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IPG Photonics
IPG Photonics (IPGP) investor relations material
IPG Photonics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Fourth quarter revenue rose 17% year-over-year to $274.5 million, driven by strong growth in materials processing, medical, and advanced applications, with stable industrial demand and new business in battery production.
Net income for the quarter was $13.3 million, up 71% year-over-year; adjusted EBITDA reached $41.2 million, an 11% increase year-over-year, and adjusted EPS was $0.46, up 53%.
Strategic focus on high-value applications and innovation led to record medical sales, successful integration of cleanLASER, and the launch of new products.
Book-to-bill ratio above one in Q4 signals improving market conditions and strengthening demand.
Full-year revenue grew 3% to $1,003.8 million, marking the first annual growth since 2021.
Financial highlights
Q4 revenue reached $274.5 million, up 17% year-over-year and 9% sequentially; foreign currency contributed $6 million.
GAAP gross margin was 36.1%, down from 38.6% a year ago, impacted by tariffs and higher product costs; adjusted gross margin was 37.6%.
GAAP operating income was $3 million; adjusted EBITDA $41.2 million; GAAP net income $13.3 million ($0.31 per share); adjusted net income $20 million ($0.46 per share).
Operating expenses increased 21% year-over-year, mainly due to growth investments and acquisition-related costs.
Ended the quarter with $839 million in cash and no debt; full-year free cash flow was $75 million.
Outlook and guidance
Q1 2026 revenue expected between $235 million and $265 million, with seasonality impacting results.
Adjusted gross margin guidance of 37%-39%, with tariffs expected to impact margins by 150 basis points.
Adjusted EPS forecasted at $0.10-$0.40; adjusted EBITDA $25-$40 million.
CapEx for 2026 projected at $90-$100 million, reflecting delayed investment in Germany.
Operating expenses for Q1 2026 projected at $90–$92 million.
How to mitigate tariffs and product cost impact?
Which emerging areas drive 2026 revenue growth?
Fund new share repurchase given 2025 cash flow drop?
CROSSBOW power level roadmap
Gross margin drivers beyond revenue growth
M&A target criteria and focus
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Next IPG Photonics earnings date
47th Annual Raymond James Institutional Investor Conference2 Mar, 2026
IPG Photonics
Next IPG Photonics earnings date
47th Annual Raymond James Institutional Investor Conference2 Mar, 2026
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Frequently asked questions
IPG Photonics Corporation designs and manufactures high-performance fiber lasers and amplifiers used in materials processing, telecommunications, medical, and advanced technology applications. The company serves global manufacturers with photonics solutions. The company is headquartered in Oxford, Massachusetts, and its shares are listed on the NASDAQ.
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