Advanced Energy (AEIS) Q2 FY26 earnings call

Advanced Energy delivered record Q2 FY26 results, driven by strengthening demand across all target markets and solid factory execution. The company raised its full-year 2026 revenue growth outlook to low to mid-30% range, with significant contributions from AI data center and semiconductor. Strategic investments in capacity and inventory are enabling the company to meet increasing customer demand and support future growth, with a focus on new product ramps and margin expansion.