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Axcelis Technologies (ACLS)
NASDAQ:ACLS
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.55Last Year’s EPS
1.55Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: 18.22%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong financial performance in terms of revenue, earnings, and gross margins, despite challenges in specific segments like silicon carbide, silicon IGBTs, and NAND. The company maintains a strong cash position and continues to invest in share repurchases and R&D, indicating confidence in future growth. However, there are concerns about declining shipments in certain areas and a decrease in revenue from China.Company Guidance
During Axcelis Technologies' first-quarter 2025 earnings call, the company reported revenue of $193 million, surpassing expectations with earnings per diluted share of $0.88 on a GAAP basis and $1.04 on a non-GAAP basis. The company saw $110 million in bookings, marking a book-to-bill ratio of 0.8x, the highest since Q4 2023. Axcelis also reported strong gross margins at 46.1% GAAP and 46.4% non-GAAP, attributed to lower warranty costs and favorable sales mix. Operating expenses were managed below expectations at $59.6 million GAAP, resulting in a 15.1% GAAP operating margin. Non-GAAP operating margins were 18.3%, and adjusted EBITDA was $39.5 million, reflecting a 20.5% margin. The company anticipates Q2 revenue of approximately $185 million and gross margins of around 42%, with continued focus on mitigating tariff impacts and maintaining operational resilience.Exceeding Revenue and Earnings Expectations
Axcelis Technologies reported first-quarter 2025 revenue of $193 million and earnings per diluted share of $0.88, both exceeding their outlook. Non-GAAP earnings per share were $1.04.
Strong Bookings
The company generated $110 million in bookings, with a book-to-bill ratio of 0.8x, marking the highest level since Q4 2023.
Robust Gross Margins
GAAP gross margins were 46.1%, exceeding the outlook of 40%, driven by lower warranty and installation costs and favorable mix. Non-GAAP gross margins were 46.4%.
Resilient Cash Position
Axcelis exited the quarter with $587 million in cash and no debt, and generated $35 million of free cash flow.
Continued Investment and Share Repurchase
The Board approved a $100 million increase in share repurchase authorization. The company repurchased $18 million of shares in Q1 and plans to continue at an elevated level.
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ACLS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ACLS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $52.09 | $54.69 | +4.99% |
Feb 10, 2025 | $67.58 | $59.30 | -12.25% |
Nov 06, 2024 | $87.95 | $87.10 | -0.97% |
Jul 31, 2024 | $126.35 | $112.82 | -10.71% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Axcelis Technologies (ACLS) report earnings?
Axcelis Technologies (ACLS) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Axcelis Technologies (ACLS) earnings time?
Axcelis Technologies (ACLS) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACLS EPS forecast?
ACLS EPS forecast for the fiscal quarter 2025 (Q2) is 0.55.
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