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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
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AIXTRON
AIXTRON (AIXA) investor relations material
AIXTRON Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 order intake rose 122% YoY to €274.9m, led by AI data-center optical demand; equipment backlog reached €549.4m, providing visibility well into 2027.
Q3 revenue increased 54% YoY to €183.6m; EBIT reached €56.7m and EBIT margin 31%.
Production output increased sequentially, FY26 guidance was confirmed, and strong 2027 growth is expected, led by optoelectronics with support from power electronics.
Financial highlights
9M revenue was €358.1m, down 3% YoY; gross profit rose 6% to €144.9m and EBIT rose 16% to €49.1m.
Q3 gross profit rose 88% YoY to €87.3m; EBIT was €56.7m versus €15.4m a year earlier, and net profit was €35.4m versus €13.0m.
9M net profit was €32.6m, down 13% YoY; EPS was €0.29 for 9M and €0.31 in Q3.
9M operating expenses rose 2% to €95.8m, including R&D up 17% to €69.8m; Q3 operating expenses were €30.6m, flat YoY.
After-sales revenue rose 10% YoY to €88m and represented 25% of revenue, versus 22% a year earlier.
Outlook and guidance
FY26 guidance confirmed: revenue €560m ± €30m, gross margin ~42% and EBIT margin 17%–20%; the budget exchange rate is $1.20/€.
Q4 revenue guidance is ~€170m ± €30m; output is expected to rise further, while Q3’s 48% gross margin is not a run rate and Q4 mix is expected to lower margins.
The sales pipeline supports maintaining or growing strong order intake over coming quarters, led by optoelectronics and increasingly by power electronics.
Management expects FY27 to be clearly ahead of FY26, but has not issued formal FY27 guidance; lead times are around 12 months and growth depends on hiring and supplier ramp-up.
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Latest events from AIXTRON
- Order intake surged up to 81% year-over-year, supporting a raised 2026 outlook and strong liquidity.AIXA
Q2 2026 - AI-driven optoelectronics and G10 adoption drive FY 2026 revenue guidance to EUR 560m.AIXAIndustrial Technology Online Investor Conference
- Optoelectronics orders surged 30% in Q1, but profit fell; 2026 outlook raised with new Malaysia site.AIXAQ1 2026
- 2026 revenue guided at EUR 520 million as optoelectronics and GaN growth offset SiC softness.AIXAQ4 2025
- Strong Q2 revenue and margins support confirmed FY guidance despite lower order intake.AIXAQ2 2025
- Q3 2024 order intake rose 21% with robust margins, but 2025 outlook remains cautious.AIXAQ3 2024
- Stable 2024 revenues and robust SiC/GaN orders offset by lower profit and revised outlook.AIXAQ2 2024
- Q1 2025 orders and revenue beat guidance, driven by Asia and power electronics demand.AIXAQ1 2025
- 2024 saw record Q4 revenue, margin pressure, and China-driven SiC growth amid a cautious 2025 outlook.AIXAQ4 2024
Next AIXTRON earnings date
Q4 20264 Mar, 2027
AIXTRON
Next AIXTRON earnings date
Q4 20264 Mar, 2027
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Frequently asked questions
AIXTRON SE is a provider of deposition equipment used in the semiconductor industry. The company specializes in the development and production of systems for the deposition of complex materials, such as compound semiconductors, which are used in a variety of high-tech applications. These applications include optoelectronics, power electronics, and communications technologies, as well as emerging fields such as energy-efficient lighting and display technologies. The company is headquartered in Herzogenrath, Germany, and its shares are listed on the FSE (Frankfurt Stock Exchange).