AXTI · Axt Inc
$81.64
+4.19 (+5.41%)
At close · Aug 14
Market Cap
$5.35B
Shares
65.57M
Axt Inc Earnings Call Transcripts
Every quarterly earnings call for Axt Inc (AXTI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲1.8%
$35.18M
$5.76M
'22 Q3
22-10-27
▼29%
$26.80M
$1.34M
'22 Q4
23-02-16
▼51.1%
$19.41M
−$3.35M
'23 Q1
23-04-27
▼52.9%
$18.59M
−$5.09M
'23 Q2
23-08-03
▼50.6%
$17.37M
−$5.82M
'23 Q3
23-11-02
▼23.8%
$20.43M
−$3.62M
'23 Q4
24-02-22
▲16.9%
$22.69M
−$2.08M
'24 Q1
24-05-02
▲50.2%
$27.92M
−$1.52M
'24 Q2
24-08-01
▲36.2%
$23.64M
−$2.94M
'24 Q3
24-10-31
▲22.9%
$25.11M
−$5.09M
'24 Q4
25-02-20
▼14.7%
$19.36M
−$8.80M
'25 Q1
25-05-01
▼35.6%
$17.97M
−$7.01M
'25 Q2
25-07-31
▲18.2%
$27.95M
−$1.91M
'25 Q3
25-10-30
▼8.2%
$23.04M
−$3.55M
'25 Q4
26-02-19
▲39.1%
$26.92M
−$1.62M
'26 Q1
26-04-30
LATEST
▲164.8%
$47.59M
$11.13M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
AXT, Inc. Second Quarter 2026 Earnings Call
Confident tone
Indium Phosphide Demand and Capacity Expansion
Backlog and Visibility
Record Revenue and Profitability
Revenue
$47.59M
▲ 164.8% YoY Diluted EPS
$0.17
Gross margin
44.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Axt Inc Q1 FY2026 Earnings Call
Confident tone
Indium Phosphide Capacity Expansion
Product Mix and Wafer Sizes
China Demand and Geopolitics
Revenue
$26.92M
▲ 39.1% YoY Diluted EPS
$-0.03
Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
Axt Inc Q4 FY2025 Earnings Call
Positive tone
Indium Phosphide Demand and AI Data Center Build-out
China Export Permits
Capacity Expansion
Revenue
$23.04M*
▼ 8.2% YoY Gross margin
20.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Axt Inc Q3 FY2025 Earnings Call
Positive tone
Indium Phosphide Demand & Data Center Growth
CPO / Scale-Up Future Demand
Revenue & Gross Margin Recovery
Revenue
$27.95M
▲ 18.2% YoY Diluted EPS
$-0.04
Gross margin
22.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Axt Inc Q2 FY2025 Earnings Call
Cautious tone
Export permits and China trade restrictions
Indium phosphide demand and market share
Backlog and Q3 outlook
Revenue
$17.97M
▼ 35.6% YoY Diluted EPS
$-0.16
Gross margin
8.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Axt Inc Q1 FY2025 Earnings Call
Cautious tone
PON / InP end-market demand
China export restrictions on indium phosphide
Gross margin and profitability
Revenue
$19.36M
▼ 14.7% YoY Diluted EPS
$-0.20
Gross margin
-6.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Axt Inc Q4 FY2024 Earnings Call
Positive tone
Indium phosphide / AI data center
Gallium arsenide and wireless market
Q4 financial results
Revenue
$25.11M*
▲ 22.9% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
Axt Inc Q3 FY2024 Earnings Call
Positive tone
Indium Phosphide / Data Center / AI Demand
China Economic Conditions and Stimulus
Gallium Arsenide Market Recovery
Revenue
$23.64M
▲ 36.2% YoY Diluted EPS
$-0.07
Gross margin
24.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Axt Inc Q2 FY2024 Earnings Call
Positive tone
Indium phosphide / AI demand
Gross margin and inventory
Operating loss / profitability path
Revenue
$27.92M
▲ 50.2% YoY Diluted EPS
$-0.04
Gross margin
27.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Axt Inc Q1 FY2024 Earnings Call
Positive tone
Indium Phosphide and AI demand
Inventory reduction
Gallium Arsenide / Gallium Phosphide demand
Revenue
$22.69M
▲ 16.9% YoY Diluted EPS
$-0.05
Gross margin
26.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Axt Inc Q4 FY2023 Earnings Call
Positive tone
Artificial Intelligence and Data Center Applications
Indium Phosphide Product Line
Gallium Arsenide and Micro-LED
Revenue
$20.43M
▼ 23.8% YoY Diluted EPS
$-0.09
▼ 400% YoY Gross margin
22.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Axt Inc Q3 FY2023 Earnings Call
Revenue
$17.37M
▼ 50.6% YoY Diluted EPS
$-0.14
▼ 207.7% YoY Gross margin
10.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Axt Inc Q2 FY2023 Earnings Call
Revenue
$18.59M
▼ 52.9% YoY Diluted EPS
$-0.12
▼ 192.3% YoY Gross margin
9.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Axt Inc Q1 FY2023 Earnings Call
Revenue
$19.41M
▼ 51.1% YoY Diluted EPS
$-0.08
▼ 214.3% YoY Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
Axt Inc Q4 FY2022 Earnings Call
Revenue
$26.80M
▼ 29% YoY Diluted EPS
$0.03
▼ 57.1% YoY Gross margin
32.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Axt Inc Q3 FY2022 Earnings Call
Revenue
$35.18M
▲ 1.8% YoY Diluted EPS
$0.13
▲ 44.4% YoY Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Axt Inc Q2 FY2022 Earnings Call
Revenue
$39.49M
▲ 17.1% YoY Diluted EPS
$0.13
▲ 30% YoY Gross margin
39.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Axt Inc Q1 FY2022 Earnings Call
Revenue
$39.65M
▲ 26.5% YoY Diluted EPS
$0.07
▼ 12.5% YoY Gross margin
33.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
Axt Inc Q4 FY2021 Earnings Call
Revenue
$37.73M
▲ 39.6% YoY Diluted EPS
$0.07
▲ 40% YoY Gross margin
32.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Axt Inc Q3 FY2021 Earnings Call
Revenue
$34.58M
▲ 35.8% YoY Diluted EPS
$0.09
▲ 350% YoY Gross margin
33.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-27
Axt Inc Q2 FY2021 Earnings Call
Revenue
$33.73M
▲ 52.4% YoY Diluted EPS
$0.10
▲ 900% YoY Gross margin
36.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Axt Inc Q1 FY2021 Earnings Call
Revenue
$31.35M
▲ 51.3% YoY Diluted EPS
$0.08
Gross margin
36.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Axt Inc Q4 FY2020 Earnings Call
Revenue
$27.04M
▲ 46.8% YoY Diluted EPS
$0.05
Gross margin
33.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Axt Inc Q3 FY2020 Earnings Call
Revenue
$25.47M
▲ 28.4% YoY Diluted EPS
$0.02
Gross margin
34.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-22
Axt Inc Q2 FY2020 Earnings Call
Revenue
$22.13M
▼ 10.7% YoY Diluted EPS
$0.01
▼ 75% YoY Gross margin
30.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-22
Axt Inc Q1 FY2020 Earnings Call
Revenue
$20.72M
▲ 2.5% YoY Diluted EPS
$-0.01
Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
Axt Inc Q4 FY2019 Earnings Call
Revenue
$18.41M
▼ 17.2% YoY Diluted EPS
$-0.05
Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1051627
CUSIP
00246W103
13F (30d)
248 filings
246 filers
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