NASDAQ$ACLS

Axcelis Technologies Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Axcelis delivered strong financial results, exceeding expectations with robust demand in the Power segment, particularly silicon carbide.

Axcelis announced strong financial results for the second quarter of 2024, with revenue of $256.5 million. The company's performance was driven by better-than-expected conversion of evaluation units into revenue and continued robust demand in the Power segment, especially silicon carbide.

  • Second quarter revenue reached $256.5 million.
  • Gross margin for the quarter was 43.8%.
  • Operating profit was $52.8 million.
  • Net income was $50.9 million, or $1.55 per diluted share.

Headline financials

Total Revenue

$257M

Previous: $274M-6.4%
EPS

$1.55

Previous: $1.86-16.7%
GAAP Gross Margin

43.8%

No prior period
GAAP Operating Margin

20.6%

No prior period
Non-GAAP Gross Margin

44.3%

No prior period
Non-GAAP Operating Margin

23.3%

No prior period
Adjusted EBITDA

$63.6M

No prior period
Adjusted EBITDA Margin

24.8%

No prior period
Capital Expenditures

-$3.62M

Previous: -$5.2M+30.3%
Free Cash Flow

$98.8M

Previous: $104M-5.0%
Net Income

$102M

Previous: $109M-6.2%
Operating Income

$52.8M

Previous: $63.7M-17.1%
Gross Profit

$112M

Previous: $120M-6.1%
Cash & Equivalents

$145M

Previous: $133M+9.6%
Total Assets

$1.29B

Previous: $1.12B+14.9%
R&D Expense

$25.8M

No prior period
Stock-Based Comp

$5.47M

Previous: $4.75M+15.2%

Revenue & EPS history

Axcelis · Revenue · Quarterly

$257M

Q2 2024-6.4%vs Q2 2023
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Forward guidance

For the third quarter ending September 30, 2024, Axcelis expects revenues of approximately $255 million, and earnings per diluted share of approximately $1.43.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.0%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+2.3%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+14.2%

Q1 2020

Best reaction

-21.1%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-5.5%-14.1%
Q4 2025-16.6%-20.0%-14.3%
Q3 2025+4.8%+8.6%+12.8%
Q1 2025+5.0%+10.7%+15.9%
Q4 2024-12.3%-9.6%-13.9%
Q3 2024+1.9%-0.2%-13.2%
Q2 2024-3.9%-6.9%-6.8%
Q1 2024+3.0%+9.6%+8.7%
Q4 2023-5.8%-5.8%-13.8%
Q3 2023+0.4%+1.4%-1.3%
Q2 2023-4.9%-7.8%-1.7%
Q1 2023-6.7%-1.4%+33.4%
Q4 2022+4.8%+8.1%+4.2%
Q3 2022+1.8%+17.7%+34.0%
Q2 2022+12.2%+7.8%-9.5%
Q1 2022+0.3%-4.3%+8.8%
Q4 2021+7.0%+3.0%+4.5%
Q3 2021+1.5%+8.5%+8.6%
Q2 2021+11.7%+13.1%+28.1%
Q1 2021-5.0%-2.4%-4.7%
Q4 2020+1.8%+4.0%+4.1%
Q3 2020-0.3%-1.3%+20.2%
Q2 2020-16.0%-16.7%-24.6%
Q1 2020+14.2%+17.3%+19.4%
Q4 2019+10.9%+12.4%-7.0%
Q3 2019+6.3%+11.5%+9.2%
Q2 2019-1.3%-0.3%+6.8%
Q1 2019-13.6%-20.8%-32.6%
Q4 2018+3.6%+2.1%-9.1%
Q3 2018+4.7%+0.0%+15.4%
Q2 2018+3.8%-0.2%-9.6%
Q1 2018-6.0%-1.1%-3.3%
Q4 2017+0.2%-3.4%+7.1%
Q3 2017+10.7%+4.6%-2.4%
Q2 2017-2.0%+1.0%+4.9%
Q1 2017+11.7%+9.1%+21.8%
Q4 2016+7.6%+7.6%+0.3%
Q3 2016-21.1%-15.1%-8.5%
Q2 2016+3.4%+8.2%+12.6%
Q1 2016-9.1%
Q4 2015-8.4%
Q3 2015-20.4%
Q2 2015+8.9%
Q1 2015+6.5%
Q4 2014+6.8%
Q3 2014-1.4%
Q2 2014-1.1%
Q1 2014+0.6%
Q4 2013-4.7%
Q3 2013+5.0%
Q2 2013-2.3%
Q1 2013+12.3%
Q4 2012-2.9%
Q3 2012+4.7%
Q2 2012+12.4%
Q1 2012+1.7%
Q4 2011-2.3%
Q4 2009-2.3%
Q3 2010+0.7%
Q3 2011+0.7%
Q2 2011-9.2%
Q2 2010-9.2%
Q4 2010-9.2%
Q1 2011+1.0%
Q1 2010+8.1%

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