REAL-TIME GLOBAL RESEARCH
3Q26 1st Take: Opto drives Orders
Key takeaways
- Overnight Aixtron pre-released order intake 31% above the street at €275mn (+121% yy,28% qq).
- Technology - European Semiconductors | Germany
- = GAAP or approximated based on GAAP We think this is primarily driven by strong opto demand from networking companies such as those making InP lasers.
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Research evidence excerpt
Morgan Stanley & Co. International plc+ Financial results versus consensus
Key Takeaways
Overnight Aixtron pre-released order intake 31% above the street at €275mn (+121% yy,28% qq).
Technology - European Semiconductors | Germany
- = GAAP or approximated based on GAAP We think this is primarily driven by strong opto demand from networking companies such as those making InP lasers.
Revenue has come in broadly in-line with the street at €184mn, +60% qq and 54% yy.
Operating profit at €57mn comes in 26% ahead of market expectations from the more favourable product mix.
Full results are scheduled for 29th October. We remain EW, PT €40.
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