Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ACLS
HoldPremium GrowerAxcelis Technologies, Inc. · Technology · United States · $3.6B · Avg Vol: $42M/d
COMPANY DESCRIPTION
Axcelis Technologies, Inc. designs, manufactures, and services ion implantation equipment, a critical step in semiconductor chip fabrication. As one of few specialized providers, the company holds a strong market position due to its advanced proprietary technology, high R&D costs, and long qualification cycles, creating significant barriers to entry and customer lock-in in the semiconductor capital equipment industry.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 920.0M | 1.1B | 1.0B | 839.0M | -3.0% | 866.1M | 883.5M | 988.7M | 8.6% |
| EPS | 2.94 | 5.54 | 7.52 | 6.17 | 3.81 | 6.7% | 2.98 | 3.21 | 4.11 | 3.9% |
| Shares | — | 32.8M | 32.7M | 32.4M | 30.7M | -6.3% | 30.9M | — | — | — |
| Debt | — | 46.4M | 45.2M | 43.7M | 42.3M | -3.0% | 69.8M | — | — | — |
| Equity | — | 667.3M | 864.9M | 1.0B | 1.0B | 15.7% | — | — | — | — |
| Op CF | — | 215.6M | 156.9M | 140.8M | 118.3M | -18.1% | 75.3M | — | — | — |
| Inv CF | — | -257.3M | -100.9M | -108.7M | 29.9M | — | — | — | — | — |
| Fin CF | — | -65.5M | -68.3M | -71.2M | -124.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ACLS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ACLS | Axcelis Technologies, Inc.(you) | $3.6B | 61 | Hold |
| ACMR | ACM Research, Inc. | $5.2B | 61 | Hold |
| UCTT | Ultra Clean Holdings, Inc. | $3.1B | 40 | Hold |
| FORM | FormFactor, Inc. | $7.9B | 51 | Hold |
| AMKR | Amkor Technology, Inc. | $11.9B | 57 | Hold |
| COHU | Cohu, Inc. | $2.3B | 41 | Hold |
| ONTO | Onto Innovation Inc. | $16.6B | 62 | Hold |
| ICHR | Ichor Holdings, Ltd. | $2.1B | 37 | Hold |
| VECO | Veeco Instruments Inc. | $2.7B | 31 | Sell |
| PLAB | Photronics, Inc. | $1.6B | 81 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.3%