US · Technology · Semiconductor Equipment & Materials
EPS came in at 0.61 against a street estimate of 0.49 — a beat of 24.5%.
Analysts rate IPG Photonics Corporation a buy (6 buy, 2 hold, 1 sell out of 9) with an average price target of $124.14.
CONFIDENT IPG delivered Q2 revenue of $279M (+11% YoY), beating guidance with strong industrial demand in battery welding and additive manufacturing. Announced Lumibird Medical acquisition to expand higher-margin medical solutions. Book-to-bill above 1 for third consecutive quarter. Q2 2026 Asia drove growth via China (+double digits several quarters) and Japan. China now 34%+ of revenue. CFO noted strong bookings across all regions; Europe modestly impacted by geopolitical headwinds. Analysts pressed China sustainability and share gains (management emphasized differentiation via AMB/beam delivery/measurement and wins vs. competitors), and gross margin drivers (management cited diode power increases and manufacturing efficiency as ongoing levers despite tariff headwinds). 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| Arnhold & S. Bleichroeder Advisers, LLC | 15.70% |
| BlackRock Inc | 6.70% |
| Vanguard Portfolio Management, LLC | 3.87% |
| Dimensional Fund Advisors, Inc. | 3.76% |
| Lazard Asset Management LLC | 3.36% |
| Sumitomo Mitsui Trust Group Inc | 3.20% |
| Victory Capital Management Inc. | 3.09% |
| Vanguard Capital Management, LLC | 2.71% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $287,500, compared with $250,792 in the third quarter of 2025. • Nine-month 2026 net sales were | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $287.5 million, up 15% year over year; nine-month revenue was $831.6 million, up 14%. • GAAP gross | 2026-11-03 |
| Material agreement · Q3 2026 IPG PHOTONICS CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition price: €300 million ($300 million equivalent) on a cash-free, debt-free | 2026-09-08 |
| Quarterly report · Q2 2026 IPG PHOTONICS CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Sales: $278.6 million (up 11% vs. Q2 2025: $250.7 million) • H1 2026 | 2026-08-04 |
| Results announced · Q3 2026 IPG PHOTONICS CORPORATION – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $278.6 million, up 11% year-over-year; H1 2026 revenue $544 | 2026-08-04 |
| Material agreement · Q3 2026 IPG PHOTONICS CORPORATION - FORM 8-K SUMMARY Filed July 16, 2026 --- HEADLINE NUMBERS • Acquisition Price: €300 million in cash on a cash-free, deb | 2026-07-17 |
| Q3 2026 results deck LUMIBIRD MEDICAL ACQUISITION SUMMARY HEADLINE NUMBERS • Purchase price: €300 million ($348.8 million) cash funded from balance sheet • Contingent ea | 2026-07-17 |
| Shareholder vote results · Q2 2026 IPG PHOTONICS CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held May 12, 2026 • Total votes cast across all proposals | 2026-05-15 |
Readable in the app.
| Announcement | Date |
|---|---|
| Entry into material definitive agreement for acquisition of Lumibird Medical IPG Photonics Corporation announced on September 8, 2026, that it has entered into a Share Purchase Agreement to acquire Lumibird Medical, a French subsidiary of Lumibird S.A., for €300 mill | 2026-09-08 |
| Put option agreement with Lumibird S.A. regarding proposed acquisition IPG Photonics Corporation filed an 8-K on July 17, 2026, disclosing a Put Option Agreement dated July 16, 2026, with Lumibird S.A. A put option gives one party the right to sell an asset to | 2026-07-17 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.