{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-016391","form_type":"8-K","ticker":"ACLS","cik":"0001113232","company_name":"AXCELIS TECHNOLOGIES INC","filed_at":"2026-02-17T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.554922+00:00","generated_at":"2026-05-16T02:19:49.508224+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Axcelis Q4 revenue $238M, GAAP EPS $1.10; guides Q1 ~$195M revenue","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-016391","json":"https://secwatch.observer/filing/0001104659-26-016391.json","markdown":"https://secwatch.observer/filing/0001104659-26-016391.md","text":"https://secwatch.observer/filing/0001104659-26-016391.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1113232/000110465926016391/0001104659-26-016391-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1113232/000110465926016391/tm265450d5_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T02:19:49.508224+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}