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IPGP IPG PHOTONICS CORP

Trailing twelve months to 2026-06-30 · as filed 2026-08-04, not restated
Technology

Scale

Market cap
$3.2bn
Revenue TTM
$1.1bn
Net income TTM
$28m
Free cash flow
$21m
Composite score
36.1
Sector rank
#1351

Valuation

P / E
117.1
EV / EBITDA
31.4
EV / sales
2.2
FCF yield
0.64%
Earnings yield vs 10-yr
-3.87pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.6%
EBITDA margin
7.0%
ROE
1.3%
ROIC
0.6%
Revenue growth
13.0%

Insider activity, last 90 days

Net open-market
$-18.17m
Buyers
1
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We market our products internationally, primarily through our direct sales force. The benefit to gross margin from tariff recoveries for the three and six months ended June 30, 2026 was approximately 170 and 90 basis points, respectively. The increase or decrease in sales from a prior quarter can be affected by the timing of orders received from customers, the timing of shipments, the mix of OEM orders and one-time orders for products with large purchase prices, competitive pressures, acquisitions, economic and political conditions in a certain country or region and seasonal factors such as the purchasing patterns and levels of activity throughout the year in the regions where we operate. …IPG PHOTONICS CORP, 10-Q, period ended 2026-06-30, filed 2026-08-04

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