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NASDAQ · Technology

Axcelis Technologies Inc (ACLS)

Axcelis Technologies Inc brought in $890.2M of revenue over the twelve months to September 30, 2026, up 4.3% from a year earlier. Net income was $104.6M, a net margin of 11.7%. Operating cash flow minus capital spending left $107M of free cash flow in fiscal 2025. At September 30, 2026 it held $190.8M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.

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Price
$106.79
-0.79% on the day · November 10, 2026
52-week range $73.60 to $193.78
Market cap
$3.3B
Revenue (last 12 months)
$890.2M
+4.3% year on year
Net margin
11.7%
P/E
28.1
on FY2025 diluted EPS

Key facts about Axcelis Technologies Inc

Net worth
Axcelis Technologies Inc has a market value (market cap) of $3.3B at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $839M (-17.6% year on year), with net income of $120.2M. Over the 12 months to September 30, 2026: revenue $890.2M, net income $104.6M.
Cash flow
In fiscal 2025 operations brought in $118.3M of cash; after $11.3M of capital spending, free cash flow was $107M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Axcelis Technologies Inc's next report is expected around February 16, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What Axcelis Technologies Inc does

Axcelis Technologies Inc is registered with the SEC under industry code SIC 3559 (Special Industry Machinery, NEC). Its shares trade on NASDAQ under the ticker ACLS.

Revenue and profit by year

Revenue
FY18: $442.6M $442.6M FY18FY19: $343M $343M FY19FY20: $474.6M $474.6M FY20FY21: $662.4M $662.4M FY21FY22: $920M $920M FY22FY23: $1.1B $1.1B FY23FY24: $1B $1B FY24FY25: $839M $839M FY25
Net income
FY18: $45.9M $45.9M FY18FY19: $17M $17M FY19FY20: $50M $50M FY20FY21: $98.7M $98.7M FY21FY22: $183.1M $183.1M FY22FY23: $246.3M $246.3M FY23FY24: $201M $201M FY24FY25: $120.2M $120.2M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$839M$119.3M$120.2M$3.80$107M
2024$1B$210.8M$201M$6.15$128.6M
2023$1.1B$265.8M$246.3M$7.43$136.2M
2022$920M$212.4M$183.1M$5.46$204.9M
2021$662.4M$127.3M$98.7M$2.88$141.5M
2020$474.6M$58M$50M$1.46$62.3M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 16, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 17, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where ACLS ranks in Technology

Revenue$839M
#253 of 751 in Technology · Top 34%
Revenue growth-17.6%
#567 of 604 in Technology · Bottom 6%
Net margin14.3%
#147 of 611 in Technology · Top 24%
Free cash flow margin12.8%
#251 of 568 in Technology · Top 44%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Latest SEC filings

What Axcelis Technologies Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 5, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 11% to $237.8M versus the same quarter last year; diluted EPS $1.21 versus $0.83.
  2. November 5, 2026
  3. November 5, 2026
  4. November 2, 2026
  5. November 2, 2026
  6. October 27, 2026
  7. August 6, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 11% to $215.2M versus the same quarter last year; diluted EPS $0.75 versus $0.98.
  8. August 6, 2026
  9. August 6, 2026
  10. July 14, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 16, 2026. Insider transactions on SEC

What is ACLS worth? A DCF from its reported cash flow

Insider trades

What the people running Axcelis Technologies Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider bought or sold shares on the open market in the last 90 days. The 2 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
September 15, 2026 Redinbo GregEVP and Chief Strategy Officer Shares withheld for tax 208 $105.04 $21.8K Form 4
September 15, 2026 Tatnall ChristopherEVP Global Customer Operations Shares withheld for tax 136 $105.04 $14.3K Form 4
July 15, 2026 Ryzhik DavidSVP Interim CFO Shares withheld for tax 127 $145.01 $18.4K Form 4
July 15, 2026 Ryzhik DavidSVP Interim CFO Shares withheld for tax 94 $145.01 $13.6K Form 4
June 16, 2026 Ryzhik DavidSVP Interim CFO Shares withheld for tax 76 $176.85 $13.4K Form 4
June 15, 2026 Blumenstock Gerald MEVP, Research, Dev. & Eng. Shares withheld for tax 506 $191.60 $96.9K Form 4
June 3, 2026 Sayiner NecipDirector Sold 1,586 $157.44 $249.7K Form 4
June 2, 2026 Mahoney Robert JohnEVP Global Operations Sold 1,155 $155.24 $179.3K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns ACLS

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Fmr LLC13G, passive with 1 related filers 13.4% 4,122,402 August 6, 2026
Vanguard Portfolio Management13G, passive 8.14% 2,501,359 April 28, 2026
Vanguard Capital Management13G, passive 5.26% 1,617,321 April 29, 2026

Latest filings below 5%: Reinhart Partners, LLC. 3% (July 14, 2026); The Vanguard Group 0% (March 26, 2026); American Century Investment Management, Inc. 4.3% (November 14, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 440 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.5,029,462$952.8M+92,688
Fmr LLC4,125,902$781.7M+1,694,781
Vanguard Portfolio Management LLC2,478,878$469.6M-9,415
Vanguard Capital Management LLC1,386,518$262.7M+3,748
State Street Corp1,231,109$233.2M+42,064
Victory Capital Management Inc1,134,007$214.8M-144,998
Reinhart Partners, LLC.928,660$175.9M-729,085
Geode Capital Management, LLC833,607$158M+22,343
BNP PARIBAS ASSET MANAGEMENT Holding S.A.803,151$152.2M-202,877
Dimensional Fund Advisors LP709,266$134.3M-134,831
Balyasny Asset Management L.P.616,196$116.7M-748,344
Primecap Management Co610,451$115.6M-48,201
Invesco Ltd.527,724$100M+362,649
Charles Schwab Investment Management Inc416,230$78.9M-29,539
Barrow Hanley Mewhinney & Strauss LLC392,240$74.3M+392,183
Manufacturers Life Insurance Company, The383,760$72.7M-107,985
Northern Trust Corp382,027$72.4M-34,676
American Century Companies Inc369,879$70.1M-582,035
Morgan Stanley366,077$69.4M-215,559
Boston Trust Walden Corp359,256$68.1M-19,269

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

16 insiders reported holding 428,623 shares in total, about $45.8M at the last price.

HolderSharesAs of
Low RussellPRESIDENT AND CEO, Director 154,900 May 18, 2026
Coogan James GordonEVP AND CFO 37,144 March 2, 2026
Redinbo GregEVP and Chief Strategy Officer 34,816 September 15, 2026
Kurtzweil John TDirector 32,990 May 19, 2026
Evans EileenEVP, General Counsel and Sec'y 31,295 May 22, 2026
Tatnall ChristopherEVP Global Customer Operations 27,491 September 15, 2026
Blumenstock Gerald MEVP, Research, Dev. & Eng. 19,987 June 15, 2026
St Dennis ThomasDirector 17,695 May 22, 2026
Mahoney Robert JohnEVP Global Operations 14,410 June 2, 2026
Chiu Tzu YinDirector 11,843 May 15, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about ACLS

What does Axcelis Technologies Inc do?

Axcelis Technologies Inc is a company in the Technology sector, listed on NASDAQ as ACLS. Its shares trade on NASDAQ under the ticker ACLS.

What is Axcelis Technologies Inc's net worth?

Axcelis Technologies Inc has a market value (market cap) of $3.3B at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Axcelis Technologies Inc profitable?

Yes. Over the twelve months to September 30, 2026 it reported net income of $104.6M on revenue of $890.2M, a net margin of 11.7%.

How much revenue does Axcelis Technologies Inc make?

Over the twelve months to September 30, 2026 Axcelis Technologies Inc reported revenue of $890.2M. That is 4.3% more than a year earlier.

When did Axcelis Technologies Inc last report?

Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.

When is Axcelis Technologies Inc's next earnings report?

Axcelis Technologies Inc's next report is expected around February 16, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Axcelis Technologies Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.