Market cap
$4.6bn
Earnings yield vs 10-yr compares what the business earns per pound invested against the 5.28% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.
Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.
Our ten largest customers accounted for 68.5% of total revenue for the six months ended June 30, 2026. Sales of our systems in the first half of 2026 were down slightly compared to the same period in the prior year. During the six months ended June 30, 2026 , the overall mature process segment represented 77% of our shipped systems revenue, with the remainder represented by 22% of shipments to dynamic random-access memory (“DRAM”) applications and 1% of shipments to advanced logic. Of the mature process segment, power device shipments comprised 38% of total systems revenue with the general mature segment representing 39%, which includes image sensor applications. …AXCELIS TECHNOLOGIES INC, 10-Q, period ended 2026-06-30, filed 2026-08-06