Q1 2026 Aixtron SE Earnings Call Transcript

Apr 30, 2026 / 01:00PM GMT

Release Date Price: $110.21 (+7.64%)

Transcript

Key Points

Positve

Aixtron SE (AIXXF) reported strong new orders of EUR171 million, driven by optoelectronics momentum.
The company announced a new greenfield site in Malaysia, with investments of approximately EUR40 million, enhancing production capacity by 2027.
Aixtron SE (AIXXF) successfully placed its first convertible bond at attractive terms, enhancing financial flexibility.
Operating cash flow improved significantly in Q1 to EUR54 million, up by more than EUR18 million compared to the previous year.
The company confirmed its increased guidance for 2026, expecting revenues of EUR560 million, an 8% increase from previous guidance.

Negative

Revenues for Q1 were only EUR59 million, down 47% compared to the previous year, due to seasonality and limited demand in power electronics.
Gross margin decreased to 18%, impacted by negative operating leverage and a one-off cost related to personnel reduction.
EBIT for the quarter was negative EUR22 million, primarily due to lower gross profit.
R&D expenses increased by 7% to EUR33 million, driven by higher depreciation and material costs.
The company faces uncertainties related to geopolitical tensions, which could impact energy prices, supply chains, and financial markets.

Operator

Ladies and gentlemen, welcome to the AIXTRON analyst conference call, Q1 2026. Please note that today's call is being recorded.

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

Christian Ludwig

Aixtron SE - Vice President Investor Relations and Corporate Communications

Thank you, Anna. A warm welcome to AIXTRON's Q1 2026 results call. My name is Christian Ludwig; I am the VP of Investor Relations and Corporate Communications at AIXTRON. With me in the room today are our CEO, Dr. Felix Grawert; and our CFO, Dr. Chris Danninger, 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.

Please take note of the disclaimer that you find on page 2 of the presentation document as it applies throughout

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