Announcement • Apr 01
AIXTRON SE, Annual General Meeting, May 13, 2026 AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time. Announcement • Feb 27
AIXTRON SE announces Annual dividend, payable on May 18, 2026 AIXTRON 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. Announcement • May 02
AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025 AIXTRON 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. Announcement • Apr 04
AIXTRON SE, Annual General Meeting, May 15, 2025 AIXTRON SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time. Reported Earnings • Mar 01
Full 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. Announcement • Feb 28
AIXTRON SE announces Annual dividend, payable on May 20, 2025 AIXTRON 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. Announcement • Feb 27
Aixtron SE Announces Executive Changes AIXTRON 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 01
New major risk - Share price stability The 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 24
New major risk - Revenue and earnings growth Earnings 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 01
Third 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. Announcement • Oct 01
AIXTRON SE to Report Fiscal Year 2024 Results on Feb 27, 2025 AIXTRON SE announced that they will report fiscal year 2024 results on Feb 27, 2025 Buy Or Sell Opportunity • Aug 06
Now 21% undervalued after recent price drop Over 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 26
Second 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 06
Investor 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 13
Now 21% undervalued after recent price drop Over 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 03
New major risk - Share price stability The 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 26
First 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 10
Now 21% undervalued after recent price drop Over 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 04
Full 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 01
Investor 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 19
Now 21% overvalued after recent price rise Over 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 28
Third 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. Announcement • Oct 15
AIXTRON SE, Annual General Meeting, May 15, 2024 AIXTRON SE, Annual General Meeting, May 15, 2024. Reported Earnings • Jul 28
Second 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 30
First 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 02
Full 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. Reported Earnings • Oct 28
Third 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 29
Second 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 05
Investor sentiment deteriorated over the past week After 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 04
Now 21% undervalued Over 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 06
First 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 18
Investor sentiment improved over the past week After 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 08
Now 21% undervalued The 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 25
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full 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 09
Now 21% undervalued The 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 13
Investor sentiment improved over the past week After 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.