AXCELIS TECHNOLOGIES INC (ACLS) Form 8-K — Nov 5, 2026
Axcelis Technologies reported Q3 2026 revenue of $237.8 million, up 11.3% from $213.6 million a year ago, with GAAP diluted EPS of $1.21 versus $0.83 in Q3 2025. Management said improving demand drove sequential systems revenue growth and a quarterly record in CS&I, with a strong increase in bookings reflecting a broadening recovery across end markets. The company guided Q4 2026 revenue to approximately $275 million with GAAP diluted EPS of about $1.15 and non-GAAP diluted EPS of about $1.50, and CEO Russell Low said Axcelis anticipates further growth in 2027.
Key figures
- Eps
- 1.21
- Revenue
- 237781000
- Guidance
- Q4 2026: revenue ~$275 million, GAAP diluted EPS ~$1.15, non-GAAP diluted EPS ~$1.50
- Net Income
- 37759000
- Revenue Yoy
- 11.3%
- Total Assets
- 1477512000
- Cash Position
- 190769000
- Adjusted ebitda
- 44047000
- Gaap gross margin
- 41.0%
- Nine month revenue
- 651912000
- Prior year revenue
- 213611000
- Non gaap net income
- 39215000
- Non gaap diluted eps
- 1.26
- Gaap operating margin
- 11.5%
- Non gaaap gross margin
- 41.2%
- Prior year diluted eps
- 0.83
- Short term investments
- 281588000
- Non gaap operating margin
- 16.6%
- Total stockholders equity
- 1113234000
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