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Axcelis Technologies ACLS Services — Cost of Goods Sold

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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:CostOfGoodsAndServicesSold.

The source filing: Axcelis Technologies’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:10 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001104659-26-091999
Line itemThree months ended / June 30, 2026Three months ended / June 30, 2025Six months ended / June 30, 2026Six months ended / June 30, 2025
Total revenue215,175194,544414,131387,107
Cost of revenue:
Product106,99895,462212,734189,962
Services16,98811,73929,62721,034
Total cost of revenue123,986107,201242,361210,996
Gross profit91,18987,343171,770176,111
Operating expenses:
Research and development28,97727,06457,49354,192

Item 1. Financial Statements (Unaudited)

FAQ

What is Axcelis Technologies's services — cost of goods sold?
Axcelis Technologies (ACLS) reported services — cost of goods sold of $16.99M in Q2 2026.
How has Axcelis Technologies's services — cost of goods sold changed year-over-year?
Axcelis Technologies's services — cost of goods sold increased by 44.7% year-over-year, from $11.74M to $16.99M.
What is the long-term trend for Axcelis Technologies's services — cost of goods sold?
Over 4 years (2021 to 2025), Axcelis Technologies's services — cost of goods sold has grown at a 16.9% compound annual growth rate (CAGR), from $26.43M to $49.41M.
What does services — cost of goods sold mean?
This metric captures the direct costs associated with providing aftermarket support, including labor for maintenance, logistics for spare parts, and the procurement of materials for equipment upgrades. Monitoring these costs relative to segment revenue is essential for evaluating the operational efficiency and profitability of the service business model. It highlights the direct expenses incurred to maintain the company's installed base of semiconductor processing tools.

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