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Axcelis Technologies ACLS Ion Implantation Systems Services And Royalties — Revenue

Other product segments

Other Products Systems Services And Royalties
$14.95M-11.1%

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Other financials

Income statement

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Revenue$215.2M+10.6%
Gross profit$91.2M+4.4%
Operating income$20.3M-30.0%
Net income$23.3M-25.8%
EPS (diluted)$0.75-23.5%

Balance sheet

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Cash & equivalents$155.0M-10.7%
Total debt$71.5M-2.5%
Total equity$1.1B+4.2%
Total assets$1.4B+4.8%

Cash flow

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Operating cash flow$18.4M-53.8%
CapEx$3.6M+79.0%
Free cash flow$14.8M-60.7%

Valuation

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Market cap$4.2B+76.5%
Enterprise value$4.12B+80.7%
P/E45.3×+30.3×
P/S4.9×+2.2×

Profitability

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Gross margin43%-1.9pp
Operating margin10.3%-7.5pp
Net margin10.7%-7.0pp
FCF margin8.6%-5.1pp

Returns & leverage

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Return on equity8.9%-7.3pp
Debt / equity0.1×0.0×
Current ratio4.9×-1.1×

Where this comes from

Reported directly by Axcelis Technologies in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Axcelis Technologies’s 10-K, filed February 26, 2026.

Filed
Feb 26, 2026, 3:48 PM EST
Fiscal year
FY2025
Accession
0001104659-26-020461
Line itemTwelve months ended / December 31, 2025Twelve months ended / December 31, 2024Twelve months ended / December 31, 2023
Revenue:
Product$792,045$976,881$1,095,650
Services47,00340,98434,954
Total revenue839,0481,017,8651,130,604
Cost of revenue:
Product412,786524,451608,112
Services49,41438,76031,191
Total cost of revenue462,200563,211639,303

Item 16. Form 10-K Summary.

FAQ

What is Axcelis Technologies's ion implantation systems services and royalties — revenue?
Axcelis Technologies (ACLS) reported ion implantation systems services and royalties — revenue of $206.02M in Q4 2025.
How has Axcelis Technologies's ion implantation systems services and royalties — revenue changed year-over-year?
Axcelis Technologies's ion implantation systems services and royalties — revenue decreased by 17.7% year-over-year, from $250.26M to $206.02M.
What is the long-term trend for Axcelis Technologies's ion implantation systems services and royalties — revenue?
Over 4 years (2021 to 2025), Axcelis Technologies's ion implantation systems services and royalties — revenue has grown at a 6.3% compound annual growth rate (CAGR), from $645.5M to $824.1M.
What does ion implantation systems services and royalties — revenue mean?
This metric represents the total revenue generated from the aftermarket lifecycle support of ion implantation equipment, including spare parts, maintenance services, equipment upgrades, and technical training. It reflects the company's ability to monetize its installed base of semiconductor manufacturing tools through recurring service contracts and long-term customer support engagements. This revenue stream is a critical indicator of the company's operational stability and the ongoing utility of its equipment in customer fabrication facilities.

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