Axcelis Technologies Inc (ACLS) Q3 2026 Earnings Call

Concluded Nov 5, 2026

Nov 5, 2026

Revenue $237.78M +11.3% YoY

Diluted EPS $1.21 +45.8% YoY

Gross margin 41.0% -0.6 pp YoY

Net income $37.76M +45.3% YoY

Executive readout · one minute

What the filings say

8-K earnings release · filed Nov 5, 2026: Axcelis Technologies, Inc. reported third-quarter revenue of $237.8 million and GAAP diluted earnings per share of $1.21 for the quarter ended September 30, 2026. It expects fourth-quarter revenue of approximately $275 million and GAAP diluted EPS of approximately $1.15.
10-Q report · filed Nov 5, 2026: Axcelis expects its merger with Veeco to close by the first quarter of 2027, pending SAMR clearance and closing conditions. Nine-month revenue increased 8.5% to $651.9 million, driven by strong Aftermarket sales.

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Presentation 8 pages 8-K earnings release Filed Nov 5, 2026 10-Q report Filed Nov 5, 2026 Company webcastOpen the original investor-relations page

How the reported period landed and where the business moved.

Revenue Above

Diluted EPS Above

New Systems Revenue$145.14M +1% YoY

After Market$92.64M +32.5% YoY