Every 8-K that Advanced Energy (AEIS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AEIS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AEIS filings page.
Advanced Energy Industries reported record second quarter 2026 results, with revenue of $574.1 million, up from $511.0 million in the prior quarter and $441.5 million a year earlier. GAAP income from continuing operations was $54.5 million, or $1.29 diluted EPS.
GAAP results included $31.8 million of inducement costs related to partial conversion of 2028 convertible senior notes; on a non-GAAP basis, income was $112.2 million and EPS $2.74. Gross margin reached 41.1% versus 37.0% a year ago. The company generated a record $86 million of operating cash flow from continuing operations, ending June 30, 2026 with $1,396.5 million of cash and equivalents and $1,128.6 million of long-term debt.
Management guided for third quarter 2026 revenue of $640 million ± $20 million, GAAP EPS from continuing operations of $2.38 ± $0.25, and non-GAAP EPS of $3.00 ± $0.25, citing strengthening demand across all served markets.
Advanced Energy Industries, Inc. plans to redeem all $136,709,000 of its remaining 2.50% Convertible Senior Notes due 2028 on September 23, 2026. The redemption price will be 100% of principal plus accrued but unpaid interest up to the day before redemption.
Noteholders can instead convert their notes into common stock any time until close of business on September 22, 2026. The current conversion rate is 7.2747 shares per $1,000 principal, implying a conversion price of about $137.46, with an additional 0.0743 shares per $1,000 for conversions tied to this redemption.
Advanced Energy Industries, Inc. completed a private offering of $1.15 billion aggregate principal amount of 0% Convertible Senior Notes due 2031. The company received approximately $1,128.1 million in net proceeds and structured the notes to mature on May 15, 2031, with multiple conversion and redemption features.
It spent $69.0 million on capped call transactions designed to generally reduce potential dilution on note conversion and exchanged about $438.3 million of its 2.50% Convertible Senior Notes due 2028 for $442.4 million in cash plus approximately 1.98 million shares. After these exchanges, about $136.7 million of the 2028 notes remain outstanding, and the company also received roughly $44.6 million from partially unwinding related hedge and warrant transactions.
Advanced Energy Industries, Inc. is raising capital through a private offering of $1.0 billion aggregate principal amount of 0% Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A. The company granted initial purchasers an option for up to an additional $150 million of notes.
Advanced Energy expects net proceeds of about $980.8 million, or $1,128.1 million if the option is fully exercised. It plans to spend $60.0 million (or $69.0 million) on capped call transactions and about $442.4 million in cash plus roughly 1.98 million shares to exchange approximately $438.3 million of its 2.50% Senior Convertible Notes due 2028, with remaining proceeds for general corporate purposes including potential retirement of the rest of the 2028 notes.
The notes carry a 0% coupon, mature on May 15, 2031, and have an initial conversion rate of 1.9655 shares per $1,000 (conversion price about $508.78 per share, a 50% premium to the $339.19 stock price on May 13, 2026). Capped call transactions with a cap price of $678.38 per share are designed to mitigate potential dilution from conversions.
Advanced Energy Industries plans a private offering of $1.0 billion aggregate principal amount of Convertible Senior Notes due 2031, with an option for initial purchasers to buy up to an additional $150 million of notes under Rule 144A for qualified institutional buyers.
The company expects to use part of the net proceeds to fund capped call transactions tied to the notes, and to use cash plus shares of common stock to exchange a portion of its outstanding 2.50% Senior Convertible Notes due 2028, with any remaining proceeds for general corporate purposes, including potential retirement of remaining 2028 notes. The new notes will be senior unsecured obligations, pay interest semiannually, and are aimed at refinancing existing convertible debt while managing potential equity dilution through the capped call structure.
Advanced Energy Industries, Inc. reported results of its 2026 Annual Meeting, where stockholders approved key changes to the company’s capital structure and incentive compensation programs.
Stockholders approved a Second Amended and Restated 2023 Omnibus Incentive Plan, increasing shares authorized for issuance under the plan from 2,400,000 to 4,900,000 and extending its termination date from April 27, 2033 to May 7, 2036. They also approved an amendment to the Amended and Restated Certificate of Incorporation to increase authorized common stock from 70,000,000 to 140,000,000 shares, effective upon filing a Certificate of Amendment in Delaware on May 7, 2026.
All ten director nominees were elected, the advisory vote on executive compensation was approved, and Ernst & Young LLP was ratified as independent registered public accounting firm for 2026.
Advanced Energy Industries, Inc. reported strong first quarter 2026 results. Revenue reached $511 million, up from $489 million in the prior quarter and $405 million a year earlier, driven by strengthening demand across all markets and particularly higher data center computing revenue.
GAAP net income from continuing operations was $67 million, or $1.59 diluted EPS, compared with $0.65 a year ago. Non-GAAP net income was $83 million, or $2.09 per diluted share, with non-GAAP gross margin surpassing 40%, a key strategic milestone for the company.
Operating cash flow from continuing operations was an outflow of $5.6 million, mainly due to seasonal payments and a $48 million inventory build to support strong demand. For the second quarter of 2026, the company forecasts revenue of $520–$560 million, GAAP EPS of $1.31–$1.77, and non-GAAP EPS of $1.93–$2.43.
Advanced Energy Industries reported strong fourth quarter and full-year 2025 results, driven by semiconductor and data center demand. Q4 2025 revenue was $489 million, up from $463 million in Q3 2025 and $415 million a year earlier, with GAAP diluted EPS from continuing operations of $1.31. Non-GAAP diluted EPS was $1.94, above the prior quarter’s $1.74.
For 2025, revenue reached $1.80 billion, a 21% increase from $1.48 billion in 2024. GAAP net income from continuing operations rose to $149 million or $3.87 per diluted share, compared with $56 million or $1.49 in 2024, which included a one-time $15 million tax benefit and $30 million in restructuring charges. Non-GAAP net income was $245 million or $6.41 per diluted share, up from $140 million or $3.71.
The company generated $235 million of operating cash flow from continuing operations in 2025, repurchased $30 million of stock, and paid $15.6 million in dividends. Year-end cash and equivalents were $791 million and outstanding debt tied to 2028 convertible notes was $568 million. For Q1 2026, Advanced Energy guides revenue to $500 million ± $20 million, GAAP EPS from continuing operations to $1.44 ± $0.25, and non-GAAP EPS to $1.94 ± $0.25.
Advanced Energy Industries (AEIS) furnished a Form 8-K under Item 2.02 to announce that it issued a press release with financial results for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1.
The company states the information in Item 2.02 and Exhibit 99.1 is furnished, not filed, under Section 18, and is not incorporated into other filings unless expressly referenced.