ACLS
Axcelis Technologies·NASDAQ
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ACLS fundamentals
Axcelis Technologies (ACLS) released its earnings on Feb 17, 2026: revenue was 238.33M (YoY -5.58%), beat estimates; EPS was 1.49 (YoY -3.25%), beat estimates.
Revenue / YoY
238.33M
-5.58%
EPS / YoY
1.49
-3.25%
Report date
Feb 17, 2026
ACLS Earnings Call Summary for Q4,2025
- Q4 Strong Performance: Revenue $238M (+15% YoY), non-GAAP EPS $1.49 beat, driven by record CS&I revenue and favorable mix.
- Memory Growth Catalyst: Secured first North American DRAM order, targeting 2026 expansion. Expect 2027 acceleration as new fabs come online.
- SiC Long-Term Play: Despite near-term shipment moderation, EV adoption and industrial electrification drive secular demand. Purion H6 upgrade wins highlight strategic differentiation.
- Flat 2026 Guidance: Memory growth offsets power/general mature declines. Focus on high current systems (Purion H6) for advanced logic and AI-driven memory.
- Merger Progress: Closing expected Q2 2026, with integration planning underway to unlock $100M+ annual synergies.
EPS
Actual | 0.33 | 0.39 | 0.32 | 0.43 | 0.48 | 0.55 | 0.81 | 1.05 | 1.22 | 1.32 | 1.21 | 1.71 | 1.43 | 1.86 | 1.99 | 2.15 | 1.57 | 1.55 | 1.49 | 1.54 | 1.04 | 1.13 | 1.21 | 1.49 | ||||||||||
Forecast | 0.258 | 0.288 | 0.24 | 0.3217 | 0.3583 | 0.446 | 0.712 | 0.84 | 0.922 | 0.994 | 1.1275 | 1.42 | 1.3029 | 1.464 | 1.7761 | 2.0185 | 1.2425 | 1.366 | 1.4305 | 1.25 | 0.385 | 0.7303 | 1.0018 | 1.1194 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +27.91% | +35.42% | +33.33% | +33.66% | +33.97% | +23.32% | +13.76% | +25.00% | +32.32% | +32.80% | +7.32% | +20.42% | +9.76% | +27.05% | +12.04% | +6.51% | +26.36% | +13.47% | +4.16% | +23.20% | +170.13% | +54.73% | +20.78% | +33.11% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 118.99M | 122.97M | 110.41M | 122.20M | 132.78M | 147.27M | 176.69M | 205.68M | 203.59M | 221.18M | 229.18M | 266.05M | 254.02M | 273.97M | 292.33M | 310.29M | 252.37M | 256.51M | 256.56M | 252.42M | 192.56M | 194.54M | 213.61M | 238.33M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 116.25M | 116.18M | 109.96M | 118.40M | 126.43M | 137.27M | 170.08M | 190.05M | 193.11M | 211.47M | 224.39M | 248.64M | 239.80M | 256.55M | 280.24M | 297.92M | 242.61M | 250.06M | 255.00M | 244.95M | 184.86M | 186.20M | 200.06M | 215.05M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.36% | +5.84% | +0.41% | +3.21% | +5.02% | +7.29% | +3.89% | +8.23% | +5.43% | +4.59% | +2.13% | +7.00% | +5.93% | +6.79% | +4.31% | +4.15% | +4.02% | +2.58% | +0.61% | +3.05% | +4.17% | +4.48% | +6.77% | +10.83% |
Earnings Call
You can ask Aime
What guidance did Axcelis Technologies's management provide for the next earnings period?What is the market's earnings forecast for Axcelis Technologies next quarter?What is the revenue and EPS growth rate for Axcelis Technologies year over year?What is Axcelis Technologies's gross profit margin?What were the key takeaways from Axcelis Technologies’s earnings call?Did Axcelis Technologies beat or miss consensus estimates last quarter?What were the key takeaways from Axcelis Technologies's earnings call?What does Axcelis Technologies do and what are its main business segments?
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