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AEIS Advanced Energy Industries

Advanced Energy is a global leader in the design and manufacturing of highly engineered, precision power conversion, measurement and control solutions for mission-critical applications and processes. AE's power solutions enable customer innovation in complex applications for a wide range of industries including semiconductor equipment, industrial, manufacturing, telecommunications, data center computing and healthcare. With engineering know-how and responsive service and support around the globe, the company builds collaborative partnerships to meet technology advances, propel growth for its customers and innovate the future of power. Advanced Energy has devoted more than three decades to perfecting power for its global customers and is headquartered in Denver, Colorado, USA.

Company profile

Ticker
AEIS
Exchange
CEO
Yuval Wasserman
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
840846841

AEIS stock data

(
)

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

5 May 21
2 Aug 21
31 Dec 21
Quarter (USD)
Mar 21 Dec 20 Sep 20 Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
26 May 21 Donikowski Tina Common Stock Sell Dispose S No No 99.73 1,700 169.54K 7,113
24 May 21 Thomas O Mcgimpsey Common Stock Sell Dispose S No Yes 100 2,219 221.9K 39,809
11 May 21 Kelley Stephen Douglas Common Stock Buy Aquire P No No 85 5,850 497.25K 27,902
7 May 21 Foster Ronald C Common Stock Gift Aquire G Yes No 0 18,425 0 18,425
7 May 21 Foster Ronald C Common Stock Gift Dispose G No No 0 18,425 0 9,963

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

94.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 290 287 +1.0%
Opened positions 43 61 -29.5%
Closed positions 40 26 +53.8%
Increased positions 84 87 -3.4%
Reduced positions 121 101 +19.8%
13F shares
Current Prev Q Change
Total value 3.97B 3.88B +2.4%
Total shares 36.32M 37.21M -2.4%
Total puts 61K 50.8K +20.1%
Total calls 143.8K 50.8K +183.1%
Total put/call ratio 0.4 1.0 -57.6%
Largest owners
Shares Value Change
BLK Blackrock 5.87M $641.1M +3.1%
Vanguard 4.18M $455.96M +2.5%
AMP Ameriprise Financial 2.73M $298.24M +2.7%
FMR 2.3M $251.52M +24.6%
Victory Capital Management 1.3M $141.46M +6.6%
Earnest Partners 1.18M $128.43M -0.7%
STT State Street 1.14M $124.42M +0.6%
Loomis Sayles & Co L P 988.15K $107.88M -4.2%
Dimensional Fund Advisors 865.56K $94.59M -1.6%
IVZ Invesco 716.9K $78.26M -4.3%
Largest transactions
Shares Bought/sold Change
Norges Bank 0 -481.78K EXIT
FMR 2.3M +454.36K +24.6%
Thrivent Financial For Lutherans 304.35K -245.85K -44.7%
Hardman Johnston Global Advisors 408.64K -234.47K -36.5%
Westfield Capital Management 235.38K -218.9K -48.2%
Friess Associates 0 -212.98K EXIT
BLK Blackrock 5.87M +178.2K +3.1%
Massachusetts Financial Services 543.3K -160.25K -22.8%
Clough Capital Partners L P 0 -153.8K EXIT
GS Goldman Sachs 299.34K +141.37K +89.5%

Financial report summary

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Competition
CraneMKS InstrumentsABBInternational
Risks
  • Our results of operations could be affected by natural disasters and other events in the locations in which we or our customers or suppliers operate.
  • The industries in which we compete are subject to volatile and unpredictable cycles.
  • We must achieve design wins to retain our existing customers and to obtain new customers, although design wins achieved do not necessarily result in substantial sales.
  • Despite the continued evolution of our manufacturing footprint our product lines are manufactured at only a few sites and our sites are not generally interchangeable.
  • Our long-term success and results of operations depend on our ability to successfully integrate Artesyn’s business and operations and realize the anticipated benefits from the acquisition.
  • Our debt obligations and the restrictive covenants in the agreements governing our debt could limit our ability to operate our business or pursue our business strategies, could adversely affect our business, financial condition, results of operations, and cash flows, and could significantly reduce stockholder benefits from a change of control event.
  • Our orders of raw materials, parts, components, and subassemblies are based on demand forecasts.
  • Activities necessary to integrate acquisitions may result in costs more than current expectations or be less successful than anticipated.
  • We transitioned a significant amount of our supply base to Asian suppliers.
  • We generally have no long-term contracts with our customers requiring them to purchase any specified quantities from us.
  • If we are unable to adjust our business strategy successfully for some of our product lines to reflect the increasing price sensitivity on the part of our customers, our business and financial condition could be harmed.
  • A significant portion of our sales and accounts receivable are concentrated among a few customers.
  • The loss of any of our key personnel could significantly harm our results of operations and competitive position.
  • The market price of our common stock has fluctuated and may continue to fluctuate for reasons over which we have no control.
  • Our operating results are subject to fluctuations, and if we fail to meet the expectations of securities analysts or investors, our share price may decrease significantly.
  • We are highly dependent on our intellectual property.
  • Our operations in the People’s Republic of China (PRC) and the Asia Pacific region are subject to significant political and economic uncertainties over which we have little or no control and we may be unable to alter our business practice in time to avoid reductions in revenues.
  • We are subject to risks inherent in international operations.
  • We are exposed to risks associated with worldwide financial markets and the global economy.
  • Globalization of sales increases risk of compliance with policy.
  • Our legacy inverter products may suffer higher than anticipated litigation, damage, or warranty claims.
  • Our products may suffer from defects or errors leading to damage or warranty claims.
  • Unfavorable currency exchange rate fluctuations may lead to lower operating margins, or may cause us to raise prices, which could result in reduced sales.
  • The United Kingdom’s exit from the European Union and related actions could adversely affect us.
  • Difficulties with our enterprise resource planning ("ERP") system and other parts of our global information technology system could harm our business and results of operation.
  • If our network security measures are breached and unauthorized access is obtained to a customer’s data or our data or our information technology systems, we may incur significant legal and financial exposure and liabilities.
  • We have been, and in the future may again be, involved in litigation. Litigation is costly and could result in further restrictions on our ability to conduct business or make use of market relationships we have developed, or an inability to prevent others from using our technology.
  • Return on investments or interest rate declines on plan investments could result in additional unfunded pension obligations for our pension plan.
  • Our intangible assets may become impaired.
  • Significant developments stemming from recent U.S. government actions and proposals concerning tariffs and other economic proposals could have a material adverse effect on us.
  • Increased governmental action on income tax regulations could negatively impact our business.
  • Changes in tax laws, tax rates, or mix of earnings in tax jurisdictions in which we do business, could impact our future tax liabilities and related corporate profitability.
  • Changes in our provision for income taxes or adverse outcomes resulting from examination of our income tax returns could adversely affect our results.
  • Our business is subject to complex and evolving U.S. and international laws and regulations regarding privacy and data protection. Many of these laws and regulations are subject to change and uncertain interpretation and could result in claims, changes to our business practices, penalties, increased cost of operations, or declines in user growth or engagement, or otherwise harm our business.
  • We are subject to numerous governmental regulations.
  • Financial reform legislation will result in new laws and regulations that may increase our costs of operations.
  • Our failure to maintain appropriate environmental, social, and governance ("ESG") practices and disclosures could result in reputational harm, a loss of customer and investor confidence, and adverse business and financial results.
Management Discussion
  • Net cash from operating activities from continuing operations for the three months ended March 31, 2021 was $54.3 million, as compared to $28.9 million for the same period in 2020. The increase of $25.4 million in net cash flows from operating activities, as compared to the same period in 2020, is due to increased profitability as a result of increased sales.
Content analysis
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Positive
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Uncertain
Constraining
Legalese
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Readability
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