The earnings call highlighted a positive revenue growth trend and successful strategic investments in advanced applications and medical areas. However, challenges remain with revenue declines in key segments like materials processing and the European market. Tariff impacts and increased operating expenses also present ongoing concerns.

Company Guidance -

Q3 2025

During the IPG Photonics second quarter 2025 conference call, the company reported a sequential increase in revenue by 10% and a year-over-year increase of 2%, excluding divestitures, marking its first year-over-year revenue rise since 2022. The revenue reached $251 million, driven by improved demand across multiple markets and geographies, particularly in welding, cutting, and marking applications. The book-to-bill ratio was approximately 1, indicating stable demand. The gross margin was 37.3%, with a slight improvement in manufacturing cost absorption. Operating expenses increased due to strategic investments and strengthening organizational capabilities. The company repurchased $30 million of its stock, contributing to the $1 billion in share repurchases over the past three years. For the third quarter of 2025, IPG Photonics anticipates revenue between $225 million and $255 million, with adjusted gross margins between 36% and 38%, and adjusted earnings per share ranging from $0.05 to $0.35. Capital expenditures for 2025 are expected to be around $100 million, with a focus on expanding capacity, primarily in Europe.

Revenue Growth

Second quarter revenue increased 10% sequentially and 2% year-over-year, marking the first year-over-year revenue increase since 2022.

Advanced Applications Success

Record revenue in advanced applications driven by higher demand in directed energy, semiconductor, and scientific applications. Multiple units of the CROSSBOW laser counter UAV solution were delivered to Lockheed Martin.

Strategic Investments

Investments in key areas like medical and micromachining are showing results, with a new urology customer contributing to medical revenue growth. Additional product introductions are planned for Q4 2025 and beyond.

Capital Allocation and Share Repurchase

The company repurchased $30 million of IPG stock in the quarter, building on $1 billion in share repurchases over the past 3 years.

Strong Balance Sheet

IPG Photonics ended the quarter with $900 million in cash and no debt.

IPG Photonics (IPGP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IPGP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.13 / -	-5.33	―	―	―
Aug 05, 2025	2025 (Q2)	0.10 / 0.16	0.45	-64.44% (-0.29)
May 06, 2025	2025 (Q1)	0.20 / 0.09	0.52	-82.69% (-0.43)
Feb 11, 2025	2024 (Q4)	0.21 / 0.18	0.89	-79.78% (-0.71)
Oct 29, 2024	2024 (Q3)	0.19 / -5.33	1.16	-559.48% (-6.49)
Jul 30, 2024	2024 (Q2)	0.50 / 0.45	1.31	-65.65% (-0.86)
Apr 30, 2024	2024 (Q1)	0.49 / 0.52	1.26	-58.73% (-0.74)
Feb 13, 2024	2023 (Q4)	0.95 / 0.89	-1.91	146.60% (+2.80)
Oct 31, 2023	2023 (Q3)	1.01 / 1.16	1.47	-21.09% (-0.31)
Aug 01, 2023	2023 (Q2)	1.24 / 1.31	1.1	19.09% (+0.21)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IPGP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$77.46	$74.63	-3.65%
May 06, 2025	$63.13	$54.91	-13.02%
Feb 11, 2025	$67.40	$63.72	-5.46%
Oct 29, 2024	$79.27	$85.05	+7.29%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ipg Photonics (IPGP) report earnings?

Ipg Photonics (IPGP) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Ipg Photonics (IPGP) earnings time?

Ipg Photonics (IPGP) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IPGP EPS forecast?

IPGP EPS forecast for the fiscal quarter 2025 (Q3) is 0.13.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing