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Photronics (PLAB)
:PLAB
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.38Last Year’s EPS
0.51Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 28, 2025
|% Change Since: -8.28%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. Photronics demonstrated solid achievements in high-end node migration, strategic global expansion, and operational margin improvement. However, these positives were countered by declines in year-over-year revenue, mainstream IC, and FPD revenues, alongside macroeconomic uncertainties due to tariff dynamics. The sentiment is balanced with cautious optimism for future opportunities.Company Guidance
During the Photronics Second Quarter Fiscal 2025 Earnings Conference Call, the company reported second-quarter sales of $211 million, aligning with the midpoint of their guidance range. Non-GAAP diluted EPS was recorded at $0.40. The company executed a $72 million share repurchase, acquiring 3.6 million shares. Photronics highlighted a strategic focus on high-end design nodes, with high-end IC revenue increasing by 2% year over year, comprising 38% of their IC revenue. Despite a 6% year-over-year decline in mainstream IC revenue, the company observed positive trends in node migration. The operating margin improved by 180 basis points sequentially to 26%, while gross margin held steady at 37%. Looking ahead, third-quarter revenue is projected between $200 million and $208 million, with an expected non-GAAP EPS range of $0.35 to $0.41 per diluted share, and an operating margin between 20% and 22%.Sales and Earnings Achievements
Photronics achieved second quarter sales of $211 million, in the middle of their guidance range, with a non-GAAP diluted EPS of $0.40.
Share Repurchase Program
The company repurchased 3.6 million shares for $72 million, demonstrating confidence in long-term health, with $23 million remaining under the existing repurchase authorization.
High-End Node Migration
Chip designs are migrating to higher-end nodes, generating higher ASPs per mask set, particularly in the United States and Asia.
Strategic Global Footprint
Photronics' geographic footprint allows them to capitalize on new business opportunities, with facilities in Asia, the US, and Europe.
Operational Margin Growth
Operating margin improved by 180 basis points sequentially, reaching 26%, above the guidance range.
Advanced Technology Adoption
There is an increasing adoption of advanced mask technologies, especially supporting innovative new designs in mobile applications.
PLAB Earnings History
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
PLAB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2025 | $20.06 | $16.94 | -15.55% |
Feb 26, 2025 | $20.70 | $21.10 | +1.93% |
Dec 11, 2024 | $25.32 | $28.06 | +10.82% |
Aug 29, 2024 | $24.08 | $24.92 | +3.49% |
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 Photronics (PLAB) report earnings?
Photronics (PLAB) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is Photronics (PLAB) earnings time?
Photronics (PLAB) earnings time is at Aug 28, 2025, TBA Not 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 PLAB EPS forecast?
PLAB EPS forecast for the fiscal quarter 2025 (Q3) is 0.38.
