Inferra AIResearch Tools

Inferra AI / Company / IPGP

Ipg Photonics Corp

IPGP · Information Technology

Last earnings Aug 4, 2026

Key results

Revenuequarter

$251 million

Financial Highlights Second quarter revenue of $251 million decreased 3% year over year due to divestitures, and was higher year over year excluding divestitures as lower sales in materials processing were offset by growth in medical and advanced applications.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Changes in foreign exchange rates increased revenue growth by approximately 1%.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Materials processing sales accounted for 85% of total revenue and decreased 6% year over year, as a result of divestitures and lower sales in cutting, welding and additive manufacturing applications, partially offset by higher revenue in micromachining and the cleanLASER acquisition.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Other applications sales increased 21% year over year driven by higher revenue in medical and advanced applications.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

GAAP gross marginquarter

37.3%

GAAP gross margin of 37.3% was flat year over year as a decrease in unabsorbed expenses and lower inventory provisions were offset by higher product cost and tariffs.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$251M
EX-99 · Aug 5, 2025
GAAP gross margin · Q2 2025
37.3%
EX-99 · Aug 5, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 5, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$251 million——
GAAP gross margin37.3%——

EX-99 · Aug 5, 2025

Guidance · company-stated

revenue$225 million
gross margin

“between 36% and 38%”

operating expenses

“of $89 million to $91 million”

EBITDA

“in the range of $22 million to $36 million”

Midpoint vs latest-quarter revenue-10.4%computed from stated figures

Guidance stated in the release's Business Outlook table for the third quarter of 2025; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP gross margin37.3%

Capital allocation

Capex$15M

During the second quarter, IPG spent $15 million on capital expenditures and $30 million on share repurchases.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue -10.4% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

IPG PHOTONICS ANNOUNCES SECOND QUARTER 2025 FINANCIAL RESULTS

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenue: “revenue of $225 million to $255 million”

gross margin: “gross margin between 36% and 38%”

operating expenses: “operating expenses of $89 million to $91 million”

EBITDA: “EBITDA in the range of $22 million to $36 million”

revenue (“the third quarter of 2025”)
“revenue of $225 million to $255 million”

gross margin (“the third quarter of 2025”)
“gross margin between 36% and 38%”

operating expenses (“the third quarter of 2025”)
“operating expenses of $89 million to $91 million”

EBITDA (“the third quarter of 2025”)
“EBITDA in the range of $22 million to $36 million”

Guidance stated in the release's Business Outlook table for the third quarter of 2025; no direction stated — figures as stated in the table.

Capital allocation

During the second quarter, IPG spent $15 million on capital expenditures and $30 million on share repurchases.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The following table presents the effective maturity dates of debt investments, which are held-to-maturity: June 30, 2026 December 31, 2025 Book Value Fair Value Book Value Fair Value Investment maturity Less than 1 year $ 472,094 $ 471,849 $ 435,538 $ 435,926 1 - 5 years 32,693 32,575 76,533 76,594 Total $ 504,787 $ 504,424 $ 512,071 $ 512,520 5.

SEC original ↗Ipg Photonics Corp — 10-Q Quarterly report10-QAug 4, 2026

The credit agreement provides a $ 200,000 unsecured, revolving credit facility, of which $ 25,000 may be used for the issuance of letters of credit.

SEC original ↗Ipg Photonics Corp — 10-Q Quarterly report10-QAug 4, 2026

At June 30, 2026, there were no amounts drawn or guarantees issued on the credit facility.

SEC original ↗Ipg Photonics Corp — 10-Q Quarterly report10-QAug 4, 2026

At December 31, 2025, there were no amounts drawn or guarantees issued on the credit facility.

SEC original ↗Ipg Photonics Corp — 10-Q Quarterly report10-QAug 4, 2026

This authorization is in addition to the Company's previously authorized stock repurchase programs.

SEC original ↗Ipg Photonics Corp — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

htm EX-99.1 Document Exhibit 99.1 IPG PHOTONICS ANNOUNCES SECOND QUARTER 2025 FINANCIAL RESULTS Demand Recovery and Strategic Initiatives Drove Revenue Above Expectations Book-to-Bill was Approximately One as Bookings Also Remained Strong MARLBOROUGH, Mass.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We re making progress on our strategy to drive profitable growth with initiatives that are already yielding results.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Effective in the first quarter of fiscal 2026, the Company revised its sales by application presentation to better reflect the Company's strategic growth initiatives and provides a clearer separation between the Company's industrial and non-industrial businesses, giving better visibility into the distinct performance and growth profiles of each.

SEC original ↗Ipg Photonics Corp — 10-Q Quarterly report10-QAug 4, 2026

Risks & headwinds

GAAP gross margin of 37.3% was flat year over year as a decrease in unabsorbed expenses and lower inventory provisions were offset by higher product cost and tariffs.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We are seeing continued demand into the third quarter despite the uncertainty related to tariffs.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We have been successfully adapting to the current operating environment and taking advantage of our flexible global manufacturing footprint and supply chain capabilities to address tariffs, concluded Dr.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The current uncertainty related to the trade environment and tariff policies increases the risks to the outlook that we have provided.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

These statements involve risks and uncertainties.

SEC original ↗Ipg Photonics Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Legal Proceedings 32 Item 1A.

SEC original ↗Ipg Photonics Corp — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

32 documents

Earnings releases

12 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Ipg Photonics Corp are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Ipg Photonics Corp by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.