Advanced Energy Industries, Inc. (AEIS) Q4 2025 Earnings Call Transcript

SA Transcripts158.29K FollowersFollow5ShareSaveCommentsQ4: 2026-02-10 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $1.94 beats by $0.16 | Revenue of $489.40M (17.81% Y/Y) beats by $15.47M Advanced Energy Industries, Inc. (AEIS) Q4 2025 Earnings Call February 10, 2026 4:30 PM EST Company Participants Yeuk-Fai Mok - Vice President of Strategic MarketingStephen Kelley - President, CEO & DirectorPaul Oldham - Executive VP & CFO Conference Call Participants Brian Chin - Stifel, Nicolaus & Company, Incorporated, Research DivisionSreekrishnan Sankarnarayanan - TD Cowen, Research DivisionMehdi Hosseini - Susquehanna Financial Group, LLLP, Research DivisionSteve Barger - KeyBanc Capital Markets Inc., Research DivisionJoseph Quatrochi - Wells Fargo Securities, LLC, Research DivisionJames Ricchiuti - Needham & Company, LLC, Research DivisionRobert Mason - Robert W. Baird & Co. Incorporated, Research DivisionScott Graham - Seaport Research PartnersDavid Duley - Steelhead Securities LLC Presentation Operator Greetings, and welcome to the Advanced Energy Fourth Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce Edwin Mok, Senior Vice President of Strategic Marketing and Investor Relations. Please go ahead. Yeuk-Fai MokVice President of Strategic Marketing Thank you, operator. Good afternoon, everyone. Welcome to the Advanced Energy Fourth Quarter 2025 Earnings Conference Call. With me today are Steve Kelley, our President and CEO; and Paul Oldham, our Executive Vice President and CFO. You can find today's press release and earnings presentation on our website at ir.advancedenergy.com. Before we begin, let me remind you that today's call contains forward-looking statements. They are subject to risks and uncertainties that could cause actual results to differ materially and are not guarantee of future performance. Information concerning these risks can be found in our SEC filings. All forward-looking statements are based on management's estimates as of today, February 10, 2026, and the company assumes no obligation to update them. Any targets beyond the current quarter presented today should not be interpreted as guidance. On today's call, our financial results