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Investing.com -- Aixtron (ETR:AIXGn) SE (XETRA:AIXA) on Thursday reported second-quarter sales of €137.4 million, exceeding analyst expectations of €132 million, while maintaining its full-year guidance.
The semiconductor equipment manufacturer posted a gross margin of 40.5% for the quarter, with an EBIT margin of 17.2% and earnings per share of €0.18, all surpassing consensus forecasts.
Order intake for the second quarter reached €118.5 million, down from the previous quarter but above some analyst expectations. The company’s order backlog stood at €284.6 million.
Growth in the quarter was primarily driven by the Optoelectronics segment, where demand for lasers used in data center connectivity continues to increase.
This strength offset ongoing weakness in the silicon carbide (SiC) and gallium nitride (GaN) power semiconductor segments, which are currently seeing demand mainly from Asian customers.
During the first half of 2025, Aixtron received and completed a large G10 SiC order from a Chinese customer.
For the third quarter, Aixtron provided revenue guidance in the range of €110-140 million, which at the midpoint falls below analyst expectations of €136 million.
The company maintained its full-year 2025 guidance, projecting revenue between €530-600 million, a gross margin of approximately 41-42%, and an EBIT margin of around 18-22%.
This unchanged annual outlook implies a strong fourth quarter performance, similar to patterns seen in previous years.
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