Spoken Alpha
ACLS
AXCELIS TECHNOLOGIES INC
Overview
AXCELIS TECHNOLOGIES INC is a Technology company operating in Semiconductor Equipment & Materials with a $5.61B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0710 Q&A exchanges
- Q4 FY2025Earnings2026-02-1720 Q&A exchanges
- Q3 FY2025Earnings2025-11-0420 Q&A exchanges
- Q2 FY2025Earnings2025-08-0512 Q&A exchanges
- Q1 FY2025Earnings2025-05-0623 Q&A exchanges
- Q4 FY2024Earnings2025-02-1133 Q&A exchanges
- Q3 FY2024Earnings2024-11-0728 Q&A exchanges
- Q2 FY2024Earnings2024-08-0125 Q&A exchanges
- Q1 FY2024Earnings2024-05-0234 Q&A exchanges
- Q4 FY2023Earnings2024-02-0836 Q&A exchanges
- Q3 FY2023Earnings2023-11-0231 Q&A exchanges
- Q2 FY2023Earnings2023-08-0315 Q&A exchanges
- Q1 FY2023Earnings2023-05-0425 Q&A exchanges
- Q4 FY2022Earnings2023-02-0921 Q&A exchanges
- Q3 FY2022Earnings2022-11-0320 Q&A exchanges
- Q2 FY2022Earnings2022-08-0422 Q&A exchanges
- Q1 FY2022Earnings2022-05-0510 Q&A exchanges
- Q4 FY2021Earnings2022-02-0729 Q&A exchanges
- Q3 FY2021Earnings2021-11-0420 Q&A exchanges
- Q2 FY2021Earnings2021-08-0818 Q&A exchanges
- Q1 FY2021Earnings2021-05-0530 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $0.69—Rev— vs ——EODHD
- Q1 FY20262026-05-07EPS$0.72 vs $0.71+1.4%Rev$199.0M vs ——EODHD
- Q4 FY20252026-02-16EPS$1.49 vs $0.96+55.7%Rev$238.3M vs ——EODHD
- Q3 FY20252025-11-04EPS$1.21 vs $1.00+21.0%Rev$213.6M vs ——EODHD
- Q2 FY20252025-08-04EPS$1.13 vs $0.71+59.2%Rev$194.5M vs ——EODHD
- Q1 FY20252025-05-05EPS$1.04 vs $0.38+100.0%Rev$192.6M vs ——EODHD
- Q4 FY20242025-02-09EPS$1.54 vs $1.25+23.2%Rev$252.4M vs ——EODHD
- Q3 FY20242024-11-05EPS$1.49 vs $1.43+4.2%Rev$256.6M vs ——EODHD
- Q2 FY20242024-07-30EPS$1.55 vs $1.37+13.1%Rev$256.5M vs ——EODHD
- Q1 FY20242024-04-30EPS$1.57 vs $1.24+26.6%Rev$252.4M vs ——EODHD
- Q4 FY20232024-02-06EPS$2.15 vs $2.02+6.4%Rev$310.3M vs ——EODHD
- Q3 FY20232023-10-31EPS$1.99 vs $1.73+15.0%Rev$292.3M vs ——EODHD
- Q2 FY20232023-08-01EPS$1.86 vs $1.46+27.4%Rev$274.0M vs ——EODHD
- Q1 FY20232023-05-02EPS$1.43 vs $1.26+13.5%Rev$254.0M vs ——EODHD
- Q4 FY20222023-02-07EPS$1.71 vs $1.38+23.9%Rev$266.1M vs ——EODHD
- Q3 FY20222022-11-01EPS$1.21 vs $1.13+7.1%Rev$229.2M vs ——EODHD
- Q2 FY20222022-08-02EPS$1.32 vs $1.00+32.0%Rev$221.2M vs ——EODHD
- Q1 FY20222022-05-03EPS$1.22 vs $0.92+32.6%Rev$203.6M vs ——EODHD
- Q4 FY20212022-02-06EPS$1.05 vs $0.84+25.0%Rev$205.7M vs ——EODHD
- Q3 FY20212021-11-02EPS$0.82 vs $0.71+15.5%Rev$176.7M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $0.69 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-07 | $0.72 | $0.71 | +1.4% | $199.0M | — | — | EODHD |
| Q4 FY2025 | 2026-02-16 | $1.49 | $0.96 | +55.7% | $238.3M | — | — | EODHD |
| Q3 FY2025 | 2025-11-04 | $1.21 | $1.00 | +21.0% | $213.6M | — | — | EODHD |
| Q2 FY2025 | 2025-08-04 | $1.13 | $0.71 | +59.2% | $194.5M | — | — | EODHD |
| Q1 FY2025 | 2025-05-05 | $1.04 | $0.38 | +100.0% | $192.6M | — | — | EODHD |
| Q4 FY2024 | 2025-02-09 | $1.54 | $1.25 | +23.2% | $252.4M | — | — | EODHD |
| Q3 FY2024 | 2024-11-05 | $1.49 | $1.43 | +4.2% | $256.6M | — | — | EODHD |
| Q2 FY2024 | 2024-07-30 | $1.55 | $1.37 | +13.1% | $256.5M | — | — | EODHD |
| Q1 FY2024 | 2024-04-30 | $1.57 | $1.24 | +26.6% | $252.4M | — | — | EODHD |
| Q4 FY2023 | 2024-02-06 | $2.15 | $2.02 | +6.4% | $310.3M | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $1.99 | $1.73 | +15.0% | $292.3M | — | — | EODHD |
| Q2 FY2023 | 2023-08-01 | $1.86 | $1.46 | +27.4% | $274.0M | — | — | EODHD |
| Q1 FY2023 | 2023-05-02 | $1.43 | $1.26 | +13.5% | $254.0M | — | — | EODHD |
| Q4 FY2022 | 2023-02-07 | $1.71 | $1.38 | +23.9% | $266.1M | — | — | EODHD |
| Q3 FY2022 | 2022-11-01 | $1.21 | $1.13 | +7.1% | $229.2M | — | — | EODHD |
| Q2 FY2022 | 2022-08-02 | $1.32 | $1.00 | +32.0% | $221.2M | — | — | EODHD |
| Q1 FY2022 | 2022-05-03 | $1.22 | $0.92 | +32.6% | $203.6M | — | — | EODHD |
| Q4 FY2021 | 2022-02-06 | $1.05 | $0.84 | +25.0% | $205.7M | — | — | EODHD |
| Q3 FY2021 | 2021-11-02 | $0.82 | $0.71 | +15.5% | $176.7M | — | — | EODHD |
Source: EODHD. ACLS reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ACLS's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 7/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 2 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.91 | $3.77 | +3.6% | +4.0% | +1.4% |
| Q4 FY2026 | $3.56 | $3.90 | -8.7% | -1.2% | +0.6% |
| Q3 FY2026 | $3.69 | $3.98 | -7.3% | -1.6% | -0.3% |
| Q2 FY2026 | $3.95 | $3.93 | +0.5% | -1.7% | -2.3% |
| Q1 FY2025 | $3.95 | $3.96 | -0.2% | +2.7% | +0.8% |
| Q4 FY2025 | $3.75 | $4.10 | -8.6% | +4.4% | +1.8% |
| Q3 FY2025 | $3.85 | $4.05 | -5.0% | -1.4% | -1.4% |
| Q2 FY2025 | $3.77 | $3.91 | -3.7% | +0.8% | -1.7% |
| Q1 FY2024 | $3.94 | $4.20 | -6.2% | -0.6% | +2.3% |
| Q4 FY2024 | $4.21 | $4.08 | +3.3% | +6.1% | +6.4% |
Guidance change history
Sample- Q1 FY2026Maintained2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Maintained2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Maintained2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Russell LowCEO1 yr 1 mo13 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
- David RyzhikCFO3 mo8 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- James Gordon CooganCFO1 yr 1 mono recorded callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last call held guidance Q1 FY2026
- Robert John MahoneyEVP Global Operations6 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • guidance suspended Q1 FY2026
- Eileen EvansEVP, General Counsel and Sec'y1 yr 1 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Gerald M BlumenstockEVP, Research, Dev. & Eng.1 yr 1 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ACLS.
$ curl https://api.spokenalpha.com/v1/companies/ACLSFAQ
Frequently asked about ACLS
Where can I find AXCELIS TECHNOLOGIES INC's (ACLS) earnings call transcripts?
Spoken Alpha indexes ACLS's earnings call transcripts at https://spokenalpha.com/companies/ACLS. Each call links to attributed speakers and parsed analyst Q&A. AXCELIS TECHNOLOGIES INC's own investor relations page is at https://investor.axcelis.com/.
When was AXCELIS TECHNOLOGIES INC's most recent earnings call?
AXCELIS TECHNOLOGIES INC (ACLS) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is ACLS in?
AXCELIS TECHNOLOGIES INC (ACLS) operates in the Technology sector (Semiconductor Equipment & Materials industry).