Axcelis Technologies, Inc.

NasdaqGS:ACLS 주식 리포트

시가총액: US$4.3b

Axcelis Technologies 과거 순이익 실적

과거 기준 점검 2/6

Axcelis Technologies은 연평균 15.7%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 6.6% 증가했습니다. 매출은 연평균 11.5%의 비율로 증가했습니다. Axcelis Technologies의 자기자본이익률은 11.6%이고 순이익률은 14.3%입니다.

핵심 정보

15.72%

순이익 성장률

16.42%

주당순이익(EPS) 성장률

Semiconductor 산업 성장률27.66%
매출 성장률11.46%
자기자본이익률11.62%
순이익률14.33%
다음 순이익 업데이트07 May 2026

최근 과거 실적 업데이트

Recent updates

SiC Electrification Tailwinds Will Likely Be Outweighed By Memory Margin Pressure

Catalysts About Axcelis Technologies Axcelis Technologies supplies ion implantation equipment and aftermarket services to semiconductor manufacturers across power, memory and logic markets. What are the underlying business or industry changes driving this perspective?

ACLS: Softer 1Q26 Outlook And Mature Foundry Digestion Will Constrain Recovery

Narrative Update: Axcelis Technologies Price Target Shift Analysts have trimmed Axcelis Technologies' average price target by a few dollars into the low $90s, reflecting softer near term guidance, flattish 2026 revenue expectations as Mature Foundry digestion offsets Memory gains, and reduced 2026 to 2028 sales and EPS estimates, even as they acknowledge recent Services and Systems strength and mix driven gross margin pressure. Analyst Commentary Recent research on Axcelis highlights a mixed setup, with analysts weighing solid recent execution against more cautious expectations for the next few years.

Axcelis Technologies: Medium-Term May Be Priced In, But Overall, A Lot Of Upside

Apr 21

Axcelis Technologies (ACLS): The Ion Implantation Sovereign and the Power-Semiconductor Pivot

Axcelis Technologies (ACLS) , the undisputed specialist in ion implantation for the semiconductor industry, enters Tuesday, April 21, 2026 , as a company at a strategic crossroads between "Mature Market Stability" and "Next-Gen AI Expansion." Trading at $118.73 USD —up a significant 10.05% in the most recent session—the stock has reached a new 52-week high, effectively shaking off the "software winter" sentiment that plagued the broader tech sector earlier this year. The central narrative right now is "The Power-Semi and Memory Convergence" : While the company navigated a mixed demand environment in Power and General Mature markets throughout 2025, the recent February 17, 2026, earnings beat and the current momentum in the Memory market have positioned ACLS as a mechanical necessity for the electrification of the global economy.

ACLS: Memory Mix And Mature Foundry Digestion Will Shape 2H26 Recovery Prospects

Narrative Update on Axcelis Technologies Analyst price targets for Axcelis Technologies have shifted lower by about $3 to $4, with recent research pointing to softer 1Q26 guidance, a flattish CY26 revenue outlook, and reduced 2026 to 2028 sales and EPS estimates, even as analysts highlight prior strength in Q4 and a greater contribution from Memory over time. Analyst Commentary Recent Street research around Axcelis Technologies reflects a mixed tone, with some analysts focusing on execution strengths and others concentrating on a more cautious multi year outlook, especially into 2026 to 2028.

ACLS: Memory Upside And 2H26 Recovery Prospects Balance Near Term Headwinds

Axcelis Technologies' analyst price targets have edged down into the low $90s as analysts factor in softer 1Q26 guidance, a flattish 2026 revenue outlook, and lower long term sales and EPS estimates, while still acknowledging the recent Q4 beat and expectations for improving momentum in the second half of 2026. Analyst Commentary Recent Street research on Axcelis points to a more cautious stance on valuation and growth, even as the company delivered a strong Q4.

ACLS: Memory Upside And 2H26 Momentum Will Shape Future Cash Flows

Analyst price targets for Axcelis Technologies have moved modestly lower, with reductions to around $90 to $91 as analysts factor in softer 1Q26 guidance, a flattish 2026 revenue outlook, and reduced 2026 to 2028 sales and EPS estimates, partially balanced by expectations for improving momentum later in 2026. Analyst Commentary Recent research updates on Axcelis highlight a mix of optimism and caution, with price targets reset around the low US$90s as analysts balance solid recent execution against a more muted medium term outlook.

ACLS: Multi Year Demand Visibility And Memory Upside Will Shape Cash Flows

Axcelis Technologies' analyst fair value estimate has been trimmed by $6.50 to $92.00 as analysts factor in lower long term profit margin assumptions and reduced sales and EPS forecasts, even as they reflect higher revenue growth and a slightly higher future P/E multiple in their updated models. Analyst Commentary Recent Street research on Axcelis Technologies reflects a mix of optimism about longer term demand drivers and caution around nearer term execution and earnings power.

ACLS: Multi Year Demand Visibility Will Shape Future Cash Flow Potential

Analysts have raised their price expectations for Axcelis Technologies by around US$10 per share, citing a stronger multi year demand outlook, improved visibility, broader customer exposure and the potential for higher free cash flow generation in the next upturn. Analyst Commentary Bullish Takeaways Bullish analysts have lifted their Axcelis price targets by about US$10 per share, which reflects a view that the company’s earnings power and cash generation prospects may support a higher valuation range over the next cycle.

ACLS: Shareholder Meeting And Buybacks Will Frame Future Demand And Cash Flow Potential

Analysts have lifted their price target for Axcelis Technologies by US$5 to reflect updated assumptions on fair value, profit margins, discount rate and future P/E. This change is supported by recent research citing a stronger multi year demand outlook, improving visibility, broader customer diversification and potential for higher free cash flow generation in an upturn.

ACLS: Shareholder Meeting And Buybacks Will Shape Balanced Future Prospects

Analysts have reduced their fair value estimate for Axcelis Technologies from $96.80 to $93.50. They cite updated assumptions around revenue growth, profit margins, and a higher future P/E multiple as the reasons for the change.

ACLS: Veeco Merger Will Expand Scale And Support Undervalued Upside Potential

Analysts nudged their price target on Axcelis Technologies higher to $110 from $90, citing the Veeco merger as a catalyst for expanded product breadth, improved profitability, greater scale, and potentially increased strategic appeal to larger industry players. Analyst Commentary Bullish analysts view the pending Veeco merger as a transformational step that broadens Axcelis Technologies' product portfolio beyond its traditional core, creating a more diversified revenue base that can support higher, more durable growth multiples over time.

ACLS: Merger Synergies And Added Scale Will Support Undervalued Upside Potential

Analysts have increased their price target on Axcelis Technologies to $110 from $90, citing the added scale, broader product portfolio, and improved profitability expected from its merger with Veeco Instruments, even as they flag customer concentration and China exposure as ongoing risks. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the Veeco merger materially broadens Axcelis' product portfolio, which they believe can support higher sustainable growth and justify a premium valuation multiple.

Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Shareholders Might Be Looking For Exit

Dec 06
Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Shareholders Might Be Looking For Exit

ACLS: Merger With Veeco Will Expand Scale And Broaden Product Reach

Axcelis Technologies' analyst price target was recently increased from $90 to $110 per share, as analysts highlighted the expanded scale and product range following the Veeco merger as key drivers for the higher valuation. Analyst Commentary Recent analyst coverage of Axcelis Technologies in the context of its merger with Veeco Instruments has highlighted both optimistic expectations and notable concerns regarding the company’s future outlook and valuation.

ACLS: Broader Product Portfolio Will Drive Market Position Amid Chinese Exposure

Analysts have raised their price target for Axcelis Technologies to $110 from $90, citing the company’s improved growth prospects, stronger profit margins, and increased scale following the merger with Veeco Instruments. Analyst Commentary Recent research following the merger between Axcelis Technologies and Veeco Instruments has sparked a range of views among industry analysts regarding Axcelis’ future prospects, valuation, and market exposure.

ACLS: Merger Will Expand Product Breadth And Increase Industry Scale

Analysts have raised their price target on Axcelis Technologies from $90 to $110, citing the company's merger with Veeco as a move that expands product breadth, increases profitability, and enhances scale. Analyst Commentary Recent research following the Axcelis Technologies and Veeco merger provides both positive and cautionary perspectives on the company’s valuation, future execution, and growth opportunities.

SiC Expansion And Concentrated China Exposure Will Shape Future Trends

Analysts have raised their price target for Axcelis Technologies from $95.20 to $97.00. They cite positive expectations for the planned merger with Veeco Instruments and anticipated benefits of expanded scale and profitability, despite ongoing market risks.

SiC Expansion And Concentrated China Exposure Will Shape Future Trends

The analyst price target for Axcelis Technologies has increased significantly from $85.50 to $95.20. Analysts cite improved profitability, expanded product offerings through recent mergers, and above-expectation quarterly results as key factors supporting the higher valuation.

Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Aug 07
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

SiC Expansion And Concentrated China Exposure Will Shape Future Trends

The upward revision in Axcelis Technologies’ price target reflects improved revenue growth forecasts and a sharply lower future P/E ratio, leading to a new consensus fair value of $78.50. What's in the News Issued Q3 2025 guidance: expects approximately $200 million in revenue and $0.87 GAAP EPS.

Is Now The Time To Look At Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Jul 20
Is Now The Time To Look At Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Returns Are Gaining Momentum At Axcelis Technologies (NASDAQ:ACLS)

Jul 02
Returns Are Gaining Momentum At Axcelis Technologies (NASDAQ:ACLS)

Axcelis Technologies, Inc. (NASDAQ:ACLS) Stock Catapults 28% Though Its Price And Business Still Lag The Market

Jul 02
Axcelis Technologies, Inc. (NASDAQ:ACLS) Stock Catapults 28% Though Its Price And Business Still Lag The Market

Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

May 09
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Improved Earnings Required Before Axcelis Technologies, Inc. (NASDAQ:ACLS) Shares Find Their Feet

Apr 20
Improved Earnings Required Before Axcelis Technologies, Inc. (NASDAQ:ACLS) Shares Find Their Feet

Is It Too Late To Consider Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Apr 04
Is It Too Late To Consider Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Estimating The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Mar 20
Estimating The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Axcelis Technologies: Oversold And Undervalued - A Long-Term Growth Play

Feb 28

Axcelis: Power Device Segment Driving Double-Digit Growth

Jan 09

Shareholders Would Enjoy A Repeat Of Axcelis Technologies' (NASDAQ:ACLS) Recent Growth In Returns

Jan 09
Shareholders Would Enjoy A Repeat Of Axcelis Technologies' (NASDAQ:ACLS) Recent Growth In Returns

Insufficient Growth At Axcelis Technologies, Inc. (NASDAQ:ACLS) Hampers Share Price

Dec 24
Insufficient Growth At Axcelis Technologies, Inc. (NASDAQ:ACLS) Hampers Share Price

A Look At The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Dec 09
A Look At The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Axcelis Technologies: Navigating Turbulence As EV And Semiconductor Markets Stumble

Dec 04

US$133: That's What Analysts Think Axcelis Technologies, Inc. (NASDAQ:ACLS) Is Worth After Its Latest Results

Nov 08
US$133: That's What Analysts Think Axcelis Technologies, Inc. (NASDAQ:ACLS) Is Worth After Its Latest Results

Is Axcelis Technologies, Inc. (NASDAQ:ACLS) Potentially Undervalued?

Oct 30
Is Axcelis Technologies, Inc. (NASDAQ:ACLS) Potentially Undervalued?

Axcelis Technologies: No Rush To Add More

Sep 27

Investors Should Be Encouraged By Axcelis Technologies' (NASDAQ:ACLS) Returns On Capital

Sep 10
Investors Should Be Encouraged By Axcelis Technologies' (NASDAQ:ACLS) Returns On Capital
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Silicon Carbide Revolution Fuels Growth In EVs, AI, And Global Semiconductor Markets

Demand for Axcelis' systems in EV-related markets and applications like Silicon Carbide points to significant revenue growth potential.

It's Still Not The Time To Buy Axcelis Technologies

Sep 03

With EPS Growth And More, Axcelis Technologies (NASDAQ:ACLS) Makes An Interesting Case

Aug 26
With EPS Growth And More, Axcelis Technologies (NASDAQ:ACLS) Makes An Interesting Case

The Market Doesn't Like What It Sees From Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Earnings Yet As Shares Tumble 25%

Aug 04
The Market Doesn't Like What It Sees From Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Earnings Yet As Shares Tumble 25%

Is Now An Opportune Moment To Examine Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Jul 31
Is Now An Opportune Moment To Examine Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Axcelis Technologies: Growing Competition In China Poses A Real Threat

Jul 25

매출 및 비용 세부 내역

Axcelis Technologies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:ACLS 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 25839120149108
30 Sep 25853136138106
30 Jun 25896158135108
31 Mar 25958178138106
31 Dec 241,018201139105
30 Sep 241,076222139102
30 Jun 241,111239136100
31 Mar 241,12925013498
31 Dec 231,13124612996
30 Sep 231,08623212794
30 Jun 231,02320712290
31 Mar 2397018911685
31 Dec 2292018311178
30 Sep 2286016210672
30 Jun 2280714910069
31 Mar 227331249866
31 Dec 21662999465
30 Sep 21579789065
30 Jun 21513618663
31 Mar 21488558262
31 Dec 20475507961
30 Sep 20460457459
30 Jun 20419357057
31 Mar 20370226755
31 Dec 19343176654
30 Sep 19341166754
30 Jun 19367246754
31 Mar 19412386853
31 Dec 18443466852
30 Sep 184531296549
30 Jun 184621326447
31 Mar 184461316245
31 Dec 174111275943
30 Sep 17364395741
30 Jun 17325305438
31 Mar 17286195036
31 Dec 16267114834
30 Sep 1626884834
30 Jun 16282124934
31 Mar 16296154933
31 Dec 15301154833
30 Sep 15294144832
30 Jun 1525334532

양질의 수익: ACLS는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: ACLS의 현재 순 이익률 (14.3%)은 지난해 (19.7%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ACLS의 수익은 지난 5년 동안 연평균 15.7% 증가했습니다.

성장 가속화: ACLS은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: ACLS은 지난 1년 동안 수익이 감소(-40.2%)하여 Semiconductor 업계 평균(8.1%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ACLS의 자본 수익률(11.6%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 15:54
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Axcelis Technologies, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher MuseBarclays
Duksan JangBofA Global Research
Craig EllisB. Riley Securities, Inc.