News: Suppliers
16 April 2026
Aixtron’s preliminary Q1 order intake up 30% year-on-year, driven by Opto comprising 65% share
Deposition equipment maker Aixtron SE of Herzogenrath, near Aachen, Germany has reported preliminary revenue of about €59m in first-quarter 2026, down 48% on €112.5m in Q1/2025, but within the guided range of €65m±€10m.
Gross profit and operating result were negatively affected by a mid-single-digit €million one-off amount related to a personnel measure. As a result, preliminary gross margin is down from Q1/2025’s 30% to about 18%.
The preliminary operating result (EBIT) was about –€22m (EBIT margin of about –38%), compared with Q1/2025’s €3.3m (EBIT margin of 3%).
Besides the one-off expenses, the main reason for the low gross margin and EBIT margin is the negative operating leverage due to low volume.
Nevertheless, due to continued positive cash flow development, preliminary cash and cash equivalents (including other current financial assets) rose during Q1/2026 from €224.6m to about €273m.
Preliminary order intake grew by about 30% year-on-year in Q1/2026 to about €171m, up from €132.2m in Q1/2025. More than 65% of equipment order intake came from stronger-than-expected demand in the Optoelectronics segment.
“The significantly stronger-than-expected demand from the Optoelectronics sector in the first quarter is a very encouraging development,” comments CEO Dr Felix Grawert. “We expect this trend to continue and have therefore raised our guidance for the year. With our G10-AsP system, we have the tool of record for the next generation of photonic components, which are the basis for chip-to-chip, rack-to-rack and datacenter-to-datacenter communications in the AI era,” he adds.
Based on the current market developments and an exchange rate of US$1.20/€, Aixtron has increased its full-year 2026 revenue guidance to €560m±€30m (previously €520m±€30m). Guidance for EBIT margin is now 17–20% (previously 16–19%). Gross margin is now expected to be about 42% (previously 41–42%).
Full results for first-quarter 2026 will be reported as planned on 30 April.
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