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.
Earnings
EPS
Revenue
Revenue & Expenses
ACLS has released its 2025 Q4 earnings report, with revenue of 238.33M, reflecting a YoY change of -5.58%, and net profit of 34.30M, showing a YoY change of -31.35%. The Sankey diagram below clearly presents ACLS's revenue sources and cost distribution.
Key Indicators
Axcelis Technologies (ACLS) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Axcelis Technologies (ACLS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
Axcelis Technologies (ACLS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Axcelis Technologies (ACLS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Axcelis Technologies (ACLS) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Axcelis Technologies (ACLS) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is the market's earnings forecast for Axcelis Technologies next quarter?What is Axcelis Technologies's gross profit margin?What does Axcelis Technologies do and what are its main business segments?What were the key takeaways from Axcelis Technologies’s earnings call?What were the key takeaways from Axcelis Technologies's earnings call?What is the revenue and EPS growth rate for Axcelis Technologies year over year?What guidance did Axcelis Technologies's management provide for the next earnings period?Did Axcelis Technologies beat or miss consensus estimates last quarter?
