MarketQoQ +8.15 % · YoY +10.6 %
VLSI ASTRIA / INVESTOR RELATIONS
Company earnings & IR
45 companies · 2026-09-09
Published disclosure snapshot
ACLS · United States · Equipment
Axcelis Technologies
Period ended 2026-06-30 · USD
Published 2026-08-06
QoQ +5.43 pp · YoY -5.46 pp
QoQ +152.78 % · YoY -25.77 %
Quarterly comparison
Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.
| Metric / Unit | Q2 FY2026 | Q1 FY2026 | Q2 FY2025 | QoQ | YoY |
|---|---|---|---|---|---|
| RevenueUSD million · GAAP | 215.18 | 198.96 | 194.54 | +8.15 % | +10.6 % |
| Gross profitUSD million · GAAP | 91.19 | 80.58 | 87.34 | +13.16 % | +4.4 % |
| Gross marginpercent · GAAP | 42.38% † | 40.5% † | 44.9% † | +1.88 pp | -2.52 pp |
| Operating incomeUSD million · GAAP | 20.28 | 7.95 | 28.97 | +155.11 % | -29.98 % |
| Operating marginpercent · GAAP | 9.43% † | 4% † | 14.89% † | +5.43 pp | -5.46 pp |
| Net incomeUSD million · GAAP | 23.29 | 9.21 | 31.38 | +152.78 % | -25.77 % |
| Net marginpercent · GAAP | 10.82% † | 4.63% † | 16.13% † | +6.19 pp | -5.3 pp |
| Diluted EPSUSD/share · GAAP | 0.75 | 0.3 | 0.98 | +150 % | -23.47 % |
| Operating cash flowUSD million · GAAP | 18.37 † | 18.14 | 39.73 † | +1.29 % | -53.75 % |
| Capital expendituresUSD million · GAAP | 3.55 † | 1.84 | 1.99 † | +93.26 % | +79.04 % |
Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.
Revenue history
Revenue
Profitability history
Gross marginOperating margin
Full quarterly statements
| Metric / Unit | Q1 FY2024 | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| RevenueUSD million | 252.37 | 256.51 | 256.56 | 252.42 † | 192.56 | 194.54 | 213.61 | 238.33 † | 198.96 | 215.18 |
| Gross profitUSD million | 116.05 | 112.41 | 109.97 | 116.22 † | 88.77 | 87.34 | 88.81 | 111.93 † | 80.58 | 91.19 |
| Gross marginpercent | 45.98% † | 43.82% † | 42.86% † | 46.04% † | 46.1% † | 44.9% † | 41.57% † | 46.97% † | 40.5% † | 42.38% † |
| Operating incomeUSD million | 56.54 | 52.81 | 46.91 | 54.53 † | 29.16 | 28.97 | 25.02 | 36.17 † | 7.95 | 20.28 |
| Operating marginpercent | 22.4% † | 20.59% † | 18.29% † | 21.6% † | 15.14% † | 14.89% † | 11.71% † | 15.18% † | 4% † | 9.43% † |
| Net incomeUSD million | 51.6 | 50.87 | 48.58 | 49.96 † | 28.58 | 31.38 | 25.99 | 34.3 † | 9.21 | 23.29 |
| Net marginpercent | 20.44% † | 19.83% † | 18.93% † | 19.79% † | 14.84% † | 16.13% † | 12.17% † | 14.39% † | 4.63% † | 10.82% † |
| Diluted EPSUSD/share | 1.57 | 1.55 | 1.49 | — | 0.88 | 0.98 | 0.83 | — | 0.3 | 0.75 |
| Operating cash flowUSD million | 42.22 | 40.07 † | 45.75 † | 12.78 † | 39.8 | 39.73 † | 45.35 † | -6.57 † | 18.14 | 18.37 † |
| Capital expendituresUSD million | 1.62 | 2 † | 3.9 † | 4.66 † | 4.96 | 1.99 † | 2.02 † | 2.34 † | 1.84 | 3.55 † |
Revenue composition
Detailed revenue tables can be opened in the company’s official results materials. IR ↗
Customer & geographic revenue
Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.
Source & calculation disclosure
shipment location and service location
FY 2025 · ANNUAL · USD million · Complete disclosed breakdown
See source → 2025-12-31
Revenue denominator: 839.05 USD million · Published: See source
Axcelis 2025 Form 10-K ↗| Region | USD million | Revenue share | Evidence & disclosure |
|---|---|---|---|
| North America | 137.08Reported | 16.34%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Asia Pacific | 610.21Reported | 72.73%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Europe | 91.76Reported | 10.94%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
Disclosure
Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.
Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09
Download exposure CSVOriginal IR documents
10-Q · 2026-06-30 ↗SEC filing · 2026-08-0610-Q · 2026-03-31 ↗SEC filing · 2026-05-0810-Q · 2025-09-30 ↗SEC filing · 2025-11-0610-Q · 2025-06-30 ↗SEC filing · 2025-08-0510-Q · 2025-03-31 ↗SEC filing · 2025-05-0610-K · 2024-12-31 ↗SEC filing · 2025-02-2810-Q · 2024-09-30 ↗SEC filing · 2024-11-0710-Q · 2024-06-30 ↗SEC filing · 2024-08-0110-Q · 2024-03-31 ↗SEC filing · 2024-05-02Axcelis 2025 Form 10-K ↗Revenue disclosure · Issuer archive
Comparison rules & source notes
This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.
Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.