AEIS Q2 2026 - Preliminary Earnings Alert

Event: Quartr Q2 2026 event Retrieved: 2026-08-03T20:19:00Z Comparison mode: aggressive Scorecard contract: v1 Source status: release=available | financials=available | transcript=not yet available

Consensus scorecard

Reported results and guidance

• Q2 revenue was $574 million, up 30% year over year; non-GAAP diluted EPS was $2.74 and GAAP diluted EPS from continuing operations was $1.29.
• Semiconductor revenue reached a record and grew 33% year over year; non-GAAP gross margin was 41.9%.
• Q3 guidance calls for revenue of $640 million plus or minus $20 million and non-GAAP EPS of $3.00 plus or minus $0.25.

Key bullish aspects

• Both revenue and EPS exceeded the high end of company guidance, while management cited strengthening demand across its markets.
• The company generated a record $86 million of cash flow from continuing operations and reported new-product momentum supporting expected profitable growth.

Key bearish aspects

• GAAP EPS included $0.75 per share of inducement costs tied to the partial conversion of 2028 convertible notes.
• Management continues to identify macro, trade, customer-concentration, manufacturing, and supply-chain risks in its outlook.

Key uncertainties

• The durability of semiconductor demand and the company’s ability to sustain share gains will determine whether the Q3 outlook converts into further upside.
• The relationship between non-GAAP performance and GAAP earnings remains sensitive to conversion, amortization, and other excluded items.

Market context

• No price snapshot included; this release was published after market close and is not evidence of a complete market reaction.

Source limitations

• API Ninjas supplied the same-date revenue and EPS estimates; its actual and difference fields were unavailable and were used only as diagnostics.

Source links

• Quartr earnings release
• Quartr Q2 event