View Future GrowthAIXTRON 過去の業績過去 基準チェック /26AIXTRONは、平均年間5.3%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間9.3% 11.3%収益成長率で 成長しています。 AIXTRONの自己資本利益率は6.5%であり、純利益率は11.6%です。主要情報5.34%収益成長率5.03%EPS成長率Semiconductor 業界の成長23.83%収益成長率11.29%株主資本利益率6.54%ネット・マージン11.56%次回の業績アップデート30 Jul 2026最近の業績更新Reported Earnings • May 05First quarter 2026 earnings released: €0.19 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.19 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €59.4m (down 47% from 1Q 2025). Net loss: €21.9m (down €27.0m from profit in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026お知らせ • Oct 01AIXTRON SE to Report Fiscal Year 2024 Results on Feb 27, 2025AIXTRON SE announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.10 (vs €0.36 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.36 in 2Q 2023). Revenue: €131.8m (down 24% from 2Q 2023). Net income: €11.1m (down 73% from 2Q 2023). Profit margin: 8.4% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.10 (vs €0.031 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (up from €0.031 in 1Q 2023). Revenue: €118.3m (up 53% from 1Q 2023). Net income: €10.8m (up 208% from 1Q 2023). Profit margin: 9.2% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesUpcoming Dividend • May 07Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (0.6%).Reported Earnings • May 05First quarter 2026 earnings released: €0.19 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.19 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €59.4m (down 47% from 1Q 2025). Net loss: €21.9m (down €27.0m from profit in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Declared Dividend • Apr 23Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 14th May 2026 Payment date: 19th May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 9%.お知らせ • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.お知らせ • Feb 27AIXTRON SE announces Annual dividend, payable on May 18, 2026AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026お知らせ • May 17+ 1 more updateAIXTRON SE Announces Supervisory Board ChangesAIXTRON SE announced that at its AGM held on May 15, 2025, Mr. Ingo Bank, CFO of City Football Group, was newly elected to the Supervisory Board. In addition, the previous Supervisory Board member, Dr. Stefan Traeger, was re-elected by a large majority. Supervisory Board member Alexander Everke, former CEO of ams-OSRAM AG, was elected as the new Chairman of the Supervisory Board at the subsequent constituent meeting of the Supervisory Board.お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.お知らせ • Apr 04AIXTRON SE, Annual General Meeting, May 15, 2025AIXTRON SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.お知らせ • Feb 28AIXTRON SE announces Annual dividend, payable on May 20, 2025AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.お知らせ • Feb 27Aixtron SE Announces Executive ChangesAIXTRON SE announces the designation of Mr. Alexander Everke, a current member of the Supervisory Board, as the successor to the Supervisory Board Chairmanship. Thanks to the successful completion of the succession planning, the current Chairman of the Supervisory Board, Mr. Kim Schindelhauer, intends to resign from his position at the conclusion of the Annual General Meeting in 2025.お知らせ • Oct 01AIXTRON SE to Report Fiscal Year 2024 Results on Feb 27, 2025AIXTRON SE announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.10 (vs €0.36 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.36 in 2Q 2023). Revenue: €131.8m (down 24% from 2Q 2023). Net income: €11.1m (down 73% from 2Q 2023). Profit margin: 8.4% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 09Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (0.8%).Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.10 (vs €0.031 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (up from €0.031 in 1Q 2023). Revenue: €118.3m (up 53% from 1Q 2023). Net income: €10.8m (up 208% from 1Q 2023). Profit margin: 9.2% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 04Full year 2023 earnings released: EPS: €1.29 (vs €0.89 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.89 in FY 2022). Revenue: €629.9m (up 36% from FY 2022). Net income: €145.2m (up 45% from FY 2022). Profit margin: 23% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 03Dividend of €0.40 announcedShareholders will receive a dividend of €0.40. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.35 (vs €0.17 in 3Q 2022)Third quarter 2023 results: EPS: €0.35 (up from €0.17 in 3Q 2022). Revenue: €165.0m (up 86% from 3Q 2022). Net income: €39.6m (up 108% from 3Q 2022). Profit margin: 24% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 42% per year.お知らせ • Oct 21+ 3 more updatesAIXTRON SE to Report Nine Months, 2024 Results on Oct 31, 2024AIXTRON SE announced that they will report nine months, 2024 results on Oct 31, 2024お知らせ • Oct 15AIXTRON SE, Annual General Meeting, May 15, 2024AIXTRON SE, Annual General Meeting, May 15, 2024.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.36 (vs €0.16 in 2Q 2022)Second quarter 2023 results: EPS: €0.36 (up from €0.16 in 2Q 2022). Revenue: €173.4m (up 69% from 2Q 2022). Net income: €40.4m (up 133% from 2Q 2022). Profit margin: 23% (up from 17% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 42% per year.Upcoming Dividend • May 12Upcoming dividend of €0.31 per share at 1.2% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 May 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (1.0%).Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: €0.03 (vs €0.12 in 1Q 2022)First quarter 2023 results: EPS: €0.03 (down from €0.12 in 1Q 2022). Revenue: €77.2m (down 13% from 1Q 2022). Net income: €3.52m (down 74% from 1Q 2022). Profit margin: 4.6% (down from 16% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 53%After last week's 53% share price gain to CHF26.78, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Semiconductor industry in Europe. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF18.67 per share.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.89 (vs €0.85 in FY 2021)Full year 2022 results: EPS: €0.89 (up from €0.85 in FY 2021). Revenue: €463.2m (up 8.0% from FY 2021). Net income: €100.4m (up 5.0% from FY 2021). Profit margin: 22% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 11+ 4 more updatesAIXTRON SE to Report First Half, 2023 Results on Jul 27, 2023AIXTRON SE announced that they will report first half, 2023 results on Jul 27, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.17 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.17 (down from €0.28 in 3Q 2021). Revenue: €88.9m (down 32% from 3Q 2021). Net income: €19.1m (down 39% from 3Q 2021). Profit margin: 22% (down from 24% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €0.16 (vs €0.073 in 2Q 2021)Second quarter 2022 results: EPS: €0.16 (up from €0.073 in 2Q 2021). Revenue: €102.5m (up 51% from 2Q 2021). Net income: €17.3m (up 110% from 2Q 2021). Profit margin: 17% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.0%, compared to a 21% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 20Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Swiss dividend payers (3.9%). In line with average of industry peers (1.1%).Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.12 (vs €0.036 in 1Q 2021)First quarter 2022 results: EPS: €0.12 (up from €0.036 in 1Q 2021). Revenue: €88.6m (up 79% from 1Q 2021). Net income: €13.7m (up 237% from 1Q 2021). Profit margin: 16% (up from 8.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 27% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.85 (up from €0.31 in FY 2020). Revenue: €429.0m (up 59% from FY 2020). Net income: €95.7m (up 174% from FY 2020). Profit margin: 22% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 20% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.28 (vs €0.064 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €130.8m (up 104% from 3Q 2020). Net income: €31.4m (up 332% from 3Q 2020). Profit margin: 24% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS €0.074 (vs €0.03 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €67.7m (up 21% from 2Q 2020). Net income: €8.26m (up 141% from 2Q 2020). Profit margin: 12% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • May 01First quarter 2021 earnings released: EPS €0.04 (vs €0.006 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €49.5m (up 21% from 1Q 2020). Net income: €4.08m (up €4.78m from 1Q 2020). Profit margin: 8.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Executive Departure • Apr 02President & Member of the Executive Board Bernd Schulte has left the companyOn the 31st of March, Bernd Schulte's tenure as President & Member of the Executive Board ended after 19.0 years in the role. We don't have any record of a personal shareholding under Bernd's name. Bernd is the only executive to leave the company over the last 12 months.Reported Earnings • Feb 26Full year 2020 earnings released: EPS €0.31 (vs €0.29 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €269.2m (up 3.7% from FY 2019). Net income: €34.9m (up 6.2% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the Semiconductor industry in Switzerland.Is New 90 Day High Low • Feb 10New 90-day high: CHF17.50The company is up 87% from its price of CHF9.37 on 11 November 2020. The Swiss market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF6.95 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of €22.4m, down 42% from the prior year. Total revenue was €236.2m over the last 12 months, down 13% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 9.1% at €64.1m. Revenue is forecast to grow 24% over the next year, compared to a 12% growth forecast for the Semiconductor industry in Switzerland.収支内訳AIXTRON の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SWX:AIXA 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 2650358478831 Dec 2555785488130 Sep 2559691488230 Jun 25633109498031 Mar 25627101498631 Dec 24633106469130 Sep 24621115479730 Jun 24629123479631 Mar 24671153479131 Dec 23630145478830 Sep 23599134467630 Jun 23523113456931 Mar 2345290426331 Dec 22463100405830 Sep 22461102385430 Jun 22503114365431 Mar 22468105365531 Dec 2142996355330 Sep 2135669325830 Jun 2128944305631 Mar 2127840285631 Dec 2026935285830 Sep 2023622285630 Jun 2022520285831 Mar 2023224285731 Dec 1926033265530 Sep 1927239275230 Jun 1928346275131 Mar 1927542275131 Dec 1826946285230 Sep 1823555234830 Jun 1823447244831 Mar 1823932254431 Dec 172307255030 Sep 17266-14325630 Jun 17255-22315731 Mar 17229-22316031 Dec 16196-24315430 Sep 16169-32285430 Jun 16173-28275431 Mar 16179-35275631 Dec 15198-29285530 Sep 15193-46295830 Jun 15184-673161質の高い収益: AIXAは 高品質の収益 を持っています。利益率の向上: AIXAの現在の純利益率 (11.6%)は、昨年(16%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AIXAの収益は過去 5 年間で年間5.3%増加しました。成長の加速: AIXAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: AIXAは過去 1 年間で収益成長率がマイナス ( -42.1% ) となったため、 Semiconductor業界平均 ( -15.5% ) と比較することが困難です。株主資本利益率高いROE: AIXAの 自己資本利益率 ( 6.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/29 08:52終値2026/06/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AIXTRON SE 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48 アナリスト機関Knut WollerBaader Helvea Equity ResearchChristopher MuseBarclaysRohan BahlBarclays45 その他のアナリストを表示
Reported Earnings • May 05First quarter 2026 earnings released: €0.19 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.19 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €59.4m (down 47% from 1Q 2025). Net loss: €21.9m (down €27.0m from profit in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026
お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026
お知らせ • Oct 01AIXTRON SE to Report Fiscal Year 2024 Results on Feb 27, 2025AIXTRON SE announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.10 (vs €0.36 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.36 in 2Q 2023). Revenue: €131.8m (down 24% from 2Q 2023). Net income: €11.1m (down 73% from 2Q 2023). Profit margin: 8.4% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.10 (vs €0.031 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (up from €0.031 in 1Q 2023). Revenue: €118.3m (up 53% from 1Q 2023). Net income: €10.8m (up 208% from 1Q 2023). Profit margin: 9.2% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 07Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (0.6%).
Reported Earnings • May 05First quarter 2026 earnings released: €0.19 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.19 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €59.4m (down 47% from 1Q 2025). Net loss: €21.9m (down €27.0m from profit in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Declared Dividend • Apr 23Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 14th May 2026 Payment date: 19th May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 9%.
お知らせ • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Feb 27AIXTRON SE announces Annual dividend, payable on May 18, 2026AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.
お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026
お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026
お知らせ • May 17+ 1 more updateAIXTRON SE Announces Supervisory Board ChangesAIXTRON SE announced that at its AGM held on May 15, 2025, Mr. Ingo Bank, CFO of City Football Group, was newly elected to the Supervisory Board. In addition, the previous Supervisory Board member, Dr. Stefan Traeger, was re-elected by a large majority. Supervisory Board member Alexander Everke, former CEO of ams-OSRAM AG, was elected as the new Chairman of the Supervisory Board at the subsequent constituent meeting of the Supervisory Board.
お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.
お知らせ • Apr 04AIXTRON SE, Annual General Meeting, May 15, 2025AIXTRON SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Feb 28AIXTRON SE announces Annual dividend, payable on May 20, 2025AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.
お知らせ • Feb 27Aixtron SE Announces Executive ChangesAIXTRON SE announces the designation of Mr. Alexander Everke, a current member of the Supervisory Board, as the successor to the Supervisory Board Chairmanship. Thanks to the successful completion of the succession planning, the current Chairman of the Supervisory Board, Mr. Kim Schindelhauer, intends to resign from his position at the conclusion of the Annual General Meeting in 2025.
お知らせ • Oct 01AIXTRON SE to Report Fiscal Year 2024 Results on Feb 27, 2025AIXTRON SE announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.10 (vs €0.36 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.36 in 2Q 2023). Revenue: €131.8m (down 24% from 2Q 2023). Net income: €11.1m (down 73% from 2Q 2023). Profit margin: 8.4% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 09Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (0.8%).
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.10 (vs €0.031 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (up from €0.031 in 1Q 2023). Revenue: €118.3m (up 53% from 1Q 2023). Net income: €10.8m (up 208% from 1Q 2023). Profit margin: 9.2% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 04Full year 2023 earnings released: EPS: €1.29 (vs €0.89 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.89 in FY 2022). Revenue: €629.9m (up 36% from FY 2022). Net income: €145.2m (up 45% from FY 2022). Profit margin: 23% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 03Dividend of €0.40 announcedShareholders will receive a dividend of €0.40. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.35 (vs €0.17 in 3Q 2022)Third quarter 2023 results: EPS: €0.35 (up from €0.17 in 3Q 2022). Revenue: €165.0m (up 86% from 3Q 2022). Net income: €39.6m (up 108% from 3Q 2022). Profit margin: 24% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 42% per year.
お知らせ • Oct 21+ 3 more updatesAIXTRON SE to Report Nine Months, 2024 Results on Oct 31, 2024AIXTRON SE announced that they will report nine months, 2024 results on Oct 31, 2024
お知らせ • Oct 15AIXTRON SE, Annual General Meeting, May 15, 2024AIXTRON SE, Annual General Meeting, May 15, 2024.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.36 (vs €0.16 in 2Q 2022)Second quarter 2023 results: EPS: €0.36 (up from €0.16 in 2Q 2022). Revenue: €173.4m (up 69% from 2Q 2022). Net income: €40.4m (up 133% from 2Q 2022). Profit margin: 23% (up from 17% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 42% per year.
Upcoming Dividend • May 12Upcoming dividend of €0.31 per share at 1.2% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 May 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (1.0%).
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: €0.03 (vs €0.12 in 1Q 2022)First quarter 2023 results: EPS: €0.03 (down from €0.12 in 1Q 2022). Revenue: €77.2m (down 13% from 1Q 2022). Net income: €3.52m (down 74% from 1Q 2022). Profit margin: 4.6% (down from 16% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 53%After last week's 53% share price gain to CHF26.78, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Semiconductor industry in Europe. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF18.67 per share.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.89 (vs €0.85 in FY 2021)Full year 2022 results: EPS: €0.89 (up from €0.85 in FY 2021). Revenue: €463.2m (up 8.0% from FY 2021). Net income: €100.4m (up 5.0% from FY 2021). Profit margin: 22% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 11+ 4 more updatesAIXTRON SE to Report First Half, 2023 Results on Jul 27, 2023AIXTRON SE announced that they will report first half, 2023 results on Jul 27, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.17 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.17 (down from €0.28 in 3Q 2021). Revenue: €88.9m (down 32% from 3Q 2021). Net income: €19.1m (down 39% from 3Q 2021). Profit margin: 22% (down from 24% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €0.16 (vs €0.073 in 2Q 2021)Second quarter 2022 results: EPS: €0.16 (up from €0.073 in 2Q 2021). Revenue: €102.5m (up 51% from 2Q 2021). Net income: €17.3m (up 110% from 2Q 2021). Profit margin: 17% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.0%, compared to a 21% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 20Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Swiss dividend payers (3.9%). In line with average of industry peers (1.1%).
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.12 (vs €0.036 in 1Q 2021)First quarter 2022 results: EPS: €0.12 (up from €0.036 in 1Q 2021). Revenue: €88.6m (up 79% from 1Q 2021). Net income: €13.7m (up 237% from 1Q 2021). Profit margin: 16% (up from 8.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 27% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.85 (up from €0.31 in FY 2020). Revenue: €429.0m (up 59% from FY 2020). Net income: €95.7m (up 174% from FY 2020). Profit margin: 22% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 20% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.28 (vs €0.064 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €130.8m (up 104% from 3Q 2020). Net income: €31.4m (up 332% from 3Q 2020). Profit margin: 24% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS €0.074 (vs €0.03 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €67.7m (up 21% from 2Q 2020). Net income: €8.26m (up 141% from 2Q 2020). Profit margin: 12% (up from 6.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • May 01First quarter 2021 earnings released: EPS €0.04 (vs €0.006 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €49.5m (up 21% from 1Q 2020). Net income: €4.08m (up €4.78m from 1Q 2020). Profit margin: 8.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Executive Departure • Apr 02President & Member of the Executive Board Bernd Schulte has left the companyOn the 31st of March, Bernd Schulte's tenure as President & Member of the Executive Board ended after 19.0 years in the role. We don't have any record of a personal shareholding under Bernd's name. Bernd is the only executive to leave the company over the last 12 months.
Reported Earnings • Feb 26Full year 2020 earnings released: EPS €0.31 (vs €0.29 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €269.2m (up 3.7% from FY 2019). Net income: €34.9m (up 6.2% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the Semiconductor industry in Switzerland.
Is New 90 Day High Low • Feb 10New 90-day high: CHF17.50The company is up 87% from its price of CHF9.37 on 11 November 2020. The Swiss market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF6.95 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of €22.4m, down 42% from the prior year. Total revenue was €236.2m over the last 12 months, down 13% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 9.1% at €64.1m. Revenue is forecast to grow 24% over the next year, compared to a 12% growth forecast for the Semiconductor industry in Switzerland.