Q3 2025 Aixtron SE Earnings Call Transcript

Oct 30, 2025 / 02:00 PM GMT

Release Date Price: $30.56 (+7.15%)

Transcript

Key Points

Positve

Aixtron SE (AIXXF) achieved a free cash flow of $39 million in Q3, totaling $110 million for the first nine months of 2025, indicating a strong cash position recovery.
The company reported a book-to-bill ratio of 1.04, with new orders amounting to $124 million and an equipment order backlog of $287 million.
Aixtron SE (AIXXF) maintained its revenue within the guided range of €110 million to €140 million, achieving €120 million in Q3.
The company has a strong market position in the optoelectronics segment, with over 90% market share in certain domains, and is seeing a recovery in demand for data communication applications.
Aixtron SE (AIXXF) is leading in the gallium nitride power segment with over 85% market share and is seeing solid volume orders, particularly from Asian customers.

Negative

Revenues for the first nine months of 2025 were down about 9% year over year, totaling €370 million.
The gross margin decreased to 39% in Q3, down 4 percentage points from the prior year, impacted by volume shifts and foreign exchange headwinds.
Aixtron SE (AIXXF) had to adjust its fiscal 2025 guidance, lowering expected revenues to the range of €530 million to €565 million, down from the initial guidance of €530 million to €600 million.
The company is experiencing a soft market environment, particularly in the automotive-driven power electronics demand, which remains sluggish.
The silicon carbide market is undergoing a longer digestion period, with no major decisions for new factory investments expected in the near term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AIXGn.DE - Aixtron SE
Q3 2025 Aixtron SE Earnings Call
Oct 30, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to Extron's analyst conference call Q3 2025. Please note that today's call is being recorded. Questions can only be asked by a telephone. If you wish to make use of this option, please ensure you dial in by phone. In this case, we recommend muting the webcast during the Q&A session. Please check your registration confirmation for dial-in data.

Let me now hand you over to Mr. Christian Ludwig, Vice President, Investor Relations and corporate communications at Extron, for opening remarks and introductions.

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Unidentified_2 [2]
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