---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-002690"
form_type: "8-K"
ticker: "AXTI"
cik: "0001051627"
company_name: "AXT INC"
filed_at: "2026-01-09T23:59:59+00:00"
generated_at: "2026-05-16T11:00:53.671187+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# AXT revises Q4 2025 revenue to $22.5-23.5M on China export permit delays

## Summary
- Q4 2025 revenue expected $22.5-23.5M; fewer China export permits for indium phosphide than expected.
- CEO Morris Young says strong demand persists; InP capacity to double in H2 2026; capital raise completed December.
- Earnings results for Q4 2025 to be released Feb 19, 2026 after market close; conference call at 1:30 p.m. PT.
- Company to present at 28th Annual Needham Growth Conference in NYC on Jan 14, 2026 at 3:00 p.m. ET.

## SEC filing metadata
- accession: 0001213900-26-002690
- form_type: 8-K
- ticker: AXTI
- cik: 0001051627
- company_name: AXT INC
- filed_at: 2026-01-09T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1051627/000121390026002690/0001213900-26-002690-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1051627/000121390026002690/ea0272358-8k_axtinc.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-002690
- JSON: https://secwatch.observer/filing/0001213900-26-002690.json
- Plain text: https://secwatch.observer/filing/0001213900-26-002690.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.