---
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"
generated_at: "2026-07-30T20:16:03.093830+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# AXT Q2 2026 revenue $47.6M, net income $11.1M; indium phosphide revenue record

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-025061
- JSON: https://secwatch.observer/filing/0001437749-26-025061.json
- Plain text: https://secwatch.observer/filing/0001437749-26-025061.txt

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