Axcelis Tech Ord SEC Filings

Axcelis Technologies (ACLS) furnished an update on its recent performance. The company filed a Form 8‑K to report that it issued a press release covering financial results for the quarter ended September 30, 2025.

The press release is included as Exhibit 99.1 and is incorporated by reference. This filing was made under Item 2.02 (Results of Operations and Financial Condition), a standard mechanism companies use to share quarterly results.

Axcelis Technologies (ACLS) reported an insider transaction by its EVP and CFO related to restricted stock units. On October 16, 2025, the officer had 713 shares withheld to cover taxes upon RSU vesting at a price of $83.62.

After this transaction, the officer directly beneficially owned 38,944 shares. Of these, 34,657 shares were issuable upon future vesting of RSUs under the 2012 Equity Incentive Plan and remain subject to forfeiture.

Axcelis Technologies announced it has entered into a definitive merger agreement with Veeco Instruments, Inc. The transaction will be effected through a wholly owned Axcelis subsidiary that will merge with Veeco. The filing includes supplemental investor materials and communications intended to explain the transaction and communicate with stakeholders, with exhibits that include an investor presentation, infographic, corporate LinkedIn post, an employee letter, a conference call transcript and a dedicated microsite. The submission also includes an interactive cover page data file. The document is presented by Axcelis' General Counsel and executive leadership based in Beverly, Massachusetts.

Axcelis Technologies, Inc. and Veeco Instruments Inc. have entered into a merger agreement announced October 1, 2025, under which Veeco shareholders will receive a specified Merger Consideration at the closing. Vested Veeco RSUs will be canceled for payment of the Merger Consideration and accrued dividend equivalents, while unvested Veeco RSUs will be converted into restricted stock units of Axcelis (Axcelis RSUs) based on the Exchange Ratio, rounded down to whole shares. Veeco director RSAs that are unvested will vest, be canceled, and receive the Merger Consideration immediately prior to the Effective Time. Closing is conditioned on customary approvals and items including listing of Axcelis stock on the Nasdaq Global Select Market, expiration or termination of the HSR waiting period, approval by the State Administration for Market Regulation (China), other government approvals, an effective Form S-4, accuracy of specified representations and covenants, and absence of a material adverse effect for each party. The merger is expected to close in 2026, subject to satisfaction or waiver of these conditions.

Christopher Tatnall, EVP Global Customer Operations at Axcelis Technologies, reported a transaction dated 09/15/2025 on Form 4 showing a forfeiture of 137 shares of common stock to satisfy tax withholding related to restricted stock units that vested that day. The filing lists a withholding price of $87.3 per share, representing the closing stock price used for the withholding calculation.

After the withholding, the reporting person beneficially owned 24,304 shares. The filing also states that 19,706 of those shares were issuable on vesting of RSUs granted under the 2012 Equity Incentive Plan and remain subject to forfeiture. The form was signed by an attorney-in-fact on behalf of the reporting person on 09/17/2025.

Axcelis Technologies executive Greg Redinbo reported a forfeiture of 208 shares of common stock on 09/15/2025 for tax withholding related to the vesting of restricted stock units granted in September 2022. The withholding used the closing stock price on the transaction date, recorded as $87.3 per share. After the vesting and withholding, the reporting person beneficially owned 32,661 shares; 19,120 of those are issuable on vesting of RSUs under the 2012 Equity Incentive Plan and remain subject to forfeiture. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.

Schedule 13G filed for Axcelis Technologies shows that American Century Investment Management, American Century Companies and Stowers Institute report beneficial ownership of 1,659,463 shares, representing 5.2% of Axcelis common stock. The filing discloses sole voting power of 1,606,928 shares and sole dispositive power of 1,659,463 shares for the reporting persons. ACIM is identified as an investment adviser (Type IA) while ACC and Stowers are classified as holding companies (HC). The filing states that various clients and accounts advised by ACIM have rights to dividends or sale proceeds and that no single client advised by ACIM owns more than 5% of the class. The statement also certifies the shares are held in the ordinary course of business and not to influence control of the issuer.

Axcelis Technologies filed an 8-K to announce it issued a press release reporting financial results for the quarter ended June 30, 2025. The Form 8-K does not include any numerical results, financial statements, or tables within the filing itself; instead it attaches the company's press release as Exhibit 99.1 for detailed figures.

This filing is a notification that the company's operating and financial metrics for the quarter are available in the attached release; readers must consult Exhibit 99.1 to see revenue, earnings, cash flow, guidance, or other material metrics because none are presented in the 8-K.