AEIS

HIT :: earnings event :: tier RESOLVED

Registered claim

AEIS Q2 2026 (reports 2026-08-04) prints revenue at least 3% above Street consensus AND raises its FY2026 revenue-growth target again, above the 'low to mid-20s percent' range set on 2026-05-04, with the semiconductor segment inflecting off its flat-YoY Q1 rather than data-center strength alone carrying the beat.

Registered 2026-07-27.

Resolution spec

Spec registered 2026-07-27.

• [A] CORE :: AEIS Q2 2026 reported revenue is at least 3% above the frozen Street consensus revenue snapshot for the quarter.
  kind: numeric threshold :: aeis-q2-2026-revenue-vs-consensus-pct >= 3
  baseline 523.8 (consensus snapshot, frozen 2026-07-30)
  note: AEIS Q2 2026 Street revenue consensus $523.8M per MarketBeat/MarketScreener analyst-estimate aggregation (company guided $520-560M, midpoint $540M); fetched 2026-07-30. Caveat: figure may predate full post-guidance analyst revision - a >=3% bar over this baseline equates to roughly the guidance midpoint.
• [B] confirm :: On or with the 2026-08-04 Q2 print, AEIS raises its FY2026 revenue-growth target above the 'low to mid-20s percent' range set on 2026-05-04.
  kind: dated binary event :: event date 2026-08-04 :: evidence: primary source

Verdict rule: HIT if leg A and leg B. PARTIAL if leg A and not leg B. MISS if not leg A.

As frozen: HIT = A && B; PARTIAL = A && !B; MISS = !A

Tier history

• 2026-07-27: MEDIUM (initial). Trigger: First assessment. The edge-context relevance is AEIS's 800V DC-DC converter line for AI data-center power delivery, which is a genuine but secondary driver of the quarter relative to the semiconductor and data-center-computing segments. Entering at medium alongside the photonics context.
• 2026-08-04: MEDIUM > HIGH. Trigger: AEIS Q2 revenue printed $574.1M, ~+9.6% over the frozen $523.8M consensus snapshot, decisively clearing the ≥3% core (leg A) with multi-source corroboration; the semiconductor segment ($278M, +33% YoY) drove the beat, matching the prediction's 'semiconductor inflecting off flat-YoY Q1' thesis. Confirm leg B (explicit FY2026 growth-target raise) is not yet established from a primary-source disclosure in the record. Tier rises to high on the decisive core-leg beat.

Evaluated daily since registration: 24 evaluations. The 2 that moved the tier are listed above.

Resolution receipt

Verdict: HIT. Resolved 2026-08-08.

Rule: HIT if leg A and leg B. PARTIAL if leg A and not leg B. MISS if not leg A.

As frozen: HIT = A && B; PARTIAL = A && !B; MISS = !A

• [A] PASS: actual_raw=574.1 vs frozen baseline 523.8 → 9.60% >= 3. AEIS reported Q2 2026 revenue of $574.1M per the company's earnings press release (8-K Ex. 99.1, accession 0000927003-26-000030, filed 2026-08-03) - +9.6% above the frozen consensus snapshot of $523.8M, clearing the +3% threshold. The beat was semiconductor-led (record Semiconductor segment revenue, +33% YoY).
• [B] PASS: CORRECTED 2026-08-09 (was: fail). AEIS raised its FY2026 revenue-growth target above the 'low to mid-20s percent' range set 2026-05-04, on the 2026-08-03 Q2 earnings call. CFO Paul Oldham, prepared remarks: 'For the full year 2026, we are raising our revenue growth target to the low to mid 30% range, up from the low to mid 20% range.' CEO Steve Kelley, prepared remarks: 'we have increased our 2026 growth outlook to the low to mid 30% range.' Segment-level raises disclosed on the same call corroborate: Data Center full-year growth raised from the mid-30% range to at least 50%; Semiconductor second-half guided up almost 50% YoY. The company-hosted earnings call satisfies evidence_requirement primary_source. Root cause of the original fail: at resolution time no datapoint in the corpus carried the FY-raise fact - the 2026-08-04 extraction atomized the call's Q3 guide and share-gain commentary but not the FY-raise sentence, and the resolver, which scores strictly from the evidence record, correctly found nothing to cite. The gap was extraction coverage, not resolver retrieval. The evidence datapoint the cited datapoint was created 2026-08-09 to close it. The original receipt additionally invoked the IR forward-looking disclaimer to exclude call content, but that disclaimer by its terms covers 'any targets beyond current year' and does not reach a current-year FY2026 raise.