ACLSAXCELIS TECHNOLOGIES INC
Special Industry Machinery, NEC
- Revenue
- $839M
- 18% YoY
- Operating margin
- 14.2%
- 31% YoY
- EBITDA
- $137M
- 40% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -1.0×
- −$141M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear98% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowFired102% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $662M | $920M | $1.1B | $1.0B | $839M | 18% |
| Operating income | $127M | $212M | $266M | $211M | $119M | 43% |
| Net income | — | — | $246M | $201M | $120M | 40% |
| Operating cash flow | $150M | $216M | $157M | $141M | $118M | 16% |
| Capex | $9M | $11M | $21M | $12M | $11M | 7.3% |
| Stock-based comp | $12M | $13M | $18M | $21M | $21M | 0.8% |
| Buybacks | $50M | $57M | $52M | $60M | $121M | 100% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.