Advanced Energy Industries (AEIS) reported $489.4 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 17.8%. EPS of $1.94 for the same period compares to $1.30 a year ago.
The reported revenue represents a surprise of +2.98% over the Zacks Consensus Estimate of $475.24 million. With the consensus EPS estimate being $1.77, the EPS surprise was +9.61%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Advanced Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Revenue by Market- Data Center Computing: $177.9 million compared to the $178.51 million average estimate based on two analysts. The reported number represents a change of +100.6% year over year.
- Net Revenue by Market- Telecom and Networking: $21.7 million versus the two-analyst average estimate of $24.98 million. The reported number represents a year-over-year change of -6%.
- Net Revenue by Market- Semiconductor Equipment: $211.6 million versus the two-analyst average estimate of $194.55 million. The reported number represents a year-over-year change of -6.7%.
- Net Revenue by Market- Industrial and Medical: $78.2 million versus the two-analyst average estimate of $77.32 million. The reported number represents a year-over-year change of +1.8%.
View all Key Company Metrics for Advanced Energy here>>>
Shares of Advanced Energy have returned +22.7% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Advanced Energy Industries, Inc. (AEIS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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