StockWatch
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Semiconductors
Quarterly ResultMay 14, 2026, 04:19 PM

AXT Q1 Revenue +39% to $26.9M; Net Loss Narrows to $1.6M

AI Summary

AXT Inc. reported a significant increase in revenue and a substantial reduction in net loss for the first quarter of 2026 compared to the prior year. The company's gross profit also saw a notable improvement, moving from a loss to a profit. However, AXT experienced a significant decrease in cash and cash equivalents, primarily due to substantial purchases of available-for-sale debt securities, and a larger outflow from operating activities.

Key Highlights

  • Revenue increased by 39% to $26.9 million for Q1 2026 from $19.4 million in Q1 2025.
  • Net loss attributable to AXT, Inc. narrowed significantly to $1.6 million from $8.8 million year-over-year.
  • Basic net loss per common share improved to $(0.03) from $(0.20) in the prior year quarter.
  • Gross profit was $8.0 million in Q1 2026, a substantial improvement from a gross loss of $1.2 million in Q1 2025.
  • Cash and cash equivalents decreased to $41.8 million as of March 31, 2026, from $120.3 million at December 31, 2025.
  • Net cash used in investing activities was $67.3 million, primarily due to $65.9 million in debt security purchases.
  • Net cash used in operating activities increased to $11.7 million from $3.3 million in Q1 2025.
  • Equity investments in privately-held raw material companies totaled $15.5 million.