AXT Inc (AXTI)

Currency in USD
48.140
-6.920(-12.57%)
Closed·
49.420+1.280(+2.66%)
·

AXTI Earnings

Latest Release
Oct 29, 2026
EPS / Forecast
0.41 / 0.31
Revenue / Forecast
73.41M / 66M
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
2026/12--/0.365--/77.45M----Free Sign Up
2026/090.410/0.31073.41M/66.00M+32.26%+11.23%Free Sign Up
2026/060.190/0.07047.59M/30.40M+171.43%+56.55%Free Sign Up
2026/03-0.010/-0.05026.90M/26.75M+80%+0.56%Free Sign Up
2025/12-0.050/-0.05023.00M/26.28M0%-12.48%Free Sign Up
2025/09-0.030/-0.12028.00M/19.84M+75%+41.13%Free Sign Up
2025/06-0.150/-0.13018.00M/19.78M-15.38%-9%Free Sign Up
2025/03-0.200/-0.05019.36M/23.85M-300%-18.83%Free Sign Up
2024/12-0.100/-0.02025.10M/27.60M-400%-9.06%Free Sign Up
2024/09-0.050/-0.06023.60M/25.98M+16.67%-9.16%Free Sign Up

All numbers in USD

AXT Inc Earnings Call Summary for Q3/2026

  • AXT beat Q3 estimates with $0.41 EPS vs. $0.31 expected and $73.4M revenue vs. $66M forecast, but shares fell 5.44% on valuation concerns.
  • Revenue surged 54% sequentially and 162% YoY, driven by indium phosphide demand for AI data centers; gross margin improved to 56.1% from 45.0%.
  • Q4 guidance projects $90M revenue and $0.57-$0.59 EPS, with gross margins expected to exceed 60% and potentially reach high 60% range over time.
  • Backlog climbed above $500M; company plans to double indium phosphide capacity again in 2027 after already tripling 2026 capacity vs. 2025 levels.
  • Stock trades at P/E above 844 and fell 9.9% post-earnings, suggesting investor concerns about sustainability of growth pace and potential overcapacity risks.
Last Updated: 2026-10-29, 05:34 p/m
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FAQ

What Is AXT's Earnings Per Share (TTM)?

The AXT EPS (TTM) is 0.57.

When Is The Next AXT Earnings Date?

AXT will release its next earnings report on Feb 18, 2027.

What Is AXT’s Revenue Forecasts For Upcoming Quarters?

AXT’s revenue forecast is 77.45M.

How Did AXT React to the Company's Latest Earnings Report?

AXT reported a +32.26% EPS surprise and a +11.23% revenue surprise, comparing the latest report against analyst forecasts. The stock price changed by -14.480%, reflecting the market's response to the earnings results.
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