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Side-by-side financial comparison of AXT INC (AXTI) and Neptune Insurance Holdings Inc. (NP). Click either name above to swap in a different company.
Neptune Insurance Holdings Inc. is the larger business by last-quarter revenue ($37.8M vs $26.9M, roughly 1.4× AXT INC). On growth, AXT INC posted the faster year-over-year revenue change (39.1% vs 28.8%).
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.
Neptune Insurance Holdings Inc. is a specialty insurance holding company that offers a broad portfolio of property and casualty insurance products, with a core focus on residential and commercial flood insurance for customers across the United States. It serves both individual consumers and small to mid-sized business clients, using advanced data analytics to support accurate policy pricing and robust risk management.
AXTI vs NP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $26.9M | $37.8M |
| Net Profit | — | $50.0K |
| Gross Margin | 29.6% | — |
| Operating Margin | 64.5% | — |
| Net Margin | — | 0.1% |
| Revenue YoY | 39.1% | 28.8% |
| Net Profit YoY | — | 0.0% |
| EPS (diluted) | — | $0.05 |
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 | $37.8M | ||
| Q4 25 | $23.0M | — | ||
| Q3 25 | $28.0M | $44.4M | ||
| Q2 25 | $18.0M | — | ||
| Q1 25 | $19.4M | — | ||
| Q4 24 | $25.1M | — | ||
| Q3 24 | $23.6M | $33.8M | ||
| Q2 24 | $27.9M | — |
| Q1 26 | — | $50.0K | ||
| Q4 25 | $-3.5M | — | ||
| Q3 25 | $-1.9M | $11.5M | ||
| Q2 25 | $-7.0M | — | ||
| Q1 25 | $-8.8M | — | ||
| Q4 24 | $-5.1M | — | ||
| Q3 24 | $-2.9M | $12.1M | ||
| Q2 24 | $-1.5M | — |
| Q1 26 | 29.6% | — | ||
| Q4 25 | 20.9% | — | ||
| Q3 25 | 22.3% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | -6.4% | — | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 27.4% | — |
| Q1 26 | 64.5% | — | ||
| Q4 25 | -16.6% | — | ||
| Q3 25 | -4.0% | 46.7% | ||
| Q2 25 | -37.5% | — | ||
| Q1 25 | -53.1% | — | ||
| Q4 24 | -24.6% | — | ||
| Q3 24 | -14.4% | 58.6% | ||
| Q2 24 | -6.8% | — |
| Q1 26 | — | 0.1% | ||
| Q4 25 | -15.4% | — | ||
| Q3 25 | -6.8% | 25.9% | ||
| Q2 25 | -39.0% | — | ||
| Q1 25 | -45.5% | — | ||
| Q4 24 | -20.3% | — | ||
| Q3 24 | -12.4% | 35.8% | ||
| Q2 24 | -5.4% | — |
| Q1 26 | — | $0.05 | ||
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.04 | $0.06 | ||
| Q2 25 | $-0.16 | — | ||
| Q1 25 | $-0.20 | — | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $-0.07 | $0.06 | ||
| Q2 24 | $-0.04 | — |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $298.4M | — |
| Total Assets | $444.6M | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $107.1M | — | ||
| Q4 25 | $120.3M | — | ||
| Q3 25 | $23.1M | $12.2M | ||
| Q2 25 | $27.0M | — | ||
| Q1 25 | $31.6M | — | ||
| Q4 24 | $22.8M | — | ||
| Q3 24 | $24.9M | — | ||
| Q2 24 | $29.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $247.6M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $298.4M | — | ||
| Q4 25 | $273.3M | — | ||
| Q3 25 | $179.1M | $-509.5M | ||
| Q2 25 | $179.7M | — | ||
| Q1 25 | $185.0M | — | ||
| Q4 24 | $192.8M | — | ||
| Q3 24 | $200.7M | $-374.3M | ||
| Q2 24 | $199.7M | — |
| Q1 26 | $444.6M | — | ||
| Q4 25 | $433.8M | — | ||
| Q3 25 | $334.0M | $89.6M | ||
| Q2 25 | $329.0M | — | ||
| Q1 25 | $333.5M | — | ||
| Q4 24 | $339.3M | — | ||
| Q3 24 | $355.6M | — | ||
| Q2 24 | $349.4M | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
