Advanced Energy Industries, Inc. (AEIS) Q2 2026 Earnings Call Transcript

SA Transcripts 161.45K Followers Follow Advanced Energy Industries, Inc. ( AEIS ) Q2 2026 Earnings Call August 3, 2026 4:30 PM EDT Company Participants Yeuk-Fai Mok - Vice President of Strategic Marketing Stephen Kelley - President, CEO & Director Paul Oldham - Executive VP & CFO Conference Call Participants Matthew Prisco - Cantor Fitzgerald & Co., Research Division Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Shane Brett - Morgan Stanley, Research Division Steve Barger - KeyBanc Capital Markets Inc., Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division James Ricchiuti - Needham & Company, LLC, Research Division Scott Graham - Seaport Research Partners Yiling Sun - Citigroup Inc., Research Division Duksan Jang - BofA Securities, Research Division Quinn Fredrickson - Robert W. Baird & Co. Incorporated, Research Division Daniela Talio - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Greetings, and welcome to the Advanced Energy Second Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce Edwin Mok, Senior Vice President of Strategic Markets and Investor Relations. Please go ahead. Yeuk-Fai Mok Vice President of Strategic Marketing Thank you, operator. Good afternoon, everyone. Welcome to Advanced Energy's Second Quarter 2026 Earnings Conference Call. With me today are Stephen Kelley, our President and CEO; and Paul Oldham, our Executive Vice President and CFO. You can find today's earnings press release and presentation on our website at ir.advancedenergy.com. Before we begin, let me remind you that today's call contains forward-looking statements. They are subject to risks and uncertainties that could cause actual results to differ materially and are not guarantees of future performance. Information concerning these risks can be found in our SEC filings. All forward-looking statements are based on management's estimates as of today, August 3, 2026, and the company assumes no obligation to update them. Any targets beyond current year presented today