ACLS Q3 FY2026 earnings: EPS beat by 13.5%, revenue beat by 3.3%
Axcelis Technologies reported Q3 FY2026. EPS came in at $1.26 against a $1.11 consensus, beat by 13.5%. Revenue was $237.8M versus $230.1M expected, beat by 3.3%. Gross margin was 41.0%, down 140 bps from last quarter.
§
The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $1.26 | $1.11 | beat by 13.5% |
| Revenue | $237.8M | $230.1M | beat by 3.3% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $237.8M | +10.5% | +11.3% |
| Gross profit | $97.4M | +6.8% | +9.7% |
| Operating income | $27.3M | +34.8% | +9.3% |
| Net income | $37.8M | +62.1% | +45.3% |
| Diluted EPS | $1.21 | +61.3% | +45.8% |
| Gross margin: 41.0%. |
§
The trend
Revenue is up 11.3% from the same quarter last year. Gross margin sits at 41.0%, 600 bps off its 8-quarter high.
§
How it stacks up
Pro
This section is part of the Pro report for ACLS.
Subscribe — $49.99/mo →
§
Go deeper on ACLS
The Weekly Semi Engine
The week in semiconductors, in your inbox. Free.
Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.
Get it every Saturday →