Axcelis Technologies, Inc.

ACLS

$113.08

+2.46%

2026-09-04 09:42:57 EDT+$2.71

Technology

Semiconductors

NASDAQ

Active Trading

Axcelis Technologies, Inc. is a company dedicated to the creation, production, and maintenance of specialized ion implantation and other essential processing machinery ...

Price Action of ACLS

$113.08

+2.46%+$2.71

High—

Low—

52W High-41.6%

Rel. vol—

Interval

Range13m

Volume—SMA5SMA10

—

Axcelis Technologies, Inc., headquartered in Beverly, Massachusetts, is a global leader in the design, manufacture, and servicing of ion implantation equipment essential for semiconductor chip fabrication. Founded in 1995, the company has its roots in Nova Associates, which was established in 1978 and later became part of Eaton before being ...Axcelis Technologies, Inc., headquartered in Beverly, Massachusetts, is a global leader in the design, manufacture, and servicing of ion implantation equipment essential for semiconductor chip fabrication. Founded in 1995, the company has its roots in Nova Associates, which was established in 1978 and later became part of Eaton before being spun off. Axcelis offers a comprehensive portfolio of ion implanters, including high-energy, high-current, and medium-current systems, built on its advanced Purion platform. These systems are critical for doping silicon wafers, a key step in chip manufacturing. Beyond equipment, Axcelis provides extensive aftermarket support, including spare parts, upgrades, maintenance, and training, as well as refurbished equipment, ensuring customers achieve optimal performance and low cost of ownership. The company serves major chipmakers globally, with operations in North America, Europe, and Asia, and markets its products through a direct sales force. Financially, Axcelis reported a market capitalization of approximately $4.3 billion, with revenue per share of $28.12 and a net profit margin of 10.7%. The company maintains a strong balance sheet with minimal debt, a current ratio of 4.9, and significant cash reserves.$\nAxcelis is committed to innovation, investing heavily in R&D (13% of revenue) to maintain its leadership in ion implantation technology. The company's new GSD Ovation ES product launch demonstrates its focus on enhancing high-current batch implant capabilities. Under the leadership of CEO Russell Low, who took over in May 2023, Axcelis continues to expand its product offerings and global footprint. With 1,465 employees, Axcelis is dedicated to helping semiconductor manufacturers achieve the highest quality and yield while minimizing costs. As the semiconductor industry evolves with the rise of AI, automotive, and IoT applications, Axcelis is well-positioned to capitalize on growing demand for advanced chips, particularly in high-energy implantation markets. The company's focus on sustainability and customer success underscores its long-term strategic vision.ExpandCollapse

Founded

1995

Employees

1465

CEO

Russell J. Low

Full Name

Axcelis Technologies, Inc.

Sector

Technology

Industry

Semiconductors

ROE

8.91%

Market Cap

$3.49B

Current Ratio

4.90

WACC

13.36%

ROIC

10.95%

Contact Information

https://www.axcelis.com

978 787 4000

108 Cherry Hill Drive, Beverly, MA 01915-1088

Key Metrics of ACLS

Snapshot

Latest / TTM · 6 periods

Market Cap

$3.49B

ROCE

7.5%

EV / EBITDA

25.68x

-2.7% YoY

FCF Yield

1.9%

-2.3% YoY

Cash Conversion Cycle

271.6d

Current Ratio

4.90

Quick take

TTM —

Positive CCC

Financial Highlights of ACLS

Profitability trend

Latest / TTM · 6 periods

Gross Margin

43.0%

Net Margin

10.7%

P/E Ratio

36.79x

n/a

Debt / Equity

0.04

n/a

Current Ratio

4.90

Dividend Yield

0.0%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of ACLS

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $1.11 · Revenue $230.08M · 4 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $1.22 · Revenue $239.32M · 3 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $4.11 · Revenue $883.52M · 3 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $1.18 · Revenue $236.64M · 1 analysts

Recent history

Aug 6, 2026
Q2 FY2026 · Results reported
EPS $0.75 · Revenue $215.18M
View filing
May 8, 2026
Q1 FY2026 · Results reported
EPS $0.30 · Revenue $198.96M
View filing
Feb 26, 2026
FY2025 · Annual results
EPS $3.80 · Revenue $839.05M
View filing
Nov 6, 2025
Q3 FY2025 · Results reported
EPS $0.83 · Revenue $213.61M
View filing
Aug 5, 2025
Q2 FY2025 · Results reported
EPS $0.98 · Revenue $194.54M
View filing
May 6, 2025
Q1 FY2025 · Results reported
EPS $0.88 · Revenue $192.56M
View filing

Financial Statements of ACLS

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$839.0M	-17.6%	+8.2%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$120.2M	-40.2%	+152.8%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+44.9%	+0.6%	+4.6%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+14.2%	-31.3%	+135.9%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+14.3%	-27.4%	+133.7%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$107.0M	-16.8%	-9.1%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+12.8%	+0.9%	-15.9%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	4.1%	-5.1%	-2.9%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	4.77x	-11.9%	+6.7%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$1.4B	+0.9%	+0.9%

Actual vs Estimate

A Dec 31Q Jun 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	3.80 vs 4.50	-15.5%	0.75 vs 0.89	-16.1%
Revenue Surprise	$839.0M vs $815.8M	+2.9%	$215.2M vs $205.0M	+4.9%

Insider Transactions of ACLS

Acquisitions (A)

Since May 20, 2026

Disposals (D)

Since May 20, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Jul 15, 2026	Ryzhik David	officer: SVP Interim CFO	Common Stock	D	127	$145.01
Jul 15, 2026	Ryzhik David	officer: SVP Interim CFO	Common Stock	D	94	$145.01
Jun 16, 2026	Ryzhik David	officer: SVP Interim CFO	Common Stock	D	76	$176.84
Jun 15, 2026	Blumenstock Gerald M	officer: EVP, Research, Dev. & Eng.	Common Stock	D	506	$191.60
Jun 3, 2026	Sayiner Necip	director	Common Stock	D	1,586	$157.44

Earnings Call Transcript of ACLS

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company's results for the second quarter of 2026. My name is Grace, and I will be your coordinator for today. I would now like to turn the presentation over to your host for today's call, David Ryzhik, Senior Vice President and Interim Chief Financial Officer. Please proceed. David Ryzhik: Thank you, operator. This is David Ryzhik, Senior Vice President and Interim Chief Financial Officer. And with me today is Russell Low, President and CEO. If you have not seen a copy of our press release issued earlier today, it is available on our website. In addition, we have prepared slides accompanying today's call, and you can find those on our website as well. Playback service will also be available on our website as described in our press release. Please note that comments made today about our expectations for future revenues, profits and other results are forward-looking statements under the SEC's safe harbor provision. These forward-looking statements are based on management's current expectations and are subject to the risks inherent in our business. These risks are described in detail in our annual report on Form 10-K and other SEC filings, which we urge you to review. Our actual results may differ materially from our current expectations. We do not assume any obligation to update these forward-looking statements. Given the pending merger with Veeco, we will not be addressing questions related to the transaction. During this call, we will be discussing various non-GAAP financial measures. Unless otherwise noted, all income statement-related financial measures will be non-GAAP other than revenue and other income. Please refer to our press release and accompanying materials for information regarding our non-GAAP financial results and a reconciliation to our GAAP measures. Now I'll turn the call over to President and CEO, Russell Low. Russell Low: Thank you, David. Good morning, everyone, and thank you for joining us on our second quarter 2026 earnings call. In the second quarter, we delivered revenue of $215 million and earnings per diluted share of $1.06, both above our expectations. Our results reflect strong operational execution as we capitalize on favorable demand trends in several of our key markets. In the quarter, sequential growth in systems revenue was driven by improvement in our power and general mature markets, partially offset by the expected moderation in memory due to timing of available fab space. Importantly, customer investment plans in memory remain robust, and we continue to make progress executing our strategy to expand our position within this market. CS&I delivered a strong quarter and continues to be an important driver of our overall performance. Revenue growth in the business has been supported by a growing installed base, increased customer utilization and a continued expansion of our aftermarket products and service …

Leadership Team of ACLS

8 executives

Name	Title	Compensation	Gender	Year Born	Status
Russell J. Low	Chief Executive Officer, President & Director	USD 1,247,693	—	1971	Active
Eileen J. Evans	Executive Vice President of Human Resources and Legal, General Counsel & Secretary	USD 714,055	Female	1968	Active
Christopher Tatnall	Executive Vice President of Global Customer Operations	USD 517,262	—	1973	Active
Gerald Blumenstock	Executive Vice President of Research, Development & Engineering	USD 517,262	Male	1969	Active
Gregory F. Redinbo	Executive Vice President of Marketing & Applications	USD 517,262	Male	1965	Active
Robert Mahoney	Executive Vice President of Global Operations	—	Male	1962	Active
Todd Sutton	VP of Corporate Controller	—	—	—	Active
David Ryzhik	Interim CFO & Senior VP of Investor Relations and Corporate Strategy	—	Male	—	Active

Recent News of ACLS

Zacks Investment Research8/25/2026Neutral

Is the Options Market Predicting a Spike in Axcelis Technologies Stock?

Investors need to pay close attention to ACLS stock based on the movements in the options market lately.

The Motley Fool8/21/2026Neutral

Is Axcelis Stock a Buy?

Business is accelerating at the perfect moment.

Defense World8/20/2026Neutral

Cetera Investment Advisers Sells 4,828 Shares of Axcelis Technologies, Inc. $ACLS

Cetera Investment Advisers trimmed its position in Axcelis Technologies, Inc. (NASDAQ: ACLS) by 48.5% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 5,127 shares of the semiconductor company's stock after selling 4,828 shares during the period. Cetera Investment Advisers' holdings in Axcelis Technologies were

GuruFocus8/18/2026Neutral

Axcelis Technologies Inc (ACLS) Shares Fall 5.9% -- What GF Score of 91 Tells Investors

On August 18, 2026, Axcelis Technologies Inc (ACLS) shares fell 5.9%, bringing the current price to $135.36. Over the past year, the stock has seen a high of $1

Defense World8/9/2026Neutral

Axcelis Technologies, Inc. $ACLS Holdings Lifted by California State Teachers Retirement System

California State Teachers Retirement System boosted its holdings in shares of Axcelis Technologies, Inc. (NASDAQ: ACLS) by 21.3% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 36,420 shares of the semiconductor company's stock after buying an additional 6,390 shares during the period.

Historical Employee Count of ACLS

Current

1,465

Change

-3.87%

Minimum

1,122

Maximum

1,620

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	1,465	10-K	Feb 26, 2026	View
Dec 31, 2024	1,524	10-K	Feb 28, 2025	View
Dec 31, 2023	1,620	10-K	Feb 23, 2024	View
Dec 31, 2022	1,388	10-K	Feb 24, 2023	View
Dec 31, 2021	1,122	10-K	Feb 25, 2022	View

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Axcelis Technologies, Inc.