Aixtron SE (CHIX:AIXAd)
€ 16.33 (0%) Market Cap: 1.83 Bil Enterprise Value: 1.77 Bil PE Ratio: 18.55 PB Ratio: 2.16 GF Score: 69/100
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Q1 2025 Aixtron SE Earnings Call Transcript

Apr 30, 2025 / 01:00 PM GMT
Release Date Price: €10.06

Key Points

Positve
  • Aixtron SE (AIXXF) reported robust Q1 2025 results with revenues of €113 million, exceeding the guided range of €90 to €110 million.
  • The company achieved a strong order intake of €132 million, leading to an increase in equipment order backlog to €308 million.
  • Aixtron SE (AIXXF) confirmed its full-year 2025 guidance, expecting revenues between €530 to €600 million.
  • The company anticipates strong demand in the optoelectronics sector, driven by data communication applications and the transition to photonic integrated circuits.
  • Aixtron SE (AIXXF) successfully completed its innovation center, which will support 300mm gallium nitride development, enhancing its competitive edge.
Negative
  • The gross margin decreased to 30% in Q1 2025, impacted by a €5 million one-off cost related to personnel reduction.
  • A slightly weaker product mix and selected product enhancements led to a decline in gross margin compared to the previous year.
  • There is uncertainty regarding the impact of US tariff policies, which could affect Aixtron SE (AIXXF)'s operations.
  • The company faces a slowdown in demand for gallium nitride equipment in the Western world, although it remains optimistic about midterm prospects.
  • Visibility outside of China for gallium nitride demand remains low, with potential impacts from geopolitical and economic uncertainties.


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

AIXGn.DE - Aixtron SE
Q1 2025 Aixtron SE Earnings Call
Apr 30, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to Extron's analysis conference call Q1 2025. Please note that today's call is being recorded.

Let me now hand you over to Mr. Christian Ludwig, Vice President, industrial relations and corporate communications at Exton for opening remarks and introductions.

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Unidentified_2 [2]
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Thanks very much, operator. A warm welcome to Exxon's 2025 results. My name is Christian. I'm the head of investor relations at the corporate communications at Exxon.

With me in the room today are our CEO, Dr. Felix, and our CFO, Dr. Christianninger,
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