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Aixtron SE AIXA.DE

IR documents · Reporting currency EUR · Quarterly reporting · Figures as of 2026-Q2 · updated 2026-09-28 · ISIN DE000A0WMPJ6

Quarterly and annual results for Aixtron stock (AIXA.DE) since 2023: revenue, earnings, balance sheet, cash flow and management guidance from IR documents, every figure with its source. As of 07/2026, quarterly reporting. Latest reading: Operating income turned positive, Cash flow inflection, Guidance confirmed.

Operating income turned positive Cash flow inflection Guidance confirmed

Published by Michael Wirl · About us · Methodology

The new quarter, monitored by AI. · We follow every stock through its original filings: the latest figures against their history, guidance against actuals; neutral, continuously updated, every figure clickable with its source.
AI-generated report · not investment advice · figures extracted automatically; please verify against the linked original more
AI-generatedCreated with AI assistance from the company's linked original filings (transparency per Art. 50 EU AI Act). More about the tool: Claude Code.
Not investment adviceNeutral financial information, no recommendation, no investment research within the meaning of MiFID II.
Verify yourselfFigures are extracted automatically, errors are possible. Every figure is clickable with its source; the issuer's original documents are always authoritative.
EditorialThe texts (business model, current status, development and others) are written AI-editorially from the original reports alone, cross-checked automatically and backed with sources; the company's own account, no assessment of our own. Methodology
AI research · This page works as a source-backed data basis for further research with AI assistants such as Claude; every figure remains verifiable via the source links.
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Business Model#

What the company does and how it earns its money; written AI-editorially, exclusively from the company's original reports, without any assessment of our own.

Aixtron SE is a German semiconductor equipment manufacturer specialising in the design and production of chemical vapour deposition systems used to fabricate compound semiconductor layers. Its core technology is metal-organic chemical vapour deposition (MOCVD), which enables the precise growth of epitaxial layers on wafers serving applications in optoelectronics (laser diodes, vertical-cavity surface-emitting lasers, Micro LEDs), power electronics (silicon carbide and gallium nitride devices), and research-grade specialty applications. Revenue is generated primarily through the sale of capital equipment systems to semiconductor manufacturers and research institutions globally, with individual systems valued in the multi-million euro range. The business operates on an order-driven model, with equipment order intake and backlog serving as key leading indicators given the long cycle between booking and revenue recognition upon customer acceptance. Aixtron's customer base is geographically concentrated in Asia, and its revenue trajectory is closely tied to capital investment cycles across the semiconductor end markets it serves.

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Current Status#

Summary of the most recent reporting period: core figures, drivers and management statements; written editorially from the current original report, every figure backed by a source number.

Q2/2026 revenues were 115.1 million, in line with guidance of EUR 110 million ± EUR 10 million, while H1/2026 revenues declined 30% to EUR 174.5 million against the prior-year period 14. H1/2026 order intake rose 54% to EUR 386.0 million, driven by strong optoelectronics demand representing approximately 75% of equipment order intake in Q2/2026, and the equipment order backlog stood at EUR 456.9 million as of June 30, 2026, up from EUR 284.6 million in the prior year 14. A EUR 450 million convertible bond with maturity April 2031 was issued in April 2026 to strengthen long-term financial flexibility 14.
Management commentary on the 2026-Q1 results (IR-Quarter):
„Full-year 2026 guidance raised“ – AIXTRON 13
Revenue · 2026-Q2115€m−16.2 % vs. 2025-Q2
Net profit · 2026-Q219€m−0.5 % vs. 2025-Q2
EPS · 2026-Q20.17€−5.6 % vs. 2025-Q2
Revenue trend
Guidance
For FY2026, the company guides Revenue to EUR 560 million within a range of ± EUR 30 million (confirmed); Gross margin (GAAP) to around 42% (confirmed); EBIT margin to 17% to 20% (confirmed). 14.
Profitability
Q2/2026 operating income was 14.7 million, with the EBIT margin at 13% in Q2/2026 compared to -38% in Q1/2026, the latter weighed down by one-off workforce reduction expenses in the mid-single-digit EUR million range in the operations division 14. Net income for Q2/2026 was 19.1 million, or 0.17 per diluted share. Q2/2026 free cash flow was 113.7 million; H1/2026 free cash flow reached EUR 162.1 million, primarily driven by higher customer advance payments, compared to EUR 71.1 million in H1/2025 14.
Leverage
Cash and cash equivalents stood at 246.6 million at the end of Q2/2026, compared to 130.8 million at the end of Q1/2026. A EUR 450 million convertible bond with maturity April 2031 was issued in April 2026 to strengthen long-term financial flexibility 14.
Management view
Full-year 2026 guidance was confirmed at revenues of EUR 560 million ± EUR 30 million, a gross margin of approximately 42%, and an EBIT margin of 17-20% 14. Major laser system shipments are expected to begin in Q3/2026 and extend well beyond the current fiscal year as part of the production ramp-up 14. A new production site is being established in Penang, Malaysia, with groundwork already started 14.
Change
H1/2026 revenues declined 30% to EUR 174.5 million against the prior-year period, and the H1/2026 EBIT margin declined to -4% from 11% in H1/2025 14. Demand in power electronics and Micro LED/LED segments remained soft during H1/2026 14.
Risks (current)
Optoelectronics accounted for approximately 75% of equipment order intake in Q2/2026, creating a significant segment concentration exposure 14. Short-term fluctuations in the SiC market due to capacity adjustments and inventory corrections along the value chain persist, with substantial market overcapacity in SiC power electronics expected to result in a significant decline in 2026 14 12. Subdued domestic demand in China and Japan, combined with a significant dependence on Asia and China momentum to stabilise revenues as Western markets remain weak, represents an ongoing macroeconomic and geopolitical risk 14 12.
New this reporting period
A EUR 450 million convertible bond with maturity April 2031 was issued in April 2026 to strengthen long-term financial flexibility 14. A workforce reduction was implemented in the operations division in Q1/2026, incurring one-off expenses in the mid-single-digit EUR million range 14. The establishment of a new production site in Penang, Malaysia was announced with groundwork already started, and the planned disposal of a production facility in Italy was also disclosed 14.
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Price & Chart#

Interactive price chart (TradingView) and the trend of key figures from the core tables. The price chart loads only after a click; at that point a connection to TradingView is established.

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Share-Price Drivers#

Factors the company itself names as material for its business development (IR-based); reproduced neutrally, no price forecast and no assessment of our own.

Power electronics (GaN/SiC) deposition systems
Largest revenue line, at 285.1 in FY2024 and 254.9 in FY2025, so shifts in GaN/SiC equipment demand drive the group result (8, 12)
Power electronics (GaN/SiC) systems
Biggest segment at 254.9 in FY2025 versus 285.1 in FY2024; traction supported by a G10-SiC major volume order from China and delivery of the 100th G10-SiC system, though the annual figure is lower (12, 8, 11)
Optoelectronics (lasers, solar, telecom) systems
Grew from 66.2 in FY2023 to 101.4 in FY2025; major laser system shipments planned for Q3 2026 point to continued traction (4, 12, 14)
LED including Micro-LED systems
65.4 in FY2025 against 59.9 in FY2023, broadly steady; Micro-LED display systems remain in development (4, 12)
Capacity expansion and new Penang, Malaysia production site
New production site in Penang and the Herzogenrath Innovation Center add manufacturing and R&D capacity for the GaN/SiC and 300 mm roadmap (12, 13, 14)
Quarterly revenue and margin trajectory
Revenue recovered to 115.1 in 2026-Q2 after 59.4 in 2026-Q1, which carried an operating loss of 22.3; growth is decelerating while guidance is confirmed (113, 114)

Sector trend: Semiconductor deposition-equipment demand is concentrated in GaN/SiC power electronics and optoelectronics, with Asia and notably China the dominant region; group revenue growth is decelerating while full-year guidance is confirmed (8, 12, 114).

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Event Timeline#

This timeline collects the material events from the original reports: guidance changes, revenue and margin signals, strategy shifts, product and M&A announcements. Events are grouped by quarter (most recent first); the grey tag before each event names the event type, the date is the publication date of the source. Management quotes open the quarter block as direct quotes. Per quarter we show the three most defining events; more can be expanded per quarter, older years are collapsed. Every event carries its source as a superscript, clickable number.

Overview: one dot per event · click jumps to the period
earningsrevenuemarginguidancestrategyfinancials2023-Q12023-Q22023-Q32023-Q42024-Q12024-Q22024-Q32024-Q42024-H12025-Q12025-Q22025-Q32025-Q42026-Q12026-Q2
2026 · 10 events

2026-Q2 · Apr – Jun 2026

Operating income turned positive 2026-07-30
Q2/2026 EBIT recovered to 14.7 million (margin 13%) from -22.3 million (-38%) in Q1/2026 14
financials 2026-07-30
EUR 450 million convertible bond placed in April 2026 with maturity April 2031 to strengthen long-term financial flexibility 14
Guidance confirmed 2026-07-30
FY2026 guidance confirmed: revenues EUR 560 million (± EUR 30 million), gross margin around 42%, EBIT margin 17-20% 14
Cash flow inflection 2026-07-30
Operating cash flow reached 119.0 EURm vs 50.0 EURm in 2025-Q2 (×2.4). 114

2026-Q1 · Jan – Mar 2026

„Full-year 2026 guidance raised“ – AIXTRON 13
„As a technology leader in the field of compound semiconductors, we benefit disproportionately from the megatrends of artificial intelligence, data, digitalization, clean energy, and electromobility. Together, we will lead AIXTRON into a successful and innovative future.“ – Dr. Felix Grawert and Dr. Christian Danninger, Chief Executive Officer and Member of the Executive Board 12
Operating income turned negative 2026-06-30
Q1/2026 EBIT declined to -22.3 million (margin -38%) from EUR 3.3 million (3%) in Q1/2025, impacted by lower production volume and workforce reduction expenses in the operations division 13
Margin compressing 2026-06-30
Gross margin compressed to 18% in Q1/2026 from 30% in Q1/2025, driven by lower production volume and workforce reduction expenses 13
Guidance raised 2026-06-30
FY2026 revenue guidance raised to EUR 560 million (± EUR 30 million) from EUR 520 million (± EUR 30 million); EBIT margin guidance raised to 17-20% from 16-19% 13
earnings 2026-02-25
Full-year free cash flow improved significantly to EUR 181.9 million from negative EUR 72.4 million in the prior year, driven by operational profitability and working capital reduction including an inventory decrease to EUR 263.4 million 12
Revenue decelerating 2026-02-25
Annual revenue declined 12% to 556.6 million; order intake declined 9% to EUR 544.3 million due to challenging market environment and delayed investment decisions by customers 12
Guidance initiated 2026-02-25
2026 guidance initiated: revenues around EUR 520 million (+-EUR 30 million), gross margin 41-42%, EBIT margin 16-19%, reflecting expected SiC market decline offset by optoelectronics and GaN growth 12
2025 · 18 events

2025-Q4 · Oct – Dec 2025

Net cash build 2026-06-30
Net cash position expanded to 108.1 EURm from 64.1 EURm in 2024-Q4 (+69%, derived from reported financial debt minus cash). 113

2025-Q3 · Jul – Sep 2025

Guidance cut 2025-10-17
FY2025 guidance revised: revenue range lowered to EUR 530-565 million from EUR 530-600 million; gross margin expected around 40-41% and EBIT margin around 17-19%, reflecting soft market environment and adjusted FX rate of 1.15 USD/EUR 10
earnings 2025-09-30
9M 2025 free cash flow improved significantly to EUR 110.3 million from negative EUR 58.0 million in 9M 2024, driven by reduction in working capital and lower capital expenditure 10
Revenue decelerating 2025-09-30
9M 2025 revenue decreased 9% to EUR 369.5 million; order intake declined 15% to EUR 374.7 million, primarily due to push-out of investments by Western power electronics manufacturers 10
Operating income halved 2025-06-30
Operating income more than halved YoY (37.5 to 15.5 EURm, -59%). 110
Net income halved 2025-06-30
Net income more than halved YoY (30.9 to 13.0 EURm, -58%). 110

2025-Q2 · Apr – Jun 2025

earnings 2025-06-30
Free cash flow improved to EUR 71.1 million in H1 2025 from negative EUR 56.5 million in H1 2024, an improvement of EUR 127.6 million 11
Margin expanding 2025-06-30
H1 2025 EBIT margin above prior year despite one-time expenses, primarily due to improved product mix and lower R&D expenses; R&D expenses reduced 24% to EUR 36.0 million 11
New market 2025-06-30
G10-AsP product established as the new tool of record in the laser market, with demand in optoelectronics gaining momentum from datacom and telecom laser requirements 11
Cash flow inflection 2025-06-30
Operating cash flow reached 50.0 EURm vs 20.2 EURm in 2024-Q2 (×2.5). 114

2025-Q1 · Jan – Mar 2025

„They form the foundation of our success.“ – Dr. Felix Grawert and Dr. Christian Danninger, Executive Board Members 8
Operating income halved 2025-06-30
Operating income more than halved YoY (9.9 to 3.3 EURm, -67%). 113
Net income halved 2025-06-30
Net income more than halved YoY (10.8 to 5.1 EURm, -53%). 113
Free cash flow turned positive 2025-03-31
Free cash flow improved to EUR 29.8 million from negative EUR 33.1 million in Q1 2024, reflecting positive working capital management and reduced capital expenditures 9
Margin compressing 2025-03-31
Gross margin declined to 30% in Q1 2025 from 37% in Q1 2024, primarily due to one-off personnel reduction expenses of EUR 5 million and a less favourable product mix 9
Guidance confirmed 2025-03-31
FY2025 guidance confirmed: revenues EUR 530-600 million, gross margin 41-42%, EBIT margin 18-22%, including EUR 5 million in one-off personnel reduction costs 9
Revenue decelerating 2025-02-26
Revenue 633.2 EUR million, up 1% year-over-year, reaching lower end of adjusted forecast; power electronics segment experienced weaker-than-expected demand due to overcapacity and reduced electric vehicle investments 8
Margin compressing 2025-02-26
Gross margin declined to 41% from 44% due to adverse product mix with higher LED system proportion and lower capacity utilization 8
Guidance initiated 2025-02-26
2025 guidance initiated: revenues EUR 530-600 million, gross margin around 41-42%, EBIT margin around 18-22%, due to continued reluctance in power electronics investment and non-repeat of strong 2024 LED replacement orders 8
2024 · 18 events

2024-H1 · Jan – Jun 2024

Guidance cut 2024-07-25
Revenue guidance narrowed to EUR 620-660 million (from EUR 630-720 million) and EBIT margin to 22-25% (from 24-26%), effective July 4, 2024 7
Acquisition 2024-07-25
Acquired production facility near Turin, Italy to increase manufacturing capacity for anticipated future demand peaks 7

2024-Q4 · Oct – Dec 2024

Revenue accelerating 2025-06-30
Revenue growth accelerated to +5.8% YoY (prior period -5.3%). 9

2024-Q3 · Jul – Sep 2024

Margin compressing 2024-06-30
Gross margin declined to 39% in 9M 2024 from 43% in 9M 2023, primarily due to product mix shift with higher proportion of lower-margin LED systems 6
Guidance confirmed 2024-06-30
Full-year 2024 guidance confirmed: revenues EUR 620-660 million, gross margin 43-45%, EBIT margin 22-25% 6
Guidance initiated 2024-06-30
Preliminary 2025 outlook: full-year revenue expected at 2024 level or slightly below 6
Segment divergence 2024-06-30
Asia revenue grew +59.4% to 89.1 EURm in 2024-Q3 (57% of group revenue) while group revenue changed -5.3%. 6

2024-Q2 · Apr – Jun 2024

Operating income halved 2024-07-25
Operating income more than halved YoY (44.6 to 12.8 EURm, -71%). 111
Net income halved 2024-07-25
Net income more than halved YoY (40.4 to 11.1 EURm, -73%). 111
Revenue decelerating 2024-07-25
Revenue growth decelerated to -24.0% YoY (prior period +53.2%). 111

2024-Q1 · Jan – Mar 2024

„Our strong growth in 2023 was primarily driven by the sharp increase in demand for compound semiconductors for efficient power electronics.“ – Executive Board 4
Revenue accelerating 2024-06-30
Revenue 118.3 EUR million, up 53% year-on-year, driven by strong demand for GaN and SiC power electronics and Micro LEDs 5
Operating income doubled 2024-06-30
Operating income more than doubled YoY (3.5 to 9.9 EURm, +183%). 109
Net income doubled 2024-06-30
Net income more than doubled YoY (3.5 to 10.8 EURm, +209%). 109
Margin compressing 2024-06-30
Gross margin declined to 37% from 40% due to product mix 5
Guidance confirmed 2024-06-30
FY 2024 guidance confirmed: revenue EUR 630-720 million, gross margin 43-45%, EBIT margin 24-26% 5
earnings 2024-02-26
Free cash flow turned negative in FY 2023 compared to EUR 7.7 million in 2022, primarily due to inventory build-up and timing of tool shipments 4
Revenue accelerating 2024-02-26
FY 2023 revenues increased 36% to 629.9 driven by strong demand for MOCVD systems in power electronics; order intake grew 9% to EUR 640.7 million 4
New market 2024-02-26
Complete G10 product family launched in 2023 including G10-SiC, G10-AsP, and G10-GaN; G10-SiC achieved approximately 30% of sales, and EUR 100 million investment in a new innovation center at Herzogenrath was approved 4
2023 · 17 events

2023-Q4 · Oct – Dec 2023

Revenue decelerating 2024-06-30
Revenue growth decelerated to +16.9% YoY (prior period +85.6%). 105
Operating cash flow turned positive 2024-06-30
Operating cash flow turned positive on a half-year basis (2023-H1: -70.5 to 2023-H2: +23.3 EURm, aggregated from reported quarters where needed). 105

2023-Q3 · Jul – Sep 2023

Revenue accelerating 2023-06-30
9M 2023 revenues increased 49% to EUR 415.7 million from EUR 279.9 million in 9M 2022 2
Margin expanding 2023-06-30
Gross margin expanded to 43% in 9M 2023 from 40% in 9M 2022, driven by improved product mix 2
Guidance confirmed 2023-06-30
FY 2023 guidance reiterated: order intake EUR 620-700 million, revenues EUR 600-660 million, gross margin around 45%, EBIT margin 25-27% 2
Operating income doubled 2023-06-30
Operating income more than doubled YoY (16.2 to 45.3 EURm, +180%). 102
Net income doubled 2023-06-30
Net income more than doubled YoY (19.1 to 39.6 EURm, +107%). 102

2023-Q2 · Apr – Jun 2023

Free cash flow turned negative 2023-07-27
Free cash flow turned negative at EUR -80.1 million in H1 2023 compared to positive EUR 27.5 million in H1 2022, driven by inventory increases and reduced advance payments 3
Revenue accelerating 2023-07-27
Q2 2023 order intake of EUR 177.8 million was the highest quarterly order intake since 2011; H1 revenues increased 31% year-on-year to EUR 250.7 million 3
Guidance raised 2023-07-27
FY 2023 guidance raised: order intake to EUR 620-700 million (previously EUR 600-680 million) and revenues to EUR 600-660 million (previously EUR 580-640 million) 3
Operating income doubled 2023-07-27
Operating income more than doubled YoY (17.2 to 44.6 EURm, +159%). 103
Net income doubled 2023-07-27
Net income more than doubled YoY (17.4 to 40.4 EURm, +132%). 103

2023-Q1 · Jan – Mar 2023

Revenue decelerating 2023-06-30
Q1 revenue declined 13% to 77.2 due to export licenses for systems ready for delivery not yet available at the reporting date 1
Margin compressing 2023-06-30
EBIT margin declined to 5% from 16% in Q1 2022, driven by higher R&D spending and lower revenues 1
Guidance confirmed 2023-06-30
FY 2023 guidance confirmed: order intake EUR 600-680 million, revenues EUR 580-640 million, gross margin around 45%, EBIT margin 25-27% 1
Operating income halved 2023-06-30
Operating income more than halved YoY (14.2 to 3.5 EURm, -75%). 105
Net income halved 2023-06-30
Net income more than halved YoY (13.8 to 3.5 EURm, -75%). 105
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Key Figures (€m)#

The company's core financial figures in three views, one below the other: fiscal years (as reported; after restatements the table shows the most recent filing version, marked), half-years (6-month basis, H2 = second half on its own) and quarters (3-month basis, not cumulative). Each row is one period, most recent first. Values with a dotted underline are clickable and show the raw value, the exact source location, the scale evidence and the source; derived values additionally show their formula and inputs. All values are extracted automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original.

All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.

Revenue (€m) · annual basis, as reported
FY2023FY2023: 630630FY2024FY2024: 633633FY2025FY2025: 557557
Net income (€m) · annual basis, as reported
FY2023FY2023: 145145FY2024FY2024: 106106FY2025FY2025: 8585
EPS (€) · annual basis, as reported
FY2023FY2023: 1.291.29FY2024FY2024: 0.940.94FY2025FY2025: 0.760.76
Operating cash flow (€m) · annual basis, as reported
FY2023FY2023: -47-47FY2024FY2024: 2626FY2025FY2025: 208208
Revenue (€m) · quarterly basis, as reported
2024-Q32024-Q3: 1561562024-Q42024-Q4: 2272272025-Q12025-Q1: 1121122025-Q22025-Q2: 1371372025-Q32025-Q3: 1201202025-Q42025-Q4: 1871872026-Q12026-Q1: 59592026-Q22026-Q2: 115115
Net income (€m) · quarterly basis, as reported
2024-Q32024-Q3: 31312024-Q42024-Q4: 53532025-Q12025-Q1: 552025-Q22025-Q2: 19192025-Q32025-Q3: 13132025-Q42025-Q4: 48482026-Q12026-Q1: -22-222026-Q22026-Q2: 1919
EPS (€) · quarterly basis, as reported
2024-Q32024-Q3: 0.270.272024-Q42024-Q4: 0.470.472025-Q12025-Q1: 0.040.042025-Q22025-Q2: 0.180.182025-Q32025-Q3: 0.110.112025-Q42025-Q4: 0.420.422026-Q12026-Q1: -0.19-0.192026-Q22026-Q2: 0.170.17
Operating cash flow (€m) · quarterly basis, as reported
2024-Q32024-Q3: 15152024-Q42024-Q4: -2-22025-Q12025-Q1: 35352025-Q22025-Q2: 50502025-Q32025-Q3: 43432025-Q42025-Q4: 80802026-Q12026-Q1: 54542026-Q22026-Q2: 119119
Cash (€m) · annual basis, as reported
FY2023FY2023: 9898FY2024FY2024: 6464FY2025FY2025: 108108
Debt (€m) · annual basis, as reported
FY2023FY2023: 00FY2024FY2024: 00FY2025FY2025: 00
Net Debt (€m) · annual basis, as reported
FY2023FY2023: -98-98FY2024FY2024: -64-64FY2025FY2025: -108-108
Capex (€m) · annual basis, as reported
FY2023FY2023: 6262FY2024FY2024: 9494FY2025FY2025: 2727
FCF (€m) · annual basis, as reported
FY2023FY2023: -109-109FY2024FY2024: -68-68FY2025FY2025: 181181
Cash (€m) · quarterly basis, as reported
2024-Q32024-Q3: 78782024-Q42024-Q4: 64642025-Q12025-Q1: 78782025-Q22025-Q2: 75752025-Q32025-Q3: 80802025-Q42025-Q4: 1081082026-Q12026-Q1: 1311312026-Q22026-Q2: 247247
Debt (€m) · quarterly basis, as reported
2024-Q32024-Q42024-Q4: 002025-Q12025-Q22025-Q32025-Q42025-Q4: 002026-Q12026-Q22026-Q2: 349349
Capex (€m) · quarterly basis, as reported
2024-Q32024-Q3: 17172024-Q42024-Q4: 10102025-Q12025-Q1: 552025-Q22025-Q2: 10102025-Q32025-Q3: 552025-Q42025-Q4: 882026-Q12026-Q1: 552026-Q22026-Q2: 55
FCF (€m) · quarterly basis, as reported
2024-Q32024-Q3: -1-12024-Q42024-Q4: -12-122025-Q12025-Q1: 30302025-Q22025-Q2: 40402025-Q32025-Q3: 39392025-Q42025-Q4: 72722026-Q12026-Q1: 49492026-Q22026-Q2: 114114
Shown: the most recent fiscal years. Full history since FY2022 is on record.

Fiscal years

Amounts in €m · EPS in € per share · as reported
PeriodRevenueOp. incomeNet incomeEPS (€)OCFSource
FY2025556.6100.385.30.76208.4112
FY2024633.2131.2106.20.9426.28
FY2023629.9156.8145.21.29-47.34

Quarters

Amounts in €m · EPS in € per share · as reported
PeriodPublishedRevenueOp. incomeNet incomeEPS (€)FCFCashNet DebtSource
2026-Q2*2026-07-30115.1°14.7EBIT19.10.17113.7246.6–114
2026-Q1*2026-06-3059.4-22.3-21.9-0.1948.7130.8–113
2025-Q4*2026-06-3018758EBIT47.90.42≈71.9108.1-108.1113
2025-Q3*2025-06-30119.615.5130.1138.880.1–110
2025-Q2*2025-06-30137.423.6EBIT19.20.1840.475–114
2025-Q1*2025-06-30112.53.3EBIT5.10.043077.7–113
2024-Q4*2025-06-30226.771EBIT53.40.47≈-1264.1-64.19
2024-Q3*2024-06-30156.337.530.90.27-1.377.6–110
2024-Q2*2024-07-25131.812.811.10.10-22.378.9–111
2024-Q1*2024-06-30118.39.910.80.10-32.394.2–109
2023-Q4*2024-06-30214.263.4EBIT61.70.55≈-27.798-98105
2023-Q3*2023-06-3016545.3EBIT39.60.35-1.677–102
2023-Q2*2023-07-27173.444.640.40.36-81.977.7–103
2023-Q1*2023-06-3077.23.5EBIT3.50.032.390.9–105
* derived: values with formula provenance (hover); Q4 = FY − 9M · H2 = FY − H1 · EPS via implied shares · net debt = financial debt − cash · FCF = OCF − |capex|.
The publication date of individual rows is a publisher placeholder (not the actual publication date).
Columns not reported in this reporting cadence are hidden: Op. income (adj.), EBITDA (adj.), EPS adj. (not reported in any source for these periods).
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Balance Sheet & Cash Flow (€m)#

Point-in-time balance sheet items (e.g. cash, financial debt) and cash flow items (operating cash flow, investments/capex) per fiscal year, half-year and quarter. Balance sheet values are as of the period end, flow items cover the period. Derived values are marked and are calculated, for example, as: net debt = financial debt − cash; free cash flow = operating cash flow − capex; the click popover shows formula and inputs. All values are extracted automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original.

Fiscal years

Amounts in €m · as reported
PeriodPublishedCashDebtNet DebtOCFCapexFCFSource
FY20252026-02-25108.10-108.1208.427.4180.9112
FY20242025-02-2664.10-64.126.294.1~-67.9~8
FY20232024-02-26980-98-47.361.8~-109.1~4

Quarters

Amounts in €m · as reported
PeriodPublishedCashDebtNet DebtOCFCapexFCFSource
2026-Q22026-07-30246.6349.2–1195.3113.7114
2026-Q12026-06-30130.8––53.64.948.7113
2025-Q42026-06-30108.10-108.179.9871.9113
2025-Q32025-06-3080.1––43.44.638.8110
2025-Q22025-06-3075––509.640.4114
2025-Q12025-06-3077.7––35.15.130113
2024-Q42025-06-3064.10-64.1-210-129
2024-Q32024-06-3077.6––15.416.7-1.3110
2024-Q22024-07-2578.9––20.242.5-22.3111
2024-Q12024-06-3094.2––-7.424.9-32.3109
2023-Q42024-06-30980-9818.446.1-27.7105
2023-Q32023-06-3077––4.96.5-1.6102
2023-Q22023-07-2777.7––-76.35.6-81.9103
2023-Q12023-06-3090.9––5.83.52.3105
Debt = long-term + current · Net debt = debt − cash · FCF = OCF − capex.
The publication date of individual rows is a publisher placeholder (not the actual publication date).
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Revenue by Type (as of 2026-Q2 · EURm · 13/26)#

Revenue split by segment or product type, exactly as the company itself reports it. The basis is stated next to each value (3, 6 or 12 months); segment totals can deviate from group revenue (reconciliation/consolidation items). If the company changes its segment structure, older structures are kept in the expandable part. Rows in grey are no longer reported separately by the company; they show the last available figures and are never extrapolated.

SegmentSincePeriodBasisRevenueGrowthSource
Optoelectronics (lasers, solar, telecom)FY2025FY202512M101.4–12
LED sector, including Micro LEDsFY2024FY202512M65.4–12
Services2024-Q12025-H16M6.6–11
Power electronics (GaN/SiC)FY2023FY202512M254.9–12
Services revenues2023-Q32025-Q39M0–10
Equipment revenues2023-Q32025-Q39M?––10
Spares revenues2023-Q32025-Q39M?––10
Asia2023-Q12026-H16M101.2–14
Europe2023-Q12026-H16M37.7–14
Americas2023-Q12026-H16M35.6–14
Optoelectronics–2026-Q1–––13
Power Electronics (GaN and SiC)–2026-Q1–––13
Semiconductor Equipment Segment–FY2025–––12
AsianFY2024FY202412M40130%8
MOCVD/CVD systems for power electronics (GaN/SiC)FY2024FY202412M285.1–8
ChinaFY2024FY202412M187.1–8
JapanFY2024FY202412M85.7–8
KoreaFY2024FY202412M66.2–8
MOCVD systems for optoelectronics (laser, solar, telecom)FY2024FY202412M61.6–8
GermanyFY2024FY202412M58.1–8
MalaysiaFY2024FY202412M51.9–8
TaiwanFY2024FY202412M24.7–8
Optoelectronics (laser, solar, telecom)FY2023FY202312M66.2–4
LED (including Micro LED)FY2023FY202312M59.9–4
LEDs including Micro LEDs–FY2024–––8
Power Electronics–FY2024–––8
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Products & M&A (14/18 active+recent)#

Product announcements from the reports; market launches, approvals, partnerships; with first mention (date) and source. “Active/current” means: still mentioned in the most recent reports; what the company no longer mentions moves to the expandable part but is never deleted. Rows in grey are discontinued products.

Product/LineSinceStatusSource
Major laser system shipments2026-09Launched14
New production site in Penang, Malaysia2026-06Launched14
Workforce reduction in operations division2026-03Launched14
Malaysia production facility2026-03Planned13
G10-SiC major volume order from China2025-06Launched11
SiC power semiconductor systems2025Launched12
NeuroSys cluster - neuromorphic hardware and 2D materials for memristors2025Launched12
Micro-LED display systems2025Launched12
Laser diode production systems2025Launched12
G10-SiC system 100th unit delivery2025Launched12
ALL2GaN project - European smart GaN integration toolbox development2025Launched12
300 mm wafer technology pilot systems delivery to customers2025Launched12
300 mm GaN platform development2025Launched12
Innovation Center2023Launched11
Expansion of production capacity in Italy2024-09Launched6
300 mm GaN wafer pilot system placement2024Launched8
G10-GaN2022Launched8
G10 product family market launch2022Launched8
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M&A (2)#

All recorded acquisitions (purchases) and divestitures/exits with date, short description and source; deliberately including smaller transactions that summaries often miss. Purchase prices appear only where the company itself has disclosed them. Rows in grey are cancelled transactions; the cancellation date is shown in the row.

Acquisitions

Transaction / stakeDateTypeSource
Convertible bond issuance2026-04Completed14
Production facility in Italy disposal2024Completed14
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Reported KPIs (as disclosed) (326)#

Figures the company discloses itself in addition to the standard financials; order intake, recurring revenue, user or unit counts, adjusted measures. These “story KPIs” usually slip through standard databases; here they are collected as reported, with no calculation of our own. Important: the definition comes from the company itself and can differ from firm to firm; period and source are stated next to every value.

Company-specific KPIs verbatim from the filings (English, as disclosed; not normalised). Balance-sheet and boilerplate items filtered.
DatePeriodKPIValue / changeSource
2026-07-302026-H1Order Backlog456.9 (EUR in EUR million)14
2026-07-302026-H1Net Margin Q2 20261714
2026-07-302026-H1Net Margin Q2 20251414
2026-07-302026-H1Net Margin H1 2026-214
2026-07-302026-H1Net Margin H1 20251014
2026-07-302026-H1Gross Margin Q2 20264114
2026-07-302026-H1Gross Margin Q2 20254114
2026-07-302026-H1Gross Margin H1 20263314
2026-07-302026-H1Gross Margin H1 20253614
2026-07-302026-H1Equity Ratio6114
2026-07-302026-H1EBIT Margin Q2 20261314
2026-07-302026-H1EBIT Margin Q2 20251714
2026-07-302026-H1EBIT Margin H1 2026-414
2026-07-302026-H1EBIT Margin H1 20251114
–2026-Q1Order backlog (Equipment only)359.1 (EUR in EUR million)13
–2026-Q1Gross margin18%13
–2026-Q1Equity ratio85%13
–2026-Q1Equity890.0 (EUR in EUR million)13
–2026-Q1EBIT margin-38%13
–2026-Q1Contract liabilities for advance payments79.213
2026-02-25FY2025Unused revolving credit facility200.012
2026-02-25FY2025Treasury shares %0.6%12
2026-02-25FY2025Treasury shares670,26212
2026-02-25FY2025Subscribed capital113.5 (EUR EUR million)12
2026-02-25FY2025Share capital113,456,12012
2026-02-25FY2025Property, plant & equipment222.512
2026-02-25FY2025Issued capital112.8 (EUR EUR million)12
2026-02-25FY2025Guarantee facilities58.012
2026-02-25FY2025Gross margin40%12
2026-02-25FY2025Equity Ratio87%12
2026-02-25FY2025EBIT margin18%12
2026-02-25FY2025Dividend payment16.912
2026-02-25FY2025Change in cash equivalents34.8 (EUR EUR million)12
2026-02-25FY2025Cash flow from investing activities-137.6 (EUR EUR million)12
2026-02-25FY2025Cash flow from financing activities-8.4 (EUR EUR million)12
2026-02-25FY2025Capital reserve304.9 (EUR EUR million)12
2026-02-25FY2025Backlog257.8 million12
2026-02-25FY2025R&D expenses % revenue1512
2026-02-25FY2025Order backlog257.8 (EUR in EUR million)12
2026-02-25FY2025Gross margin4012
2026-02-25FY2025Equity ratio8812
2026-02-25FY2025EBIT margin1812
–2025-Q3Unused revolving credit facility200.010
–2025-Q3Total equity Sept 2025861.9 (EUR in EUR million)10
–2025-Q3Total equity Dec 2024848.0 (EUR in EUR million)10
–2025-Q3Services and spares revenues 9M 202480.3 (EUR in EUR million)10
–2025-Q3Services and spares revenues79.7 (EUR in EUR million)10
–2025-Q3R&D expenses % revenue 9M 202516%10
–2025-Q3R&D expenses % revenue 9M 202417%10
–2025-Q3R&D expenses 9M 202559.7 (EUR in EUR million)10
–2025-Q3R&D expenses 9M 202468.7 (EUR in EUR million)10
–2025-Q3Profit margin Q3 202511%10
–2025-Q3Profit margin Q3 202420%10
–2025-Q3Profit margin 9M 202510%10
–2025-Q3Profit margin 9M 202413%10
–2025-Q3Operating expenses 9M 202593.9 (EUR in EUR million)10
–2025-Q3Operating expenses 9M 202499.7 (EUR in EUR million)10
–2025-Q3Gross margin Q3 202539%10
–2025-Q3Gross margin Q3 202443%10
–2025-Q3Gross margin 9M 202537%10
–2025-Q3Gross margin 9M 202439%10
–2025-Q3Equity ratio Sept 202585%10
–2025-Q3Equity ratio Dec 202483%10
–2025-Q3Equipment revenues Q3 202592.0 (EUR in EUR million)10
–2025-Q3Equipment revenues Q3 2024127.9 (EUR in EUR million)10
–2025-Q3Equipment revenues 9M 2024326.1 (EUR in EUR million)10
–2025-Q3Equipment revenues289.8 (EUR in EUR million)10
–2025-Q3Equipment order backlog Sept 2024384.5 (EUR in EUR million)10
–2025-Q3Equipment order backlog June 2025284.6 (EUR in EUR million)10
–2025-Q3Equipment order backlog 2024 YE289.3 (EUR in EUR million)10
–2025-Q3Equipment order backlog286.5 (EUR in EUR million)10
–2025-Q3EBIT margin Q3 202513%10
–2025-Q3EBIT margin Q3 202424%10
–2025-Q3EBIT margin 9M 202511%10
–2025-Q3EBIT margin 9M 202415%10
–2025-H1R&D expenses % revenue H1 202419%11
–2025-H1R&D expenses % revenue14%11
–2025-H1Profit margin % Q214%11
–2025-H1profit margin pct10%11
–2025-H1power electronics revenue share71%11
–2025-H1Order Backlog284.6 (EUR in EUR million)11
–2025-H1optoelectronics revenue share9%11
–2025-H1led segment revenue share16%11
–2025-H1gross margin pct q241%11
–2025-H1gross margin pct36%11
–2025-H1europe revenue pct16%11
–2025-H1equity ratio end 202483%11
–2025-H1Equity Ratio87%11
–2025-H1equipment revenue pct79%11
–2025-H1ebit margin pct q217%11
–2025-H1ebit margin pct11%11
–2025-H1asia revenue pct64%11
–2025-H1americas revenue pct20%11
–2025-Q1R&D expenses, % of revenues16%9
–2025-Q1Number of freefloat shares (end of period)112,775,0589
–2025-Q1Market capitalization (end of period)1,143.5 (EUR EUR million)9
–2025-Q1Equity ratio87%9
–2025-Q1Contract liabilities for advance payments51.39
–2025-Q1Closing Price (end of period)10.149
2025-02-26FY2024working days lost308
2025-02-26FY2024work related sickness08
2025-02-26FY2024women performance reviews participation rate63%8
2025-02-26FY2024training hours women prior year7,2998
2025-02-26FY2024training hours women5,8978
2025-02-26FY2024training hours total prior year37,1378
2025-02-26FY2024training hours total44,8018
2025-02-26FY2024training hours per woman prior year33.68
2025-02-26FY2024training hours per woman26.98
2025-02-26FY2024training hours per man prior year32.18
2025-02-26FY2024training hours per man39.48
2025-02-26FY2024training hours men prior year29,8388
2025-02-26FY2024training hours men38,9058
2025-02-26FY2024temporary workers198
2025-02-26FY2024spares revenues prior year92,329 (EUR in EUR thousands)8
2025-02-26FY2024spares revenues103,015 (EUR in EUR thousands)8
2025-02-26FY2024services revenues prior year5,261 (EUR in EUR thousands)8
2025-02-26FY2024services revenues7,732 (EUR in EUR thousands)8
2025-02-26FY2024self-employed348
2025-02-26FY2024occupational accidents rate4.698
2025-02-26FY2024occupational accidents98
2025-02-26FY2024men performance reviews participation rate69%8
2025-02-26FY2024Gross margin41%8
2025-02-26FY2024external workers538
2025-02-26FY2024Equity Ratio83%8
2025-02-26FY2024Equipment revenues prior year532,289 (EUR in EUR thousands)8
2025-02-26FY2024Equipment revenues522,412 (EUR in EUR thousands)8
2025-02-26FY2024EBIT margin21%8
2025-02-26FY2024CEO to median remuneration ratio478
2025-02-26FY2024Average invoice settlement days SME278
2025-02-26FY2024Average invoice settlement days308
2025-02-26FY2024Work in process120,6138
2025-02-26FY2024Weighted average number of common shares (diluted)112,621,6228
2025-02-26FY2024Weighted average number of common shares112,621,6228
2025-02-26FY2024Warrant lease - Not later than one year2,019 (EUR in EUR thousands)8
2025-02-26FY2024Warrant lease - Later than one to five years3,281 (EUR in EUR thousands)8
2025-02-26FY2024VAT recoverable14,6948
2025-02-26FY2024VAT and similar taxes1338
2025-02-26FY2024Unused credit facility200,0008
2025-02-26FY2024US Dollars - Liabilities25,4658
2025-02-26FY2024US Dollars - Assets48,583 (EUR in EUR thousands)8
2025-02-26FY2024Treasury shares-784,2598
2025-02-26FY2024Total related party compensation8,4798
2025-02-26FY2024Total dividend paid45,0338
2025-02-26FY2024Total cash outflow for leases2,218 (EUR in EUR thousands)8
2025-02-26FY2024Total capital commitments115,288 (EUR in EUR thousands)8
2025-02-26FY2024Total auditor fees6488
2025-02-26FY2024Total PP&E - Carrying amount 2024226,915 (EUR in EUR thousands)8
2025-02-26FY2024Total personnel expense125,439 (EUR in EUR thousands)8
2025-02-26FY2024Total intangible assets - Carrying amount 202480,930 (EUR in EUR thousands)8
2025-02-26FY2024Technical equipment - Carrying amount 202451,582 (EUR in EUR thousands)8
2025-02-26FY2024Tax loss carry-forwards (unrecognized)108,861 (EUR in EUR thousands)8
2025-02-26FY2024Tax expense 202425.94 (EUR EUR million)8
2025-02-26FY2024Tax expense 202312.49 (EUR EUR million)8
2025-02-26FY2024Tax credits (unrecognized)10,6018
2025-02-26FY2024Supervisory Board short-term benefits6418
2025-02-26FY2024Social insurance contributions14,8878
2025-02-26FY2024Short-term and low-value lease expenses292 (EUR in EUR thousands)8
2025-02-26FY2024Share-based payments4,5288
2025-02-26FY2024Service spare parts pct 2024178
2025-02-26FY2024SG&A expenses pct revenues 202478
2025-02-26FY2024SG&A expenses pct revenues 202378
2025-02-26FY2024R&D funding5,395 (EUR in EUR thousands)8
2025-02-26FY2024Reimbursement of R&D costs3,673 (EUR in EUR thousands)8
2025-02-26FY2024Raw materials and supplies225,7338
2025-02-26FY2024R&D expenses pct revenues148
2025-02-26FY2024R&D expenses 202491.4 (EUR EUR million)8
2025-02-26FY2024R&D expenses 202387.7 (EUR EUR million)8
2025-02-26FY2024Proposed total dividend16,9018
2025-02-26FY2024Proposed dividend per share0.158
2025-02-26FY2024Property, plant and equipment - Carrying amount 202431,392 (EUR in EUR thousands)8
2025-02-26FY2024Prepaid expenses4,645 (EUR in EUR thousands)8
2025-02-26FY2024Power electronics segment pct558
2025-02-26FY2024Personnel costs 2024125.4 (EUR EUR million)8
2025-02-26FY2024Personnel costs 2023115.0 (EUR EUR million)8
2025-02-26FY2024Payroll taxes and social security contributions1,4098
2025-02-26FY2024Payroll104,3138
2025-02-26FY2024Patent families 20242958
2025-02-26FY2024Patent families 20232658
2025-02-26FY2024Other non-current financial assets675 (EUR in EUR thousands)8
2025-02-26FY2024Other long-term assets3,794 (EUR in EUR thousands)8
2025-02-26FY2024Other liabilities1,1478
2025-02-26FY2024Other intangible assets - Carrying amount 20247,442 (EUR in EUR thousands)8
2025-02-26FY2024Other financial assets511 (EUR in EUR thousands)8
2025-02-26FY2024Other equipment - Carrying amount 20248,317 (EUR in EUR thousands)8
2025-02-26FY2024Other confirmation services fees2158
2025-02-26FY2024Other assets3,351 (EUR in EUR thousands)8
2025-02-26FY2024Order intake 2024596.4 (EUR EUR million)8
2025-02-26FY2024Order intake 2023640.7 (EUR EUR million)8
2025-02-26FY2024Optoelectronics segment pct128
2025-02-26FY2024Net foreign exchange losses-1,3408
2025-02-26FY2024Net finance income960 (EUR in EUR thousands)8
2025-02-26FY2024Losses from financial assets at FVTPL929 (EUR in EUR thousands)8
2025-02-26FY2024Liabilities from grants9218
2025-02-26FY2024Leased land and buildings - Carrying amount 20244,684 (EUR in EUR thousands)8
2025-02-26FY2024Leased equipment - Carrying amount 2024253 (EUR in EUR thousands)8
2025-02-26FY2024LEDs segment pct288
2025-02-26FY2024Japanese Yen - Liabilities5,8318
2025-02-26FY2024Japanese Yen - Assets34,966 (EUR in EUR thousands)8
2025-02-26FY2024Issued capital112,671,861 (EUR millions)8
2025-02-26FY2024Interest income 20241.39 (EUR EUR million)8
2025-02-26FY2024Interest income 20231.12 (EUR EUR million)8
2025-02-26FY2024Interest expense 20240.43 (EUR EUR million)8
2025-02-26FY2024Interest expense 20230.20 (EUR EUR million)8
2025-02-26FY2024Income tax expense25,945 (EUR in EUR thousands)8
2025-02-26FY2024Gross Margin 2023448
2025-02-26FY2024Gross Margin41%8
2025-02-26FY2024Gross Margin418
2025-02-26FY2024Goodwill - Carrying amount 202473,488 (EUR in EUR thousands)8
2025-02-26FY2024Gains from financial assets at FVTPL1,971 (EUR in EUR thousands)8
2025-02-26FY2024GBP - Liabilities7108
2025-02-26FY2024GBP - Assets3,233 (EUR in EUR thousands)8
2025-02-26FY2024Free cash flow 2024-72.4 (EUR EUR million)8
2025-02-26FY2024Free cash flow 2023-109.7 (EUR EUR million)8
2025-02-26FY2024Foreign exchange losses1,4268
2025-02-26FY2024Foreign exchange gains868
2025-02-26FY2024Finance income1,389 (EUR in EUR thousands)8
2025-02-26FY2024Finance expense-429 (EUR in EUR thousands)8
2025-02-26FY2024Expense for defined contribution plans1,711 (EUR in EUR thousands)8
2025-02-26FY2024Executive board members28
2025-02-26FY2024Executive Board total compensation7,8398
2025-02-26FY2024Executive Board share-based payments4,4068
2025-02-26FY2024Europe revenues pct 2024248
2025-02-26FY2024Europe revenues pct 2023308
2025-02-26FY2024Equipment revenues pct 2024838
2025-02-26FY2024Equipment order backlog 2024289.3 (EUR EUR million)8
2025-02-26FY2024Equipment order backlog 2023353.7 (EUR EUR million)8
2025-02-26FY2024Effective tax rate19.6%8
2025-02-26FY2024EBIT Margin 2023258
2025-02-26FY2024EBIT Margin218
2025-02-26FY2024Dividend per share paid0.408
2025-02-26FY2024Dilutive effect of share options08
2025-02-26FY2024Depreciation expense 202412,615 (EUR in EUR thousands)8
2025-02-26FY2024Customer-specific work in process4,3098
2025-02-26FY2024Current tax expense18,496 (EUR in EUR thousands)8
2025-02-26FY2024Contract liabilities from advance payments141,2878
2025-02-26FY2024Chinese Renminbi - Liabilities3,1788
2025-02-26FY2024Chinese Renminbi - Assets10,581 (EUR in EUR thousands)8
2025-02-26FY2024Capital expenditures for other expenditures110,370 (EUR in EUR thousands)8
2025-02-26FY2024Audit fees4338
2025-02-26FY2024Assets under construction - Carrying amount 2024130,687 (EUR in EUR thousands)8
2025-02-26FY2024Asia revenues pct 2024668
2025-02-26FY2024Asia revenues pct 2023508
2025-02-26FY2024Apprentices188
2025-02-26FY2024Americas revenues pct 2024108
2025-02-26FY2024Americas revenues pct 2023208
2025-02-26FY2024Advance payments to suppliers17,7608
2025-02-26FY2024Administration employees1148
–2024-Q3Total equity789.9 (EUR in EUR million)6
–2024-Q3Profit margin Q3206
–2024-Q3Profit margin 9M136
–2024-Q3Power electronics segment pct576
–2024-Q3Order backlog equipment384.5 (EUR in EUR million)6
–2024-Q3Optoelectronics segment pct116
–2024-Q3LED segment pct266
–2024-Q3Gross margin Q3436
–2024-Q3Gross margin 9M396
–2024-Q3Equity Ratio796
–2024-Q3Equipment revenues pct 9M806
–2024-Q3Equipment revenues 9M326.1 (EUR in EUR million)6
–2024-Q3EBIT margin Q3246
–2024-Q3EBIT margin 9M156
2024-07-252024-H1Total equity758.1 (EUR in EUR million)7
2024-07-252024-H1R&D expenses47.5 (EUR in EUR million)7
2024-07-252024-H1R&D as pct revenue19%7
2024-07-252024-H1Order backlog equipment revenue mix52%7
2024-07-252024-H1Optoelectronics revenue mix9%7
2024-07-252024-H1Net margin Q2 20248%7
2024-07-252024-H1Net margin Q2 202323%7
2024-07-252024-H1net margin H1 20249%7
2024-07-252024-H1net margin H1 202318%7
2024-07-252024-H1LED segment revenue mix32%7
2024-07-252024-H1gross profit92.9 (EUR in EUR million)7
2024-07-252024-H1gross margin Q2 202437%7
2024-07-252024-H1gross margin Q2 202342%7
2024-07-252024-H1gross margin H1 202437%7
2024-07-252024-H1gross margin H1 202342%7
2024-07-252024-H1Equity Ratio75%7
2024-07-252024-H1EBIT margin Q2 202410%7
2024-07-252024-H1EBIT margin Q2 202326%7
2024-07-252024-H1EBIT margin H1 20249%7
2024-07-252024-H1EBIT margin H1 202319%7
–2024-Q1R&D expenses, % of revenues19%5
–2024-Q1Gross margin37%5
–2024-Q1Equity ratio76%5
–2024-Q1EBIT margin8%5
2024-02-26FY2023unsatisfied performance obligations353.74
2024-02-26FY2023gross margin 2023279,0324
2024-02-26FY2023gross margin 2022195,2714
2024-02-26FY2023equity ratio 202374%4
2024-02-26FY2023equity ratio 202272%4
2024-02-26FY2023R&D expenses as % of revenues14%4
2024-02-26FY2023Property, plant and equipment (net)147,7514
2024-02-26FY2023Other financial assets83,655 (EUR in EUR thousands)4
2024-02-26FY2023Gross Margin44%4
2024-02-26FY2023Equity ratio75%4
2024-02-26FY2023EU Taxonomy Aligned73.4%4
2024-02-26FY2023EBIT Margin25%4
–2023-Q3optoelectronics revenue share112
–2023-Q3LED revenue share62
–2023-Q3Gross margin Q3462
–2023-Q3Gross margin 9M432
–2023-Q3GaN SiC revenue share822
–2023-Q3Equity Ratio762
–2023-Q3Equipment revenue % Q3862
–2023-Q3Equipment revenues pct 9M842
–2023-Q3EBIT margin Q3272
–2023-Q3EBIT margin 9M222
–2023-Q3Days sales outstanding502
2023-07-272023-H1Service and spare parts revenues44.9 (EUR EUR million)3
2023-07-272023-H1R&D expenses % of revenues16%3
2023-07-272023-H1R&D expenses39.0 (EUR EUR million)3
2023-07-272023-H1Order backlog412.5 (EUR EUR million)3
2023-07-272023-H1Market capitalization3,525.2 (EUR EUR million)3
2023-07-272023-H1Gross margin42%3
2023-07-272023-H1Equity ratio75%3
2023-07-272023-H1Equipment revenues205.8 (EUR EUR million)3
2023-07-272023-H1Equipment revenue share82%3
2023-07-272023-H1Days sales outstanding303
–2023-Q1Spares and services %271
–2023-Q1R&D expenses % of revenues251
–2023-Q1Net margin51
–2023-Q1Gross margin401
–2023-Q1Equity Ratio721
–2023-Q1equipment revenue pct731
–2023-Q1EBIT margin51
–2023-Q1Days sales outstanding561
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Guidance Tracking (latest per metric/period · 14/30)#

All management forecasts (guidance) and their later outcome. Types: fiscal-year targets as well as quarterly/half-year targets; per metric and period the most recent statement applies, older versions can be expanded. The status is checked automatically against the actuals reported later: open (period still running), met, beaten, missed. For ranges (“X to Y”) reaching the range counts. Logged neutrally, no estimate of our own, no assessment.

Actuals: revenue in €m · ratios in %

For periodGuided onMetricGuidedActualVerdictDirectionSource
FY20262026-07-30Revenue530–590–pendingconfirmed14
FY20262026-07-30Gross margin (GAAP)42%–pendingconfirmed14
FY20262026-07-30EBIT margin17–20%–pendingconfirmed14
FY20262026-02-25Gross margin (non-GAAP)41–42%–pendingconfirmed12
FY20262026-02-25EBITDA growth (YoY)16–19%–pendingcut12
2026-Q32026-07-30Revenue160–200–pendingconfirmed14
2026-Q2–Revenue100–120115.1in lineinitiated13
2026-Q12026-02-25Revenue55–7559.4in lineinitiated12
FY20252026-02-25 °Revenue530–565556.6in lineconfirmed12
FY20252026-02-25 °Gross margin (GAAP)40–41%––confirmed12
FY20252026-02-25 °EBIT margin17–19%18in lineconfirmed12
2025-Q3–Revenue110–140119.6in lineinitiated11
2025-Q2–Revenue120–140137.4in lineinitiated9
2025-Q12025-02-26Revenue90–110112.5beatinitiated8
FY20242024-07-25Revenue620–660633.2in linecut7
FY20242024-07-25EBIT margin22–25%20.7misscut7
FY20242024-02-26Gross margin (GAAP)43–45%––confirmed7
FY2024–Gross margin (non-GAAP)43–45%––confirmed5
FY2024–EBITDA (adjusted)24–26%––confirmed5
2024-Q4–Revenue215–255226.7in lineinitiated6
2024-Q32024-07-25Revenue150–180156.3in lineinitiated7
2024-Q2–Revenue120–140131.8in lineinitiated5
2024-Q12024-02-26Revenue100–120118.3in lineconfirmed4
FY20232024-02-26 °Revenue600–640629.9in lineconfirmed4
FY20232024-02-26 °Order Intake620–680––confirmed4
FY20232023-07-27Gross margin (GAAP)45%––confirmed4
FY20232023-07-27EBIT margin25–27%24.9missconfirmed4
FY2023–Gross margin (non-GAAP)45%––confirmed1
FY2023–EBITDA (adjusted)25–27%––confirmed2
FY2023–Adjusted operating income25–27%––confirmed1
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Development#

A condensed summary per reporting period as running text: what changed operationally, which drivers management names, how earnings and cash flow developed. Most recent period first, grouped by year; each text is written from the original report of that period, superscript numbers lead to the source.

FY2026

In the first half of fiscal 2026, Aixtron SE reported revenues of 59.4 million in Q1 and 115.1 million in Q2, with the first quarter impacted by lower production volume and one-off workforce reduction expenses in the operations division that drove operating income to -22.3 million 13 14. Q2/2026 saw a recovery in profitability, with operating income returning to 14.7 million and an EBIT margin of 13% 14. Equipment order intake in H1/2026 rose 54% to EUR 386.0 million driven by strong optoelectronics demand representing approximately 75% of equipment order intake in Q2/2026, lifting the order backlog to EUR 456.9 million as of June 30, 2026 14. In April 2026, Aixtron placed a convertible bond with EUR 450 million nominal value maturing April 2031 and announced the establishment of a new production site in Penang, Malaysia to strengthen manufacturing flexibility and support Asian customers 14. Full-year 2026 revenue guidance was raised after Q1 results and subsequently confirmed at EUR 560 million (range +/- EUR 30 million), gross margin around 42%, and EBIT margin of 17-20% 13 14.

FY2025

Aixtron SE reported FY2025 revenue of 556.6 million, declining 12% from the prior year amid a challenging market environment characterised by soft GaN and LED sector demand and delayed investment decisions by customers 12. Operating result (EBIT) declined 24% to 100.3 million, with the EBIT margin falling to 18% from 21% in the prior year, while net profit was 85.3 million 12. Free cash flow improved significantly to EUR 181.9 million from negative EUR 72.4 million in the prior year, driven by inventory reduction and working capital management 12. Optoelectronics demand grew significantly, fuelled by AI and data communications applications, with the G10-AsP platform gaining market share as the new tool of record in the laser market; GaN and SiC power electronics sectors remained under pressure from soft demand and market overcapacity throughout the year 12.

FY2024

Aixtron SE reported full-year 2024 revenue of 633.2 EUR million, roughly flat year-on-year and reaching the lower end of the adjusted annual forecast range of EUR 620-660 million 8. Operating result (EBIT) declined to 131.2 EUR million, with a 21% EBIT margin that came in below the adjusted forecast range of 22-25%, as the SiC and GaN power electronics segment experienced weaker-than-expected demand driven by overcapacity and reduced electric vehicle investments 8. Gross margin declined to 41% from 44% in the prior year due to an adverse product mix with a higher proportion of LED systems and lower capacity utilization 8. The LED segment recorded strong growth in both traditional and Micro LED applications, partially offsetting power electronics weakness, while full-year order intake reached EUR 596.4 million 8. For 2025, the company issued initial guidance for revenues in the range of EUR 530-600 million, gross margin approximately 41-42%, and EBIT margin approximately 18-22%, citing expected continued reluctance in power electronics investment and the non-repeat of strong 2024 LED replacement orders 8.

FY2023

Aixtron revenues increased 36% to 629.9 million in FY 2023, driven by continued strong demand for MOCVD systems in power electronics applications 4. Order intake grew 9% to EUR 640.7 million, with particularly strong demand for GaN and SiC systems 4. Operating result improved 50% to 156.8 million, with an EBIT margin of 25% and gross margin of 44%, compared to 23% and 42% respectively in the prior year 4. Net income rose 44% to 145.2 million, while free cash flow turned negative, primarily due to inventory build-up in preparation for higher expected shipment volumes and higher capital expenditures for the new innovation center 4. AIXTRON completed its full G10 product family with the launch of G10-GaN in September 2023 and approved EUR 100 million for a new innovation center at its Herzogenrath headquarters 4.

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Glossary#

  • Revenue: Revenue from contracts with customers, net of sales deductions, as the company itself reports it; not total output, gross revenue, GMV or order intake.
  • Op. income: The operating line of the income statement; EBIT only as a marked fallback, never pre-tax or ordinary income.
  • Net income: Net income attributable to the shareholders of the parent, after discontinued operations; not the result including minority interests, not comprehensive income.
  • EPS: Diluted earnings per share attributable to the shareholders of the parent; a printed figure always beats a calculated one, calculated values are marked.
  • FCF: Free cash flow = operating cash flow minus capital expenditure on property, plant and equipment; the company's own free cash flow figure is shown separately.
  • OCF: Cash flow from operating activities as reported; IFRS companies may show interest paid in financing cash flow, so the figure is not always comparable.
  • Cash: Cash and cash equivalents, without securities unless the company reports them as part of the position.
  • Net Debt: Net debt = financial debt excluding lease liabilities minus cash at the same reporting date; the company's own net position may differ.
  • *: derived, the formula is in the hover
  • ≈: calculated, approximation
  • ~: uncertain; the value stays visible, verdicts do not use it
  • °: repaired by a targeted query against the document, or curated with documentary evidence
  • EBIT: EBIT as a fallback: the income statement carries no operating line
  • basic: basic earnings per share as a fallback when diluted is missing
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Sources: official investor relations documents#

All original documents used, with type (e.g. quarterly, half-year, annual report), publication date and a direct link to the filing (EDINET/SEC/IR). Every superscript number in the report points to an entry in this list; so every figure can be traced back to its place in the original.

14 documents · 2023 – 2026 · IR
#Document typePublishedLink
#1 / #101IR-Quarter–Open
#2 / #102IR-Quarter–Open
#5 / #105IR-Quarter–Open
#6 / #106IR-Quarter–Open
#9 / #109IR-Quarter–Open
#10 / #110IR-Quarter–Open
#11 / #111IR-Half–Open
#13 / #113IR-Quarter–Open
#3 / #103IR-Half2023-07-27Open
#4 / #104IR-Annual2024-02-26Open
#7 / #107IR-Half2024-07-25Open
#8 / #108IR-Annual2025-02-26Open
#12 / #112IR-Annual2026-02-25Open
#14 / #114IR-Half2026-07-30Open

FAQ#

Is there a management forecast (guidance) for FY2026?

Yes. Management has issued targets for FY2026, including Revenue. The guidance tracking chapter shows all targets and checks them against the actuals reported later; neutral, with no estimate of our own.

Does Aixtron SE pay a dividend?

The filings report on the dividend; most recent entry: dividends paid 16.9 (FY2025) (as reported, no assessment of our own). Details with source links are in the report chapters.

Where can I find the official investor relations documents of Aixtron SE?

The sources chapter links all 28 original filings used (IR documents) with type, publication date and a direct link; every figure in the report carries a source number.

More reports#

All reports

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