Full Year 2025 Aixtron SE Earnings Call Transcript

Feb 26, 2026 / 02:00PM GMT

Release Date Price: $58 (+0.68%)

Transcript

Key Points

Positve

Aixtron SE (AIXXF) achieved revenues of EUR557 million in 2025, meeting the upper end of their guidance despite a 12% year-over-year decline.
The company reported a strong Q4 2025 performance with a 31% EBIT margin, comparable to the previous year's extraordinary Q4.
Operating cash flow increased by more than EUR180 million to EUR208 million, and free cash flow improved by over EUR250 million to EUR182 million.
Aixtron SE (AIXXF) maintained a stable dividend of EUR0.15 per share, reflecting confidence in cash flow generation.
The optoelectronics segment is expected to more than double in revenue year-over-year from 2025 to 2026, driven by strong demand for lasers in data centers.

Negative

Revenues in 2025 were down 12% year-over-year, primarily due to lower utilization in operations and one-off restructuring costs.
Gross margin decreased by 1 percentage point to 40%, impacted by lower utilization and restructuring expenses.
The silicon carbide power segment is expected to face a weak year in 2026 due to overcapacity and slowing electric vehicle momentum.
Net profit was down 20% year-over-year at EUR85 million, with an effective tax rate of 15% in 2025.
Order backlog decreased by 11% year-over-year to EUR258 million, reflecting softness in demand.

Operator

Ladies and gentlemen, welcome to AIXTRON's fourth quarter and full year 2025 results conference call. Please note that today's call is being recorded.

Let me now hand you over to Mr. Christian Ludwig, Vice President, Investor Relations & Corporate Communications at AIXTRON for opening remarks and introductions.

Christian Ludwig

Aixtron SE - Vice President Investor Relations and Corporate Communications

Thank you very much, Anna. A warm welcome to AIXTRON's 2025 results call. My name is Christian Ludwig. I'm the Head of Investor Relations & Corporate Communications at AIXTRON. With me in the room today are our CEO, Dr. Felix Grawert; and our CFO, Dr. Christian Danninger, who will guide you through today's presentation and then take your questions.

This call is being recorded by AIXTRON and is considered copyright material. As such, it cannot be recorded or rebroadcast without permission. Your participation in this call implies your consent to this recording.

All documents referred to in this call can be accessed via our

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