IPG Photonics (NASDAQ:IPGP) is set to give its latest quarterly earnings report on Thursday, 2026-02-12. Here's what investors need to know before the announcement.

Analysts estimate that IPG Photonics will report an earnings per share (EPS) of $0.25.

Anticipation surrounds IPG Photonics's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.

New investors should understand that while earnings performance is important, market reactions are often driven by guidance.

Historical Earnings Performance

In the previous earnings release, the company beat EPS by $0.17, leading to a 5.89% increase in the share price the following trading session.

Here's a look at IPG Photonics's past performance and the resulting price change:

Market Performance of IPG Photonics's Stock

Shares of IPG Photonics were trading at $110.68 as of February 10. Over the last 52-week period, shares are up 76.64%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.

Analyst Views on IPG Photonics

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on IPG Photonics.

Analysts have given IPG Photonics a total of 1 ratings, with the consensus rating being Buy. The average one-year price target is $110.0, indicating a potential 0.61% downside.

Peer Ratings Comparison

This comparison focuses on the analyst ratings and average 1-year price targets of Plexus, Benchmark Electronics and Sanmina, three major players in the industry, shedding light on their relative performance expectations and market positioning.

• Analysts currently favor an Buy trajectory for Plexus, with an average 1-year price target of $203.2, suggesting a potential 83.59% upside.
• Analysts currently favor an Buy trajectory for Benchmark Electronics, with an average 1-year price target of $58.0, suggesting a potential 47.6% downside.
• Analysts currently favor an Buy trajectory for Sanmina, with an average 1-year price target of $200.0, suggesting a potential 80.7% upside.

Summary of Peers Analysis

The peer analysis summary outlines pivotal metrics for Plexus, Benchmark Electronics and Sanmina, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

Key Takeaway:

IPG Photonics ranks at the top for Revenue Growth and Gross Profit among its peers. However, it ranks at the bottom for Return on Equity. Overall, IPG Photonics shows strong performance in revenue and profit metrics compared to its peers, but lags in return on equity.

All You Need to Know About IPG Photonics

IPG Photonics Corp is a vertically integrated developer and manufacturer of high-performance fiber lasers, fiber amplifiers, and diode lasers, which are used in diverse applications in the manufacturing, automotive, industrial, aerospace, semiconductor, and consumer end markets. The company operates in one segment which involves the design, development, production and distribution of fiber lasers, laser and non-laser systems, fiber amplifiers, and related optical components. A large majority of the firm's revenue is derived from materials processing applications for fiber lasers, including cutting and welding, marking and engraving, and micro-processing. The company generates a majority of its revenue from North America and also has its presence in China, Japan, Germany, and other markets.

IPG Photonics's Financial Performance

Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.

Revenue Growth: Over the 3 months period, IPG Photonics showcased positive performance, achieving a revenue growth rate of 7.57% as of 30 September, 2025. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.

Net Margin: IPG Photonics's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 2.98%, the company may face hurdles in effective cost management.

Return on Equity (ROE): IPG Photonics's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 0.35%, the company may face hurdles in generating optimal returns for shareholders.

Return on Assets (ROA): IPG Photonics's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 0.31%, the company may face hurdles in achieving optimal financial returns.

Debt Management: IPG Photonics's debt-to-equity ratio is below the industry average at 0.01, reflecting a lower dependency on debt financing and a more conservative financial approach.

To track all earnings releases for IPG Photonics visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

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