Q3 2025 Axcelis Technologies Inc Earnings Call Transcript

Nov 4, 2025 / 01:30 PM GMT

Release Date Price: $80.51 (-2.70%)

Transcript 10-Q8-K

Key Points

Positve

Axcelis Technologies Inc (ACLS) reported Q3 2025 revenue of $214 million, exceeding expectations.
Non-GAAP earnings per diluted share were $1.21, surpassing the company's outlook.
The company delivered record CSNI revenue, driven by strong demand for spares and consumables.
Axcelis Technologies Inc (ACLS) anticipates sequential improvement in bookings for Q4 2025.
The pending merger with Vico is expected to create a leading semiconductor equipment company, enhancing market presence and technological capabilities.

Negative

Bookings in Q3 2025 declined sequentially, primarily due to softer power and general mature bookings.
GAAP gross margin was below outlook at 41.8%, impacted by product mix and lower margin system installations.
Revenue from China decreased sequentially, with further decline expected in Q4 2025.
The company faces potential tariff-related costs that could impact financials in 2026.
Demand in the general mature market remains uncertain, driven by macroeconomic factors and varying customer utilization rates.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACLS.OQ - Axcelis Technologies Inc
Q3 2025 Axcelis Technologies Inc Earnings Call
Nov 04, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen, and welcome to the Exelis technologies call to discuss the company's result for the 3rd quarter, 2025. My name is Brittany Morgan and I will be your coordinator for today.

I would now like to turn the presentation over to your host for today's call, David Rick, senior Vice President of Investor relations and corporate strategy. Please proceed.

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Unidentified_2 [2]
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Thank you, operator. This is David Rickk, senior Vice President of Investor Relations and corporate strategy, and with me today is Russell Lowe,

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