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AIXTRON (AIXA) investor relations material
AIXTRON Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
EBIT for H1 2025 was €27M, up 18% year-over-year, with Q2 EBIT at €24M and margin at 17%, driven by higher revenues, favorable product mix, and lower R&D expenses.
Q2 2025 revenue reached €137.4M, up 4% year-over-year and at the upper end of guidance; H1 revenue was €249.9M, flat year-over-year.
Free cash flow improved to €71.1M in H1 2025, up from negative €56.5M in H1 2024, driven by working capital and capex reduction.
Cash balance as of June 30, 2025, increased to €150M, up €50M from fiscal year-end, despite a €17M dividend payment.
FY 2025 guidance confirmed: revenue €530–600M, gross margin 41–42%, EBIT margin 18–22%.
Financial highlights
Q2 2025 gross margin was 41% (up 4pp year-over-year); H1 gross margin was 36% (down 1pp year-over-year); adjusted H1 margin at 38%.
EBIT margin for H1 2025 was 11% (13% adjusted for one-off expenses); Q2 EBIT margin reached 17%.
H1 2025 net profit was €24.3M, up 10% year-over-year; earnings per share increased to €0.22.
Inventory reduced by €120M year-over-year to €327.9M; trade receivables and payables also declined.
No bank borrowings as of June 30, 2025; €200M unused credit facility; equity ratio improved to 87%.
Outlook and guidance
FY 2025 revenue guidance: €530–600M; gross margin 41–42%; EBIT margin 18–22%.
Q3 2025 revenue expected at €110–140M, with a wider range due to shipment timing uncertainties.
One-off personnel reduction expenses in H1 2025 will yield annualized savings, improving margins by ~1pp.
FX effects could reduce full-year margins by ~1pp if USD/EUR averages 1.20 in H2 2025.
Structural growth drivers remain intact, but short-term demand visibility is low.
Assess impact of US tariff policies.
Explain the personnel reduction savings.
What drove the optoelectronics momentum?
What is driving Optoelectronics market growth?
How does China's SiC capacity compare to demand?
How will TSMC's GaN exit affect AIXTRON?
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Q3 202530 Oct, 2025
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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).
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