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Axcelis Technologies (ACLS)
NASDAQ:ACLS
Earnings Data
Report Date
Feb 11, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.12Last Year’s EPS
1.54Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call presented a mixed sentiment with several positive achievements such as exceeding revenue expectations and record CS&I revenue. However, these were tempered by challenges including a decline in bookings, lower gross margins, and a decrease in China revenue.Company Guidance
Exceeded Revenue and Earnings Expectations
Axcelis Technologies reported Q3 2025 revenue of $214 million and non-GAAP earnings per share of $1.21, both exceeding the company's outlook.
Record CS&I Revenue
The company achieved record Customer Support and Innovation (CS&I) revenue of $70 million, driven by strong demand for spares, consumables, and service revenues.
Merger with Veeco Announced
Axcelis announced a merger with Veeco, expected to create a leading semiconductor equipment company, leveraging cross-sell synergy, market presence in semiconductor materials, and expanded capabilities.
Silicon Carbide Market Growth
Shipments to Silicon Carbide applications grew sequentially, with multiple tools shipped to customers developing Silicon Carbide capability, validating long-term growth opportunities in this market.
Positive Outlook for Memory Segment
Despite recent declines, the memory segment is expected to grow in 2026, driven by increased demand for DRAM and HBM.
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
ACLS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 04, 2025 | $82.74 | $80.51 | -2.70% |
Aug 05, 2025 | $70.88 | $78.01 | +10.06% |
May 06, 2025 | $52.09 | $54.69 | +4.99% |
Feb 10, 2025 | $67.58 | $59.30 | -12.25% |
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.
FAQ
When does Axcelis Technologies (ACLS) report earnings?
Axcelis Technologies (ACLS) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
What is Axcelis Technologies (ACLS) earnings time?
Axcelis Technologies (ACLS) earnings time is at Feb 11, 2026, After Close (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 (Q4) is 1.12.