View ValuationAIXTRON 향후 성장Future 기준 점검 4/6AIXTRON (는) 각각 연간 33.7% 및 16.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.2% 로 예상됩니다.핵심 정보33.7%이익 성장률33.90%EPS 성장률Semiconductor 이익 성장0%매출 성장률16.2%향후 자기자본이익률14.15%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent updates공시 • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.공시 • 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.공시 • 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, 2026공시 • 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, 2026공시 • 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.공시 • 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.공시 • Apr 04AIXTRON SE, Annual General Meeting, May 15, 2025AIXTRON SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: €0.94 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €0.94 (down from €1.29 in FY 2023). Revenue: €633.2m (flat on FY 2023). Net income: €106.3m (down 27% from FY 2023). Profit margin: 17% (down from 23% in FY 2023). Revenue is forecast to grow 4.6% 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 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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.New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.7% average weekly change). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.New Risk • Jan 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.27 (vs €0.35 in 3Q 2023)Third quarter 2024 results: EPS: €0.27 (down from €0.35 in 3Q 2023). Revenue: €156.3m (down 5.3% from 3Q 2023). Net income: €30.9m (down 22% from 3Q 2023). Profit margin: 20% (down from 24% in 3Q 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.공시 • 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, 2025Buy Or Sell Opportunity • Aug 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €19.17. The fair value is estimated to be €24.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.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.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €22.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.42 per share.Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €21.20. The fair value is estimated to be €26.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.New Risk • May 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). High level of non-cash earnings (61% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.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 8.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Apr 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €22.24. The fair value is estimated to be €28.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.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.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €25.99, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total loss to shareholders of 6.1% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.48 per share.Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €35.29. The fair value is estimated to be €29.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Oct 28Third 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.공시 • 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, 2024공시 • 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.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.Reported Earnings • Mar 02Full 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.공시 • 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 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.Reported Earnings • Jul 29Second 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 Europe.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €21.14, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €28.18 per share.Buying Opportunity • Jul 04Now 21% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be €28.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.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 Europe.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.29, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €20.96 per share.Buying Opportunity • Mar 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.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 Europe.Buying Opportunity • Feb 09Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.37, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 30x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.18 per share.이익 및 매출 성장 예측BUL:AIXA - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288781751221501212/31/2027756139801211412/31/202657183186209143/31/202650358199227N/A12/31/202555785181208N/A9/30/20255969195126N/A6/30/20256331095599N/A3/31/2025627101-1069N/A12/31/2024633106-7226N/A9/30/2024621115-8647N/A6/30/2024629123-8636N/A3/31/2024671153-145-60N/A12/31/2023630145-110-47N/A9/30/2023599134-95-66N/A6/30/2023523113-100-70N/A3/31/202345290-1316N/A12/31/2022463100737N/A9/30/20224611024263N/A6/30/20225031143050N/A3/31/202246810598117N/A12/31/2021429964966N/A9/30/202135669924N/A6/30/202128944617N/A3/31/202127840-78-67N/A12/31/202026935-48-39N/A9/30/202023622713N/A6/30/2020225203238N/A3/31/2020232245659N/A12/31/201926033N/A43N/A9/30/201927239N/A13N/A6/30/201928346N/A22N/A3/31/201927542N/A21N/A12/31/201826946N/A12N/A9/30/201823555N/A19N/A6/30/201823447N/A18N/A3/31/201823932N/A14N/A12/31/20172307N/A69N/A9/30/2017266-14N/A54N/A6/30/2017255-22N/A45N/A3/31/2017229-22N/A16N/A12/31/2016196-24N/A-38N/A9/30/2016169-32N/A-67N/A6/30/2016173-28N/A-79N/A3/31/2016179-35N/A-55N/A12/31/2015198-29N/A-46N/A9/30/2015193-46N/A-4N/A6/30/2015184-67N/A-15N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AIXA 의 연간 예상 수익 증가율(33.7%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: AIXA 의 연간 수익(33.7%)이 BG 시장(12.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: AIXA 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: AIXA 의 수익(연간 16.2%)이 BG 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: AIXA 의 수익(연간 16.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AIXA의 자본 수익률은 3년 후 14.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:07종가2026/03/12 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스AIXTRON SE는 48명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Knut WollerBaader Helvea Equity ResearchChristopher MuseBarclaysRohan BahlBarclays45명의 분석가 더 보기
공시 • 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.
공시 • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.
공시 • Apr 04AIXTRON SE, Annual General Meeting, May 15, 2025AIXTRON SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: €0.94 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €0.94 (down from €1.29 in FY 2023). Revenue: €633.2m (flat on FY 2023). Net income: €106.3m (down 27% from FY 2023). Profit margin: 17% (down from 23% in FY 2023). Revenue is forecast to grow 4.6% 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 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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.
New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.7% average weekly change). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
New Risk • Jan 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.27 (vs €0.35 in 3Q 2023)Third quarter 2024 results: EPS: €0.27 (down from €0.35 in 3Q 2023). Revenue: €156.3m (down 5.3% from 3Q 2023). Net income: €30.9m (down 22% from 3Q 2023). Profit margin: 20% (down from 24% in 3Q 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
공시 • 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
Buy Or Sell Opportunity • Aug 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €19.17. The fair value is estimated to be €24.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
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.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €22.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.42 per share.
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €21.20. The fair value is estimated to be €26.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
New Risk • May 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). High level of non-cash earnings (61% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
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 8.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Apr 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €22.24. The fair value is estimated to be €28.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
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.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €25.99, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total loss to shareholders of 6.1% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.48 per share.
Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €35.29. The fair value is estimated to be €29.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Oct 28Third 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.
공시 • 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
공시 • 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.
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.
Reported Earnings • Mar 02Full 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.
공시 • 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 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
Reported Earnings • Jul 29Second 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 Europe.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €21.14, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €28.18 per share.
Buying Opportunity • Jul 04Now 21% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be €28.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
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 Europe.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.29, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €20.96 per share.
Buying Opportunity • Mar 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.
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 Europe.
Buying Opportunity • Feb 09Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.37, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 30x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.18 per share.