ACLS · Axcelis Technologies Inc
$117.48
-2.60 (-2.17%)
At close · Jul 29
Market Cap
$3.60B
Shares
30.73M
Axcelis Technologies Inc Earnings Call Transcripts
Every quarterly earnings call for Axcelis Technologies Inc (ACLS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲29.7%
$229.18M
$126.09M
'22 Q3
22-11-02
▲29.3%
$266.05M
−$70.43M
'22 Q4
23-02-08
▲24.8%
$254.02M
$47.70M
'23 Q1
23-05-03
▲23.9%
$273.97M
$109.28M
'23 Q2
23-08-02
▲27.6%
$292.33M
$175.21M
'23 Q3
23-11-01
▲16.6%
$310.29M
−$85.92M
'23 Q4
24-02-07
▼0.6%
$252.37M
$51.59M
'24 Q1
24-05-01
▼6.4%
$256.51M
$102.46M
'24 Q2
24-07-31
▼12.2%
$256.56M
$151.04M
'24 Q3
24-11-06
▼18.7%
$252.42M
−$104.10M
'24 Q4
25-02-10
▼23.7%
$192.56M
$28.58M
'25 Q1
25-05-06
▼24.2%
$194.54M
$31.38M
'25 Q2
25-08-05
▼16.7%
$213.61M
$25.99M
'25 Q3
25-11-04
▼5.6%
$238.33M
$34.30M
'25 Q4
26-02-17
LATEST
▲3.3%
$198.96M
$9.21M
'26 Q1
26-05-07
Earnings call
FY26 · Q2
2026-08-06
Q2 2026 Axcelis Technologies, Inc. Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Axcelis Technologies Inc Q1 FY2026 Earnings Call
Positive tone
Memory market growth
Silicon carbide and power
General mature digestion
Revenue
$198.96M
▲ 3.3% YoY Diluted EPS
$0.30
▼ 65.9% YoY Gross margin
40.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-17
Axcelis Technologies Inc Q4 FY2025 Earnings Call
Positive tone
Memory market recovery
CS&I (Customer Service & Aftermarket)
Power and silicon carbide market
Revenue
$238.33M*
▼ 5.6% YoY Gross margin
47.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Axcelis Technologies Inc Q3 FY2025 Earnings Call
Positive tone
Silicon Carbide / Power
Quarterly Financial Results
China Market
Revenue
$213.61M
▼ 16.7% YoY Diluted EPS
$0.83
▼ 44.3% YoY Gross margin
41.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Axcelis Technologies Inc Q2 FY2025 Earnings Call
Positive tone
Silicon carbide / power market outlook
Q2 financial execution
China demand
Revenue
$194.54M
▼ 24.2% YoY Diluted EPS
$0.98
▼ 36.8% YoY Gross margin
44.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Axcelis Technologies Inc Q1 FY2025 Earnings Call
Revenue
$192.56M
▼ 23.7% YoY Diluted EPS
$0.88
▼ 43.9% YoY Gross margin
46.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-10
Axcelis Technologies Inc Q4 FY2024 Earnings Call
Positive tone
General Mature / China Mature Nodes
Silicon Carbide / Power Market
Memory (DRAM/NAND/HBM)
Revenue
$252.42M*
▼ 18.7% YoY Gross margin
46.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Axcelis Technologies Inc Q3 FY2024 Earnings Call
Balanced tone
Bookings softness and digestion
2025 revenue outlook
Silicon carbide long-term opportunity
Revenue
$256.56M
▼ 12.2% YoY Diluted EPS
$1.49
▼ 25.1% YoY Gross margin
42.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Axcelis Technologies Inc Q2 FY2024 Earnings Call
Confident tone
Silicon Carbide / Power Devices
Memory Market Recovery
IGBT Softness
Revenue
$256.51M
▼ 6.4% YoY Diluted EPS
$1.55
▼ 16.7% YoY Gross margin
43.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Axcelis Technologies Inc Q1 FY2024 Earnings Call
Confident tone
Memory Recovery
Silicon Carbide / Power Devices
Q1 Financial Performance and Q2 Guidance
Revenue
$252.37M
▼ 0.6% YoY Diluted EPS
$1.57
▲ 9.8% YoY Gross margin
46.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
Axcelis Technologies Inc Q4 FY2023 Earnings Call
Confident tone
Memory Market Recovery Outlook
Silicon Carbide / Power Device Strength
Industry Downturn / Mature Market Softness
Revenue
$310.29M*
▲ 16.6% YoY Gross margin
44.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Axcelis Technologies Inc Q3 FY2023 Earnings Call
Revenue
$292.33M
▲ 27.6% YoY Diluted EPS
$1.99
▲ 64.5% YoY Gross margin
44.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Axcelis Technologies Inc Q2 FY2023 Earnings Call
Revenue
$273.97M
▲ 23.9% YoY Diluted EPS
$1.86
▲ 40.9% YoY Gross margin
43.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Axcelis Technologies Inc Q1 FY2023 Earnings Call
Revenue
$254.02M
▲ 24.8% YoY Diluted EPS
$1.43
▲ 17.2% YoY Gross margin
40.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
Axcelis Technologies Inc Q4 FY2022 Earnings Call
Revenue
$266.05M*
▲ 29.3% YoY Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Axcelis Technologies Inc Q3 FY2022 Earnings Call
Revenue
$229.18M
▲ 29.7% YoY Diluted EPS
$1.21
▲ 49.4% YoY Gross margin
45.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Axcelis Technologies Inc Q2 FY2022 Earnings Call
Revenue
$221.18M
▲ 50.2% YoY Diluted EPS
$1.32
▲ 140% YoY Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Axcelis Technologies Inc Q1 FY2022 Earnings Call
Revenue
$203.59M
▲ 53.3% YoY Diluted EPS
$1.22
▲ 154.2% YoY Gross margin
44.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
Axcelis Technologies Inc Q4 FY2021 Earnings Call
Revenue
$205.68M*
▲ 68.3% YoY Gross margin
43.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Axcelis Technologies Inc Q3 FY2021 Earnings Call
Revenue
$176.69M
▲ 60% YoY Diluted EPS
$0.81
▲ 153.1% YoY Gross margin
43.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Axcelis Technologies Inc Q2 FY2021 Earnings Call
Revenue
$147.27M
▲ 19.8% YoY Diluted EPS
$0.55
▲ 41% YoY Gross margin
43.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Axcelis Technologies Inc Q1 FY2021 Earnings Call
Revenue
$132.78M
▲ 11.6% YoY Diluted EPS
$0.48
▲ 45.5% YoY Gross margin
42.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
Axcelis Technologies Inc Q4 FY2020 Earnings Call
Revenue
$122.20M*
▲ 13.4% YoY Gross margin
43.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Axcelis Technologies Inc Q3 FY2020 Earnings Call
Revenue
$110.41M
▲ 59% YoY Diluted EPS
$0.32
▲ 1500% YoY Gross margin
43.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Axcelis Technologies Inc Q2 FY2020 Earnings Call
Revenue
$122.97M
▲ 65.5% YoY Diluted EPS
$0.39
▲ 1850% YoY Gross margin
42.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Axcelis Technologies Inc Q1 FY2020 Earnings Call
Revenue
$118.99M
▲ 30.1% YoY Diluted EPS
$0.33
▲ 83.3% YoY Gross margin
38.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-05
Axcelis Technologies Inc Q4 FY2019 Earnings Call
Revenue
$107.72M
▲ 1.9% YoY Diluted EPS
$0.29
▲ 16% YoY Gross margin
41.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1113232
CUSIP
054540208
13F (30d)
98 filings
97 filers
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