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Advanced Energy Industries Inc. (AEIS) Stock Fundamental Analysis & AI Rating 2026

AEIS Nasdaq Electronic Components, NEC DE CIK: 0000927003
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 29, 2026 (in 13 days) • TBD ET • EPS est. $1.64 (vs $0.96 prior year) • All earnings →
Combined AI Rating
BUY
78% Confidence
STRONG AGREEMENT
BUY
78% Conf
BUY
77% Conf

📊 AEIS Key Takeaways

Revenue: $1.8B
Net Margin: 8.2%
Free Cash Flow: $125.9M
Current Ratio: 1.59x
Debt/Equity: 0.42x
EPS: $3.84
AI Rating: BUY with 78% confidence
Advanced Energy Industries Inc. (AEIS) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.8B, net profit margin of 8.2%, and return on equity (ROE) of 10.9%, Advanced Energy Industries Inc. demonstrates strong fundamentals in the Technology sector. Below is our complete AEIS stock analysis for 2026.

Is Advanced Energy Industries Inc. (AEIS) a Good Investment?

Claude

AEIS demonstrates exceptional earnings growth with net income surging 173.7% YoY while maintaining healthy revenue growth of 21.4%, indicating strong operational leverage and market demand. The company maintains solid financial health with strong liquidity (1.59x current ratio), moderate leverage (0.42x debt/equity), and robust interest coverage (10.1x), with substantial free cash flow generation of $125.9M supporting capital deployment and financial flexibility.

ChatGPT

Advanced Energy Industries shows a strong fundamental rebound, with double-digit revenue growth and sharply improved net income and EPS, while maintaining positive free cash flow and solid liquidity. Its cash-rich balance sheet, manageable leverage, and healthy interest coverage support financial resilience, though margin durability and the quality of earnings improvement should continue to be monitored.

Why Buy Advanced Energy Industries Inc. Stock? AEIS Key Strengths

Claude
  • + Exceptional net income growth of 173.7% YoY with EPS up 168.5%, demonstrating significant operational leverage
  • + Strong liquidity position with $791.2M in cash and 1.59x current ratio, providing financial flexibility
  • + Solid free cash flow generation of $125.9M (7.0% FCF margin) with operating cash flow of $233.3M supporting reinvestment
  • + Conservative leverage at 0.42x debt/equity with strong interest coverage of 10.1x, indicating low financial distress risk
  • + Revenue growth of 21.4% YoY combined with gross margin of 37.7% showing pricing power and operational efficiency
ChatGPT
  • + Revenue growth of 21.4% YoY with net income growth of 173.7% indicates strong operating recovery
  • + Solid financial position with $791.2M in cash, current ratio of 1.59x, and debt/equity of 0.42x
  • + Positive operating cash flow of $233.3M and free cash flow of $125.9M support flexibility for investment and balance sheet stability

AEIS Stock Risks: Advanced Energy Industries Inc. Investment Risks

Claude
  • ! Operating margin of 9.3% and net margin of 8.2% are relatively modest for a technology-focused company, suggesting competitive pressures
  • ! Capital expenditure of $107.4M represents 46% of operating cash flow, which may limit future dividend or debt reduction capacity
  • ! ROA of 5.8% and ROE of 10.9% are below optimal levels for growth companies, potentially indicating capital efficiency challenges
  • ! No visibility into guidance or forward-looking commentary; earnings growth trajectory sustainability unclear without forward guidance
ChatGPT
  • ! Operating margin of 9.3% and FCF margin of 7.0% suggest profitability is improved but not yet especially strong
  • ! Large earnings growth may partly reflect recovery from a weak prior period, making sustainability a key question
  • ! Capital intensity remains meaningful, with $107.4M of capex consuming a notable share of operating cash flow

Key Metrics to Watch

Claude
  • * Operating margin expansion trend as revenue scales
  • * Free cash flow sustainability and conversion ratio
  • * Capital allocation decisions and return on invested capital improvements
ChatGPT
  • * Operating margin and free cash flow margin
  • * Revenue growth consistency versus net income growth quality

Advanced Energy Industries Inc. (AEIS) Financial Metrics & Key Ratios

Revenue
$1.8B
Net Income
$148.4M
EPS (Diluted)
$3.84
Free Cash Flow
$125.9M
Total Assets
$2.5B
Cash Position
$791.2M

💡 AI Analyst Insight

Advanced Energy Industries Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

AEIS Profit Margin, ROE & Profitability Analysis

Gross Margin 37.7%
Operating Margin 9.3%
Net Margin 8.2%
ROE 10.9%
ROA 5.8%
FCF Margin 7.0%

AEIS vs Technology Sector: How Advanced Energy Industries Inc. Compares

How Advanced Energy Industries Inc. compares to Technology sector averages

Net Margin
AEIS 8.2%
vs
Sector Avg 18.0%
AEIS Sector
ROE
AEIS 10.9%
vs
Sector Avg 22.0%
AEIS Sector
Current Ratio
AEIS 1.6x
vs
Sector Avg 2.5x
AEIS Sector
Debt/Equity
AEIS 0.4x
vs
Sector Avg 0.5x
AEIS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Advanced Energy Industries Inc. Stock Overvalued? AEIS Valuation Analysis 2026

Based on fundamental analysis, Advanced Energy Industries Inc. shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
10.9%
Sector avg: 22%
Net Profit Margin
8.2%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.42x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Advanced Energy Industries Inc. Balance Sheet: AEIS Debt, Cash & Liquidity

Current Ratio
1.59x
Quick Ratio
1.17x
Debt/Equity
0.42x
Debt/Assets
46.2%
Interest Coverage
10.06x
Long-term Debt
$567.5M

AEIS Revenue & Earnings Growth: 5-Year Financial Trend

AEIS 5-year financial data: Year 2021: Revenue $1.5B, Net Income $64.9M, EPS $1.69. Year 2022: Revenue $1.8B, Net Income $134.7M, EPS $3.50. Year 2023: Revenue $1.8B, Net Income $134.7M, EPS $3.51. Year 2024: Revenue $1.8B, Net Income $199.7M, EPS $5.29. Year 2025: Revenue $1.8B, Net Income N/A, EPS $3.40.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Advanced Energy Industries Inc.'s revenue has grown significantly by 24% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.40 reflects profitable operations.

AEIS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.0%
Free cash flow / Revenue

AEIS Quarterly Earnings & Performance

Quarterly financial performance data for Advanced Energy Industries Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $374.2M N/A $0.14
Q2 2025 $364.9M $14.8M $0.39
Q1 2025 $327.5M $5.4M $0.14
Q3 2024 $374.2M $5.3M $0.14
Q2 2024 $364.9M $15.0M $0.40
Q1 2024 $327.5M N/A $0.14
Q3 2023 $410.0M $32.7M $0.86
Q2 2023 $415.5M $27.1M $0.72

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Advanced Energy Industries Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$233.3M
Cash generated from operations
Stock Buybacks
$30.2M
Shares repurchased (TTM)
Capital Expenditures
$107.4M
Investment in assets
Dividends Paid
$15.6M
Returned to shareholders

AEIS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Advanced Energy Industries Inc. (CIK: 0000927003)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 4 xslF345X06/ownership.xml View →
Mar 26, 2026 DEF 14A aeis-20260507xdef14a.htm View →
Mar 19, 2026 4 xslF345X06/ownership.xml View →
Mar 18, 2026 4 xslF345X06/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about AEIS

What is the AI rating for AEIS?

Advanced Energy Industries Inc. (AEIS) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AEIS's key strengths?

Claude: Exceptional net income growth of 173.7% YoY with EPS up 168.5%, demonstrating significant operational leverage. Strong liquidity position with $791.2M in cash and 1.59x current ratio, providing financial flexibility. ChatGPT: Revenue growth of 21.4% YoY with net income growth of 173.7% indicates strong operating recovery. Solid financial position with $791.2M in cash, current ratio of 1.59x, and debt/equity of 0.42x.

What are the risks of investing in AEIS?

Claude: Operating margin of 9.3% and net margin of 8.2% are relatively modest for a technology-focused company, suggesting competitive pressures. Capital expenditure of $107.4M represents 46% of operating cash flow, which may limit future dividend or debt reduction capacity. ChatGPT: Operating margin of 9.3% and FCF margin of 7.0% suggest profitability is improved but not yet especially strong. Large earnings growth may partly reflect recovery from a weak prior period, making sustainability a key question.

What is AEIS's revenue and growth?

Advanced Energy Industries Inc. reported revenue of $1.8B.

Does AEIS pay dividends?

Advanced Energy Industries Inc. pays dividends, with $15.6M distributed to shareholders in the trailing twelve months.

Where can I find AEIS SEC filings?

Official SEC filings for Advanced Energy Industries Inc. (CIK: 0000927003) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AEIS's EPS?

Advanced Energy Industries Inc. has a diluted EPS of $3.84.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AEIS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Advanced Energy Industries Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is AEIS stock overvalued or undervalued?

Valuation metrics for AEIS: ROE of 10.9% (sector avg: 22%), net margin of 8.2% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy AEIS stock in 2026?

Our dual AI analysis gives Advanced Energy Industries Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is AEIS's free cash flow?

Advanced Energy Industries Inc.'s operating cash flow is $233.3M, with capital expenditures of $107.4M. FCF margin is 7.0%.

How does AEIS compare to other Technology stocks?

Vs Technology sector averages: Net margin 8.2% (avg: 18%), ROE 10.9% (avg: 22%), current ratio 1.59 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI