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Titel | Ex-Datum | Zahldatum | Bruttobetrag |
AIXTRON SE |
16.05.25 |
0.1500 € |
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AIXTRON SE |
16.05.24 |
0.4000 € |
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AIXTRON SE |
19.05.23 |
0.3100 € |
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AIXTRON SE |
18.05.23 |
0.3100 € |
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AIXTRON SE |
27.05.22 |
0.3000 € |
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AIXTRON SE |
26.05.22 |
0.3000 € |
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AIXTRON SE |
21.05.21 |
0.1100 € |
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AIXTRON SE |
20.05.21 |
0.1100 € |
Nachrichten |
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Datum / Uhrzeit | Titel | Bewertung |
31.07.25 05:45:02 | Aixtron stellt Q2 Umsatz über Markterwartungen | ![]() |
(Reuters) - Der deutsche Chipsysteme-Hersteller Aixtron meldete am Donnerstag einen besseren als erwarteten Quartalsumsatz, wobei die Nachfrage nach Datacom-Lasern insbesondere für KI-Zentren zunimmt. Der Umsatz des Konzerns stieg im zweiten Quartal 2025 um 4% auf 137,4 Mio. Euro ($156,9 Mio.), am oberen Ende seiner geführten Bandbreite von 120-140 Mio. Euro und über der durchschnittlichen Schätzung von 128,2 Mio. Euro in einer LSEG-Umfrage. Ihr vierteljährliches Ergebnis vor Zinsen und Steuern (EBIT) belief sich auf 23,6 Millionen Euro, von 12,9 Millionen im Vorjahr, was einer Prognose von 22,6 Millionen Euro nach LSEG-Daten entspricht. "Obwohl eine breitere Marktrückgewinnung noch fit sein muss, hält uns unsere starke Ausführung fest auf dem Laufenden", sagte CEO Felix Grawert in einer Erklärung. Felix fügte hinzu, dass das Unternehmen weiterhin Dynamik im Datacom-Lasermarkt sieht, auch wenn Siliziumkarbid (SiC) und Galliumnitrid (GaN) Leistungselektronik-Märkte den Wendepunkt noch nicht erreicht haben. Das Unternehmen sagte, dass es weiterhin die Auswirkungen der US-Zollpolitiken auf die globale Wirtschaft und alle daraus resultierenden Gegenmaßnahmen überwachen wird. US-Präsident Donald Trumps fegende Zölle und Ungewissheit über seine Handelspolitik haben globale Märkte in eine Schwebe geworfen und den wirtschaftlichen Optimismus der Investoren deutlich gedämpft. Aixtron bestätigte seinen Jahresausblick für 2025 und erwartete einen Umsatz zwischen 530 Millionen und 600 Millionen Euro von 633,2 Millionen Euro im Jahr 2024. ($1 = 0,8756 Euro) (Bericht von Ozan Ergenay in Danzig, Bearbeitung von Milla Nissi-Prussak und Matt Scuffham) Kommentare anzeigen |
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14.07.25 04:12:30 | Is AIXTRON SE's (ETR:AIXA) Latest Stock Performance A Reflection Of Its Financial Health? | ![]() |
AIXTRON (ETR:AIXA) has had a great run on the share market with its stock up by a significant 53% over the last three months. Given that the market rewards strong financials in the long-term, we wonder if that is the case in this instance. In this article, we decided to focus on AIXTRON's ROE. Return on Equity or ROE is a test of how effectively a company is growing its value and managing investors’ money. In other words, it is a profitability ratio which measures the rate of return on the capital provided by the company's shareholders. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. How Is ROE Calculated? The formula for return on equity is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for AIXTRON is: 12% = €100m ÷ €851m (Based on the trailing twelve months to March 2025). The 'return' is the profit over the last twelve months. That means that for every €1 worth of shareholders' equity, the company generated €0.12 in profit. View our latest analysis for AIXTRON Why Is ROE Important For Earnings Growth? We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. Based on how much of its profits the company chooses to reinvest or "retain", we are then able to evaluate a company's future ability to generate profits. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features. AIXTRON's Earnings Growth And 12% ROE To start with, AIXTRON's ROE looks acceptable. Yet, the fact that the company's ROE is lower than the industry average of 15% does temper our expectations. Still, we can see that AIXTRON has seen a remarkable net income growth of 26% over the past five years. Therefore, there could be other causes behind this growth. For instance, the company has a low payout ratio or is being managed efficiently. Bear in mind, the company does have a respectable ROE. It is just that the industry ROE is higher. So this certainly also provides some context to the high earnings growth seen by the company. Next, on comparing AIXTRON's net income growth with the industry, we found that the company's reported growth is similar to the industry average growth rate of 30% over the last few years. Story Continues XTRA:AIXA Past Earnings Growth July 14th 2025 Earnings growth is a huge factor in stock valuation. It’s important for an investor to know whether the market has priced in the company's expected earnings growth (or decline). Doing so will help them establish if the stock's future looks promising or ominous. Has the market priced in the future outlook for AIXA? You can find out in our latest intrinsic value infographic research report. Is AIXTRON Efficiently Re-investing Its Profits? The three-year median payout ratio for AIXTRON is 31%, which is moderately low. The company is retaining the remaining 69%. This suggests that its dividend is well covered, and given the high growth we discussed above, it looks like AIXTRON is reinvesting its earnings efficiently. Besides, AIXTRON has been paying dividends over a period of four years. This shows that the company is committed to sharing profits with its shareholders. Looking at the current analyst consensus data, we can see that the company's future payout ratio is expected to rise to 53% over the next three years. Regardless, the ROE is not expected to change much for the company despite the higher expected payout ratio. Summary On the whole, we feel that AIXTRON's performance has been quite good. In particular, it's great to see that the company has seen significant growth in its earnings backed by a respectable ROE and a high reinvestment rate. Having said that, the company's earnings growth is expected to slow down, as forecasted in the current analyst estimates. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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01.05.25 21:00:30 | Aixtron SE (AIXXF) Q1 2025 Earnings Call Highlights: Surpassing Revenue Expectations and ... | ![]() |
Release Date: April 30, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Aixtron SE (AIXXF) reported robust Q1 2025 results with revenues of 113 million, exceeding the guided range of 90 to 110 million. The company achieved a strong order intake of 132 million, leading to an increase in equipment order backlog to 308 million. Aixtron SE (AIXXF) confirmed its full-year 2025 guidance, expecting revenues between 530 to 600 million. The company anticipates strong demand in the optoelectronics sector, driven by data communication applications and the transition to photonic integrated circuits. Aixtron SE (AIXXF) successfully completed its innovation center, which will support 300mm gallium nitride development, enhancing its competitive edge. Negative Points The gross margin decreased to 30% in Q1 2025, impacted by a 5 million one-off cost related to personnel reduction. A slightly weaker product mix and selected product enhancements led to a decline in gross margin compared to the previous year. There is uncertainty regarding the impact of US tariff policies, which could affect Aixtron SE (AIXXF)'s operations. The company faces a slowdown in demand for gallium nitride equipment in the Western world, although it remains optimistic about midterm prospects. Visibility outside of China for gallium nitride demand remains low, with potential impacts from geopolitical and economic uncertainties. Q & A Highlights Warning! GuruFocus has detected 4 Warning Signs with AIXXF. Q: Can you provide more details on what drove the order intake in Q1, particularly regarding the contributions from different segments and regions? A: The order intake in Q1 was significantly driven by silicon carbide, which accounted for almost 50% of the orders. Optoelectronics followed with about 20%. China was a major contributor to the order intake, followed by Japan, particularly in silicon carbide. The rest of the orders were distributed across other regions and applications. (Respondent: CEO) Q: Regarding the laser segment, is the transition to 800 gigabytes and co-packaged optics affecting MOCVD demand? A: We expect a gradual transition from discrete laser devices to integrated photonic chips, which will eventually lead to co-integration in packages with GPUs, CPUs, and memory. This transition will span multiple years, and while it is increasing the role of optics in AI and data centers, it is not yet a major driver of MOCVD demand. (Respondent: CEO) Q: There was an increase in SG&A costs in Q1. Could you explain the reasons behind this? A: The increase in SG&A costs was primarily due to a reclassification of customer-related lab services from R&D expenses to selling costs. Additionally, there were some one-off severance payments in the selling area, which are independent of the announced personnel reduction program. These changes are fully accounted for in our fiscal year 2025 guidance. (Respondent: CFO) Story Continues Q: Can you provide an update on the competitive landscape for the G10 ASP tool in the indium phosphide market? A: We primarily compete with Veeco in this market. Most customers have selected the G10 ASP tool, which has a strong track record and positive feedback. We expect volume growth in 2025 and 2026, with further increases anticipated in 2027 and 2028. (Respondent: CEO) Q: How do you assess the sustainability of silicon carbide demand in China, given recent price declines and market dynamics? A: The decline in silicon carbide prices is enhancing the competitiveness of silicon carbide devices compared to IGBT devices, which is driving increased adoption. This price decline is expected to accelerate the production of silicon carbide wafers and stimulate equipment demand. We anticipate continued strong demand from China, particularly in the first half of 2025. (Respondent: CEO) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. View Comments |
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30.04.25 06:57:47 | Aixtron first-quarter orders beat expectations, says US tariff risk 'insignificant' | ![]() |
By Ozan Ergenay (Reuters) - German chip systems manufacturer Aixtron on Wednesday reported a 10% jump in quarterly orders and stood by its full-year guidance, saying the risks associated with U.S. tariffs policy were "currently insignificant for the sector". The company posted a first-quarter order intake of 132.2 million euros ($150.5 million), helped by high demand from Asia. "The risks associated with U.S. tariffs policy are currently considered insignificant, as semiconductor equipment is currently not subject to U.S. tariffs," Aixtron said in a statement. Shares in Aixtron, which have fallen 19.5% since the start of the year including today's session, had jumped 7.8% as of 0919 GMT, topping Germany's mid-cap index. U.S. President Donald Trump's sweeping tariffs and uncertainty over his trade policies have rocked global markets and drained investors' economic optimism. Yet, tech and auto-related stocks received something of a reprieve after China exempted some goods from U.S. tariffs and the U.S. removed smartphones and other electronics from its tariffs on China. Trump also signed an order on Tuesday to soften the blow of his auto tariffs. Aixtron said it will monitor the impact of U.S. tariffs and any countermeasures to assess effects on its supply chain and production, as well as customer demand, and to "take corrective actions if necessary". "Aixtron has beaten significantly on top-line for Q1, guided Q2 ahead of consensus, reiterated its FY guidance and delivered orders well ahead of expectations as well," analysts at Barclays said in a note. Aixtron said it expects revenues in a range of around 120 million to 140 million euros for the second quarter, compared to 131.8 million euros last year. That compared with analysts' expectations of 117.4 million euros in a poll by LSEG. It made first-quarter revenue of 112.5 million euros, exceeding analysts' expectations of 102.5 million euros in a poll by LSEG. Analysts at Jefferies said Aixtron's first-quarter sales and orders came in well above estimates, saying that the timing of recovery is difficult to assess. ($1 = 0.8782 euros) (Reporting by Ozan Ergenay in Gdansk. Editing by Kirsti Knolle, Mark Potter and Jan Harvey) View Comments |
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19.04.25 07:16:06 | When Should You Buy AIXTRON SE (ETR:AIXA)? | ![]() |
AIXTRON SE (ETR:AIXA), might not be a large cap stock, but it saw significant share price movement during recent months on the XTRA, rising to highs of €15.17 and falling to the lows of €9.20. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether AIXTRON's current trading price of €10.06 reflective of the actual value of the small-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at AIXTRON’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Is AIXTRON Still Cheap? The share price seems sensible at the moment according to our price multiple model, where we compare the company's price-to-earnings ratio to the industry average. We’ve used the price-to-earnings ratio in this instance because there’s not enough visibility to forecast its cash flows. The stock’s ratio of 10.66x is currently trading slightly below its industry peers’ ratio of 11.53x, which means if you buy AIXTRON today, you’d be paying a reasonable price for it. And if you believe AIXTRON should be trading in this range, then there isn’t much room for the share price to grow beyond the levels of other industry peers over the long-term. Furthermore, it seems like AIXTRON’s share price is quite stable, which means there may be less chances to buy low in the future now that it’s priced similarly to industry peers. This is because the stock is less volatile than the wider market given its low beta. Check out our latest analysis for AIXTRON What kind of growth will AIXTRON generate?XTRA:AIXA Earnings and Revenue Growth April 19th 2025 Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Although value investors would argue that it’s the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. However, with a relatively muted profit growth of 9.9% expected over the next couple of years, growth doesn’t seem like a key driver for a buy decision for AIXTRON, at least in the short term. What This Means For You Are you a shareholder? AIXA’s future growth appears to have been factored into the current share price, with shares trading around industry price multiples. However, there are also other important factors which we haven’t considered today, such as the track record of its management team. Have these factors changed since the last time you looked at AIXA? Will you have enough confidence to invest in the company should the price drop below the industry PE ratio? Story Continues Are you a potential investor? If you’ve been keeping tabs on AIXA, now may not be the most optimal time to buy, given it is trading around industry price multiples. However, the positive growth outlook may mean it’s worth diving deeper into other factors in order to take advantage of the next price drop. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. Case in point: We've spotted 2 warning signs for AIXTRON you should be mindful of and 1 of these is concerning. If you are no longer interested in AIXTRON, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. |
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04.04.25 12:34:24 | AIXTRON (ETR:AIXA) Has Announced That Its Dividend Will Be Reduced To €0.15 | ![]() |
AIXTRON SE (ETR:AIXA) has announced that on 20th of May, it will be paying a dividend of€0.15, which a reduction from last year's comparable dividend. However, the dividend yield of 1.6% is still a decent boost to shareholder returns. While the dividend yield is important for income investors, it is also important to consider any large share price moves, as this will generally outweigh any gains from distributions. AIXTRON's stock price has reduced by 34% in the last 3 months, which is not ideal for investors and can explain a sharp increase in the dividend yield. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. AIXTRON's Future Dividend Projections Appear Well Covered By Earnings While it is great to have a strong dividend yield, we should also consider whether the payment is sustainable. Prior to this announcement, AIXTRON's earnings easily covered the dividend, but free cash flows were negative. With the company not bringing in any cash, paying out to shareholders is bound to become difficult at some point. Looking forward, earnings per share is forecast to rise by 16.3% over the next year. If the dividend continues on this path, the payout ratio could be 17% by next year, which we think can be pretty sustainable going forward.XTRA:AIXA Historic Dividend April 4th 2025 See our latest analysis for AIXTRON AIXTRON's Dividend Has Lacked Consistency Looking back, the dividend has been unstable but with a relatively short history, we think it may be a bit early to draw conclusions about long term dividend sustainability. Since 2021, the dividend has gone from €0.11 total annually to €0.15. This works out to be a compound annual growth rate (CAGR) of approximately 8.1% a year over that time. We like to see dividends have grown at a reasonable rate, but with at least one substantial cut in the payments, we're not certain this dividend stock would be ideal for someone intending to live on the income. The Dividend Looks Likely To Grow With a relatively unstable dividend, it's even more important to see if earnings per share is growing. AIXTRON has seen EPS rising for the last five years, at 26% per annum. Earnings per share is growing at a solid clip, and the payout ratio is low which we think is an ideal combination in a dividend stock as the company can quite easily raise the dividend in the future. Our Thoughts On AIXTRON's Dividend In summary, dividends being cut isn't ideal, however it can bring the payment into a more sustainable range. With cash flows lacking, it is difficult to see how the company can sustain a dividend payment. This company is not in the top tier of income providing stocks. Story Continues Companies possessing a stable dividend policy will likely enjoy greater investor interest than those suffering from a more inconsistent approach. However, there are other things to consider for investors when analysing stock performance. To that end, AIXTRON has 3 warning signs (and 1 which is concerning) we think you should know about. Is AIXTRON not quite the opportunity you were looking for? Why not check out our selection of top dividend stocks. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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21.03.25 06:54:51 | The one-year loss for AIXTRON (ETR:AIXA) shareholders likely driven by its shrinking earnings | ![]() |
Even the best stock pickers will make plenty of bad investments. And unfortunately for AIXTRON SE (ETR:AIXA) shareholders, the stock is a lot lower today than it was a year ago. The share price has slid 54% in that time. Even if you look out three years, the returns are still disappointing, with the share price down42% in that time. Furthermore, it's down 16% in about a quarter. That's not much fun for holders. This could be related to the recent financial results - you can catch up on the most recent data by reading our company report. On a more encouraging note the company has added €48m to its market cap in just the last 7 days, so let's see if we can determine what's driven the one-year loss for shareholders. While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. Unhappily, AIXTRON had to report a 27% decline in EPS over the last year. The share price decline of 54% is actually more than the EPS drop. So it seems the market was too confident about the business, a year ago. You can see below how EPS has changed over time (discover the exact values by clicking on the image).XTRA:AIXA Earnings Per Share Growth March 21st 2025 This free interactive report on AIXTRON's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. A Different Perspective AIXTRON shareholders are down 54% for the year (even including dividends), but the market itself is up 18%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. On the bright side, long term shareholders have made money, with a gain of 9% per year over half a decade. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. For example, we've discovered 2 warning signs for AIXTRON (1 shouldn't be ignored!) that you should be aware of before investing here. If you like to buy stocks alongside management, then you might just love this freelist of companies. (Hint: many of them are unnoticed AND have attractive valuation). Story Continues Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on German exchanges. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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07.03.25 05:46:49 | Earnings Troubles May Signal Larger Issues for AIXTRON (ETR:AIXA) Shareholders | ![]() |
Last week's earnings announcement from AIXTRON SE (ETR:AIXA) was disappointing to investors, with a sluggish profit figure. We did some further digging and think they have a few more reasons to be concerned beyond the statutory profit. Check out our latest analysis for AIXTRON XTRA:AIXA Earnings and Revenue History March 7th 2025 Examining Cashflow Against AIXTRON's Earnings One key financial ratio used to measure how well a company converts its profit to free cash flow (FCF) is the accrual ratio. In plain english, this ratio subtracts FCF from net profit, and divides that number by the company's average operating assets over that period. This ratio tells us how much of a company's profit is not backed by free cashflow. As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. While having an accrual ratio above zero is of little concern, we do think it's worth noting when a company has a relatively high accrual ratio. To quote a 2014 paper by Lewellen and Resutek, "firms with higher accruals tend to be less profitable in the future". Over the twelve months to December 2024, AIXTRON recorded an accrual ratio of 0.26. Unfortunately, that means its free cash flow fell significantly short of its reported profits. In the last twelve months it actually had negative free cash flow, with an outflow of €72m despite its profit of €106.3m, mentioned above. We also note that AIXTRON's free cash flow was actually negative last year as well, so we could understand if shareholders were bothered by its outflow of €72m. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Our Take On AIXTRON's Profit Performance AIXTRON's accrual ratio for the last twelve months signifies cash conversion is less than ideal, which is a negative when it comes to our view of its earnings. Because of this, we think that it may be that AIXTRON's statutory profits are better than its underlying earnings power. But at least holders can take some solace from the 11% per annum growth in EPS for the last three. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. So while earnings quality is important, it's equally important to consider the risks facing AIXTRON at this point in time. For example, we've found that AIXTRON has 2 warning signs (1 doesn't sit too well with us!) that deserve your attention before going any further with your analysis. Story Continues This note has only looked at a single factor that sheds light on the nature of AIXTRON's profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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02.03.25 07:09:41 | AIXTRON (ETR:AIXA) Will Pay A Smaller Dividend Than Last Year | ![]() |
The board of AIXTRON SE (ETR:AIXA) has announced it will be reducing its dividend by 63% from last year's payment of €0.40 on the 20th of May, with shareholders receiving €0.15. This means the annual payment is 3.3% of the current stock price, which is above the average for the industry. Check out our latest analysis for AIXTRON AIXTRON's Future Dividend Projections Appear Well Covered By Earnings If the payments aren't sustainable, a high yield for a few years won't matter that much. Based on the last payment, AIXTRON was earning enough to cover the dividend, but free cash flows weren't positive. In general, we consider cash flow to be more important than earnings, so we would be cautious about relying on the sustainability of this dividend. The next year is set to see EPS grow by 16.3%. If the dividend continues along recent trends, we estimate the payout ratio will be 18%, which is in the range that makes us comfortable with the sustainability of the dividend.XTRA:AIXA Historic Dividend March 2nd 2025 AIXTRON Doesn't Have A Long Payment History The company has maintained a consistent dividend for a few years now, but we would like to see a longer track record before relying on it. The annual payment during the last 4 years was €0.11 in 2021, and the most recent fiscal year payment was €0.40. This implies that the company grew its distributions at a yearly rate of about 38% over that duration. It is always nice to see strong dividend growth, but with such a short payment history we wouldn't be inclined to rely on it until a longer track record can be developed. The Dividend Looks Likely To Grow Investors could be attracted to the stock based on the quality of its payment history. It's encouraging to see that AIXTRON has been growing its earnings per share at 26% a year over the past five years. Earnings have been growing rapidly, and with a low payout ratio we think that the company could turn out to be a great dividend stock. In Summary In summary, dividends being cut isn't ideal, however it can bring the payment into a more sustainable range. While AIXTRON is earning enough to cover the payments, the cash flows are lacking. This company is not in the top tier of income providing stocks. Market movements attest to how highly valued a consistent dividend policy is compared to one which is more unpredictable. At the same time, there are other factors our readers should be conscious of before pouring capital into a stock. For example, we've identified 3 warning signs for AIXTRON (1 doesn't sit too well with us!) that you should be aware of before investing. If you are a dividend investor, you might also want to look at our curated list of high yield dividend stocks. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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01.03.25 06:23:33 | AIXTRON Full Year 2024 Earnings: Revenues Beat Expectations, EPS Lags | ![]() |
AIXTRON (ETR:AIXA) Full Year 2024 Results Key Financial Results Revenue: €633.2m (flat on FY 2023). Net income: €106.3m (down 27% from FY 2023). Profit margin: 17% (down from 23% in FY 2023). EPS: €0.94 (down from €1.29 in FY 2023).XTRA:AIXA Earnings and Revenue Growth March 1st 2025 All figures shown in the chart above are for the trailing 12 month (TTM) period AIXTRON Revenues Beat Expectations, EPS Falls Short Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 8.1%. Looking ahead, revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Performance of the German Semiconductor industry. The company's shares are down 12% from a week ago. Risk Analysis Before we wrap up, we've discovered 3 warning signs for AIXTRON (1 doesn't sit too well with us!) that you should be aware of. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |