CoverageForm 410-K10-Q8-K13D13G13F

ACLS · Axcelis Technologies Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ACLS

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$839.05M$1.02B$1.13B$920.00M$662.43M$474.56M
Cost of Revenue$462.20M$563.21M$639.30M$518.21M$375.98M$275.98M
Gross Profit$376.85M$454.65M$491.30M$401.79M$286.44M$198.58M
R&D$108.96M$105.50M$96.91M$78.36M$65.43M$61.83M
SG&A$83.21M$70.32M$65.79M$57.47M$46.14M$39.96M
Total Operating Expenses$257.53M$243.86M$225.51M$189.43M$159.12M$140.54M
D&A$17.61M$15.81M$13.07M$11.61M$10.82M$9.94M
Operating Income$119.31M$210.79M$265.80M$212.36M$127.33M$58.04M
Interest Expense$5.36M$5.46M$5.35M$5.58M$4.83M$5.21M
Income Tax$18.01M$29.28M$32.34M$21.81M$21.78M$5.90M
Net Income$200.99M$200.99M$246.26M$183.08M$98.65M$49.98M
EPS - Basic$3.81$6.17$7.52$5.54$2.94$1.50
EPS - Diluted$3.80$6.15$7.43$5.46$2.88$1.46

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$145.45M$123.51M$167.30M$185.59M$294.92M$203.48M
Accounts Receivable$168.48M$203.15M$217.96M$169.77M$104.41M$86.86M
Inventory$329.01M$282.23M$306.48M$242.41M$194.98M$161.08M
Accounts Payable$42.31M$46.93M$54.40M$62.35M$38.02M$24.01M
Current Assets$943.20M$1.12B$1.08B$877.64M$619.25M$470.79M
Total Assets$1.36B$1.35B$1.28B$1.01B$753.24M$624.62M
Current Liabilities$197.66M$207.52M$285.13M$248.13M$150.14M$84.43M
Long-term Debt------
Total Liabilities$326.67M$335.99M$417.08M$346.38M$214.28M$143.02M
Stockholders' Equity$1.03B$1.01B$864.88M$667.26M$538.96M$481.60M
Retained Earnings$503.54M$470.32M$319.51M$118.89M($22.72M)($91.97M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$118.31M$140.82M$156.87M$215.61M$150.19M$69.70M
Investing Cash Flow$29.93M($108.73M)($100.86M)($257.25M)($8.72M)($7.27M)
Financing Cash Flow($124.49M)($71.19M)($68.27M)($65.48M)($52.45M)($2.39M)
CapEx$11.29M$12.18M$20.66M$10.68M$8.72M$7.43M
Free Cash Flow$107.01M$128.64M$136.21M$204.92M$141.47M$62.27M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin44.9%44.7%43.5%43.7%43.2%41.8%
Operating margin14.2%20.7%23.5%23.1%19.2%12.2%
EBITDA margin16.3%22.3%24.7%24.3%20.9%14.3%
Net margin24.0%19.7%21.8%19.9%14.9%10.5%
Free cash flow margin12.8%12.6%12.0%22.3%21.4%13.1%
FCF / Net income0.530.640.551.121.431.25
R&D / Revenue13.0%10.4%8.6%8.5%9.9%13.0%
SG&A / Revenue9.9%6.9%5.8%6.2%7.0%8.4%
Effective tax rate8.2%12.7%11.6%10.6%18.1%10.6%
Return on assets14.8%14.9%19.2%18.1%13.1%8.0%
Return on equity19.4%19.8%28.5%27.4%18.3%10.4%
Return on invested capital------
Liquidity
Current ratio4.775.413.793.544.125.58
Quick ratio3.114.052.712.562.833.67
Cash ratio0.740.600.590.751.962.41
Leverage
Debt / Equity------
Debt / Assets------
Debt / EBITDA------
Interest coverage22.2x38.6x49.7x38.1x26.3x11.1x
Equity multiplier1.321.331.481.521.401.30
Liabilities / Assets0.240.250.330.340.280.23
Efficiency
Asset turnover0.620.750.880.910.880.76
Inventory turnover1.402.002.092.141.931.71
Days sales outstanding73d73d70d67d58d67d
Days inventory outstanding260d183d175d171d189d213d
Days payable outstanding33d30d31d44d37d32d
Cash conversion cycle300d225d214d194d210d248d
Valuation
P / E21.1x11.4x17.5x14.5x25.9x19.9x
P / B2.5x2.3x5.0x4.0x4.7x2.1x
P / S3.0x2.2x3.8x2.9x3.9x2.1x
EV / EBITDA17.5x9.5x14.8x11.1x16.4x11.6x
Growth
Revenue growth (YoY)-17.6%-10.0%22.9%38.9%39.6%38.4%
Revenue CAGR (3y)-3.0%15.4%33.6%38.9%35.4%4.9%
Revenue CAGR (5y)12.1%24.3%33.5%17.5%19.9%9.5%
Gross profit growth (YoY)-17.1%-7.5%22.3%40.3%44.2%37.8%
Operating income growth (YoY)-43.4%-20.7%25.2%66.8%119.4%139.8%
Net income growth (YoY)0.0%-18.4%34.5%85.6%97.4%193.4%
EPS growth (YoY)-38.2%-17.2%36.1%89.6%97.3%192.0%
EPS CAGR (3y)-11.4%28.8%72.0%121.9%28.7%-27.3%
EPS CAGR (5y)21.1%65.2%40.6%7.5%51.6%64.8%
FCF growth (YoY)-16.8%-5.6%-33.5%44.9%127.2%-
FCF CAGR (5y)11.4%-26.4%--30.5%
Book value growth (YoY)2.2%17.1%29.6%23.8%11.9%14.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$839.05M total
Single Reportable Segment$839.05M · 100.0%

Product / service

$2.52B total
Ion Implantation Systems Services And Royalties$824.10M · 32.7%
Product$792.04M · 31.5%
New Systems Revenue$571.02M · 22.7%
After Market$268.03M · 10.6%
Services$47.00M · 1.9%
Other Products Systems Services And Royalties$14.95M · 0.6%

Geographic

$1.68B total
Non Us$702.00M · 41.8%
US$482.64M · 28.8%
Asia Pacific$306.45M · 18.3%
North America$137.08M · 8.2%
Europe$49.95M · 3.0%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

2.92
Safe

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Special Industry Machinery, NEC

CompanyRevenue (last FY)Net marginROE
VLD$45.97M-155.2%-187.0%
DM---
CRCT$708.78M10.8%22.3%
LRCX$18.44B29.1%54.3%
VECO--4.0%

Comparing AXCELIS TECHNOLOGIES INC against the 5 most active filers in the same SIC group.