Unlocking Advanced Energy (AEIS) International Revenues: Trends, Surprises, and Prospects

Core Insights - Advanced Energy Industries (AEIS) reported total revenue of $415.4 million for the quarter ending December 2024, reflecting a 2.5% increase from the previous year [4] International Revenue Trends - Revenue from Europe was $32.3 million, accounting for 7.78% of total revenue, which was a significant decline of 31.8% compared to the expected $47.36 million [5] - Asia contributed $194.74 million, representing 46.88% of total revenue, with a positive surprise of 21.13% over the expected $160.77 million [6] - Other countries generated $0.98 million, making up 0.23% of total revenue, which was a decrease of 12.16% from the projected $1.11 million [7] Future Revenue Forecasts - For the current fiscal quarter, total revenue is projected to reach $383.75 million, a 17.2% increase year-over-year, with Europe expected to contribute $49.32 million (12.9%), Asia $161.13 million (42%), and Other countries $1.51 million (0.4%) [8] - For the full year, total revenue is anticipated to be $1.62 billion, indicating a 9.5% rise from the previous year, with regional contributions of Europe at $192.4 million (11.9%), Asia at $694.08 million (42.8%), and Other countries at $4.1 million (0.3%) [9] Conclusion - The reliance on international markets presents both opportunities and challenges for Advanced Energy, making the analysis of international revenue trends crucial for forecasting future performance [10]