{"filings":[{"id":91375,"accession_number":"0001104659-26-057147","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q1 GAAP EPS $0.30, down 66% YoY; revenue $199M beats low expectations; Q2 guides $205M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $199.0M vs $192.6M YoY; GAAP net income $9.2M ($0.30 EPS) vs $28.6M ($0.88 EPS).","Non-GAAP EPS $0.72 vs $1.06; adjusted EBITDA $27.7M vs $40.0M; operating margin 4.0% vs 15.1%.","Q2 guide: revenue ~$205M, GAAP EPS ~$0.57, non-GAAP EPS ~$0.90.","Merger with Veeco expected to close H2 2026; memory/DRAM demand strong but power/mature markets soft.","Ended Q1 with ~$570M cash; continued free cash flow generation."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":198956000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91374,"accession_number":"0001104659-26-056230","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Axcelis Technologies annual meeting results: all director nominees and proposals approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with 88.16%-98.73% of votes cast (no broker non-votes).","Ratification of Ernst & Young as auditor passed with 91.82% of votes cast; 25.44M for, 2.27M against.","Advisory vote on executive compensation approved with 90.56% of votes cast; 22.86M for, 2.38M against.","Turnout: 90.24% of 30.73M eligible shares represented (27.73M shares voted)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101404,"accession_number":"0001104659-26-027104","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Axcelis CFO James Coogan resigns; David Ryzhik named interim CFO amid pending Veeco merger","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Coogan resigns as CFO effective April 24, 2026, to pursue CFO role at another public company.","David Ryzhik, SVP of IR and Corporate Strategy, appointed Interim CFO effective March 12, 2026.","Ryzhik receives $8,750/month base salary increase, $27,242/month bonus increase, and $400,000 RSU grant.","CEO notes Ryzhik's deep knowledge and role in the pending merger with Veeco as key for transition.","Axcelis will engage an executive search firm to identify a permanent CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101403,"accession_number":"0001104659-26-016391","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q4 revenue $238M, GAAP EPS $1.10; guides Q1 ~$195M revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $238M (down 5.6% YoY); GAAP EPS $1.10, non-GAAP $1.49.","Full-year 2025 revenue $839M (down 17.6%); GAAP EPS $3.80, non-GAAP $4.88.","Q4 GAAP gross margin 47.0%, non-GAAP 47.3%; record CS&I revenue cited.","CEO: Memory demand improving; expects Q1 2026 revenue ~$195M, GAAP EPS ~$0.38, non-GAAP ~$0.71.","Generated >$100M free cash flow in 2025; returned >$120M to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":3.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":839048000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101402,"accession_number":"0001104659-26-011577","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Axcelis stockholders approve merger with Veeco; >95% vote for share issuance","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Share issuance proposal approved with 24,128,309 votes for (95.84%) and 1,048,205 against.","Adjournment proposal approved but not needed; 92.86% voted for.","Merger completion still subject to Chinese regulatory approval (SAMR) and other customary conditions.","Companies continue to expect merger close in the second half of 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101401,"accession_number":"0001104659-26-008916","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Axcelis-Veeco merger clears UK regulatory hurdle; China approval pending","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["UK Investment Security Unit issued no further action letter on Jan 22, 2026.","Axcelis and Veeco waived condition for Swedish Investment Screening Law approval.","Final pending regulatory approval from China's State Administration for Market Regulation.","ISS and Glass Lewis recommend shareholders vote FOR merger at Feb 6 meetings.","Merger expected to close in second half of 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101400,"accession_number":"0001104659-26-007482","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Axcelis faces three shareholder lawsuits over Veeco merger; voluntarily supplements proxy","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Three complaints filed in NY state court challenging merger disclosure adequacy; one seeks preliminary injunction.","Axcelis denies allegations but voluntarily supplements Definitive Proxy Statement to avoid potential delay or disruption.","Supplemental disclosures include background details, financial advisor analyses, and exchange ratio of 0.340x (18% premium).","UBS fee for advisory services estimated at ~$28.5M, with $3M payable upon opinion delivery and remainder contingent on merger close.","Axcelis special meeting for stockholder vote on merger scheduled for February 6, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117770,"accession_number":"0001104659-25-105954","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q3 revenue $213.6M, GAAP EPS $0.83, non-GAAP EPS $1.21, down YoY; Q4 outlook below prior year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $213.6M declined 16.8% from $256.6M in Q3 2024.","GAAP diluted EPS $0.83 vs $1.49 a year ago; non-GAAP EPS $1.21 vs $1.72.","GAAP gross margin 41.6%, non-GAAP 41.8%; operating margins also down.","Cash and investments above $590M; record CS&I revenue in quarter.","Q4 2025 outlook: revenue ~$215M, GAAP EPS ~$0.76, non-GAAP EPS ~$1.12."],"consensus_eps_estimate":null,"consensus_eps_actual":2.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":600718000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117769,"accession_number":"0001104659-25-095693","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Axcelis to buy Veeco in ~$4.4B all-stock deal; creates 4th largest US wafer fab equipment supplier","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-stock merger with enterprise value ~$4.4B; Axcelis shareholders own 58%, Veeco shareholders 42%.","Combined 2024 pro forma revenue of $1.7B, 44% non-GAAP gross margin, and $387M adjusted EBITDA.","Dr. Russell Low to lead combined company as CEO; James Coogan as CFO; Thomas St. Dennis as chair; Dr. Bill Miller to chair Technology Committee.","Expected close in H2 2026; subject to shareholder and regulatory approvals; Veeco's $230M convertible bonds assumed.","Transaction expected to be accretive to non-GAAP EPS within first year; combined cash >$900M; share repurchase planned post-closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117768,"accession_number":"0001104659-25-095307","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Axcelis and Veeco merge in all-stock deal; 0.3575x, EV ~$4.4B, rev $1.7B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-stock merger: Veeco shareholders receive 0.3575 Axcelis shares per VECO share; Axcelis stockholders own ~58.4% of combined company.","Combined enterprise value approx. $4.4B; pro-forma FY2024 revenue $1.7B, non-GAAP gross margin 44%.","Transaction expected to close in 2026; expected to be accretive to non-GAAP EPS within first year post-close.","Combined company to have 11 directors; William J. Miller (Veeco CEO) to chair Technology Committee; HQ in Beverly, MA.","Termination fees: $108.7M if Axcelis triggers recommendation change; $77.5M for Veeco; $15M fixed expense reimbursement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134207,"accession_number":"0001104659-25-073971","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q2 revenue falls 24% YoY to $194.5M; GAAP EPS $0.98, non-GAAP $1.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $194.5M vs $256.5M YoY; GAAP diluted EPS $0.98 vs $1.55, non-GAAP $1.13 vs $1.73.","GAAP gross margin 44.9% (up from 43.8% YoY); non-GAAP gross margin 45.2% (up from 44.3%).","Q3 guidance: revenue ~$200M, GAAP EPS ~$0.87, non-GAAP EPS ~$1.00.","Share repurchases totaled $45M in Q2; CEO cites 'cyclical digestion period' in many markets."],"consensus_eps_estimate":null,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":387107000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150994,"accession_number":"0001104659-25-046247","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"Axcelis shareholders approve 3M share increase to 2012 Equity Plan at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment increasing shares reserved under 2012 Equity Incentive Plan by 3,000,000 shares.","All eight director nominees elected with >89% of votes cast; detailed vote counts provided.","Ratification of Ernst & Young as independent auditor for FY2025 received 93.64% approval.","Advisory vote on executive compensation for FY2024 passed with 87.10% approval.","Board elected Jorge Titinger as Non-Executive Chairperson and appointed committee chairs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150993,"accession_number":"0001104659-25-044808","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q1 revenue $192.6M, down 24% YoY; GAAP EPS $0.88 vs $1.57; guides Q2 below Q1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $192.6M vs $252.4M YoY (-23.7%); GAAP net income $28.6M, down 44.6%.","GAAP EPS $0.88, non-GAAP EPS $1.04; adjusted EBITDA $39.5M, down 38.8%.","GAAP gross margin 46.1% (flat); operating margin 15.1% vs 22.4% YoY.","Q2 guidance: revenue ~$185M, GAAP EPS ~$0.57, non-GAAP EPS ~$0.73.","Ended quarter with robust cash, no debt; opportunistic share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":192563000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150992,"accession_number":"0001104659-25-036843","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Axcelis posts historical GAAP-to-Non-GAAP reconciliations for 2020-2024","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Company posted reconciliations of GAAP to Non-GAAP financial results for fiscal years 2020-2024.","Information was published on Axcelis website and attached as Exhibit 99.1 to the 8-K.","No new financial results or guidance changes were disclosed; reconciliations reflect previously reported data."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169891,"accession_number":"0001104659-25-022780","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Axcelis increases share repurchase authorization by $100M to $215M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved additional $100M in share repurchase authorization; total now $215M.","CEO Russell Low cited confidence in long-term fundamentals and intention to increase quarterly buyback activity.","Repurchases subject to market conditions; may be made in open market or private transactions with no obligation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169890,"accession_number":"0001104659-25-010940","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q4 2024 revenue $252.4M, EPS $1.54; Q1 2025 guide $185M revenue, $0.38 EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $252.4M, gross margin 46.0%, diluted EPS $1.54.","Full year 2024 revenue $1.02B (down 10% YoY); net income $201M ($6.15 diluted EPS) vs $246.3M ($7.43).","CEO Russell Low cites near-term cyclical digestion period, particularly in China, as customers absorb capacity.","Q1 2025 guidance: revenue ~$185M, diluted EPS ~$0.38."],"consensus_eps_estimate":null,"consensus_eps_actual":6.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":1017865000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169889,"accession_number":"0001104659-25-002294","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Axcelis estimates $20M-$50M FY2025 revenue hit from new BIS China export rules","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["BIS interim final rules (Dec 2, 2024) add entities to Entity List, restrict semiconductor equipment exports to China.","Axcelis estimates FY2025 revenue reduction of $20M-$50M from the 2024 BIS Rules.","Impact based on preliminary review; estimate subject to change as further assessment continues.","No other details on specific products or customer impacts provided in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186945,"accession_number":"0001104659-24-114804","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Axcelis Q3 revenue $256.6M, EPS $1.49; corrects backlog, guides Q4 revenue ~$245M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $256.6M (vs Q2 $256.5M); gross margin 42.9%, operating margin 18.3%.","Diluted EPS $1.49 vs $1.55 in Q2; net income $48.6M.","Q4 guidance: revenue ~$245M, EPS ~$1.25, citing mature node digestion through H1 2025.","Historical backlog correction: prior periods overstated; corrected backlog $879M as of June 30, 2024 (vs reported $994M).","Backlog as of Sep 30, 2024: $758M; correction spans 2019 through Q2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":4.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":765448000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203479,"accession_number":"0001104659-24-084348","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q2 revenue $256.5M, EPS $1.55; guides Q3 rev ~$255M, EPS ~$1.43","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $256.5M vs Q1 $252.4M; gross margin 43.8% vs 46.0% Q1.","Operating profit $52.8M vs $56.5M Q1; net income $50.9M vs $51.6M Q1.","Diluted EPS $1.55 vs $1.57 Q1; company says results exceeded guidance expectations.","Q3 2024 outlook: revenue ~$255M, diluted EPS ~$1.43.","CEO cites strong Power segment and silicon carbide demand; momentum expected into 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":3.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":508883000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203478,"accession_number":"0001104659-24-078460","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2024-07-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis prelim Q2 revenue above $252M, EPS above $1.38, beating guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q2 2024 revenue >$252M vs guidance $245M; diluted EPS >$1.38 vs $1.30.","Second half 2024 expected stronger than first half, slightly weighted to Q4.","CEO cites solid quarter driven by Purion platform and better eval system conversions.","Final Q2 results to be reported on July 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":3.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":508883000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219922,"accession_number":"0001104659-24-059307","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.02","5.03","5.07","8.01","9.01"],"status":"ready","headline":"Axcelis Technologies executive chair Mary Puma resigns from board; Jorge Titinger named non-executive chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mary Puma resigned as Executive Chairperson and director effective at May 9, 2024 annual meeting; remains as Executive Advisor.","Jorge Titinger elected Non-Executive Chairperson; board size fixed at nine.","Stockholders approved charter amendment to limit officer liability under Delaware law, with 70.85% of shares outstanding voted for.","All nine director nominees elected; say-on-pay passed with 93.82% of votes cast.","Auditor ratification (Ernst & Young) passed with 96.09% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219921,"accession_number":"0001104659-24-055735","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q1 revenue $252.4M, EPS $1.57 beat guidance; Q2 guide $245M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $252.4M, net income $51.6M ($1.57 diluted EPS) above company guidance.","Gross margin 46% (up 160 bps QoQ); operating profit $56.5M.","Q2 outlook: revenue ~$245M, gross margin ~43.5%, EPS ~$1.30.","Strength in power device segment (SiC) and robust shipments to China drive results.","Cash flow and balance sheet strong; expect H2 revenue to rise vs H1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":252372000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239672,"accession_number":"0001104659-24-029398","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Axcelis elects Gregory Graves and Necip Sayiner to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded to 11 members; Graves (former Entegris CFO) and Sayiner (ex-Intersil CEO) elected Feb 28, 2024.","Each receives RSU grants: $160K new director grant vesting over 4 years, plus $80K pro-rated 2023 grant vesting in 1 year.","Graves appointed to Compensation and Audit committees; Sayiner to Technology and Nominating/Governance committees.","Graves also serves on Skywater Technologies board; Sayiner serves on Rambus board.","Terms run until the 2024 Annual Meeting of Stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239671,"accession_number":"0001104659-24-011628","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis reports record FY2023 revenue $1.13B (+23% YoY); Q1 2024 guidance ~$242M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2023 revenue $1.13B (record), systems revenue $883.6M, diluted EPS $7.43 vs $5.46 in 2022.","Q4 2023 revenue $310.3M, diluted EPS $2.15, bookings $235.5M, systems backlog $1.2B.","Q1 2024 guidance: revenue ~$242M, operating profit ~$45M, diluted EPS ~$1.22, gross margin ~43.5%.","Full year 2024 revenue expected similar to 2023, weighted to second half; year-end cash flow robust.","CEO highlights record Purion Power Series demand; CFO reaffirms $1.3B revenue model target for 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":7.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":1130604000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257185,"accession_number":"0001104659-23-113387","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q3 revenue $292.3M, EPS $1.99; guides Q4 rev ~$295M, FY rev >$1.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $292.3M vs $274.0M Q2; net income $65.9M ($1.99 diluted) vs $61.6M ($1.86) Q2.","Gross margin 44.4%, up from 43.7% Q2; operating profit $71.7M.","Systems backlog $1.2B on quarterly bookings of $198M.","Q4 guidance: revenue ~$295M, gross margin ~45%, EPS ~$2.00.","CEO highlights strong Purion demand in silicon carbide power device market driving results."],"consensus_eps_estimate":null,"consensus_eps_actual":5.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":820316000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274527,"accession_number":"0001104659-23-098017","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2023-09-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Axcelis appoints James Coogan as CFO; current CFO Brewer to retire at year-end 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Coogan, former Kaman Corp CFO, appointed EVP/CFO effective October 2023.","Current CFO Kevin Brewer transitions to EVP Finance & Operations; retirement planned year-end 2023.","Coogan's base salary $485,000; target cash incentive 70%; equity grant $1,000,000.","Brewer will serve as Senior Advisor to Company during 2024 after retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274526,"accession_number":"0001104659-23-086813","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q2 revenue $274M beats guidance; raises FY2023 outlook to >$1.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $274M vs $254M Q1; net income $61.6M ($1.86 EPS) vs $47.7M ($1.43) Q1.","Gross margin 43.7% (up from 40.9% Q1); operating profit $63.7M.","System backlog $1.23B on Q2 bookings $193M; strong Purion demand in silicon carbide power.","CEO targets potential $1.3B revenue in 1-2 years; CFO raises FY2023 guide to >$1.1B (+20% YoY).","Q3 outlook: revenue ~$280M, gross margin ~44%, diluted EPS ~$1.72."],"consensus_eps_estimate":null,"consensus_eps_actual":3.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":527990000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291799,"accession_number":"0001104659-23-059495","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2023-05-12T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"Axcelis Technologies appoints Russell J. Low as CEO; Mary Puma becomes Executive Chairperson","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Russell J. Low, Ph.D., appointed President and CEO effective May 11, 2023; previously EVP Global Customer and Engineering Operations.","Low's annual base salary set at $550,333 in 2023 and $633,000 thereafter; target bonus 87% of base in 2023, 100% thereafter.","Mary G. Puma transitions from CEO to Executive Chairperson, expected to serve until 2024 Annual Meeting.","All nine director nominees elected with >86% votes cast in favor; auditor Ernst & Young LLP ratified with 97.71% for.","Say-on-pay passed with 97.22% approval; advisory vote on frequency of say-on-pay set to annual at 94.65% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291798,"accession_number":"0001104659-23-055521","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q1 revenue $254M, record backlog $1.27B; FY23 revenue guided >$1.03B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $254.0M (down 4.5% QoQ); net income $47.7M ($1.43 diluted EPS) vs Q4 $57.0M ($1.71).","Record systems backlog of $1.27B on quarterly bookings of $298M; driven by Purion demand.","Q2 guidance: revenue $255-260M, gross margin ~42%, EPS $1.44-$1.48.","Full-year 2023 revenue expected >$1.03B (+12% YoY); full-year gross margin ~44% anticipated in H2.","CEO cites strength in silicon carbide power devices and mature process technology markets."],"consensus_eps_estimate":null,"consensus_eps_actual":1.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":254020000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291797,"accession_number":"0001104659-23-046426","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2023-04-18T23:59:59+00:00","items":["8.01","5.02","9.01"],"status":"ready","headline":"Axcelis CEO Puma transitions to Exec Chairperson in May 2023, then Senior Advisor through July 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Mary Puma to serve as CEO until first board meeting after 2023 annual meeting (by May 30, 2023), then Executive Chairperson until May 2024, then Senior Advisor through July 31, 2025.","Base salary at least $669k/year unchanged; bonus target 100% of base salary for CEO and Exec Chair service years.","PRSU grants: $1.5M target for 2023, $625k target for 2024, each vesting fully on Feb 28 of following year regardless of termination.","Unvested equity awards accelerate at 2024 annual meeting: pre-2022 and 2022 PRSU fully vested, 2022 service-based award at least 75% vested.","Termination without cause or for good reason entitles lump sum of remaining base pay through July 2025, plus bonus and equity acceleration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312566,"accession_number":"0001104659-23-014531","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2023-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis posts record annual revenue $920M (+39% YoY), EPS $5.46; guides FY23 revenue >$1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record full year revenue of $920M (up 39% vs 2021); net income $183.1M, diluted EPS $5.46 (vs $2.88).","Q4 revenue $266.1M (+16% QoQ), diluted EPS $1.71 (vs $1.21 Q3); Q4 gross margin 41.2%.","Year-end record backlog $1.1B; systems revenue up 52% to $692.1M.","Q1 2023 guidance: revenue ~$240M, gross margin ~41.5%, EPS ~$1.25; FY23 revenue expected >$1B.","New long-term $1.3B revenue model introduced; cash and equivalents $432.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":5.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":919998000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":331084,"accession_number":"0001104659-22-113976","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q3 revenue $229.2M, EPS $1.21; record backlog $1.1B; Q4 guided $232-240M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $229.2M (up from $221.2M Q2); net income $40.3M ($1.21 diluted EPS) vs $44.2M ($1.32) Q2.","Record systems backlog $1.1B; bookings $337.1M; cash $342.1M after $12.5M share repurchases.","Q4 guidance: revenue $232-240M, gross margin 40-41%, operating profit $41-45M, EPS $1.00-1.10.","Full-year revenue expected >$885M with gross margin >43% (above prior guidance).","CEO Mary Puma cites robust demand for Purion products and strength in power market as drivers."],"consensus_eps_estimate":null,"consensus_eps_actual":3.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":653947000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348642,"accession_number":"0001104659-22-085626","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q2 revenue $221.2M, EPS $1.32, record backlog $869.5M, raises FY22 revenue >$875M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $221.2M vs Q1 $203.6M; operating profit $54.1M; net income $44.2M ($1.32 diluted EPS).","Record systems bookings of $432.8M and backlog of $869.5M in Q2.","Gross margin 44.8% vs Q1 44.1%; Q3 guidance: revenue $220-228M, EPS $1.10-1.15.","Full-year 2022 revenue expected >$875M with gross margin ~42.5%.","Cash $287.9M; repurchased $12.5M in shares during Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":2.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":424772000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365380,"accession_number":"0001104659-22-058781","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2022-05-11T23:59:59+00:00","items":["5.02","5.03","5.07","8.01","9.01"],"status":"ready","headline":"Axcelis director Arthur L. 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Faubert as Chairperson; committee chairs appointed for Audit, Compensation, Nominating, and Technology committees.","By-laws amended to replace 'Chairman' with 'Chairperson' and remove gender-specific pronouns."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365379,"accession_number":"0001104659-22-055823","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q1 beats with EPS $1.22; record bookings $315.5M; FY22 revenue >$850M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $203.6M, net income $41.6M, diluted EPS $1.22 (vs Q4 $205.7M, $1.05).","Record systems backlog $625.1M and bookings $315.5M; strong demand from 5G, auto, power markets.","Q2 guidance revenue $205-215M, EPS ~$1.00; FY22 revenue expected >$850M, one year ahead of prior plan.","Gross margin 44.1% in Q1; Q2 guided ~41% due to supply chain pressures.","New $100M share repurchase authorized; $20M repurchased in Q1; cash $297.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":203595000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384982,"accession_number":"0001104659-22-026590","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Axcelis Technologies elects Dipti Vachani and Jeanne Quirk to its Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded to ten; new directors elected Feb 23, 2022, term through 2022 Annual Meeting.","Dipti Vachani (SVP at Arm) and Jeanne Quirk (SVP at TE Connectivity) join effective immediately.","Each receives RSU grants: $150k new director grant vesting over 4 years and $75k pro-rated 2021 grant vesting Sept 2022.","Committee assignments include Audit, Compensation, Technology/New Product Development, and Nominating & Governance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384981,"accession_number":"0001104659-22-012797","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2022-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis reports record FY2021 revenue of $662.4M, EPS $2.88, well above guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year revenue $662.4M (+40% YoY), operating profit $127.3M (+119% YoY), both records.","Q4 revenue $205.7M (above guidance), EPS $1.05 (above $0.92 guidance).","Surpassed $650M revenue model two years ahead of plan; targeting $850M run rate in 2022.","Cash, cash equivalents & restricted cash $295.7M, a record, after $12.5M in buybacks.","Q1 2022 guidance: revenue ~$193M, gross margin ~43%, EPS ~$0.92."],"consensus_eps_estimate":null,"consensus_eps_actual":2.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":662428000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402853,"accession_number":"0001104659-21-133647","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q3 revenue $176.7M, record implant systems; EPS $0.81, guides Q4 EPS $0.84","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $176.7M, up 20% QoQ; system revenue record $126.2M.","Net income $27.5M ($0.81 diluted EPS) vs $18.9M ($0.55) Q2.","Gross margin 43.3%, slightly down from 43.5% Q2.","Q4 outlook: revenue ~$190M, EPS ~$0.84; FY 2021 revenue >$640M.","Shipped Purion SiC and high-current implanters to Asia/Europe and memory customers."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":456744000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":421769,"accession_number":"0001104659-21-100092","cik":1113232,"company_name":"AXCELIS TECHNOLOGIES INC","ticker":"ACLS","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axcelis Q2 revenue $147.3M (beat), guides Q3 to $170M; FY2021 revenue >$625M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $147.3M, up 11% from Q1 $132.8M; first quarterly system revenue >$100M since 2004.","GAAP EPS $0.55 diluted, up from $0.48 in Q1; operating profit $24M.","Gross margin 43.5% vs 42.5% Q1; cash $220.5M; $13.4M stock repurchases.","Q3 guidance: revenue ~$170M, EPS ~$0.70, op profit ~$32M, gross margin ~42.5%.","Full-year 2021 revenue >$625M; strong demand for Purion implants in power devices."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":280050000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4853189683.738905,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}