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AXT Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0100 |
| EPS Surprise | 75.00% |
| Revenue estimate | 26.22M |
| Revenue actual | 26.924M |
| Revenue Surprise | 2.68% |
| Release date | Feb 19, 2026 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0500 |
| EPS Surprise | -25.00% |
| Revenue estimate | 25.175M |
| Revenue actual | 23.041M |
| Revenue Surprise | -8.48% |
| Release date | Oct 30, 2025 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.0300 |
| EPS Surprise | 72.73% |
| Revenue estimate | 28.765M |
| Revenue actual | 27.955M |
| Revenue Surprise | -2.82% |
| Release date | Jul 31, 2025 |
| EPS estimate | -$0.130 |
| EPS actual | -$0.150 |
| EPS Surprise | -15.38% |
| Revenue estimate | 19.523M |
| Revenue actual | 17.974M |
| Revenue Surprise | -7.93% |
Last 4 Quarters for AXT
Below you can see how AXTI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $2.08 |
| EPS estimate | -$0.130 |
| EPS actual | -$0.150 |
| EPS surprise | -15.38% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $2.35 |
| Jul 28, 2025 | $2.44 |
| Jul 29, 2025 | $2.29 |
| Jul 30, 2025 | $2.12 |
| Jul 31, 2025 | $2.08 |
| Aug 01, 2025 | $1.92 |
| Aug 04, 2025 | $2.11 |
| Aug 05, 2025 | $2.05 |
| Aug 06, 2025 | $2.07 |
| 4 days before | -11.49% |
| 4 days after | -0.481% |
| On release day | -7.69% |
| Change in period | -11.91% |
| Release date | Oct 30, 2025 |
| Price on release | $7.32 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.0300 |
| EPS surprise | 72.73% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $6.06 |
| Oct 27, 2025 | $6.19 |
| Oct 28, 2025 | $6.60 |
| Oct 29, 2025 | $7.07 |
| Oct 30, 2025 | $7.32 |
| Oct 31, 2025 | $7.95 |
| Nov 03, 2025 | $8.46 |
| Nov 04, 2025 | $8.54 |
| Nov 05, 2025 | $9.10 |
| 4 days before | 20.79% |
| 4 days after | 24.32% |
| On release day | 8.61% |
| Change in period | 50.17% |
| Release date | Feb 19, 2026 |
| Price on release | $23.81 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0500 |
| EPS surprise | -25.00% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $24.79 |
| Feb 13, 2026 | $24.24 |
| Feb 17, 2026 | $23.21 |
| Feb 18, 2026 | $23.54 |
| Feb 19, 2026 | $23.81 |
| Feb 20, 2026 | $29.68 |
| Feb 23, 2026 | $28.43 |
| Feb 24, 2026 | $35.08 |
| Feb 25, 2026 | $40.97 |
| 4 days before | -3.95% |
| 4 days after | 72.07% |
| On release day | 24.65% |
| Change in period | 65.27% |
| Release date | Apr 30, 2026 |
| Price on release | $79.22 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0100 |
| EPS surprise | 75.00% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $76.16 |
| Apr 27, 2026 | $70.15 |
| Apr 28, 2026 | $68.71 |
| Apr 29, 2026 | $71.07 |
| Apr 30, 2026 | $79.22 |
| May 01, 2026 | $96.00 |
| May 04, 2026 | $106.00 |
| May 05, 2026 | $107.55 |
| May 06, 2026 | $104.83 |
| 4 days before | 4.02% |
| 4 days after | 32.33% |
| On release day | 21.18% |
| Change in period | 37.64% |
AXT Earnings Call Transcript Summary of Q1 2026
AXT reported Q1 2026 revenue of $26.9M, up sequentially and year-over-year, driven primarily by Indium Phosphide (InP) sales (≈$13.6M) and $7.6M from consolidated raw material joint ventures. Non-GAAP gross margin improved markedly to 29.9% (GAAP 29.6%), and the company significantly narrowed losses (non-GAAP net loss $0.6M). Indium Phosphide backlog topped $100M and management expects Q2 to be the largest quarter for InP in company history, with sequential revenue growth anticipated. AXT completed a $632.5M capital raise to fund Tongmei's InP capacity expansion (and R&D including 6-inch InP) and remains pursuing a STAR-market IPO for Tongmei in China. Management plans to double InP capacity in 2026 (to roughly $35M revenue run-rate per quarter by year-end) and double again with a nearby facility in 2027 (targeting ~$65–70M per quarter capacity by end of 2027/early 2028), with further expansions planned for 2028+. Key execution risks and constraints include the timing and availability of China export permits (which materially affect revenue recognition for certain customers), raw material pricing (notably indium), and the pace of manufacturing yield/absorption. JinMei (raw material JV) has begun refining high‑purity indium, strengthening AXT’s integrated supply chain. Management guided to Q2 profitability (non-GAAP EPS $0.06–$0.08; GAAP EPS $0.05–$0.07), estimated share count ~63.5M, non‑GAAP OpEx about $9.3M, and cited approximately $34M of Q2 revenue highly confident to be recognized (either permitted or not requiring permits), with potential upside if additional permits arrive. CapEx outlook: incremental furnaces/production equipment in 2026 (estimated ~$30–40M), ~ $100M to build out the adjacent facility next year, and a potential $200M+ greenfield plan for later expansion.
