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AXTI AXT INC

Trailing twelve months to 2026-06-30 · as filed 2026-08-13, not restated
Technology

Scale

Market cap
$4.3bn
Revenue TTM
$126m
Net income TTM
$4m
Free cash flow
$-20m
Composite score
33.0
Sector rank
#1175

Valuation

P / E
1,067.3
EV / EBITDA
297.0
EV / sales
31.8
FCF yield
-0.45%
Earnings yield vs 10-yr
-4.64pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
3.2%
EBITDA margin
10.7%
ROE
0.5%
ROIC
0.7%
Revenue growth
45.8%

Insider activity, last 90 days

Net open-market
$-29.77m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our substrate product group generated 67%, 68%, and 63% of our consolidated revenue and our raw materials product group generated 33%, 32%, and 37% for 2025, 2024, and 2023, respectively. The following chart shows our substrate products and their materials, diameters and illustrative applications and shows our raw materials group primary products and their illustrative uses and applications. All of our substrate products and raw material products are manufactured in the People’s Republic of China (PRC or China) by our PRC subsidiaries and PRC joint ventures. …AXT INC, 10-Q, period ended 2026-06-30, filed 2026-08-13

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