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IPG Photonics Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.320 |
| EPS actual | $0.290 |
| EPS Surprise | -9.38% |
| Revenue estimate | 256.993M |
| Revenue actual | 265.497M |
| Revenue Surprise | 3.31% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.250 |
| EPS actual | $0.460 |
| EPS Surprise | 84.00% |
| Revenue estimate | 249.529M |
| Revenue actual | 274.471M |
| Revenue Surprise | 10.00% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.160 |
| EPS actual | $0.350 |
| EPS Surprise | 118.75% |
| Revenue estimate | 249.281M |
| Revenue actual | 250.792M |
| Revenue Surprise | 0.606% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.300 |
| EPS Surprise | 200.00% |
| Revenue estimate | 239.131M |
| Revenue actual | 250.721M |
| Revenue Surprise | 4.85% |
Last 4 Quarters for IPG Photonics
Below you can see how IPGP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $74.63 |
| EPS estimate | $0.100 |
| EPS actual | $0.300 |
| EPS surprise | 200.00% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $77.04 |
| Jul 31, 2025 | $74.89 |
| Aug 01, 2025 | $75.22 |
| Aug 04, 2025 | $77.46 |
| Aug 05, 2025 | $74.63 |
| Aug 06, 2025 | $72.14 |
| Aug 07, 2025 | $74.73 |
| Aug 08, 2025 | $75.26 |
| Aug 11, 2025 | $75.46 |
| 4 days before | -3.13% |
| 4 days after | 1.11% |
| On release day | -3.34% |
| Change in period | -2.05% |
| Release date | Nov 04, 2025 |
| Price on release | $84.00 |
| EPS estimate | $0.160 |
| EPS actual | $0.350 |
| EPS surprise | 118.75% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $86.37 |
| Oct 30, 2025 | $84.11 |
| Oct 31, 2025 | $85.12 |
| Nov 03, 2025 | $85.90 |
| Nov 04, 2025 | $84.00 |
| Nov 05, 2025 | $88.95 |
| Nov 06, 2025 | $89.75 |
| Nov 07, 2025 | $87.94 |
| Nov 10, 2025 | $86.57 |
| 4 days before | -2.74% |
| 4 days after | 3.06% |
| On release day | 5.89% |
| Change in period | 0.232% |
| Release date | Feb 12, 2026 |
| Price on release | $150.25 |
| EPS estimate | $0.250 |
| EPS actual | $0.460 |
| EPS surprise | 84.00% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $109.61 |
| Feb 09, 2026 | $111.34 |
| Feb 10, 2026 | $110.68 |
| Feb 11, 2026 | $110.90 |
| Feb 12, 2026 | $150.25 |
| Feb 13, 2026 | $153.91 |
| Feb 17, 2026 | $134.86 |
| Feb 18, 2026 | $138.28 |
| Feb 19, 2026 | $130.03 |
| 4 days before | 37.08% |
| 4 days after | -13.46% |
| On release day | 2.44% |
| Change in period | 18.63% |
| Release date | May 05, 2026 |
| Price on release | $90.84 |
| EPS estimate | $0.320 |
| EPS actual | $0.290 |
| EPS surprise | -9.38% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $113.26 |
| Apr 30, 2026 | $118.92 |
| May 01, 2026 | $122.87 |
| May 04, 2026 | $122.33 |
| May 05, 2026 | $90.84 |
| May 06, 2026 | $101.94 |
| May 07, 2026 | $101.63 |
| May 08, 2026 | $104.49 |
| May 11, 2026 | $103.48 |
| 4 days before | -19.80% |
| 4 days after | 13.91% |
| On release day | 12.22% |
| Change in period | -8.63% |
IPG Photonics Earnings Call Transcript Summary of Q1 2026
IPG Photonics reported a strong start to 2026 with Q1 revenue of $265M, up 17% year‑over‑year. Management reclassified revenue into two buckets: Industrial Solutions (86% of sales, +21% YoY) and Advanced Solutions (14% of sales, down modestly YoY). Industrial strength was driven by welding and cutting (notably battery manufacturing and stationary storage), while Advanced Solutions saw growth in medical and semiconductor offset by micromachining weakness. Total bookings remained robust with book‑to‑bill above 1 for the second consecutive quarter. GAAP gross margin was 37.5% (adjusted 37.8%); tariffs are a headwind (~150 bps). GAAP net income was $2M ($0.04/share); adjusted EPS was $0.29. Cash and short‑term investments totaled $813M with no debt. Management reiterated strategic focus on moving up the value chain into systems and subsystems, progress in defense with a $10M follow‑on Crossbow order (shipments beginning in Q2, delivered over multiple quarters), a strong medical backlog with expected product approvals in 2026–2027, and growing semiconductor engagements. Guidance for Q2: revenue $260M–$290M, adjusted gross margin 37%–40%, adjusted EPS $0.25–$0.55. Key risks/near‑term challenges include tariff impacts, underabsorbed fixed costs, potential geopolitical/freight pressures, and tougher year‑over‑year comps in H2 2026.
