Overview
Semiconductor equipment maker's Q4 revenue of $238 mln beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company achieved record CS&I revenue, driven by strong aftermarket strategy
Outlook
Axcelis expects Q1 2026 revenue of approximately $195 mln
Company projects Q1 2026 GAAP EPS of $0.38
Axcelis anticipates Q1 2026 non-GAAP EPS of $0.71
Result Drivers
RECORD CS&I REVENUE - Axcelis reported record CS&I revenue, driven by a strong aftermarket strategy and a growing installed base
MIXED DEMAND - Co said customers are navigating a mixed demand environment in Power and General Mature markets
IMPROVING MEMORY MARKET - Axcelis noted improving demand trends in the Memory market
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $238.33 mln | $215.04 mln (6 Analysts) |
Q4 Adjusted EPS | Beat | $1.49 | $1.12 (6 Analysts) |
Q4 EPS | $1.10 | ||
Q4 Net Income | $34.30 mln | ||
Q4 Gross Profit | $111.93 mln | ||
Q4 Operating Profit | $36.17 mln | ||
Q4 Pretax Profit | $40.02 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the semiconductor equipment & testing peer group is "buy."
Wall Street's median 12-month price target for Axcelis Technologies Inc is $97.50, about 3.1% above its February 13 closing price of $94.55
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nPn7WMGF4a
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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