ACLS · Axcelis Technologies Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Axcelis beat Q2 expectations with $215.2M in revenue and $1.06 non-GAAP diluted EPS, and raised its full-year 2026 revenue outlook from flat to approximately mid-single-digit growth, with another year of revenue growth anticipated in 2027.
- + Q2 revenue and EPS exceeded expectations, driven by stronger system shipments and higher CS&I volume.
- + Raised full-year 2026 revenue outlook from flat to approximately mid-single-digit year-over-year growth.
- + Expects another year of revenue growth in 2027 as favorable demand trends continue.
- − Q2 non-GAAP gross margin of 42.7% came in slightly below the 43% outlook due to CS&I mix and higher services costs.
- − Q2 operating expenses of $60M came in above the $59M outlook on higher variable compensation and fringe costs.
- − Silicon carbide revenue declined sequentially, consistent with shipment-timing fluctuations, and is expected to partially offset in Q3 by lower general mature.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $63.72M | Six months ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 15.4% | Six months ended June 30, 2026 | — |
| Non-GAAP diluted EPS non-GAAP | $1.78 | Six months ended June 30, 2026 | — |
| Non-GAAP gross margin non-GAAP | 41.8% | Six months ended June 30, 2026 | — |
| Non-GAAP gross profit non-GAAP | $172.97M | Six months ended June 30, 2026 | — |
| Non-GAAP net income non-GAAP | $55.39M | Six months ended June 30, 2026 | — |
| Non-GAAP operating expense non-GAAP | $118.12M | Six months ended June 30, 2026 | — |
| Non-GAAP operating income non-GAAP | $54.85M | Six months ended June 30, 2026 | — |
| Non-GAAP operating margin non-GAAP | 13.2% | Six months ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductor Equipment & Materials — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ACLS
this stock
Axcelis Technologies Inc
|
$3.84B | +77.1% | -17.6% | 41.6 | 4.6% |
|
ASML
Asml Holding NV
|
$703.84B | +73.8% | — | — | 0.4% |
|
LRCX
Lam Research Corp
|
$394.43B | +102.0% | +51.7% | 54.7 | 2.1% |
|
AMAT
Applied Materials Inc /De
|
$386.29B | +111.0% | -12.6% | 42.0 | 1.8% |
|
KLAC
Kla Corp
|
$245.53B | — | +11.7% | 51.3 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ACLS | +14.8% | +23.7% | +25.9% | +8.5% | +77.1% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +13.6% | +23.1% | +14.3% | +6.9% | +63.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.