Advanced Energy (AEIS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Advanced Energy Industries (AEIS) reported a revenue of $489.4 million for the quarter ended December 2025, marking a year-over-year increase of 17.8% and an EPS of $1.94 compared to $1.30 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $475.24 million by 2.98%, while the EPS surpassed the consensus estimate of $1.77 by 9.61% [1] Revenue Performance by Market - Data Center Computing generated $177.9 million, slightly below the average estimate of $178.51 million, with a year-over-year increase of 100.6% [4] - Telecom and Networking reported $21.7 million, below the average estimate of $24.98 million, reflecting a year-over-year decrease of 6% [4] - Semiconductor Equipment achieved $211.6 million, exceeding the average estimate of $194.55 million, but showing a year-over-year decline of 6.7% [4] - Industrial and Medical sectors reported $78.2 million, slightly above the average estimate of $77.32 million, with a year-over-year increase of 1.8% [4] Stock Performance - Advanced Energy's shares have returned +22.7% over the past month, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]