AXTI
AXT·NASDAQ
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AXTI fundamentals
AXT (AXTI) released its earnings on Oct 30, 2025: revenue was 28.00M (YoY +18.42%), beat estimates; EPS was -0.03 (YoY +57.14%), beat estimates.
Revenue / YoY
28.00M
+18.42%
EPS / YoY
-0.03
+57.14%
Report date
Oct 30, 2025
AXTI Earnings Call Summary for Q3,2025
- Record Backlog Growth: $49M indium phosphide backlog, up 125% QoQ, driven by AI data center demand and longer-term customer orders.
- Revenue Recovery: Q3 revenue $28M (15% YoY growth), with indium phosphide revenue at 5-year high. Non-GAAP gross margin 22.4%, up 14.2% YoY.
- Export Permit Challenge: 60-day permit processing time limits visibility, but customers adapting with 6-month order windows.
- Capacity Expansion: Current indium phosphide capacity $20M/Q, scalable to $25M in 3 months; doubling possible in 9 months with $10M-$15M investment.
- Profitability Path: Gross margin improvement achievable with higher utilization, but Q4 net loss expected ($0.01-$0.03/share) due to permit delays.
- Strategic Shift: Shifting focus from PON to data centers in China, with germanium substrates de-emphasized due to margin constraints.
EPS
Revenue
Revenue & Expenses
AXTI has released its 2025 Q3 earnings report, with revenue of 27.95M, reflecting a YoY change of 18.23%, and net profit of -1.67M, showing a YoY change of 42.05%. The Sankey diagram below clearly presents AXTI's revenue sources and cost distribution.
Key Indicators
AXT (AXTI) key financial stats and ratios, covering profitability, financial health, and leverage.
AXT (AXTI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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AXT (AXTI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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AXT (AXTI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does AXT (AXTI) generate its revenue? Explore its key revenue streams and top earning regions.
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Track AXT (AXTI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What factors drove the changes in AXT's revenue and profit?What were the key takeaways from AXT’s earnings call?What does AXT do and what are its main business segments?Did AXT beat or miss consensus estimates last quarter?What is the market's earnings forecast for AXT next quarter?What guidance did AXT's management provide for the next earnings period?What is AXT's gross profit margin?What is the revenue and EPS growth rate for AXT year over year?
