AIXTRON SE Reports Strong Optoelectronics Demand in Q2

AIXTRON SE has announced robust results for the second quarter of 2025, driven by significant demand in the optoelectronics sector. Revenues reached EUR 137.4 million for Q2 and EUR 249.9 million for the first half, aligning with the upper end of previous guidance. This performance is noteworthy given the softness in the overall market environment.

The company highlighted continued strength in AI data center communication, securing major orders for its G10-AsP tool. While the gallium nitride and silicon carbide segments remain muted, AIXTRON is seeing demand driven largely by Asian customers. The company has confirmed its guidance for 2025, anticipating revenues between EUR 530 million and EUR 600 million with a gross margin of 41% to 42%.

Free cash flow improved significantly, marked by a EUR 127.6 million year-over-year increase. Operating expenses saw a decrease of 11%, contributing to an enhanced EBIT margin. The company remains on track despite potential challenges from US tariff policies and foreign exchange rate fluctuations.