $136.709M remaining 2.50% convertible notes scheduled for September 23, 2026
- Company pays 100% of principal plus accrued interest, eliminating the notes’ remaining maturity obligation
Item 1.01: Entry into a Material Definitive Agreement
- Notes and exchange shares issued through Securities Act exemptions, limiting immediate public-registration requirements
- Convertible Notes create potential common-stock dilution, with impact dependent on the conversion price
AI summaries of AEIS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AEIS
Don't miss the next AEIS filing
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- Fund moves. Which tracked funds opened, added or cut AEIS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Vonne Elizabeth Karpinski | Sell | Sep 8, 2026 | 632 | $288.14 |
| DelSanto Anne | Sell | Sep 8, 2026 | 265 | $288.14 |
| Vonne Elizabeth Karpinski | Sell | Aug 27, 2026 | 907 | $290.05 |
| Acebedo Eduardo Bernal | Sell | Aug 18, 2026 | 5,062 | $313.82 |
| Acebedo Eduardo Bernal | Sell | Aug 18, 2026 | 2,951 | $311.80 |
| Acebedo Eduardo Bernal | Sell | Aug 18, 2026 | 568 | $310.75 |
| Acebedo Eduardo Bernal | M | Aug 18, 2026 | 6,042 | $85.97 |
| Acebedo Eduardo Bernal | Sell | Aug 18, 2026 | 406 | $309.73 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.5B | $1.8B |
| Gross Profit | - | $529.3M | $677.4M |
| Operating Income | - | $36.6M | $168.0M |
| Net Income | - | $54.2M | $148.4M |
| Gross Margin | - | 35.7% | 37.7% |
| Op. Margin | - | 2.5% | 9.3% |
| Net Margin | - | 3.7% | 8.2% |
| Balance Sheet | |||
| Total Assets | $2.6B | $2.3B | $2.5B |
| Equity | $1.1B | $1.2B | $1.4B |
| ROE | - | 4.5% | 10.9% |
| Per Share | |||
| EPS | - | $1.43 | $3.84 |
| Cash Flow | |||
| Operating CF | - | $130.7M | $233.3M |
| CapEx | - | $56.8M | $107.4M |
Source: XBRL data in ADVANCED ENERGY INDUSTRIES INC (AEIS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AEIS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 5 | $102.0M |
| Q1 2026 | 11 | $209.9M |
| Q4 2025 | 14 | $148.8M |
| Q3 2025 | 13 | $140.6M |
| Q2 2025 | 11 | $104.1M |
| Q1 2025 | 8 | $57.8M |
| Q4 2024 | 8 | $66.7M |
| Q3 2024 | 5 | $180.5M |
- Millennium Management−27.26M (-63%)
- Wells Fargo & Co−619.0K (-31%)
- JPMorgan Chase & Co−460.0K (-31%)
- Soros Fund Management+16.82M
- Morgan Stanley+2.66M
- FMR LLC (Fidelity)−12.89M
- State Street Corp−11.97M
- BlackRock−9.55M
- Ameriprise Financial−3.50M
- Invesco Ltd−2.00M
Source: 13F-HR filings on SEC EDGAR (aggregated from 75 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AEIS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | May 18, 2026 | - | Analysis | |
| 8-K | May 14, 2026 | - | Analysis | |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
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AEIS SEC filings: frequently asked questions
Are AEIS insiders buying or selling?
In the last 90 days, ADVANCED ENERGY INDUSTRIES INC (AEIS) officers, directors and 10% owners reported no open-market purchases and 23 open-market sales worth $8.7 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AEIS stock?
As of June 30, 2026, the largest ADVANCED ENERGY INDUSTRIES INC (AEIS) holders among the 13F filers tracked by SignalX were Soros Fund Management ($45.9 million), Millennium Management ($43.0 million), Morgan Stanley ($6.8 million), Wells Fargo & Co ($3.7 million), JPMorgan Chase & Co ($2.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AEIS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ADVANCED ENERGY INDUSTRIES INC (AEIS) reported revenue of $1.8 billion (up 21.4% from FY2024) and net income of $148.4 million. Diluted EPS was $3.84. The figures come from the XBRL data in the 10-K.
What are the main risks in AEIS's latest 10-K?
In the 10-K filed February 13, 2026, ADVANCED ENERGY INDUSTRIES INC (AEIS) flagged: U.S. tariffs and export controls risk with potential material impact on demand, costs, or sales from future trade policy changes or retaliatory measures. Manufacturing consolidation risk from Zhongshan site closure in Q2 2025, finalizing in 2026, impacting operational footprint and costs. (AI summary of the Risk Factors section.)
What did AEIS report in its latest 8-K?
ADVANCED ENERGY INDUSTRIES INC (AEIS) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest AEIS SEC filings?
ADVANCED ENERGY INDUSTRIES INC (AEIS) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 10, 2026.
What is AEIS's SEC CIK number?
ADVANCED ENERGY INDUSTRIES INC (AEIS)'s SEC Central Index Key (CIK) is 927003. EDGAR lists every AEIS filing under that number.
Ask anything about AEIS
The research agent reads AEIS's filings, financials, insider trades and 13F holders, then answers with sources.