ACLS · Axcelis Technologies Inc
Price & Indicators
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Metrics snapshot
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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
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
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 | +70.2% | -17.6% | 41.6 | 4.6% |
|
ASML
Asml Holding NV
|
$703.84B | +69.0% | — | — | 0.4% |
|
LRCX
Lam Research Corp
|
$394.43B | +98.7% | +51.7% | 54.7 | 2.1% |
|
AMAT
Applied Materials Inc /De
|
$386.29B | +106.0% | -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 | +17.7% | +23.4% | +23.9% | +4.2% | +70.2% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +18.1% | +23.6% | +11.4% | +4.0% | +58.1% |
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.