ACLS AXCELIS TECHNOLOGIES INC

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: manufacturer of ion implantation and processing equipment for semiconductor chip fabrication plus aftermarket services
• • No new products or segments introduced; emphasis on systems revenue of $571M in 2025, comprising major portion of total $839M revenue
• • Strategic shift: reclassification of holdings, selling $199.5M of securities from held-to-maturity to available-for-sale, impacting short-term investments
• • Key metric: net income declined to $120.2M in 2025 from $201.0M in 2024; employee share count down to 30,717K from 32,365K
• • Noteworthy fact: sale and reclassification of investment securities in 2025 caused related adjustments to accumulated other comprehensive loss

Risk Factors

• • U.S. export controls tightening since 2020 on shipments to Chinese chipmakers, including SMIC on the Entity List, threaten 76.0% of system revenue from Asia
• • Geopolitical risk from China-U.S. trade tensions with Chinese customers representing significant revenue, exposing 83.7% of total revenue to potential restrictions
• • Supply chain dependence on limited vendors risks delays, cost increases, and potential lost sales due to component shortages or inability to adjust inventory promptly
• • Competition threat from non-U.S. vendors like Advanced Ion Beam Technology and emerging Chinese entities Kingstone Semiconductor and CETC Electronics Equipment Group
• • Customer concentration risk with top 10 customers accounting for 55.2% of net sales in 2025, none under long-term purchase agreements

Management Discussion & Analysis

• • Revenue $839.0M in 2025, down 17.6% YoY from $1,017.9M; product revenue $792.0M (-18.9%), services $47.0M (+14.7%)
• • Gross margin slightly up at 44.9% vs 44.7% in 2024; product gross margin 47.9% vs 46.3%, services margin -5.1% vs 5.4%
• • Best segment: product revenue $792.0M with 47.9% margin; worst segment: services revenue $47.0M with negative margin -5.1%
• • Operating expenses rose to 30.7% of revenue vs 24.0% due to R&D (13.0% vs 10.4%), G&A (9.9% vs 6.9%); operating income down to 14.2% from 20.7%
• • Cash from operations $118.3M; capex $11.3M; stock repurchase $121.1M; cash and equivalents $145.5M; forecasted 2026 capex ~$18M
• • Management cautious due to semiconductor capital spending cyclicality; continuing investment in innovation and aftermarket growth; no significant liquidity concerns

What are the latest ACLS SEC filings in 2026?

AXCELIS TECHNOLOGIES INC (ACLS) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on May 7, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ACLS file its most recent 10-K annual report?

AXCELIS TECHNOLOGIES INC (ACLS) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ACLS 10-Q quarterly reports?

AXCELIS TECHNOLOGIES INC (ACLS)'s most recent 10-Q quarterly report was filed on May 8, 2026. SignalX displays every ACLS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ACLS filed recently?

AXCELIS TECHNOLOGIES INC (ACLS)'s most recent 8-K was filed on May 7, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ACLS insider trading activity (Form 4)?

SignalX aggregates every ACLS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ACLS file with the SEC?

AXCELIS TECHNOLOGIES INC (ACLS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ACLS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for AXCELIS TECHNOLOGIES INC (ACLS).

What is ACLS's SEC CIK number?

AXCELIS TECHNOLOGIES INC (ACLS)'s SEC CIK (Central Index Key) number is 1113232. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1113232 to look up all ACLS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ACLS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from AXCELIS TECHNOLOGIES INC (ACLS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.