{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-025061","form_type":"8-K","ticker":"AXTI","cik":"0001051627","company_name":"AXT INC","filed_at":"2026-07-30T20:15:25+00:00","discovered_at":"2026-07-30T20:16:00.273083+00:00","generated_at":"2026-07-30T20:16:03.093830+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AXT Q2 2026 revenue $47.6M, net income $11.1M; indium phosphide revenue record","bullets":["Revenue $47.6M vs $26.9M Q1 2026 and $18.0M Q2 2025; GAAP net income $11.1M ($0.17 diluted EPS) vs net loss of $1.6M in Q1 2026.","Non-GAAP net income $11.9M ($0.19 per share) vs non-GAAP net loss of $0.6M in Q1 2026.","GAAP gross margin 44.9% vs 29.6% in Q1 2026 and 8.0% in Q2 2025; non-GAAP gross margin 45.0%.","CEO cites inflection point with record indium phosphide revenue driven by data center optical connectivity and AI infrastructure demand."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-025061","json":"https://secwatch.observer/filing/0001437749-26-025061.json","markdown":"https://secwatch.observer/filing/0001437749-26-025061.md","text":"https://secwatch.observer/filing/0001437749-26-025061.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1051627/000143774926025061/0001437749-26-025061-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1051627/000143774926025061/axti20260609_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-30T20:16:03.093830+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}