AIXTRON SE has raised its financial guidance for fiscal year 2026, citing stronger-than-anticipated demand for optoelectronics equipment. The company now expects to generate revenues of approximately €560 million, an increase from the previous forecast of €520 million, with both figures subject to a range of plus or minus €30 million. The updated outlook follows preliminary first-quarter results showing a significant year-over-year increase in order intake.
Preliminary order intake for the first quarter of 2026 grew by approximately 30% year-over-year to about €171 million, compared to €132.2 million in the same period last year. More than 65% of equipment orders were related to the optoelectronics segment. Preliminary revenues for the quarter came in at approximately €59 million, within the company’s guided range of €65 million plus or minus €10 million. The company attributed lower profitability metrics in the quarter to a mid-single-digit million euro one-off expense related to personnel measures and negative operating leverage due to low volume.
Despite the quarterly challenges, AIXTRON’s cash position strengthened, with preliminary cash and cash equivalents including other current financial assets increasing to approximately €273 million at the end of the quarter, up from €224.6 million at the end of 2025. The company expects improved profitability for the full year, forecasting an EBIT margin of 17% to 20%, up from the previous range of 16% to 19%, and a gross margin of around 42%, consistent with prior guidance.
‘The significantly stronger-than-expected demand from the optoelectronics sector in the first quarter is a very encouraging development,’ said Dr. Felix Grawert, CEO of AIXTRON SE. ‘We expect this trend to continue and have therefore raised our guidance for the year. With our G10-AsP system, we have the tool of record for the next generation of photonic components, which are the basis for chip-to-chip, rack-to-rack and datacenter-to-datacenter communications in the AI era.’
The company’s increased guidance reflects broader industry trends toward advanced photonic components essential for artificial intelligence infrastructure. AIXTRON’s technology solutions are used to build components for electronic and optoelectronic applications based on compound or organic semiconductor materials, with applications ranging from laser and LED technologies to data transmission and power management. For further information on AIXTRON, please visit their official website. The full report for the first quarter of 2026 will be published as planned on April 30, 2026.
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