IPG PHOTONICS CORP (IPGP) Form 10-Q — Nov 3, 2026
IPG Photonics delivered a strong Q3 2026, with net sales up 14.6% YoY to $287.5 million and net income jumping to $20.3 million from $7.5 million a year ago, as gross margin expanded to 40.7% helped by $5.8 million of IEEPA tariff refund benefits. Growth was broad-based: Industrial Solutions rose 11.6% on welding and additive manufacturing strength, while Advanced Solutions jumped 32.8% on semiconductor and defense demand, and China sales climbed to $98.5 million from $74.1 million.
Key figures
- Eps
- 0.47
- Revenue
- 287500000
- Net Income
- 20273000
- Revenue Yoy
- 14.6%
- Total Assets
- 2472043000
- Cash Position
- 710688000
- Shares Outstanding
- 42508140
- Q3 2025 eps
- 0.18
- Basic eps q3
- 0.48
- Gross margin q3
- 40.7%
- Q3 2025 net sales
- 250792000
- Q3 buyback shares
- 34656
- Nine month revenue
- 831577000
- Q3 2025 net income
- 7463000
- Unused credit lines
- 224775000
- Lumibird earnout eur
- 50000000
- Effective tax rate q3
- 28.7%
- Gross margin q3 prior
- 39.5%
- Nine month net income
- 27099000
- Impairment charges ytd
- 17805000
- Tariff refund benefit q3
- 5813000
- Buyback weighted avg price
- $76.38
- Lumibird purchase price eur
- 300000000
- Lumibird purchase price usd
- 340300000
- Trumpf litigation settlement
- 13334000
- Q4 expected real estate impairment
- 25000000
- Repurchase authorization remaining
- 97353000
AI analysis
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