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AXT Inc (AXTI)
NASDAQ:AXTI
US Market
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AXT (AXTI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-0.02
Last Year’s EPS
-0.1
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong revenue growth and improved margins primarily driven by increased demand for indium phosphide in data centers. However, challenges remain with ongoing net losses, export permit delays, and declines in germanium substrates. Overall, while there are positive trends, significant challenges persist.
Company Guidance
During AXT's Third Quarter 2025 Financial Conference Call, the company provided detailed guidance on their financial performance and future expectations. AXT reported a revenue of $28.0 million for Q3 2025, marking a 56% sequential increase and 18% year-over-year growth. Indium phosphide revenue reached $13.1 million, the highest since 2022, driven primarily by data center and PON applications. The company's non-GAAP gross margin improved to 22.4% from 8.2% in Q2 2025, attributed to improved product mix and higher volume absorption. Despite a non-GAAP net loss of $1.2 million or $0.03 per share, this was a substantial improvement compared to a $6.4 million loss in Q2 2025. AXT's backlog for indium phosphide orders exceeded $49 million, with the company highlighting strong demand from data center expansions in the U.S. and emerging applications in AI and optical transceivers. The company anticipates Q4 2025 revenue to be between $27 million and $30 million, subject to the timing of export permits, with expectations of further gross margin improvements and a narrowed non-GAAP net loss ranging from $0.01 to $0.03 per share.
Significant Revenue Growth
Revenue for Q3 2025 was $28.0 million, a 56% increase from Q2 2025 and an 18% increase year-over-year.
Indium Phosphide Demand Surge
Indium phosphide revenue reached its highest level since 2022, contributing $13.1 million, driven by data center applications.
Substantial Improvement in Operating Loss
Non-GAAP operating loss improved to $384,000 in Q3 2025 from $6.1 million in Q2 2025.
Gross Margin Improvement
Non-GAAP gross margin improved to 22.4% in Q3 2025 from 8.2% in Q2 2025.
Record Indium Phosphide Backlog
The indium phosphide order backlog has grown to more than $49 million.

AXT (AXTI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AXTI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
-0.02 / -
-0.1
Oct 30, 2025
2025 (Q3)
-0.12 / -0.03
-0.0540.00% (+0.02)
Jul 31, 2025
2025 (Q2)
-0.13 / -0.15
-0.02-650.00% (-0.13)
May 01, 2025
2025 (Q1)
-0.14 / -0.19
-0.03-533.33% (-0.16)
Feb 20, 2025
2024 (Q4)
-0.04 / -0.10
-0.07-42.86% (-0.03)
Oct 31, 2024
2024 (Q3)
-0.06 / -0.05
-0.1258.33% (+0.07)
Aug 01, 2024
2024 (Q2)
-0.05 / -0.02
-0.180.00% (+0.08)
May 02, 2024
2024 (Q1)
-0.08 / -0.03
-0.0650.00% (+0.03)
Feb 22, 2024
2023 (Q4)
-0.13 / -0.07
0.05-240.00% (-0.12)
Nov 02, 2023
2023 (Q3)
-0.11 / -0.12
0.13-192.31% (-0.25)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AXTI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$7.32
Jul 31, 2025
$2.08$1.92-7.69%
May 01, 2025
$1.35$1.39+2.96%
Feb 20, 2025
$2.29$1.58-31.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does AXT Inc (AXTI) report earnings?
AXT Inc (AXTI) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
    What is AXT Inc (AXTI) earnings time?
    AXT Inc (AXTI) earnings time is at Feb 19, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is AXTI EPS forecast?
          AXTI EPS forecast for the fiscal quarter 2025 (Q4) is -0.02.

            AXT (AXTI) Earnings News

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            AXT’s (NASDAQ:AXTI) Q3 Preliminary Revenues Disappoint
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