Axcelis Technologies Inc

ACLS

Equity

ISIN null / Valor 33120856

NASDAQ (2025-11-21)

USD 76.88+3.72%

Axcelis Technologies Inc
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About company

Axcelis Technologies Inc is a leading provider of ion implantation equipment for the semiconductor industry.

Summarized from source with an LLMView SourceSector: Industrials

Total Revenue

In Q2 2025, Axcelis achieved total revenue of $194.5 million, compared to $256.5 million in Q2 2024 and $192.6 million in Q1 2025. This reflects a year-over-year decrease but a slight improvement from the previous quarter.

Profitability

The company's GAAP diluted earnings per share (EPS) were $0.98, down from $1.55 in Q2 2024. On a non-GAAP basis, diluted EPS stood at $1.13, compared to $1.73 in the same quarter last year, highlighting effective cost control measures.

Gross Margin and Operating Income

Axcelis maintained a strong non-GAAP gross margin of 45.2%, up from 44.3% in Q2 2024. Non-GAAP operating income was $34.4 million, demonstrating effective management of operating expenses.

Bookings and Backlog

System bookings for Q2 2025 were $96.2 million, slightly down from $109.9 million in Q1 2025. However, the first half of 2025 showed an increase compared to the second half of 2024. The systems backlog stood at $582.1 million at the end of Q2 2025.

Geographic Revenue Breakdown

Revenue by geography in Q2 2025 was led by China, contributing 55% of total shipped system revenue, followed by the US at 18%, South Korea at 13%, Europe at 8%, Taiwan at 4%, Japan at 0%, and the rest of the world at 2%.

Summarized from source with an LLMView Source

Key figures

4.91%1Y

-0.36%3Y

191%5Y

Performance

51.5%1Y

49.1%3Y

54.3%5Y

Volatility