10-Q quarterly report · filed Aug 3, 2026

ADVANCED ENERGY INDUSTRIES INC (AEIS) Q2 2026 10-Q Quarterly Report

Short answer

ADVANCED ENERGY INDUSTRIES INC (AEIS) filed its Q2 2026 10-Q quarterly report on Aug 3, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $574M (up 30.0% year over year) with net income of $54M.

Q2 2026 key financials · XBRL

Revenue
$574M
+30.0% YoY · +12.3% QoQ
Net income
$54M
+114.7% YoY · −19.0% QoQ
Operating margin
16.6%
Gross margin
41.1%
EPS (diluted)
$1.28
+93.9% YoY · −19.0% QoQ

Source: XBRL data from the ADVANCED ENERGY INDUSTRIES INC (AEIS) Q2 2026 10-Q on SEC EDGAR. USD.

ADVANCED ENERGY INDUSTRIES INC Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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