earnings
confidence high
sentiment negative
materiality 0.75
Axcelis Q2 revenue falls 24% YoY to $194.5M; GAAP EPS $0.98, non-GAAP $1.13
AXCELIS TECHNOLOGIES INC
2025-Q2 EPS reported
$1.87
revenue$387,107,000
- 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.