Axcelis Technologies Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
19.0%projected annual EPS growth
Analyst Coverage
3analysts covering
FY Revenue (est.)
$883.5Mnext fiscal year
FY EPS (est.)
$4.11next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 3 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly199M
Non-GAAP Gross Margin Quarterly4,070.0%Target: 43.0%
Non-GAAP Diluted EPS Quarterly0.7
Watch Items
- Chinese SAMR Regulatory Approval for Veeco MergerTrigger: Approval or conditional clearance by China's State Administration for Market Regulation (SAMR) in H2 2026Action: Monitor regulatory filings and joint press releases from Axcelis and Veeco regarding the transaction status before the September 30, 2026 outside date.
- DRAM and HBM Capacity Expansion and Order MomentumTrigger: Sustained sequential growth in memory segment bookings and system shipmentsAction: Evaluate quarterly segment revenue disclosures and management commentary on cleanroom readiness and tool delivery schedules at Tier 1 memory makers.
- Silicon Carbide (SiC) 200mm Transition and Power Market RecoveryTrigger: Acceleration of Purion Power Series+ upgrades and stabilization of mature node capacity utilizationAction: Track CS&I (Customer Support & Innovation) segment revenue and gross margin contribution to assess high-value upgrade demand.
Research as of 20 Jun 2026