ACLS
AXCELIS TECHNOLOGIES INC
Next earnings Aug 3, 2026 · consensus $0.91 EPS, $209M rev
Last earnings -7.2% on 2026-05-07
$180.70▲ +173.70%
over 1Y
L $66.02EODHDH $191.60
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today—
1W-3.6%
1M+10.0%
3M+83.7%
YTD+109.8%
1Y+173.7%
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 12 analysts
Buy
Ion-implant semicap leader in a cyclical trough — pristine balance sheet and buybacks, but full valuation and heavy China/export-control risk.
Axcelis is a focused leader in ion-implantation equipment for semiconductor manufacturing, with particular strength in the implant-intensive power-device segment (55% of 2025 system shipment value). FY2025 was a cyclical down-year: revenue fell 17.6% to $839M (systems revenue dropped to $571M from $782.6M), operating income fell 43.4% to $119M, and diluted EPS dropped 38.2% to $3.80. Management frames this squarely as industry cyclicality — 'the semiconductor capital equipment industry is subject to cyclical swings in capital spending' — and notes its 'established cost structure does not vary significantly with changes in volume,' which is why margins fall hard when revenue declines.
Sources: SEC EDGAR (CIK 0001113232, latest 10-Q filed 2026-05-08) · analysis by claude-code · as of 6/21/2026, 8:55:57 PM.
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