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Sep 30
Advanced Energy Q3 2025 Earnings Report
Advanced Energy reported strong Q3 results driven by AI data center demand, achieving record revenue, higher margins, and robust cash flow.
Key Takeaways
Advanced Energy exceeded expectations in Q3 2025 with $463.3 million in revenue, a sharp year-over-year increase in Data Center Computing sales, higher gross margins, and non-GAAP EPS of $1.74.
Revenue reached $463.3 million, up from $374.2 million in Q3 2024.
GAAP EPS was $1.21 and non-GAAP EPS was $1.74, both beating guidance.
Data Center Computing revenue grew 113% YoY and 21% sequentially.
Generated $79 million in cash from operations, a 123% YoY increase.
Advanced Energy
Advanced Energy
Advanced Energy Revenue by Segment
Revenue by Segment
Semiconductor Equipment Revenue
CapyFin.comIndustrial and Medical Revenue
CapyFin.comData Center Computing Revenue
CapyFin.comTelecom and Networking Revenue
CapyFin.com Forward Guidance
Advanced Energy expects Q4 2025 revenue between $450M and $490M and non-GAAP EPS between $1.50 and $2.00, reflecting continued strength in AI data center and semiconductor markets.
Positive Outlook
- Guides Q4 revenue up to $490 million.
- Non-GAAP EPS forecasted as high as $2.00.
- Continued strong demand for next-gen data center solutions.
- Higher gross margins expected to continue.
- Solid operating cash flow supports investments and dividends.
Challenges Ahead
- Industrial and Medical segment revenue declined YoY.
- Continued costs related to restructuring and facility transitions.
- Foreign currency volatility impacted income.
- Acquisition-related expenses persist.
- Higher stock-based compensation costs influence results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income