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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Axcelis Technologies
Axcelis Technologies (ACLS) investor relations material
Axcelis Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $237.8M; GAAP diluted EPS was $1.21 and non-GAAP diluted EPS was $1.26. Results exceeded expectations, supported by stronger shipments and record CS&I revenue.
Systems bookings reached $222.2M, book-to-bill was 1.5, and backlog was $530.7M; broadening recovery supported positive momentum entering 2027.
Financial highlights
Revenue was $237.8M vs. $213.6M YoY; Systems revenue was $145.1M and CS&I revenue was a quarterly record at $92.6M.
GAAP net income was $37.8M vs. $26.0M; non-GAAP net income was $39.2M.
GAAP gross margin was 41.0% and non-GAAP gross margin was 41.2%; Korean won strength pressured margins, partly offset by higher CS&I mix.
Operating expenses were $58.5M vs. $62M expected; non-GAAP operating margin was 16.6%. Adjusted EBITDA was $44.0M with an 18.5% margin.
Outlook and guidance
Q4 revenue guidance is $275M, with non-GAAP gross margin of 42.5%, operating expenses of $65M, adjusted EBITDA of $56M and non-GAAP diluted EPS of $1.50.
Q1 2027 revenue is expected to be relatively similar to Q4 levels despite seasonally lower CS&I revenue.
Growth is expected across Memory, Power, General Mature and CS&I in 2027; Systems may grow faster than CS&I, with gross margin above 2026 levels YoY.
Memory growth is expected to be driven chiefly by DRAM; NAND is not expected to contribute significantly, and new fab capacity is expected to come online in phases.
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Latest events from Axcelis Technologies
- Q2 2026 revenue reached $215.2M, with strong Memory and Power demand; Veeco merger pending.ACLS
Q2 2026 - Q1 2026 revenue hit $199M, Memory led growth, but margins fell and merger costs weighed on results.ACLSQ1 2026
- Annual meeting covers director elections, auditor ratification, executive pay, and ESG progress.ACLSProxy filing
- Q4 2025 saw strong CS&I growth and margins; 2026 revenue expected to be flat amid Veeco merger.ACLSQ4 2025
- All-stock merger forms a $4.4B semiconductor equipment leader, targeting $35M in synergies.ACLSM&A Announcement
- Q3 2024 revenue was $256.6M with EPS of $1.49, but margins and bookings declined.ACLSQ3 2024
- Targeting ~$1.6B revenue and >27% margin by 2027, led by Purion and SiC power growth.ACLSInvestor Day 2024
- Strong growth in mature nodes and electrification drives revenue and margin outlook for 2024.ACLSStifel 2024 Cross Sector Insight Conference
- Q1 2025 delivered strong margins and cash flow, with resilient bookings despite softer demand.ACLSQ1 2025
Next Axcelis Technologies earnings date
Q4 202616 Feb, 2027
Axcelis Technologies
Next Axcelis Technologies earnings date
Q4 202616 Feb, 2027
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Frequently asked questions
Axcelis Technologies Inc designs, manufactures, and services ion implantation equipment used in the fabrication of semiconductor chips. The company supplies integrated device manufacturers and foundries with tools essential for doping silicon wafers. It is headquartered in Beverly, Massachusetts, and its shares are listed on the NASDAQ.