Welcome to our dedicated page for Advanced Energy SEC filings (Ticker: AEIS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Advanced Energy Industries, Inc. (Nasdaq: AEIS) provides access to the company’s official disclosures filed with the U.S. Securities and Exchange Commission. These documents include periodic reports and current reports that describe Advanced Energy’s financial condition, results of operations, and significant corporate events related to its precision power conversion, measurement, and control business.
Advanced Energy uses its filings, such as Form 8‑K current reports, to announce items like quarterly financial results. For example, the company has filed an 8‑K to furnish a press release covering revenue by market (Semiconductor Equipment, Industrial and Medical, Data Center Computing, and Telecom and Networking), operating performance, and cash flow from continuing operations. Such filings also explain the company’s use of non‑GAAP financial measures, detailing adjustments to GAAP results and the rationale management provides for using these metrics.
On this page, investors can monitor quarterly and annual reports (Forms 10‑Q and 10‑K when filed) to review segment information, risk discussions, and other disclosures related to Advanced Energy’s activities in semiconductor equipment, industrial production, medical and life sciences, data center computing, networking, and telecommunications. Form 4 and related insider transaction filings, when available, help users track trading activity by directors and officers.
Stock Titan enhances these filings with AI‑powered summaries that highlight key points from lengthy documents, such as revenue trends by market, commentary on demand drivers like AI data center solutions, and explanations of non‑GAAP reconciliations. Real‑time updates from EDGAR and simplified views of complex forms make it easier to follow how Advanced Energy reports its performance, capital allocation decisions such as dividends, and other material events affecting AEIS shareholders.
ADVANCED ENERGY INDUSTRIES INC EVP & CFO Paul R. Oldham reported equity award activity and related share movements. On February 18, 2026, he acquired 15,466 shares of phantom stock at $0, reflecting a deferral of the same number of common shares under the company’s deferred compensation plan. He also exercised 15,466 shares of common stock from derivative securities at $314.12 per share, and disposed of 15,466 shares of common stock back to the issuer. In a related derivative transaction dated February 20, 2025, he exercised 9,460 performance units at $0. Following these transactions, his direct holdings included common stock and unvested restricted stock units as described in the footnotes.
Advanced Energy Industries EVP and COO Eduardo Bernal Acebedo acquired shares through a performance-based equity vesting. On the performance unit side, 8,409 performance units vested and were exercised pursuant to a 2023 Long-Term Incentive Plan award, following achievement of the plan’s performance metrics and a Board-approved 2/18/2026 release date.
These units converted into 13,747 shares of common stock at a stated price of $314.12 per share through a derivative exercise. After these transactions, Acebedo directly holds 33,569 shares of common stock, consisting of 7,967 unvested restricted stock units and 25,602 shares of common stock.
Advanced Energy Industries President and CEO Stephen Douglas Kelley reported equity compensation activity involving performance-based awards. On February 18, 2026, he acquired 53,704 shares of common stock through the vesting and conversion of performance units granted under the 2023 Long-Term Incentive Plan, based on achieved performance metrics. On the same date, 23,504 shares of common stock were automatically disposed of to cover tax liabilities associated with this vesting. After these transactions, Kelley directly held 124,152 shares, consisting of 21,899 unvested restricted stock units and 102,253 shares of common stock.
Advanced Energy Industries director Anne DelSanto reported an open-market sale of 240 shares of common stock at $311.04 per share on February 17, 2026. The transaction was executed indirectly by The DelSanto Family Trust, for which she serves as trustee, under a pre-arranged Rule 10b5-1 trading plan adopted on March 13, 2025.
Following this sale, the trust continued to hold 6,654 shares of Advanced Energy common stock.
Advanced Energy Industries director Lanesha Minnix sold 1,000 shares of common stock in an open-market transaction. The sale occurred at a price of $316.625 per share. After this transaction, Minnix directly owns 4,585 shares of the company’s stock. A footnote notes that this amount includes 2.409 shares acquired through a Dividend Reinvestment Plan, with reported numbers rounded down to the nearest whole share.
Advanced Energy Industries Inc. (AEIS) shareholder Anne DelSanto has filed a Form 144 notice to sell 240 shares of common stock. The planned sale, through Fidelity Brokerage Services on NASDAQ around 02/17/2026, has an aggregate market value of $74,649.60.
The shares being sold were originally acquired on 05/13/2023 as vested compensation from AEIS. Over the past three months, DelSanto has reported three separate sales of 240 common shares each, with gross proceeds of $59,280.00, $48,064.80, and $52,416.00.
AESI shareholder filed a notice of proposed sale of 1,000 shares of common stock under Rule 144. The shares have an aggregate market value of $316,625 and are expected to be sold on or about 02/13/2026 through Morgan Stanley Smith Barney LLC on the NASDAQ market. These 1,000 shares were acquired as restricted stock from the issuer on 05/09/2023, with the same date shown as the payment date. The filing notes that there were 37,750,990 shares outstanding when the notice was prepared; this is a baseline figure, not the amount being sold.
Advanced Energy Industries files its annual report describing its power electronics business, strategy, and risks. The company provides precision power conversion, measurement, and control solutions for semiconductor equipment, data center computing, industrial and medical, and telecom and networking markets, operating as a single global segment.
Recent actions include a new unsecured credit agreement signed on May 8, 2025, with a term loan and revolving facility maturing in 2030, and an acceleration trigger linked to its 2.50% convertible notes due 2028. Advanced Energy is executing a multi‑year manufacturing consolidation plan, closing its Zhongshan, China facility, expanding capacity in the Philippines and Mexicali, and building a new factory in Thailand.
The company spent $232.4 million on research and development in 2025, up from $211.8 million in 2024 and $202.4 million in 2023. Three customers represented 23%, 19%, and 12% of 2025 revenue, and about 70% of revenue came from outside the U.S. As of February 4, 2026, there were 37,750,990 common shares outstanding, and non‑affiliate market value was about $4.95 billion as of June 30, 2025.
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.
FMR LLCAbigail P. Johnson report beneficial ownership of 1,962,779.96 shares of Advanced Energy Industries Inc common stock, representing 5.2% of the class as of the event date. FMR has sole voting power over 1,954,576.11 shares and sole dispositive power over 1,962,779.96 shares, with no shared voting or dispositive power reported. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company. One or more other persons may receive dividends or sale proceeds for these shares, but no other person holds more than 5% of the outstanding common stock.