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Side-by-side financial comparison of AXT INC (AXTI) and Open Lending Corp (LPRO). Click either name above to swap in a different company.
AXT INC is the larger business by last-quarter revenue ($26.9M vs $19.3M, roughly 1.4× Open Lending Corp). On growth, Open Lending Corp posted the faster year-over-year revenue change (134.0% vs 39.1%). Over the past eight quarters, AXT INC's revenue compounded faster (-1.8% CAGR vs -20.7%).
AXT Inc designs, manufactures and sells high-performance compound semiconductor substrates, including gallium arsenide, indium phosphide and germanium wafers. Its products power optoelectronic and radio frequency devices for global communications, consumer electronics and industrial end markets.
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AXTI vs LPRO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $26.9M | $19.3M |
| Net Profit | — | — |
| Gross Margin | 29.6% | 76.0% |
| Operating Margin | 64.5% | 3.9% |
| Net Margin | — | — |
| Revenue YoY | 39.1% | 134.0% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $-0.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $26.9M | — | ||
| Q4 25 | $23.0M | $19.3M | ||
| Q3 25 | $28.0M | $24.2M | ||
| Q2 25 | $18.0M | $25.3M | ||
| Q1 25 | $19.4M | $24.4M | ||
| Q4 24 | $25.1M | $-56.9M | ||
| Q3 24 | $23.6M | $23.5M | ||
| Q2 24 | $27.9M | $26.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-3.5M | — | ||
| Q3 25 | $-1.9M | $-7.6M | ||
| Q2 25 | $-7.0M | $1.0M | ||
| Q1 25 | $-8.8M | $617.0K | ||
| Q4 24 | $-5.1M | — | ||
| Q3 24 | $-2.9M | $1.4M | ||
| Q2 24 | $-1.5M | $2.9M |
| Q1 26 | 29.6% | — | ||
| Q4 25 | 20.9% | 76.0% | ||
| Q3 25 | 22.3% | 78.0% | ||
| Q2 25 | 8.0% | 78.2% | ||
| Q1 25 | -6.4% | 75.1% | ||
| Q4 24 | 17.6% | 111.0% | ||
| Q3 24 | 24.0% | 73.9% | ||
| Q2 24 | 27.4% | 78.6% |
| Q1 26 | 64.5% | — | ||
| Q4 25 | -16.6% | 3.9% | ||
| Q3 25 | -4.0% | -31.9% | ||
| Q2 25 | -37.5% | 4.6% | ||
| Q1 25 | -53.1% | 3.1% | ||
| Q4 24 | -24.6% | 138.0% | ||
| Q3 24 | -14.4% | 7.9% | ||
| Q2 24 | -6.8% | 14.9% |
| Q1 26 | — | — | ||
| Q4 25 | -15.4% | — | ||
| Q3 25 | -6.8% | -31.3% | ||
| Q2 25 | -39.0% | 4.1% | ||
| Q1 25 | -45.5% | 2.5% | ||
| Q4 24 | -20.3% | — | ||
| Q3 24 | -12.4% | 6.1% | ||
| Q2 24 | -5.4% | 10.9% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.09 | $-0.00 | ||
| Q3 25 | $-0.04 | $-0.06 | ||
| Q2 25 | $-0.16 | $0.01 | ||
| Q1 25 | $-0.20 | $0.01 | ||
| Q4 24 | $-0.11 | $-1.20 | ||
| Q3 24 | $-0.07 | $0.01 | ||
| Q2 24 | $-0.04 | $0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $107.1M | $176.6M |
| Total DebtLower is stronger | — | $84.8M |
| Stockholders' EquityBook value | $298.4M | $75.0M |
| Total Assets | $444.6M | $236.7M |
| Debt / EquityLower = less leverage | — | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $107.1M | — | ||
| Q4 25 | $120.3M | $176.6M | ||
| Q3 25 | $23.1M | $222.1M | ||
| Q2 25 | $27.0M | $230.7M | ||
| Q1 25 | $31.6M | $236.2M | ||
| Q4 24 | $22.8M | $243.2M | ||
| Q3 24 | $24.9M | $250.2M | ||
| Q2 24 | $29.5M | $248.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $84.8M | ||
| Q3 25 | — | $134.4M | ||
| Q2 25 | — | $136.1M | ||
| Q1 25 | — | $137.9M | ||
| Q4 24 | — | $139.7M | ||
| Q3 24 | — | $141.5M | ||
| Q2 24 | — | $143.3M |
| Q1 26 | $298.4M | — | ||
| Q4 25 | $273.3M | $75.0M | ||
| Q3 25 | $179.1M | $72.8M | ||
| Q2 25 | $179.7M | $78.9M | ||
| Q1 25 | $185.0M | $79.8M | ||
| Q4 24 | $192.8M | $78.1M | ||
| Q3 24 | $200.7M | $220.5M | ||
| Q2 24 | $199.7M | $216.8M |
| Q1 26 | $444.6M | — | ||
| Q4 25 | $433.8M | $236.7M | ||
| Q3 25 | $334.0M | $287.7M | ||
| Q2 25 | $329.0M | $296.7M | ||
| Q1 25 | $333.5M | $304.2M | ||
| Q4 24 | $339.3M | $296.4M | ||
| Q3 24 | $355.6M | $395.7M | ||
| Q2 24 | $349.4M | $382.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.84× | ||
| Q2 25 | — | 1.72× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.66× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $-3.2M |
| Free Cash FlowOCF − Capex | — | $-3.3M |
| FCF MarginFCF / Revenue | — | -16.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.3M | $-3.2M | ||
| Q3 25 | $-9.2M | $-5.7M | ||
| Q2 25 | $-4.6M | $848.0K | ||
| Q1 25 | $-3.3M | $-3.8M | ||
| Q4 24 | $1.3M | $17.6M | ||
| Q3 24 | $-5.4M | $11.4M | ||
| Q2 24 | $843.0K | $-1.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $-3.3M | ||
| Q3 25 | $-11.3M | — | ||
| Q2 25 | $-4.9M | $837.0K | ||
| Q1 25 | $-3.9M | $-3.9M | ||
| Q4 24 | $1.1M | $17.4M | ||
| Q3 24 | $-6.4M | $11.3M | ||
| Q2 24 | $572.0K | $-1.5M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | -16.8% | ||
| Q3 25 | -40.5% | — | ||
| Q2 25 | -27.0% | 3.3% | ||
| Q1 25 | -19.9% | -15.9% | ||
| Q4 24 | 4.4% | -30.6% | ||
| Q3 24 | -26.9% | 48.0% | ||
| Q2 24 | 2.0% | -5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 13.2% | 0.3% | ||
| Q3 25 | 7.8% | 0.0% | ||
| Q2 25 | 1.6% | 0.0% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 0.7% | -0.3% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 1.0% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | -6.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 7.92× | ||
| Q2 24 | — | -0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
