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 • Apr 27
First quarter 2024 earnings released: EPS: €0.096 (vs €0.031 in 1Q 2023) First quarter 2024 results: EPS: €0.096 (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 7.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Declared Dividend • Apr 25
Dividend increased to €0.40 Dividend of €0.40 is 29% higher than last year. Ex-date: 16th May 2024 Payment date: 21st May 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 54% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Apr 03
Dividend increased to €0.40 Dividend of €0.40 is 29% higher than last year. Ex-date: 16th May 2024 Payment date: 21st May 2024 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 54% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Mar 15
Dividend increased to €0.40 Dividend of €0.40 is 29% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 54% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 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 20% growth forecast for the Semiconductor industry in the United Kingdom. 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 increased to €0.40 Dividend of €0.40 is 29% higher than last year. 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%. Valuation Update With 7 Day Price Move • Mar 02
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to €26.82, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 22x in the Semiconductor industry in Europe. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.58 per share. Buy Or Sell Opportunity • Mar 02
Now 32% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to €26.82. The fair value is estimated to be €39.58, however this is not to be taken as a buy 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 10% 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 21% growth forecast for the Semiconductor industry in the United Kingdom. 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 44% 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 26% growth forecast for the Semiconductor industry in the United Kingdom. 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 45% 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 British dividend payers (5.8%). 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 35% growth forecast for the Semiconductor industry in the United Kingdom. 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 45% per year, which means it is significantly lagging earnings growth. 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 46% growth forecast for the Semiconductor industry in the United Kingdom. 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 45% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 29
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 39% growth forecast for the Semiconductor industry in the United Kingdom. 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 47% per year, which means it is significantly lagging earnings growth. 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 43% growth forecast for the industry in the United Kingdom. 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 37% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment deteriorated over the past week After last week's 19% share price decline to €20.35, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 158% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.01 per share. Buying Opportunity • Jul 05
Now 20% undervalued Over the last 90 days, the stock is up 12%. The fair value is estimated to be €28.26, 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. Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €22.63, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Semiconductor industry in Europe. Total returns to shareholders of 187% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.62 per share. 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 British dividend payers (4.9%). 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 58% growth forecast for the industry in the United Kingdom. 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 32% 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 92% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • Feb 09
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 20%. The fair value is estimated to be €21.63, 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. 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 28% 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 19% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improved over the past week After last week's 31% share price gain to €22.56, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Semiconductor industry in Europe. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.44 per share. Upcoming Dividend • May 13
Upcoming dividend of €0.11 per share Eligible shareholders must have bought the stock before 20 May 2021. Payment date: 24 May 2021. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (0.7%). 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 11% 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. 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 24%, compared to a 16% growth forecast for the Semiconductor industry in the United Kingdom. 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 but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 19
New 90-day high: €17.06 The company is up 55% from its price of €11.04 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.41 per share. Is New 90 Day High Low • Jan 20
New 90-day high: €15.69 The company is up 38% from its price of €11.40 on 22 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.29 per share. Is New 90 Day High Low • Jan 05
New 90-day high: €14.76 The company is up 37% from its price of €10.78 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.93 per share. Is New 90 Day High Low • Dec 17
New 90-day high: €13.69 The company is up 37% from its price of €9.99 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.34 per share. Is New 90 Day High Low • Dec 01
New 90-day high: €12.34 The company is up 23% from its price of €10.06 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.27 per share.