Company Analysis

Axcelis Technologies, Inc. (ACLS)

Nasdaq: ACLS · Special Industry Machinery, NEC · Beverly, MA · filing with the SEC since 2000
Grade5.7
◀ Past 6.7● Present 6.2▶ Future 4.1
The companyfiscal 2025, as filed
Revenue$839M-17.6%
Net income$120M-40.2%
Earnings per share$3.80-38.2%
Operating cash flow$118M-16.0%
Cash$145M+17.8%
Debtn/a
Shareholders’ equity$1.03B+2.2%
Shares, diluted31.7M-3.2%
Return on equity11.6%
The recordfrom its filings
Filings in 2026108
Newest filingNov 12 · 3
Annual reportFeb 26, 2026
Quarterly reportNov 5, 2026
Next report due10-K by Mar 1
Insider sales, 12 months$6.4M
Insider buys, 12 months$0.00
Patents granted404
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $890MNet income $105MCash from operations $70.2Mthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Axcelis reported second-quarter 2026 revenue of $215.2 million on 6 August, up from $194.5 million a year earlier 3.

Profit was lower: net income was $23.3 million against $31.4 million, and gross margin, the share of revenue left after production costs, slipped to 42.4 percent from 44.9 percent 3.

Chief executive Russell Low said demand in memory chips remains robust, and the company now expects revenue growth in 2026, with momentum carrying through to 2027 3.

On 27 October 2026 Axcelis named Jeroen Delsman its chief financial officer, effective 12 November 4.

The open question is its pending merger with Veeco, which still needs final approval from China's market regulator, and both companies expect it to close in the second half of 2026 2.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 5, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Nov 5, 2026 · SEC EDGAR · Form 8-K
Results released
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Nov 2, 2026 · SEC EDGAR · Form 425
Merger communication
Open the filing on sec.gov
Nov 2, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
Oct 27, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
Sep 16, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 16, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Aug 6, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
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SI Assistanton ACLS · research, not advice