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Jun 30, 2025
Axcelis Q2 2025 Earnings Report
Axcelis announced financial results for the second quarter ended June 30, 2025, reporting strong revenue, gross margin, and diluted earnings per share.
Key Takeaways
Axcelis Technologies delivered strong financial results in the second quarter of 2025, with revenue of $194.5 million and GAAP diluted EPS of $0.98. The company demonstrated robust profitability and cash flow, driven by disciplined cost control and a favorable mix, despite a cyclical digestion period in many markets. They also increased share repurchase activity, reflecting confidence in long-term fundamentals.
Revenue for Q2 2025 was $194.5 million, demonstrating resilience despite market cyclicality.
GAAP diluted earnings per share reached $0.98, with non-GAAP diluted EPS at $1.13, indicating strong profitability.
The company maintained healthy margins, with GAAP Gross Margin at 44.9% and GAAP Operating Margin at 14.9%.
Axcelis generated strong cash flow and increased share repurchase activity to $45 million, highlighting financial strength and commitment to shareholder returns.
Revenue by Segment
Forward Guidance
For the third quarter ending September 30, 2025, Axcelis expects revenues of approximately $200 million, GAAP earnings per diluted share of approximately $0.87, and non-GAAP earnings per share of approximately $1.00.
Positive Outlook
- Expected revenue increase to approximately $200 million for Q3 2025, indicating continued growth.
- Anticipated non-GAAP diluted EPS of approximately $1.00 for Q3 2025, showing strong non-GAAP profitability.
- Continued focus on innovation and customer collaboration to drive long-term growth.
- Disciplined execution of strategic initiatives to enhance profitability.
- Strong balance sheet enabling continued share repurchases and business investments.
Challenges Ahead
- Expected GAAP diluted EPS of approximately $0.87 for Q3 2025, which is lower than Q2 2025 GAAP EPS.
- Cyclical digestion period in many markets may continue to impact performance.
- Increased competitive pressure on sales and pricing could affect future results.
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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