Axcelis Technologies, Inc. (ACLS) Earnings
Axcelis Technologies, Inc. is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $0.90. ACLS has beaten EPS estimates in 12 of its last 12 reported quarters (average surprise +16.8% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.71 | $0.72 | +1.4% | $199M | +2.0% |
| Feb 17, 2026 | $1.12 | $1.49 | +33.0% | $238M | +10.8% |
| Nov 4, 2025 | $1.01 | $1.21 | +19.8% | $214M | -0.7% |
| Jul 31, 2024 | $1.37 | $1.55 | +13.1% | $257M | +2.5% |
| May 1, 2024 | $1.24 | $1.57 | +26.6% | $252M | -3.5% |
| Feb 7, 2024 | $2.02 | $2.15 | +6.4% | $310M | +4.2% |
| Nov 1, 2023 | $1.73 | $1.99 | +15.0% | $292M | +4.3% |
| Aug 2, 2023 | $1.46 | $1.86 | +27.4% | $274M | +5.1% |
| May 3, 2023 | $1.26 | $1.43 | +13.5% | $254M | +5.6% |
| Feb 8, 2023 | $1.38 | $1.71 | +23.9% | $266M | +7.0% |
| Nov 2, 2022 | $1.13 | $1.21 | +7.1% | $229M | +2.1% |
| Aug 3, 2022 | $1.00 | $1.32 | +32.0% | $221M | +4.6% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
David mentioned that for General and mature, Q1 bookings were a bit softer but utilization rates are rising. Expect 2026 General mature to be down year over year but feel better about 2027. Russell talked about silicon carbide with encouraging customer conversations and its applications in electric vehicles and data centers.
Guidance
Expect 2026 General mature to be down year over year but see better outlook for 2027. Memory expected to have strong growth in 2026, mostly DRAM. NAND manufacturers focused on vertical scaling now, pickup when industry adds wafers.