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Axcelis Technologies, Inc.

Axcelis Technologies, Inc.

NASDAQ•ACLS
CEO: Dr. Russell J. Low Ph.D.
Sector: Technology
Industry: Semiconductors
Listing Date: 2000-07-11
Axcelis Technologies, Inc. designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Japan, Europe, and Asia Pacific. The company offers high energy, high current, and medium current implanters for various application requirements. It also provides aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. It sells its equipment and services to semiconductor chip manufacturers through its direct sales force. The company was founded in 1978 and is headquartered in Beverly, Massachusetts.
Contact Information
108 Cherry Hill Drive, Beverly, MA, 01915-1088, United States
978-787-4000
www.axcelis.com
Market Cap
$2.76B
P/E (TTM)
18.0
69.3
Dividend Yield
--
52W High
$102.93
52W Low
$40.40
52W Range
78%
Rank49Top 53.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$213.61M-16.74%
4-Quarter Trend

EPS

$0.83-44.30%
4-Quarter Trend

FCF

$43.34M+3.55%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Decline Continues Total revenue $600.7M (9M), down 21.5% as system sales moderated due to mature node investment pace.
Services Revenue Growth Services revenue $33.3M (9M), grew 11.6% to represent 5.5% of total revenue for the period.
Robust Operating Cash Flow Operating cash flow $124.9M (9M) remains strong, supporting liquidity and ongoing capital allocation strategies.
Net Income Decreased Net income $85.9M (9M), falling 43.1% compared to prior period due to lower overall system sales volume.

Risk Factors

Merger Closing Uncertainty Veeco merger closing contingent on regulatory approvals; failure risks substantial termination fees and business disruption.
Product Sales Slowdown Product revenue $567.4M (9M), declining 22.9% as customers moderated investments into mature process node technologies.
Customer Concentration Risk Top ten customers accounted for 53.7% of nine-month revenue, posing significant concentration risk exposure.
Rising G&A Expenses General/Administrative costs rose 17.4% (3M) primarily driven by increased merger related professional fees incurred.

Outlook

Veeco Merger Timeline Acquisition of Veeco is expected to close in the second half of 2026, subject to satisfaction of closing conditions.
Share Repurchase Availability $135M remains available for future stock repurchases under the Board approved program as of September 30, 2025.
Liquidity Confidence Maintained Existing cash balances are believed sufficient to satisfy anticipated short-term and long-term cash requirements forecast.

Peer Comparison

Revenue (TTM)

Vishay Intertechnology, Inc.VSH
$2.98B
-0.8%
Globant S.A.GLOB
$2.48B
+5.6%
Diodes IncorporatedDIOD
$1.43B
+10.4%

Gross Margin (Latest Quarter)

Alarm.com Holdings, Inc.ALRM
90.5%
+25.8pp
Power Integrations, Inc.POWI
55.2%
+2.0pp
Silicon Motion Technology CorporationSIMO
48.6%
+1.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SYNA$3.14B-69.5-3.3%32.4%
SIMO$3.13B8.112.2%0.0%
GLOB$2.99B30.34.8%14.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-5.4%
Growth Under Pressure
4Q Net Income CAGR
-19.6%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 9, 2026
|
EPS:$1.12
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 6, 2025|
    Revenue: $213.61M-16.7%
    |
    EPS: $0.83-44.3%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: $194.54M-24.2%
    |
    EPS: $0.98-37.2%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $192.56M-23.7%
    |
    EPS: $0.89-43.7%
    Beat

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 28, 2025|
    Revenue: $1.02B-10.0%
    |
    EPS: $6.17-18.0%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $256.56M-12.2%
    |
    EPS: $1.49-25.9%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 1, 2024|
    Revenue: $256.51M-6.4%
    |
    EPS: $1.56-17.0%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 2, 2024|
    Revenue: $252.37M-0.6%
    |
    EPS: $1.58+8.2%
    Beat

  • Form 10-K/A - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 28, 2024|
    Revenue: $1.13B+22.9%
    |
    EPS: $7.52+35.7%
    Beat