AIXTRON SE Revises 2025 Forecast Amid Market Challenges

AIXTRON SE has announced preliminary figures for Q3/2025 and adjusted its fiscal year 2025 guidance due to a challenging market environment and currency exchange effects. The company reported a preliminary order intake of approximately EUR 124 million for Q3/2025, a decrease from EUR 143.4 million in the same period the previous year. Revenues also dropped to around EUR 120 million from EUR 156.3 million year-over-year.

Gross profit for the quarter stood at approximately EUR 46 million, representing a gross margin of 39%, down from 43% in Q3/2024. Operating result (EBIT) reached about EUR 15 million, translating to an EBIT margin of 13% compared to 24% the previous year. These results were impacted by volume shifts and unfavorable currency exchange (FX) effects, which reduced the gross margin and EBIT margin by approximately 1 percentage point each.

The company has revised its forecast for fiscal year 2025, now projecting revenues between EUR 530 million and EUR 565 million. This is in the lower range of the initial guidance. The expected gross margin is now around 40% to 41%, while the EBIT margin is anticipated to be between 17% and 19%.