Recent 8-K filings for AXTI

• July 30, 2026, 4:15 PM ET earnings materiality 0.80 positive item 2.02item 9.01

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

  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.

• July 29, 2026, 4:17 PM ET other material materiality 0.75 positive item 1.01item 9.01

  AXT signs long-term InP supply agreement with Lumentum; receives $87M in deposits

  6-year capacity reservation agreement for indium phosphide wafer substrates through Dec 31, 2031.

• July 8, 2026, 9:29 AM ET other material materiality 0.60 neutral item 2.04

  AXT subsidiary Tongmei withdraws STAR Market IPO, triggers ~$49M redemption right for PE investors

  On June 26, 2026, Tongmei withdrew its STAR Market IPO application; Shanghai Stock Exchange accepted on July 8, 2026.

• July 2, 2026, 5:02 PM ET other material materiality 0.75 positive item 1.01item 9.01

  AXT enters $22.3M prepaid supply deal with Coherent for 6-inch InP wafers

  AXT subsidiary signs 3-year Master Development and Supply Agreement with Coherent for 6-inch InP wafer substrates.

• June 17, 2026, 4:15 PM ET other material materiality 0.70 positive item 1.01item 9.01 ◈ Material Agreements

  AXT subsidiary signs $25.4M InP wafer supply deal with Casela for 2027

  Tongmei, AXT's subsidiary, entered a Long-term Supply Agreement with Nanjing Casela Technologies for InP substrates.

• April 30, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  AXT Q1 revenue $26.9M, gross margin 29.6%; completes $632.5M capital raise for indium phosphide expansion

  Revenue $26.9M, up 16.6% QoQ and 38.7% YoY; GAAP net loss narrows to $0.03/share.

• April 21, 2026, 7:59 PM ET other material materiality 0.75 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  AXT prices $550M public offering of 8.56M shares at $64.25; proceeds for InP capacity expansion

  Public offering of 8,560,311 shares at $64.25/share for ~$550M gross; underwriters have 30-day option for up to 1,284,046 additional shares.

• April 20, 2026, 7:59 PM ET earnings materiality 0.60 negative item 2.02 ◈ Earnings Releases

  AXT pre-announces Q1 2026 revenue $26-28M, net loss $1.6-2.6M

  Preliminary Q1 2026 revenue range $26-28 million, net loss $1.6-2.6 million.

• February 19, 2026, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  AXT reports Q4 revenue down 18% QoQ; FY2025 net loss widens to $21.3M

  Q4 revenue $23.0M, down 18% QoQ from $28.0M; GAAP EPS loss $0.08 vs $0.04 loss Q3.

• January 9, 2026, 6:59 PM ET other material materiality 0.75 negative item 2.02item 7.01item 9.01

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

  Q4 2025 revenue expected $22.5-23.5M; fewer China export permits for indium phosphide than expected.

• December 30, 2025, 6:59 PM ET other material materiality 0.75 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  AXT prices $87M public offering of 7.1M shares at $12.25; over-allotment fully exercised for $13M additional

  Underwriting agreement for 7,098,492 common shares at $12.25/share; gross proceeds ~$87M from base offering.

• October 30, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  AXT reports Q3 revenue $28.0M, net loss $1.9M; indium phosphide up 250% QoQ

  Revenue $28.0M vs $18.0M Q2'25 and $23.6M Q3'24.

• August 19, 2025, 7:59 PM ET regulatory materiality 0.75 positive item 7.01

  AXT subsidiary receives China export permits for indium phosphide; expects millions in Q3 revenue

  Beijing Tongmei Xtal Technology received export permits from China's Ministry of Commerce to resume shipping indium phosphide substrates.

• July 31, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  AXT Q2 2025 revenue $18M, net loss $7M; GaAs export delays and China sluggishness

  Revenue $18.0M, down 36% YoY from $27.9M; QoQ down from $19.4M.

• July 24, 2025, 7:59 PM ET regulatory materiality 0.60 negative item 3.01item 9.01 ◈ Listing & Compliance Notices

  AXT corrects 8-K to show Nasdaq notice date for audit committee non-compliance

  Nasdaq notified AXT on July 18, 2025 that audit committee has only two independent directors after Christine Russell's passing.

• July 9, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  AXT cuts Q2 revenue guidance to $17.5-18M on export permit delays and weak China demand

  Preliminary Q2 2025 revenue $17.5-18M, below prior guidance of $20-22M.

• June 11, 2025, 7:59 PM ET regulatory materiality 0.75 positive item 7.01item 9.01

  AXT subsidiary receives initial export permits for indium phosphide from China

  Beijing Tongmei Xtal Technology, AXT subsidiary, received initial export permits from China's Ministry of Commerce.

• May 1, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  AXT Q1 2025 revenue $19.4M; GAAP gross margin -6.4%; net loss $0.20/share

  Revenue $19.4M, down 23% sequentially from $25.1M and 15% YoY from $22.7M.

• February 20, 2025, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  AXT reports FY2024 revenue up 31% to $99.4M; Q4 net loss of $5.1M widens sequentially

  FY2024 revenue $99.4M (up 31% YoY); GAAP net loss $11.6M ($0.27/share) improves from $17.9M loss.

• October 31, 2024, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  AXT Q3 revenue $23.6M, down sequentially; net loss $0.07/share, YoY improvement

  Revenue $23.6M, -15% QoQ from $27.9M, +36% YoY from $17.4M.

• August 1, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  AXT Q2 revenue $27.9M, up 50% YoY; net loss narrows to $0.04 per share

  Revenue $27.9M, +23% sequential and +50% YoY; GAAP net loss $1.5M ($0.04/sh) vs $5.1M loss a year ago.

• May 2, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  AXT Q1 revenue $22.7M, up 11% QoQ; IP substrates up 48%; net loss narrows

  Revenue $22.7M, up 11% sequentially and 17% YoY; GAAP net loss ($2.1M) / ($0.05) vs ($3.6M)/$0.09 in Q4.

• April 8, 2024, 7:59 PM ET other material materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  AXT pre-announces Q1 2024 revenue of $22.4-$22.7M, beating prior guidance

  Preliminary Q1 2024 revenue expected $22.4M–$22.7M, above prior guidance of $20M–$22M.

• February 22, 2024, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  AXT Q4 revenue $20.4M (+18% seq), net loss $0.09; FY revenue falls to $75.8M

  Q4 2023 revenue $20.4M, up 18% from Q3 $17.4M, down 24% YoY from $26.8M.

• November 2, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  AXT reports Q3 2023 revenue of $17.4M, net loss of $5.8M

  Revenue $17.4M, down from $35.2M in Q3 2022 (YoY decline ~51%).

• August 3, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  AXT Q2 revenue $18.6M, net loss $5.1M; gross margin slumps to 9.2%

  Revenue $18.6M, down 53% YoY from $39.5M; GAAP net loss $5.1M ($0.12 EPS) vs. net income $5.5M YoY.

• July 5, 2023, 7:59 PM ET regulatory materiality 0.65 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  AXT addresses China's new export controls on gallium and germanium; to seek permits

  China's new export regulations on gallium/germanium take effect Aug 1, 2023; AXT's China subsidiary will seek permits.

• April 27, 2023, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  AXT Q1 revenue $19.4M, down 51% YoY; GAAP EPS loss $0.08

  Revenue $19.4M vs $39.7M Q1 2022; GAAP net loss $3.3M ($0.08/sh) vs income $3.2M ($0.07).

• February 16, 2023, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases

  AXT Q4 revenue $26.8M, down 29% YoY; GAAP EPS $0.03 vs $0.07 YoY

  Q4 revenue $26.8M (-29% YoY); GAAP net income $1.3M ($0.03/share) vs $3.0M ($0.07) a year ago.

• October 27, 2022, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  AXT Q3 2022: Revenue $35.2M, GAAP EPS $0.13, Indium Phosphide revenue up 12% QoQ

  Revenue $35.2M, down 11% QoQ from $39.5M but up 2% YoY from $34.6M.

• October 3, 2022, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  AXT cuts Q3 revenue guidance to $34-35M from $39-41M; cites China macro weakness

  Preliminary Q3 revenue range of $34-35M, below prior guidance of $39-41M issued July 28, 2022.

• July 28, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  AXT Q2 2022 revenue $39.5M (+17% YoY); gross margin expands; STAR Market IPO approved

  Revenue $39.5M, up 17% YoY from $33.7M; GAAP EPS $0.13 vs $0.10 YoY.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

17 positive 16 negative 17 neutral

source · AXTI on sec.gov