)
AIXTRON (AIXA) investor relations material
AIXTRON Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 revenues reached EUR 120 million, within guidance, but down from EUR 156 million year-over-year; order intake was EUR 124 million and gross margin was 39%.
Free cash flow for Q3 was EUR 39 million, totaling EUR 110.3 million for the first nine months of 2025, driven by net result, working capital reduction, and low capex.
Inventories reduced to EUR 316 million from EUR 369 million at 2024 year-end, supporting cash position rebuilding.
Demand in optoelectronics and GaN power remains strong, while SiC and Power Electronics segments are weak due to soft automotive demand.
Guidance for FY 2025 was revised downward due to market softness and FX headwinds, with expected revenues now in the lower half of the initial range.
Financial highlights
Q3 2025 revenues: EUR 119.6 million, down 23% YoY; 9M 2025 revenues: EUR 369.5 million, down 9% YoY.
Q3 gross profit: EUR 46.4 million (39% margin), down 31% YoY; 9M gross profit: EUR 136.2 million (37% margin), down 15% YoY.
Q3 EBIT: EUR 15.4 million (13% margin), down 59% YoY; 9M EBIT: EUR 42.3 million (11% margin), down 30% YoY.
9M net profit: EUR 37.3 million, down 29% YoY; Q3 profit: EUR 13.0 million, down 58%.
Cash and equivalents rose to EUR 153.4 million as of September 30, 2025, up EUR 88.8 million from year-end 2024.
Outlook and guidance
FY 2025 revenue guidance revised to EUR 530–565 million, the lower half of the initial range.
Gross margin guidance now 40–41%, down from 41–42%; EBIT margin expected at 17–19%, down from 18–22%.
Annualized savings from personnel reduction expected to improve margins by about 1 percentage point.
2026 revenues expected to be flat or slightly below 2025, with EBIT margin stable or potentially better.
No major demand recovery expected in 2025; visibility for 2026 remains low.
Next AIXTRON earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage