Upcoming Dividend • May 07
Upcoming dividend of €0.15 per share Eligible 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 05
First 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 23
Dividend of €0.15 announced Shareholders 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%. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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 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. 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 09
Upcoming dividend of €0.40 per share Eligible 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 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 8.0% 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 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. 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 03
Dividend of €0.40 announced Shareholders 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 27
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. 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. Duyuru • 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. 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 12
Upcoming dividend of €0.31 per share at 1.2% yield Eligible 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 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. 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 27
Investor 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 01
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. 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 • 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 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 28
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 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 20
Upcoming dividend of €0.30 per share Eligible 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 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 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 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 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 06
Third 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 30
Second 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 01
First 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 02
President & Member of the Executive Board Bernd Schulte has left the company On 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 26
Full 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 26
Revenue beats expectations Revenue 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 10
New 90-day high: CHF17.50 The 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 29
Third quarter earnings released Over 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 29
Third-quarter earnings released: Revenue misses expectations Third-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.