Axcelis

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across key profitability and revenue metrics: revenue of $215.2M surpassed the $205.0M expected (+4.96%), and Non-GAAP EPS of $1.06 beat the $0.89 consensus (+18.57%). Outperformance was driven by robust system shipments in the Memory and Power markets alongside strong CS&I aftermarket volume. Management provided Q3 FY2026 revenue guidance of ~$230M, approximately 12% above current consensus, signalling accelerating momentum into the second half of the year.