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Jun 30, 2025
Advanced Energy Q2 2025 Earnings Report
Advanced Energy reported its Q2 2025 results with revenue and earnings exceeding guidance, driven by record Data Center Computing sales and early signs of recovery in industrial and medical markets.
Key Takeaways
Advanced Energy posted strong Q2 2025 results with revenue of $441.5 million and non-GAAP EPS of $1.50, supported by robust demand in data center computing and signs of recovery in industrial segments.
Revenue exceeded guidance at $441.5M, driven by record Data Center Computing sales
GAAP EPS came in at $0.67 while Non-GAAP EPS reached $1.50
Gross margin improved to 37.0% GAAP and 38.1% Non-GAAP
Operating income rose to $31.6M from $12.9M a year earlier
Revenue by Segment
Forward Guidance
For Q3 2025, Advanced Energy expects revenue of $440M ± $20M and non-GAAP EPS of $1.45 ± $0.25, reflecting continued momentum in AI-driven data center demand.
Positive Outlook
- Guidance midpoint matches strong Q2 revenue performance
- Non-GAAP EPS outlook close to Q2 levels
- Continued demand from AI data center markets
- Momentum in next-gen semiconductor product qualification
- Company executing margin expansion initiatives
Challenges Ahead
- EPS range suggests potential volatility in bottom-line results
- Industrial and Medical segment showed YoY decline
- Telecom and Networking revenue continued to shrink
- Cash balance declined slightly from prior quarter
- No segment-level forward visibility provided
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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