Despite broader concerns in global markets over U.S. trade policy, Aixtron downplayed any immediate risk to its operations, stating that current U.S. tariffs do not impact semiconductor equipment. “The risks associated with U.S. tariffs policy are currently considered insignificant,” the company said, adding that it will continue to monitor developments for potential impacts on supply chains, production, and customer demand.
Revenue for the quarter reached €112.5 million, comfortably beating analyst projections of €102.5 million, according to a poll by LSEG. CEO Felix Grawert expressed optimism, noting, “The higher order intake compared to the previous year confirms that our product range is very well positioned, even in a challenging market environment.”
Looking ahead, Aixtron forecast second-quarter revenues between €120 million and €140 million, in line with the €131.8 million it posted in the same period last year.
Aixtron’s shares, which had declined by 25.5% year-to-date, responded positively to the earnings report, rising 3.7% in early Frankfurt trading.
While global market volatility, largely tied to U.S. President Donald Trump’s unpredictable tariff decisions, has rattled investor sentiment, tech and auto sectors recently saw some relief. China’s exemptions and the U.S. removal of certain electronics from tariff lists have softened the impact. Nonetheless, Aixtron remains vigilant, ready to take corrective measures should policy changes begin to affect its sector.
Analysts at Jefferies noted that both sales and order figures came in above expectations, although they cautioned that the timing of a broader market recovery remains uncertain.