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Axcelis Technologies vs Azenta: ACLS and AZTA compared
Axcelis Technologies is the larger company: $238M of revenue in its latest quarter (Q3 2026) against $161M for Azenta (Q3 FY26). Azenta is growing faster (+12% against +11% a year earlier). Axcelis Technologies is more profitable, with an operating margin of 11.5% against -2.6%.
Where the money goes: ACLS and AZTA
Axcelis Technologies (ACLS) · Q3 2026
Axcelis Technologies, Q3 2026: revenue $238M (+11% year over year), operating margin 11.5%, net earnings $37.8M, operating cash flow $40.2M. The chart follows the revenue to costs, profit and cash.
Azenta (AZTA) · Q3 FY26
Azenta, Q3 FY26: revenue $161M (+12% year over year), operating margin -2.6%, net earnings $2.5M, operating cash flow $1.4M. The chart follows the revenue to costs, profit and cash.
| Axcelis Technologies (ACLS) | Azenta (AZTA) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 FY26 |
| Revenue | $238M | $161M |
| Revenue growth, Y/Y | +11% | +12% |
| Gross margin | 41.0% | — |
| Operating margin | 11.5% | -2.6% |
| Net earnings | $37.8M | $2.5M |
| Net margin | 15.9% | 1.5% |
| Operating cash flow | $40.2M | $1.4M |
| Free cash flow | $37.7M | — |
| Market value | $3.6B | $1.5B |
| P/E | 38.6× | — |
| Analysts’ mean target | $132.00 | $37.80 |
Where the revenue comes from
Axcelis Technologies
- Systems: $145M (61%)
- Aftermarket: $92.6M (39%)
Azenta
- Sample Management Solutions: $88.3M (55%)
- Multiomics: $72.9M (45%)
Questions
Which is bigger, Axcelis Technologies or Azenta?
Axcelis Technologies is the larger company: $238M of revenue in its latest quarter (Q3 2026) against $161M for Azenta (Q3 FY26).
Is Axcelis Technologies or Azenta growing faster?
Azenta is growing faster (+12% against +11% a year earlier).
Which is more profitable, Axcelis Technologies or Azenta?
Axcelis Technologies is more profitable, with an operating margin of 11.5% against -2.6%.
More: Axcelis Technologies earnings · how Axcelis Technologies makes money · Azenta earnings · how Azenta makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Aug 6, 2026). Fiscal quarters can end on different dates. Not investment advice.