ADVANCED ENERGY INDUSTRIES INC (AEIS) FY2025 10-K Annual Report

Filed: Feb 13, 2026
Information Technology
Electronic Components, NECSEC EDGAR

ADVANCED ENERGY INDUSTRIES INC (AEIS) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 13, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

ADVANCED ENERGY INDUSTRIES INC FY2025 10-K Analysis

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
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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
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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
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ADVANCED ENERGY INDUSTRIES INC FY2025 Key Financial Metrics
XBRL

Revenue

$1.8B

+21.4% YoY

Net Income

$148M

+173.7% YoY

Gross Margin

37.7%

+194bp YoY

Operating Margin

9.3%

+687bp YoY

Net Margin

8.2%

+459bp YoY

ROE

10.9%

+638bp YoY

Total Assets

$2.5B

+12.6% YoY

EPS (Diluted)

$3.84

+168.5% YoY

Operating Cash Flow

$233M

+78.4% YoY

Source: XBRL data from ADVANCED ENERGY INDUSTRIES INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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