Aixtron Raises 2026 Opto Revenue (Again)
preliminary earnings drop review. moar opto revisions
Aixtron raised 2026 full year revenue in their preliminary earnings release this afternoon (at night in Germany?) with basically all the upside attributable to Opto.
This is a much shorter article than usual, I will try to write these to respond to catalysts quickly. Below we discuss why this relatively modest firm-level revision is actually a bigger deal for opto than I initially thought (and why I think it’s net new info) as well as a first peek at my top-down MOCVD demand model that will underpin some of my future Aixtron articles. Plus total tool capacity numbers and demand vs supply constrained.
Enjoy!