AXT, Inc. designs, develops, manufactures and distributes single element and composite semiconductor substrates. The company is headquartered in Fremont, California.
| Revenue (TTM) | $125.51M |
| Gross Profit (TTM) | $40.39M |
| EBITDA | $13.45M |
| Operating Margin | 21.90% |
| Return on Equity | 1.01% |
| Return on Assets | 0.34% |
| Revenue/Share (TTM) | $2.47 |
| Book Value | $13.77 |
| Price-to-Book | 5.42 |
| Price-to-Sales (TTM) | 26.89 |
| EV/Revenue | 35.52 |
| EV/EBITDA | 294.50 |
| Quarterly Earnings Growth (YoY) | -57.10% |
| Quarterly Revenue Growth (YoY) | 164.80% |
| Shares Outstanding | $65.57M |
| Float | $61.61M |
| % Insiders | 3.98% |
| % Institutions | 73.14% |
Volatility is currently contracting
AXTI's inventory rises 18% to $96.3 million, raising working-capital concerns despite strong InP demand, a $100 million-plus backlog and robust liquidity.
AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.
AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.
AXT, Inc. is experiencing a transformative inflection, driven by surging InP demand tied to AI infrastructure and optical connectivity. Q2 2026 marked a financial turning point, with revenue up 165% YoY, gross margin expanding to 45%, and a swing to $11.1M GAAP net income. AXTI's strong balance sheet, $716M in cash/investments, and major customer prepayments enable aggressive InP capacity expansion without significant debt.
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AMKR's record revenues, AI/HPC packaging growth and lower valuation put it ahead of AXTI, though both benefit from AI infrastructure demand.
AXT ( AXTI ) is $4.25 billion material science company that develops and manufactures high-performance compound and single element semiconductor wafer substrates comprising indium phosphide (InP), gallium arsenide (GaAs) and germanium (Ge). AXT designs, develops, manufactures and distributes high-performance compound semiconductor substrates, as well as opto-electronic semiconductor devices such as high-brightness light emitting devices, and vertical cavity surface emitting lasers.
AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.
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