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Axcelis Technologies ACLS Q3 2025 earnings

Reported November 4, 2025 · Before market open

Revenue$213.6MMiss by $1.4M
EPS$1.21Beat by $0.20
Revenue estimate$215.0M
EPS estimate$1.01

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$205.0M
EPS estimate$0.90

Financials

Q3 2025

Income statement

See full
Revenue$213.6M-16.7%
Gross profit$88.8M-19.2%
Operating income$25.0M-46.7%
Net income$26.0M-46.5%
EPS (diluted)$0.83-44.3%

Balance sheet

See full
Cash & equivalents$187.5M+56.2%
Total debt$74.2M-2.4%
Total equity$1.0B+4.6%
Total assets$1.4B+1.0%

Cash flow

See full
Operating cash flow$45.4M-0.9%
CapEx$2.0M-48.3%
Free cash flow$43.3M+3.6%

Valuation & ratios

Valuation

as of 09/30/25
See full
Market cap$3.07B-10.3%
Enterprise value$2.95B-12.5%
P/E22.6×+7.2×
P/S3.6×+0.4×

Profitability

See full
Gross margin44.7%+0.4pp
Operating margin16.1%-5.7pp
Net margin15.9%-4.7pp
FCF margin14.5%-1.8pp

Returns & leverage

See full
Return on equity13.6%-11.4pp
Debt / equity0.1×0.0×
Current ratio4.9×+0.5×

Segments

By geography

See full
Asia Pacific$161.4M-20.3%
North America$29.2M-11.5%
Europe$23.1M+8.8%

By product

See full
New Systems Revenue$143.7M-28.5%
After Market$69.9M+26.0%

By segment

See full
Single Reportable$213.6M-16.7%

Versus estimates

Revenue

Q1 2026$199.0MBeat by $3.9MQ4 2025$238.3MBeat by $23.3M
Q3 2025$213.6MMiss by $1.4M
Q2 2025$194.5MMiss by $3.1MQ1 2025$192.6MBeat by $3.3MQ4 2024$252.4MBeat by $30.8M

Diluted EPS

Q1 2026$0.72Beat by $0.01Q4 2025$1.49Beat by $0.37
Q3 2025$1.21Beat by $0.20
Q2 2025$1.13Beat by $0.40Q1 2025$1.04Beat by $0.65Q4 2024$1.54Beat by $0.29

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Questions, answered.

When did Axcelis Technologies report Q3 2025 earnings?
Axcelis Technologies (ACLS) reported Q3 2025 earnings on November 4, 2025 before market open.
What were Axcelis Technologies's Q3 2025 revenue and EPS?
Axcelis Technologies reported revenue of $213.6M and eps of $1.21 for Q3 2025.
Did Axcelis Technologies beat estimates in Q3 2025?
Revenue missed the consensus estimate of $215.0M by $1.4M. EPS beat the consensus estimate of $1.01 by $0.20.
How did Axcelis Technologies's Q3 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 16.7% from $256.6M a year earlier and eps declined 18.8% from $1.49.
Where can I find Axcelis Technologies's Q3 2025 SEC filings?
You can read the 8-K earnings release (0001104659-25-105954) and the 10-Q periodic report (0001104659-25-107689) directly on SEC EDGAR. The filing index links above go to sec.gov.