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How Axcelis Technologies (ACLS) makes money
Axcelis Technologies (ACLS) made $238M of revenue in the third quarter 2026 (Q3 2026), +11% from a year earlier. Systems brought in $145M (61%); Aftermarket brought in $92.6M (39%). Of every dollar of revenue, 41¢ was left as gross profit, 11¢ was left as operating profit, 16¢ was left as net earnings.
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Systems | $145M | 61.0% | +10% | +1% |
| Aftermarket | $92.6M | 39.0% | +12% | +32% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $238M | 100.0% |
| Cost of revenue | $140M | 59.0% |
| Gross profit | $97.4M | 41.0% |
| Operating expenses | $70.1M | 29.5% |
| Operating profit | $27.3M | 11.5% |
| Net earnings | $37.8M | 15.9% |
| Operating cash flow | $40.2M | 16.9% |
| Free cash flow | $37.7M | 15.9% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $238M | +11% |
| Q2 2026 | $215M | +11% |
From Axcelis Technologies' 10-Q filed Nov 5, 2026 (on EDGAR).
Questions
How does Axcelis Technologies make money?
Axcelis Technologies (ACLS) made $238M of revenue in the third quarter 2026 (Q3 2026), +11% from a year earlier. Systems brought in $145M (61%); Aftermarket brought in $92.6M (39%). Of every dollar of revenue, 41¢ was left as gross profit, 11¢ was left as operating profit, 16¢ was left as net earnings.
What is Axcelis Technologies' biggest business?
Systems: $145M in the third quarter 2026, 61% of revenue, +1% from a year earlier.
What is Axcelis Technologies' profit margin?
Net earnings were $37.8M, 15.9% of revenue, in the third quarter 2026; the operating margin was 11.5%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.