Advanced Energy targets non-GAAP gross margin expansion to about 43% in investor presentation
AEIS•Growth strategy and capital capacity
The strategy centers on outgrowing wafer fab equipment via higher etch and deposition power intensity, plasma power share gains, and adjacent subsystem expansion.
The industrial and medical plan targets growth above market, with more than $125 million incremental annual revenue expected by 2030.
Balance sheet capacity for acquisitions was highlighted with $1.65 billion maximum funds available for M&A as of Q2 2026.
Investor presentation outlines 2030 long-term model
Advanced Energy investor presentation set a 2030 long-term model targeting revenue of $3 billion with non-GAAP EPS of $15.
Non-GAAP gross margin was targeted at about 43% through structural manufacturing and mix improvements, with a goal to sustain above 40% across cycles.
