Earnings Preview: AXT (AXTI) Q2 Earnings Expected to Decline

Company Overview - AXT (AXTI) is expected to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with a consensus estimate indicating a quarterly loss of $0.13 per share, representing a -550% change from the previous year [1][3] - Revenues are projected to be $19.96 million, down 28.5% from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has been revised 3.13% lower in the last 30 days, reflecting a reassessment by analysts [4] - AXT's Earnings ESP (Expected Surprise Prediction) is currently at 0%, indicating no recent differing analyst views from the consensus estimate [12] Historical Performance - In the last reported quarter, AXT was expected to post a loss of $0.13 per share but actually reported a loss of -$0.19, resulting in a surprise of -46.15% [13] - Over the last four quarters, AXT has beaten consensus EPS estimates two times [14] Industry Context - Another player in the semiconductor industry, Impinj (PI), is expected to report earnings of $0.71 per share for the same quarter, reflecting a year-over-year change of -14.5% [18] - Impinj's revenues are expected to be $93.97 million, down 8.3% from the previous year [18] - Impinj's consensus EPS estimate has been revised down 100% in the last 30 days, and it currently has an Earnings ESP of -0.94% combined with a Zacks Rank of 4 (Sell), making it difficult to predict an earnings beat [19]