Aixtron Raises FY2026 Guidance on Optoelectronics Demand

Aixtron SE reported Q1 orders of €171 million, 65% from optoelectronics, beating analyst forecast of €123 million.
The firm lifted FY2026 revenue guidance to €560 million ± €30 million, a 5% rise over consensus, and raised gross margin outlook to ~42%.
EBIT margin guidance was increased to 17‑20% from 16‑19%, while Q1 EBIT margin fell to –38% due to a one‑off personnel charge.
Order backlog rose 43% QoQ to €370 million, reflecting continued strong optoelectronics demand and higher sales of G10 tools for datacom.