Short answer
AXCELIS TECHNOLOGIES INC (ACLS) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $215M (up 10.6% year over year) with net income of $23M.
Q2 2026 key financials · XBRL
- Revenue
- $215M
- +10.6% YoY · +8.2% QoQ
- Net income
- $23M
- −61.2% YoY · +152.8% QoQ
- Operating margin
- 9.4%
- Gross margin
- 42.4%
- EPS (diluted)
- $0.75
- −24.2% YoY · +150.0% QoQ
Source: XBRL data from the AXCELIS TECHNOLOGIES INC (ACLS) Q2 2026 10-Q on SEC EDGAR. USD.
AXCELIS TECHNOLOGIES INC Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $215.2M, up 10.6% YoY from $194.5M, driven primarily by Aftermarket sales
- Gross margin 42.4% vs 44.9% YoY; net margin 10.7% vs 16.1%
- Best performer Services revenue $14.7M, up 31.8% YoY; services gross margin (15.7)% vs (5.4)%
- Aftermarket revenue $82.8M vs $61.3M YoY; systems revenue $132.4M vs $133.2M
- Operating cash flow $36.5M vs $79.5M; cash, short-term investments, and long-term investments totaled $577.0M
- Near-term outlook: Veeco merger expected in second half of 2026, pending China regulatory approval; tariff and semiconductor-industry uncertainty headwinds
Risk Factors
- No material changes to 2025 Form 10-K risk factors as of June 30, 2026
- Carried-forward risks remain the principal regulatory, operational, competitive, and market exposures
- Share repurchase authorization leaves $110 million available, representing ongoing capital-allocation and liquidity risk
- Executive trading-plan activity: up to 1,832 shares sale authorized through December 31, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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