Established in 1990 and headquartered in Oxford, Massachusetts, IPG Photonics Corporation is a leading global developer and manufacturer of high-performance fiber, diode, ...
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BPA est. $0.46 · Ingresos $283.07M · 6 analistas
BPA est. $0.47 · Ingresos $290.43M · 6 analistas
BPA est. $1.10 · Ingresos $1.12B · 7 analistas
BPA est. $0.38 · Ingresos $286.22M · 2 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $1.0B | +2.7% | +4.9% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $31.1M | +117.1% | +230.9% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +38.0% | +9.8% | +7.8% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +1.3% | +106.1% | +155.8% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +3.1% | +116.7% | +215.4% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $-3.5M | -102.3% | +178.4% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | -0.3% | -102.3% | +174.8% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 0.8% | -8.6% | -0.9% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 6.08x | -12.9% | +6.6% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $2.4B | +5.9% | +0.1% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 0.73 vs 0.62 | +18.5% | 0.12 vs 0.46 | -73.7% |
| Revenue Surprise | $1.0B vs $979.5M | +2.5% | $278.6M vs $283.1M | -1.6% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Valentin Gapontsev Trust I | 10 percent owner | Common Stock | D | 4,591 | $75.65 |
| Sep 2, 2026 | Valentin Gapontsev Trust I | 10 percent owner | Common Stock | D | 4,715 | $76.25 |
| Sep 1, 2026 | Valentin Gapontsev Trust I | 10 percent owner | Common Stock | D | 18,091 | $75.14 |
| Aug 26, 2026 | PEELER JOHN R | director | Common Stock | A | 1,158 | $74.57 |
| Aug 26, 2026 | PEELER JOHN R | director | Common Stock | A | 1,552 | $72.84 |
Operator: Good morning, and welcome to IPG Photonics' First Quarter 2026 Conference Call. Today's call is being recorded and webcast. At this time, I'd like to turn the call over to Eugene Fedotoff, IPG's Senior Director, Investor Relations for introductions. Please go ahead with your conference. Eugene Fedotoff: Thank you, and good morning, everyone. With me today is IPG Photonics CEO, Dr. Mark Gitin, and Senior Vice President and CFO, Tim Mammen. On today's call, Mark will provide a summary of our first quarter results as well as the overall demand environment and then walk you through the progress we are making on our long-term strategy. After that, he will turn it over to Tim to provide financial details. Let me remind you that statements made during this call that discuss our expectations or predictions of the future are forward-looking statements. These forward-looking statements are subject to risks and uncertainties that could cause the company's actual results to differ materially from those projected in such forward-looking statements. These risks and uncertainties are detailed in our Form 10-K for period ended December 31, 2025, and our reports on file with the Securities and Exchange Commission. Any forward-looking statements made on this call are the company's expectations or predictions as of today, May 5, 2026 only, and the company assumes no obligations to publicly release any updates or revisions to any such statements. During this call, we will be referencing certain non-GAAP measures. For more information on how we define these non-GAAP measures and the reconciliation of such measures is the most directly comparable GAAP measures as well as additional details on reported results, please refer to the earnings press release, earnings call presentation and the financial data were posted on our Investor Relations website. We will also post these prepared remarks on our website after this call. With that, I'll now turn the call over to Mark. Mark Gitin: Thanks, Eugene. Good morning, everyone. First quarter revenue exceeded our expectations, increasing 17% year-over-year. We continue to see improved demand for our laser solutions, particularly in battery manufacturing and medical applications, which drove our strong performance in the quarter. We maintained a disciplined focus on our growth initiatives across all of our markets, delivering solid first quarter results and building momentum for future growth. Before looking more closely at our first quarter sales performance, I would like to highlight our updated revenue reporting framework, which better aligns with our strategic growth initiatives, making it easier to understand and track our progress. It also provides a clear separation between our industrial and nonindustrial revenue streams, giving better visibility into our focus areas and splitting the business into 2 distinct buckets, with unique performance and growth profiles. This reporting combines applications into 2 …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Mark Milton Gitin | Chief Executive Officer & Director | USD 2,071,500 | — | 1967 | Active |
Eugene A. Scherbakov | Director & Advisor | USD 1,104,979 | — | 1948 | Active |
Timothy V. Mammen | Senior Vice President & Chief Financial Officer | USD 1,043,683 | Male | 1970 | Active |
Trevor D. Ness | Senior Vice President & Chief Revenue Officer | USD 970,719 | Male | 1973 | Active |
Angelo Lopresti | Senior Vice President, General Counsel & Secretary | USD 939,673 | Male | 1964 | Active |
Paulus Bucher | Senior Vice President of Global Operations | USD 778,468 | — | 1967 | Active |
Igor Samartsev | Senior Vice President & Chief Scientist | USD 560,763 | — | 1963 | Active |
Eugene Fedotoff | Senior Director of Investor Relations | — | Male | — | Active |
Jennifer Kartono | Senior Vice President & Chief Human Resources Officer | — | Female | 1970 | Active |
Mary E. Buttarazzi | Vice President, Corporate Controller, Chief Accounting Officer & Principal Accounting Officer | — | Female | 1976 | Active |
American Capital Management Inc. lessened its stake in IPG Photonics Corporation (NASDAQ: IPGP) by 11.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 208,918 shares of the semiconductor company's stock after selling 26,636 shares during the quarter. American
All of a sudden, photonics seems to be one of the hottest fields among tech enthusiasts. Optical and photonics technology is massively important for AI applications that must field tremendous data throughput that exceeds the limits of traditional wiring.
IPGP's Lumibird Medical deal expands its medical laser reach, while rising semiconductor demand and new launches support growth in higher-value markets now.
MARLBOROUGH, Mass., July 21, 2026 (GLOBE NEWSWIRE) -- IPG Photonics Corporation (Nasdaq: IPGP) will release its second quarter 2026 financial results before the market opens on Tuesday, August 4, 2026.
IPG Photonics Corporation (IPGP) M&A Call Transcript
