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Photronics Earnings Calls
| Release date | May 28, 2026 |
| EPS estimate | $0.530 |
| EPS actual | $0.420 |
| EPS Surprise | -20.75% |
| Revenue estimate | 216.467M |
| Revenue actual | 209.94M |
| Revenue Surprise | -3.02% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.540 |
| EPS actual | $0.610 |
| EPS Surprise | 12.96% |
| Revenue estimate | 220.747M |
| Revenue actual | 225.066M |
| Revenue Surprise | 1.96% |
| Release date | Dec 10, 2025 |
| EPS estimate | $0.453 |
| EPS actual | $0.600 |
| EPS Surprise | 32.36% |
| Revenue estimate | 205.194M |
| Revenue actual | 215.77M |
| Revenue Surprise | 5.15% |
| Release date | Aug 27, 2025 |
| EPS estimate | $0.390 |
| EPS actual | $0.510 |
| EPS Surprise | 30.77% |
| Revenue estimate | 204.541M |
| Revenue actual | 210.394M |
| Revenue Surprise | 2.86% |
Last 4 Quarters for Photronics
Below you can see how PLAB 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 27, 2025 |
| Price on release | $23.97 |
| EPS estimate | $0.390 |
| EPS actual | $0.510 |
| EPS surprise | 30.77% |
| Date | Price |
|---|---|
| Aug 21, 2025 | $20.89 |
| Aug 22, 2025 | $22.08 |
| Aug 25, 2025 | $22.07 |
| Aug 26, 2025 | $22.27 |
| Aug 27, 2025 | $23.97 |
| Aug 28, 2025 | $23.58 |
| Aug 29, 2025 | $22.67 |
| Sep 02, 2025 | $22.02 |
| Sep 03, 2025 | $21.82 |
| 4 days before | 14.74% |
| 4 days after | -8.97% |
| On release day | -1.63% |
| Change in period | 4.45% |
| Release date | Dec 10, 2025 |
| Price on release | $37.35 |
| EPS estimate | $0.453 |
| EPS actual | $0.600 |
| EPS surprise | 32.36% |
| Date | Price |
|---|---|
| Dec 04, 2025 | $24.02 |
| Dec 05, 2025 | $24.15 |
| Dec 08, 2025 | $25.25 |
| Dec 09, 2025 | $25.69 |
| Dec 10, 2025 | $37.35 |
| Dec 11, 2025 | $39.66 |
| Dec 12, 2025 | $36.32 |
| Dec 15, 2025 | $36.74 |
| Dec 16, 2025 | $34.36 |
| 4 days before | 55.50% |
| 4 days after | -8.01% |
| On release day | 6.18% |
| Change in period | 43.05% |
| Release date | Feb 25, 2026 |
| Price on release | $43.57 |
| EPS estimate | $0.540 |
| EPS actual | $0.610 |
| EPS surprise | 12.96% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $37.25 |
| Feb 20, 2026 | $38.00 |
| Feb 23, 2026 | $37.03 |
| Feb 24, 2026 | $37.99 |
| Feb 25, 2026 | $43.57 |
| Feb 26, 2026 | $38.66 |
| Feb 27, 2026 | $37.43 |
| Mar 02, 2026 | $36.93 |
| Mar 03, 2026 | $35.26 |
| 4 days before | 16.97% |
| 4 days after | -19.07% |
| On release day | -11.27% |
| Change in period | -5.34% |
| Release date | May 28, 2026 |
| Price on release | $34.02 |
| EPS estimate | $0.530 |
| EPS actual | $0.420 |
| EPS surprise | -20.75% |
| Date | Price |
|---|---|
| May 21, 2026 | $51.06 |
| May 22, 2026 | $51.46 |
| May 26, 2026 | $54.44 |
| May 27, 2026 | $53.51 |
| May 28, 2026 | $34.02 |
| May 29, 2026 | $32.35 |
| Jun 01, 2026 | $31.87 |
| Jun 02, 2026 | $33.14 |
| Jun 03, 2026 | $32.11 |
| 4 days before | -33.37% |
| 4 days after | -5.61% |
| On release day | -4.91% |
| Change in period | -37.11% |
Photronics Earnings Call Transcript Summary of Q2 2026
Photronics reported fiscal Q2 revenue of $210M, essentially flat year-over-year, with IC revenue down 5% to $148M and FPD (display) revenue up 13% to $62M. Near-term softness in IC mask demand was driven by delayed design releases caused by elevated fab utilization, memory supply/price pressures, and geopolitical uncertainty; the expected post–Chinese New Year seasonal recovery was weaker and longer than normal. Management reiterated a positive medium- and long-term outlook driven by strong AI-related demand for leading-edge memory and logic chips, and emphasized strategic investments to capture that opportunity: expansions in Korea (8nm and below capability) and Allen, Texas (qualification masks now, initial revenue targeted late fiscal 2026 and more meaningful contribution in 2027). Fiscal 2026 CapEx guidance remains $330M to support these expansions and end-of-life tool upgrades. Q3 revenue is guided to $207M–$215M, operating margin 18%–20% and non-GAAP diluted EPS $0.39–$0.45. Cash and short-term investments remain strong at $638M (including JV balances). Management noted limited near-term margin levers due to a largely fixed-cost structure and emphasized that product mix and utilization will drive profitability as new, higher-ASP high-end masks ramp.
