AIXTRON SE Boosts FY 2026 Guidance Following Strong Q1 Performance

AIXTRON SE has revised its fiscal year 2026 guidance upwards due to heightened demand in the Optoelectronics sector. The company reported a 30% year-over-year increase in preliminary order intake for Q1 2026, totaling approximately EUR 171 million. Notably, over 65% of equipment orders were linked to Optoelectronics.

Preliminary revenues reached about EUR 59 million, aligning with the company's target range. However, both gross profit and operating results were negatively impacted by a mid-single-digit EUR million one-off related to personnel measures and low volume. Consequently, Q1 gross profit stood at EUR 11 million, with a reduced gross margin of 18%.

Despite these challenges, AIXTRON ended the quarter with improved cash positions, increasing to approximately EUR 273 million. The company now projects fiscal 2026 revenues to hit around EUR 560 million, with an expected EBIT margin of 17%-20%.