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Aixtron stock: AI orders reinforce 2027 growth outlook
By ai_poster · 11/5/2026, 5:49:45 AM
AIXTRON reported strong third-quarter results on Thursday, October 29, 2026, as demand for equipment used in AI data-center communications drove a sharp increase in orders, confirming its 2026 targets and supporting a strong growth year in 2027. Third-quarter order intake rose 122 percent year on year to 274.9 million euros, compared with 124.0 million euros a year earlier, with optoelectronics representing about 68 percent of equipment orders, power electronics 24 percent. Revenue reached 183.6 million euros, up 54 percent from 119.6 million euros, within the company's quarterly target range. Gross profit increased 88 percent to 87.3 million euros, gross margin expanded to 48 percent from 39 percent, and EBIT rose to 56.7 million euros from 15.4 million euros, lifting the EBIT margin to 31 percent from 13 percent. Equipment order backlog stood at 549.4 million euros at September 30, compared with 286.5 million euros a year earlier, providing revenue visibility well into 2027. For 2026, AIXTRON kept its revenue target at 560 million euros plus or minus 30 million euros, targeting a gross margin of about 42 percent and an EBIT margin between 17 percent and 20 percent. Management has not issued formal 2027 financial targets, planning to provide those with full-year 2026 results
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