Kulicke and Soffa Industries, Inc. (KLIC)
Similar size · 0.95x market cap
Semiconductor Equipment & Materials
YouTube · Q3 FY2026 · 2026-08-10
AXTI · NasdaqGS
Semiconductor Equipment & Materials · United States
Snapshot 2026-09-20 · Latest financial period 2026-06-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-10-29 (provider estimate, not issuer-confirmed).
AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates. The company provides indium phosphide for use in data center connectivity using light/lasers, high-speed data transfer in data centers, 5G communications, fiber optic lasers and detectors, consumer devices, passive optical networks, silicon photonics, photonic integrated circuits, thermo-photovoltaics, RF amplifier and switching, infrared light-emitting diode (LEDS) motion control, lidar for robotics and autonomous vehicles, and infrared thermal imaging. It also offers semi-insulating gallium arsenide (GaAs) substrates for use in Wi-Fi and IoT devices, transistors, direct broadcast television, power amplifiers, satellite communications, and solar cells; and semi-conducting GaAs substrates that are used in LEDs, screen displays using micro-LEDs, printer head lasers and LEDs, 3-D sensing using VCSELs, data center communication using VCSELs, sensors for industrial robotics/near-infrared sensors, laser machining, cutting and drilling, optical couplers, solar cells, night vision goggles, lidar for robotics and autonomous vehicles, and other lasers. In addition, the company provides germanium substrates for use in multi-junction solar cells for satellites, optical sensors and detectors, terrestrial concentrated photo voltaic cells, infrared detectors, and carrier wafer for LED. Further, it offers 6N+ and 7N+ purified gallium, boron trioxide, gallium-magnesium alloy, pyrolytic boron nitride (pBN) crucibles, and pBN insulating parts. It sells its products through direct salesforce in the United States, China, and Europe, as well as through independent sales representatives and distributors in Japan, Taiwan, Korea, and internationally. The company was formerly known as American Xtal Technology, Inc. and changed its name to AXT, Inc. in July 2000. AXT, Inc. was incorporated in 1986 and is headquartered in Fremont, California.
Company websiteQ2 2026
Comparable businesses
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | AXTIAXT, Inc.Snapshot 2026-09-20Financial period: 2026-06-30 | KLICKulicke and Soffa Industries, Inc.Snapshot 2026-09-20Financial period: 2026-07-04 | ACMRACM Research, Inc.Snapshot 2026-09-20Financial period: 2026-06-30 | Peer medianSimilar-size peers only |
|---|---|---|---|---|
| Market capMarket value, converted to USD | US$4.59B | US$4.35B | US$4.77B | US$4.56Bn=2 |
| Forward P/EProvider forward earnings estimate | 31.12x | 14.08x | 23.68x | 18.88xn=2 |
| EV / EBITDAEnterprise value / trailing EBITDA | 315.89x | 20.18x | 26.48x | 23.33xn=2 |
| Revenue growthLatest quarter vs prior-year quarter | 164.8% | 122.6% | 36.0% | 79.3%n=2 |
| Operating marginLatest reported quarter | 21.9% | 20.7% | 17.0% | 18.8%n=2 |
| Free cash flow yieldTrailing cash flow / market cap | -1.0% | 1.3% | -3.9% | -1.3%n=2 |
| Net debt / EBITDANet debt / trailing EBITDA | -23.47x | -2.49x | -6.83x | -4.66xn=2 |
| Debt / equityTotal debt / positive book equity | 0.11x | 0.04x | 0.15x | 0.09xn=2 |
| Trailing P/ETrailing twelve-month earnings | 2,334.33x | 37.96x | 32.32x | 35.14xn=2 |
| Price / bookPrice / positive book equity per share | 5.09x | 4.77x | 2.56x | 3.67xn=2 |
| EV / salesEnterprise value / trailing revenue | 33.85x | 4.08x | 4.07x | 4.07xn=2 |
| Earnings growthLatest quarter vs prior-year quarter | — | — | 180.6% | — |
| Gross marginTrailing twelve months | 32.2% | 52.6% | 43.8% | 48.2%n=2 |
| Net marginTrailing twelve months | 3.2% | 12.2% | 14.5% | 13.3%n=2 |
| Return on equityProvider trailing return; positive equity only | 1.0% | 13.2% | 11.6% | 12.4%n=2 |
| Free cash flow marginTrailing free cash flow / revenue | -35.4% | 6.0% | -18.0% | -6.0%n=2 |
| Dividend yieldIndicated annual dividend / price | — | 1.0% | — | — |
| Earnings payoutProvider trailing dividend payout | 0.0% | 37.5% | 0.0% | 18.8%n=2 |
| Current ratioCurrent assets / current liabilities | 4.76x | 3.44x | 3.66x | 3.55xn=2 |
| BetaProvider historical market sensitivity | 1.92 | 1.62 | 1.95 | 1.79n=2 |
Similar size · 0.95x market cap
Semiconductor Equipment & Materials
YouTube · Q3 FY2026 · 2026-08-10
YouTube · Q2 2026 · 2026-08-09
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THE RESEARCH RECORD
Presentation · 2026-07-31 · YouTube
Short takes Q2 2026
AXTI: Record Quarter, 45% Margin — Still a HOLD #shorts
Watch Short on YouTube
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