--- title: "Axcelis | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 215.18 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295109110.md" datetime: "2026-08-06T12:43:45.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295109110.md) - [en](https://longbridge.com/en/news/295109110.md) - [zh-HK](https://longbridge.com/zh-HK/news/295109110.md) generator: "portal-rs" --- # Axcelis | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 215.18 M Revenue: As of FY2026 Q2, the actual value is USD 215.18 M, beating the estimate of USD 205.04 M. EPS: As of FY2026 Q2, the actual value is USD 0.75, beating the estimate of USD 0.6033. EBIT: As of FY2026 Q2, the actual value is USD 26.61 M. ### Second Quarter 2026 Financial Highlights #### Revenue - Total revenue for the three months ended June 30, 2026, was $215,175 thousand, compared to $194,544 thousand for the same period in 2025. - Product revenue was $200,488 thousand for Q2 2026, up from $183,402 thousand in Q2 2025. - Services revenue was $14,687 thousand for Q2 2026, compared to $11,142 thousand in Q2 2025. #### Gross Profit and Margin - GAAP gross profit for Q2 2026 was $91,189 thousand, compared to $87,343 thousand for Q2 2025. - GAAP gross margin was 42.4% in Q2 2026, a decrease from 44.9% in Q2 2025. - Non-GAAP gross profit was $91,944 thousand in Q2 2026, compared to $87,912 thousand in Q2 2025. - Non-GAAP gross margin was 42.7% in Q2 2026, down from 45.2% in Q2 2025. #### Operating Expenses - Total operating expenses for Q2 2026 were $70,908 thousand, an increase from $58,378 thousand in Q2 2025. - Research and development expenses were $28,977 thousand in Q2 2026, up from $27,064 thousand in Q2 2025. - Sales and marketing expenses increased to $19,554 thousand in Q2 2026 from $15,003 thousand in Q2 2025. - General and administrative expenses were $22,377 thousand in Q2 2026, compared to $16,311 thousand in Q2 2025. #### Income from Operations and Operating Margin - GAAP income from operations was $20,281 thousand in Q2 2026, down from $28,965 thousand in Q2 2025. - GAAP operating margin was 9.4% in Q2 2026, a decrease from 14.9% in Q2 2025. - Non-GAAP operating income was $31,533 thousand in Q2 2026, compared to $34,357 thousand in Q2 2025. - Non-GAAP operating margin was 14.7% in Q2 2026, down from 17.7% in Q2 2025. #### Net Income - GAAP net income for Q2 2026 was $23,291 thousand, compared to $31,376 thousand in Q2 2025. - Non-GAAP net income was $32,968 thousand in Q2 2026, down from $36,013 thousand in Q2 2025. #### Adjusted EBITDA - Adjusted EBITDA was $35,972 thousand in Q2 2026, compared to $38,872 thousand in Q2 2025. - Adjusted EBITDA margin was 16.7% in Q2 2026, down from 20.0% in Q2 2025. #### Cash Flow from Operating Activities - Net cash provided by operating activities for the three months ended June 30, 2026, was $18,373 thousand, a decrease from $39,727 thousand for the same period in 2025. ### Six Months Ended June 30 Financial Highlights #### Revenue - Total revenue for the six months ended June 30, 2026, was $414,131 thousand, compared to $387,107 thousand for the same period in 2025. - Product revenue was $388,497 thousand for the six months ended June 30, 2026, up from $366,226 thousand in the prior year period. - Services revenue was $25,634 thousand for the six months ended June 30, 2026, compared to $20,881 thousand in the prior year period. #### Gross Profit and Margin - GAAP gross profit for the six months ended June 30, 2026, was $171,770 thousand, compared to $176,111 thousand for the same period in 2025. - Non-GAAP gross profit for the six months ended June 30, 2026, was $172,967 thousand, compared to $177,259 thousand for the same period in 2025. #### Operating Expenses - Total operating expenses for the six months ended June 30, 2026, were $143,539 thousand, an increase from $117,987 thousand in the prior year period. #### Income from Operations and Operating Margin - GAAP income from operations was $28,231 thousand for the six months ended June 30, 2026, down from $58,124 thousand in the prior year period. - Non-GAAP operating income was $54,845 thousand for the six months ended June 30, 2026, compared to $70,049 thousand in the prior year period. #### Net Income - GAAP net income for the six months ended June 30, 2026, was $32,505 thousand, compared to $59,955 thousand in the prior year period. - Non-GAAP net income for the six months ended June 30, 2026, was $55,393 thousand, compared to $70,210 thousand in the prior year period. #### Adjusted EBITDA - Adjusted EBITDA was $63,720 thousand for the six months ended June 30, 2026, compared to $78,873 thousand in the prior year period. #### Cash Flow from Operating Activities - Net cash provided by operating activities for the six months ended June 30, 2026, was $36,512 thousand, a decrease from $79,522 thousand for the same period in 2025. ### Business Outlook Axcelis Technologies, Inc. (亚舍立科技) anticipates revenues of approximately $230 million for the third quarter ending September 30, 2026, along with GAAP earnings per diluted share of approximately $0.76 and non-GAAP earnings per share of approximately $1.11. The company expects year-over-year revenue growth in 2026, with momentum continuing into 2027, and looks forward to closing the pending merger with Veeco in the second half of 2026. ### Related Stocks - [ACLS.US](https://longbridge.com/en/quote/ACLS.US.md) ## Related News & Research - [South Korea says US companies to invest $2 billion in chip, energy sectors](https://longbridge.com/en/news/297964732.md) - [Why Billionaire Founder Jack Ma Just Bought $76.5 Million Worth of Alibaba Stock](https://longbridge.com/en/news/297430472.md) - [Puma Biotechnology Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4) | PBYI Stock News](https://longbridge.com/en/news/297960805.md) - [Ford Otomotiv Romania Aug production rises 24% y/y to 8,866 units](https://longbridge.com/en/news/298041880.md) - [Sky-high school fees force parents to dig into pensions and savings](https://longbridge.com/en/news/297656294.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**