AXT, Inc. Reports Third Quarter 2024 Financial Results and Provides Q4 Outlook

AXTI
September 30, 2025

AXT, Inc. announced its financial results for the third quarter ended September 30, 2024, reporting revenue of $23.645 million. This represents a 36% increase compared to $17.366 million in the third quarter of 2023, indicating a significant year-over-year improvement in sales.

The company's GAAP gross profit reached $5.682 million, translating to a gross margin of 24.0%, a notable rise from 10.7% in the prior year's quarter. AXT reported a GAAP net loss attributable to AXT, Inc. of $2.937 million, or ($0.07) per share, which is an improvement from a net loss of ($5.823 million), or ($0.14) per share, in Q3 2023.

Management noted that every product category, including raw materials, achieved double-digit year-over-year growth, with data center-related demand remaining solid. The company anticipates new order momentum for indium phosphide substrates in AI applications. For the fourth quarter of 2024, AXT projected non-GAAP EPS to be in the range of ($0.05) to ($0.03).

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