ACLS Q2 FY2026 earnings: EPS beat by 18.6%, revenue beat by 4.9%
Axcelis Technologies reported Q2 FY2026. EPS came in at $1.06 against a $0.89 consensus, beat by 18.6%. Revenue was $215.2M versus $205.0M expected, beat by 4.9%. Gross margin was 42.4%, up 190 bps from last quarter.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $1.06 | $0.89 | beat by 18.6% |
| Revenue | $215.2M | $205.0M | beat by 4.9% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $215.2M | +8.2% | +10.6% |
| Gross profit | $91.2M | +13.2% | +4.4% |
| Operating income | $20.3M | +155.1% | -30.0% |
| Net income | $23.3M | +152.8% | -25.8% |
| Diluted EPS | $0.75 | +150.0% | -23.5% |
| Gross margin: 42.4%. |
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The trend
Revenue is up 10.6% from the same quarter last year. Gross margin sits at 42.4%, 460 bps off its 8-quarter high.
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How it stacks up
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