Tearsheet

IPG Photonics (IPGP)


Market Price (12/30/2025): $72.93 | Market Cap: $3.1 Bil
Sector: Information Technology | Industry: Electronic Manufacturing Services

IPG Photonics (IPGP)


Market Price (12/30/2025): $72.93
Market Cap: $3.1 Bil
Sector: Information Technology
Industry: Electronic Manufacturing Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -28%
Weak multi-year price returns
2Y Excs Rtn is -79%, 3Y Excs Rtn is -100%
Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 99x, P/EPrice/Earnings or Price/(Net Income) is 120x
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -7.5%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%
2 Low stock price volatility
Vol 12M is 45%
  Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.3%
3 Megatrend and thematic drivers
Megatrends include Automation & Robotics, and Electric Vehicles & Autonomous Driving. Themes include Factory Automation, Industrial Robotics, Show more.
  Key risks
IPGP key risks include [1] weak demand in its core industrial markets, Show more.
0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -28%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
2 Low stock price volatility
Vol 12M is 45%
3 Megatrend and thematic drivers
Megatrends include Automation & Robotics, and Electric Vehicles & Autonomous Driving. Themes include Factory Automation, Industrial Robotics, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -79%, 3Y Excs Rtn is -100%
5 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 99x, P/EPrice/Earnings or Price/(Net Income) is 120x
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -7.5%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.3%
8 Key risks
IPGP key risks include [1] weak demand in its core industrial markets, Show more.

Valuation, Metrics & Events

IPGP Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

1. Mixed Q4 2025 Guidance: Despite reporting Q3 2025 revenue and adjusted earnings per share (EPS) that surpassed analyst estimates, IPG Photonics' Q4 2025 adjusted EPS guidance midpoint of $0.20 fell below analyst expectations of $0.28 or $0.32. This outlook for lower profitability in the upcoming quarter likely tempered investor enthusiasm, leading to a muted to slightly negative market reaction following the Q3 earnings announcement.

2. Increased Inventory Levels: The company's inventory days outstanding increased to 194 days in Q3 2025, up from 176 days in the previous quarter. A rise in inventory can suggest slowing demand or potential future inventory write-downs, which may be viewed negatively by investors.

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Stock Movement Drivers

Fundamental Drivers

The -7.5% change in IPGP stock from 9/29/2025 to 12/29/2025 was primarily driven by a -9.8% change in the company's P/S Multiple.
929202512292025Change
Stock Price ($)78.8772.92-7.54%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)945.99963.641.87%
P/S Multiple3.543.19-9.84%
Shares Outstanding (Mil)42.4842.200.66%
Cumulative Contribution-7.55%

LTM = Last Twelve Months as of date shown

Market Drivers

9/29/2025 to 12/29/2025
ReturnCorrelation
IPGP-7.5% 
Market (SPY)3.6%64.4%
Sector (XLK)4.1%64.2%

Fundamental Drivers

The 6.2% change in IPGP stock from 6/30/2025 to 12/29/2025 was primarily driven by a 4.0% change in the company's P/S Multiple.
630202512292025Change
Stock Price ($)68.6572.926.22%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)952.92963.641.13%
P/S Multiple3.073.194.04%
Shares Outstanding (Mil)42.6042.200.95%
Cumulative Contribution6.21%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 12/29/2025
ReturnCorrelation
IPGP6.2% 
Market (SPY)11.6%57.8%
Sector (XLK)15.4%54.6%

Fundamental Drivers

The -0.7% change in IPGP stock from 12/29/2024 to 12/29/2025 was primarily driven by a -7.5% change in the company's Total Revenues ($ Mil).
1229202412292025Change
Stock Price ($)73.4272.92-0.68%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1041.69963.64-7.49%
P/S Multiple3.093.193.35%
Shares Outstanding (Mil)43.8442.203.74%
Cumulative Contribution-0.82%

LTM = Last Twelve Months as of date shown

Market Drivers

12/29/2024 to 12/29/2025
ReturnCorrelation
IPGP-0.7% 
Market (SPY)16.6%69.8%
Sector (XLK)23.4%69.3%

Fundamental Drivers

The -23.0% change in IPGP stock from 12/30/2022 to 12/29/2025 was primarily driven by a -85.5% change in the company's Net Income Margin (%).
1230202212292025Change
Stock Price ($)94.6772.92-22.97%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1460.47963.64-34.02%
Net Income Margin (%)18.34%2.66%-85.49%
P/E Multiple18.25120.01557.75%
Shares Outstanding (Mil)51.6342.2018.27%
Cumulative Contribution-25.54%

LTM = Last Twelve Months as of date shown

Market Drivers

12/30/2023 to 12/29/2025
ReturnCorrelation
IPGP-32.8% 
Market (SPY)47.9%64.2%
Sector (XLK)53.3%61.3%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
IPGP Return54%-23%-45%15%-33%3%-48%
Peers Return16%38%-12%21%26%16%151%
S&P 500 Return16%27%-19%24%23%17%114%

Monthly Win Rates [3]
IPGP Win Rate67%58%42%50%33%58% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
IPGP Max Drawdown-29%-32%-52%-12%-43%-32% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See IPGP Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/29/2025 (YTD)

How Low Can It Go

Unique KeyEventIPGPS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-67.9%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven211.5%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-31.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven46.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven35 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-59.9%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven149.3%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-75.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven302.2%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven623 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

IPG Photonics's stock fell -67.9% during the 2022 Inflation Shock from a high on 1/19/2021. A -67.9% loss requires a 211.5% gain to breakeven.

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About IPG Photonics (IPGP)

IPG Photonics Corporation develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in various applications primarily in materials processing worldwide. The company's laser products include hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers; and high-power optical fiber delivery cables, fiber couplers, beam switches, chillers, scanners, and other accessories. It also provides erbium-doped fiber and Raman amplifiers, and integrated communications systems, which are deployed in broadband networks; and ytterbium and thulium specialty fiber amplifiers and broadband light sources. In addition, the company offers integrated laser systems; 2D compact flat sheet cutter systems and multi-axis systems; welding seam stepper and picker, a fiber laser welding tool; high precision laser systems; specialized fiber laser systems; and optical transceiver and transponder modules for interconnecting electronic equipment, including Ethernet switches, IP routers and DWDM/SONET/SDH optical transport modules within telecommunications, cable multi-system operators, and data center networking applications. It's lasers and amplifiers are also used in materials processing, communications, and medical and advanced applications. The company markets its products to original equipment manufacturers, system integrators, and end users through direct sales force, as well as through agreements with independent sales representatives and distributors. IPG Photonics Corporation was founded in 1990 and is headquartered in Oxford, Massachusetts.

AI Analysis | Feedback

Here are 1-2 brief analogies to describe IPG Photonics:

  • The Intel Inside for industrial lasers. IPG Photonics provides the core high-power fiber lasers that are essential components for manufacturing processes like cutting, welding, and marking, much like Intel provides the processors for computers.
  • The ASML of fiber lasers. Similar to how ASML creates the highly specialized machines critical for semiconductor manufacturing, IPG Photonics develops and manufactures the essential fiber lasers used in high-precision industrial processes.

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  • Fiber Lasers: High-power industrial lasers used for materials processing applications such as cutting, welding, drilling, and marking across various industries.
  • Beam Delivery Systems: Components and modules that guide, shape, and focus the laser beam from the source to the workpiece.
  • Optical Components & Modules: Active and passive components including pump diodes, optical fiber, and specialty optics that are integral to their laser systems or sold separately.
  • Medical & Aesthetic Lasers: Specialized laser systems used in surgical, therapeutic, and aesthetic medical procedures.

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IPG Photonics (IPGP) Major Customers

IPG Photonics (symbol: IPGP) primarily sells its advanced fiber laser, amplifier, and opto-electronic products to other companies (B2B) across various industries rather than directly to individuals.

Due to the nature of its business as a component and system supplier, and the fact that no single customer accounts for 10% or more of its net sales (as per its SEC filings), IPG Photonics does not publicly disclose the names of its specific major customer companies. Instead, its customer base consists of a broad range of companies operating within several key industries. The major categories of customer companies it serves include:

  • Industrial Materials Processing & Manufacturing: This is the largest customer segment. It includes manufacturers and integrators of industrial equipment that utilize lasers for applications such as cutting, welding, drilling, marking, surface treatment, cleaning, and additive manufacturing (3D printing). These customers serve various end-markets including automotive, general manufacturing, electronics, aerospace, and heavy industry.
  • Medical & Life Sciences: Companies that develop and produce medical devices incorporating lasers for a variety of applications, including surgical procedures, ophthalmology, dermatology, and diagnostic tools.
  • Advanced Applications & Research: This category includes scientific research institutions, universities, government agencies, and companies engaged in high-precision and defense applications, as well as those developing next-generation technologies.
  • Communications: While a smaller segment for IPG Photonics, it includes manufacturers of equipment and components for fiber optic communication networks.

In summary, while specific customer company names are not disclosed by IPG Photonics, their products are integral components for equipment manufacturers and integrators within the industrial, medical, and advanced technology sectors globally.

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Mark M. Gitin, Ph.D. Chief Executive Officer

Dr. Gitin became the Chief Executive Officer of IPG Photonics on June 5, 2024. Before joining IPG, he served as Executive Vice President and General Manager of the Photonics Solutions Division at MKS Instruments, Inc. He joined MKS in September 2017, initially as Vice President and General Manager of the Photonics Business Unit, and later oversaw the Instruments and Motion Business Unit in 2018. From 2019 to 2023, he was Senior Vice President and General Manager of the Photonics Solutions Division, advancing to Executive Vice President in 2023. Prior to MKS, from March 1995 to September 2017, Dr. Gitin held various management positions at Coherent, Inc., including Vice President of Strategic Marketing, Vice President of Business Development, and Vice President and General Manager of the Diodes, Fibers and Systems Business Unit. He possesses over 30 years of experience in the lasers and optics sector and led the integration of the former Newport business following its acquisition by MKS in 2016.

Timothy P.V. Mammen Chief Financial Officer and Senior Vice President

Mr. Mammen has served as IPG's Chief Financial Officer since July 2000 and a Vice President since November 2000, being promoted to Senior Vice President in February 2013. From May 1999 to July 2000, he was the Group Finance Director and General Manager of the United Kingdom operations for IPFD. He previously served as Finance Director and General Manager of United Partners Plc, a commodities trading firm, from 1995 to 1999. Before that, he worked in the finance department of E.I. du Pont de Nemours and Company. Mr. Mammen holds an Upper Second B.Sc. Honours degree in International Trade and Development from the London School of Economics and Political Science and is a Chartered Accountant, a member of the Institute of Chartered Accountants of Scotland. He played a key role in guiding IPG Photonics through a financial crisis in 2003, implementing a plan for executives to forgo salary in exchange for options to conserve cash.

Paulus Bucher, Ph.D. Senior Vice President, Global Operations

Dr. Bucher joined IPG Photonics in June 2025 as Senior Vice President of Global Operations. Prior to his role at IPG, he served as Senior Vice President of Global Operations at Adtran. His earlier career includes senior operations positions at ADVA, CommScope, and Ericsson.

Igor Samartsev, Ph.D. Senior Vice President, Chief Scientist

Dr. Samartsev has served as IPG's Senior Vice President, Chief Scientist since February 2022. He was previously IPG's Chief Technology Officer from 2011 and a member of IPG's Board from February 2006 to January 2021. From 2005 to 2018, he also held the position of Deputy General Manager of IPG's Russian subsidiary, NTO IRE-Polus. Dr. Samartsev holds a Ph.D. in Physics from Imperial College London.

Trevor D. Ness Senior Vice President, Sales and Strategic Business Development

Mr. Ness has served as IPG's Senior Vice President, Sales and Strategic Business Development since February 2022, with operational responsibility for the company's laser systems and medical businesses. Prior to this role, he was IPG's Senior Vice President, Worldwide Sales from February 2013 to February 2022, and Vice President – Asian Operations from January 2011 to February 2013.

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Key Risks to IPG Photonics (IPGP)

  • Weak Demand in Core Industrial Markets and Adverse Economic Conditions: IPG Photonics faces significant risk from weak demand in its traditional industrial markets, particularly for laser welding and cutting applications, which historically constitute a substantial portion of its revenue. This is further exacerbated by global economic uncertainties and downturns in key geographic markets, including China and Europe, directly impacting sales, operating income, and overall financial performance.
  • Intense Market Competition and Declining Average Selling Prices (ASPs): The fiber laser industry is highly competitive, leading to continuous pressure on IPG Photonics from rivals that are increasing output powers and lowering prices, especially in Asia. This competitive landscape contributes to declining average selling prices (ASPs) for the company's products, which in turn pressures gross margins and profitability.
  • Geopolitical Uncertainties, Trade Tensions, and Tariffs: IPG Photonics is significantly exposed to global trade challenges, geopolitical uncertainties, and tariff policies. Recent examples include the impact of China tariffs, export restrictions to Russia (resulting in a substantial one-time loss from the divestiture of Russian operations), and new US import tariffs causing shipment delays. These factors can disrupt international operations, increase costs, and negatively affect financial results.

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The clear emerging threat to IPG Photonics is the rapid market share gain and intense pricing pressure from Chinese domestic fiber laser manufacturers (e.g., Raycus, Maxphotonics).

These competitors are increasingly capable of producing fiber lasers with comparable performance for many industrial applications at significantly lower prices. This trend has already led to declining average selling prices (ASPs) and market share erosion for IPG Photonics, particularly in the critical Chinese market, which has historically been a major revenue driver for the company. This dynamic mirrors the historical example of how cheaper alternatives can rapidly disrupt incumbent market leaders by offering sufficient quality at a lower cost, putting immense pressure on profitability and market position.

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IPG Photonics (symbol: IPGP) operates within several addressable markets for its fiber lasers, amplifiers, and laser systems, which are primarily used in materials processing, advanced technologies, telecommunications, and medical applications. The global addressable markets for these main products and services are identified as follows:

  • Overall Fiber Laser Market: The global fiber laser market was valued between approximately USD 3.0 billion and USD 7.7 billion in 2024. It is projected to reach approximately USD 12.8 billion by 2034 or 2035, growing at a Compound Annual Growth Rate (CAGR) ranging from 10.8% to 12.2% during the forecast period.

  • Materials Processing: The global market for laser systems for materials processing was valued at USD 23.5 billion in 2023. The material processing laser processing market size was valued at USD 17.21 billion in 2024 and is estimated to grow at a CAGR of 10.3% from 2024 to 2030. This includes industrial applications such as cutting, welding, marking, cleaning, drilling, and additive manufacturing.

  • Medical Applications: The global medical laser market is projected to reach USD 17.3 billion by 2031, growing at a CAGR of 17.6% from 2024 to 2031. Specifically, the global medical laser fiber market is projected to reach USD 1.09 billion in 2025 and is expected to grow to USD 3.62 billion by 2034, with a CAGR of 16.12% from 2025 to 2034.

  • Telecommunications: The global laser communication market was valued at approximately USD 958.10 million in 2024 and is projected to reach USD 6,737.60 million by 2033, demonstrating a CAGR of 24.20% from 2025 to 2033. A sub-segment, the global satellite laser communication market, was valued at USD 933.7 million in 2024 and is estimated to grow at a CAGR of 45.4% to reach USD 36.4 billion by 2034. Fiber lasers are crucial for high-speed data transmission in this sector.

  • Advanced Applications (including Aerospace & Defense, Sensors and Instruments, R&D and Scientific): IPG Photonics estimates a Total Addressable Market (TAM) of USD 10 billion for industrial and non-industrial applications, which encompasses these categories. The instruments and sensors segment of the fiber laser market is anticipated to exhibit a high CAGR of 15.95% during the forecast period.

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Here are 3-5 expected drivers of future revenue growth for IPG Photonics (IPGP) over the next 2-3 years:

  1. Growth in Advanced Applications and New Markets: IPG Photonics is strategically expanding into high-growth areas beyond traditional industrial markets. This includes significant focus on the medical sector, with the upcoming shipments of its next-generation thulium medical laser systems following FDA clearance. Additionally, the company is targeting the defense and mission-critical applications market, highlighted by the opening of its IPG Defense unit and the showcasing of its CROSSBOW scalable laser defense system. Growth in semiconductor markets within advanced applications is also contributing.
  2. Increased Adoption in Materials Processing: The company anticipates continued revenue growth from its core materials processing segment, specifically in areas such as welding (driven by demand in battery production for e-mobility and stationary storage), additive manufacturing, and micromachining. The acquisition of Clean Laser is also expected to bolster revenue from cleaning applications.
  3. Geographic Expansion and Market Penetration: IPG Photonics is experiencing and anticipating growth in key geographic regions. Sales in Asia and North America have shown year-over-year increases, with Asia benefiting from higher welding sales in China, Japan, and Korea. The company aims to leverage its market leadership to convert more applications to its laser-based solutions globally.
  4. Innovation and New Product Launches: Ongoing investments in innovation and the launch of new products are crucial for future revenue. IPG Photonics is continuously introducing new and innovative fiber laser solutions, such as the LDD-1000-DS for real-time deep weld quality sensing and integrated On-the-Fly welding solutions. These new technologies enhance the company's offerings and provide cost-effective, environmentally sustainable alternatives to traditional industrial processes.

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Here is a summary of IPG Photonics' capital allocation decisions over the last 3-5 years:

Share Repurchases

  • IPG Photonics repurchased $343.8 million of its common stock under a February 2024 authorization for up to $300 million.
  • The company executed share repurchases of $57 million in Q4 2024, $74 million in Q3 2024, and $122 million in Q2 2024.
  • In 2023, IPG Photonics repurchased $223.5 million of treasury stock. The company also repurchased $64 million in Q4 2023 and $90 million in Q1 2024.

Share Issuance

  • As of December 31, 2024, IPG Photonics had 42,548,561 shares issued and outstanding, compared to 46,320,671 shares at December 31, 2023.
  • Proceeds from the issuance of common stock under employee stock option and purchase plans (less payments for taxes related to net share settlement of equity awards) were $1.87 million for the nine months ended September 30, 2024.
  • In May 2025, shareholders approved the 2025 Incentive Compensation Plan, which provides for the issuance of 2,100,000 newly authorized shares for stock-based and non-stock awards to employees, non-employee directors, and independent contractors.

Outbound Investments

  • In December 2024, IPG Photonics completed the acquisition of Clean-Lasersysteme GmbH (cleanLASER), a leader in laser cleaning systems, to strengthen its position in high-precision laser systems for cleaning applications.
  • The company completed the sale of its Russian subsidiary, Scientific and Technical Association 'IRE-Polus', for $51.1 million in 2024, resulting in a significant loss due to the divestiture.
  • IPG Photonics also strategically expanded its manufacturing operations in Germany, the United States, and Italy, and added capacity in Poland to offset the impact of ceasing operations in Russia and Belarus due to geopolitical tensions.

Capital Expenditures

  • IPG Photonics' capital expenditures were $87.7 million in 2020, $123.1 million in 2021, $110.1 million in 2022, and $110.5 million in 2023.
  • The company's capital expenditures were $23 million in Q4 2024, $23 million in Q3 2024, $24 million in Q2 2024, and $28 million in Q1 2024.
  • For 2025, IPG Photonics plans to invest approximately $105 million to $115 million in capital expenditures, focusing on replacing capacity in Russia, increasing redundant capacity for critical components, and upgrading equipment at other facilities.

Better Bets than IPG Photonics (IPGP)

Trade Ideas

Select ideas related to IPGP. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ENPH_11302025_Dip_Buyer_High_CFO_Margins_ExInd_DE11302025ENPHEnphase EnergyDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
14.4%14.4%-0.9%
PD_11262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11262025PDPagerDutyDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
13.1%13.1%0.0%
CRM_11212025_Dip_Buyer_FCFYield11212025CRMSalesforceDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
17.3%17.3%-0.1%
HUBS_11212025_Dip_Buyer_High_CFO_Margins_ExInd_DE11212025HUBSHubSpotDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
12.0%12.0%0.0%
FIVN_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FIVNFive9Dip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
5.5%5.5%0.0%
IPGP_2292024_Dip_Buyer_ValueBuy02292024IPGPIPG PhotonicsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-19.9%-32.6%-33.0%
IPGP_12312022_Dip_Buyer_ValueBuy12312022IPGPIPG PhotonicsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
43.5%14.7%-11.6%

Recent Active Movers

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Peer Comparisons for IPG Photonics

Peers to compare with:

Financials

IPGPHPQHPEIBMCSCOAAPLMedian
NameIPG Phot.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price72.9222.7324.33305.7477.79273.7675.36
Mkt Cap3.121.432.4285.5307.74,079.8159.0
Rev LTM96455,29534,29665,40257,696408,62556,496
Op Inc LTM313,6241,64411,54412,991130,2147,584
FCF LTM362,80062711,85412,73396,1847,327
FCF 3Y Avg1122,9781,40011,75313,879100,5037,366
CFO LTM1203,6972,91913,48313,744108,5658,590
CFO 3Y Avg2113,6723,89613,49814,736111,5598,697

Growth & Margins

IPGPHPQHPEIBMCSCOAAPLMedian
NameIPG Phot.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM-7.5%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg-12.7%-3.9%6.5%2.6%3.7%1.8%2.2%
Rev Chg Q7.6%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM1.9%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM3.2%6.6%4.8%17.7%22.5%31.9%12.1%
Op Mgn 3Y Avg6.7%7.4%7.2%16.4%24.2%30.8%11.9%
QoQ Delta Op Mgn LTM3.9%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM12.5%6.7%8.5%20.6%23.8%26.6%16.6%
CFO/Rev 3Y Avg19.0%6.8%12.7%21.4%26.1%28.4%20.2%
FCF/Rev LTM3.8%5.1%1.8%18.1%22.1%23.5%11.6%
FCF/Rev 3Y Avg10.0%5.5%4.6%18.6%24.6%25.6%14.3%

Valuation

IPGPHPQHPEIBMCSCOAAPLMedian
NameIPG Phot.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap3.121.432.4285.5307.74,079.8159.0
P/S3.20.40.94.45.310.03.8
P/EBIT99.06.619.725.122.431.323.7
P/E120.08.4569.036.129.841.138.6
P/CFO25.65.811.121.222.437.621.8
Total Yield0.8%14.4%2.3%5.0%5.5%2.8%3.9%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg3.0%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.00.50.70.20.10.00.2
Net D/E-0.30.30.60.20.00.00.1

Returns

IPGPHPQHPEIBMCSCOAAPLMedian
NameIPG Phot.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn-8.4%-5.8%11.9%-0.9%1.1%-1.8%-1.4%
3M Rtn-7.5%-14.5%1.4%9.9%15.6%7.7%4.5%
6M Rtn6.2%-5.0%20.3%5.0%13.5%33.7%9.8%
12M Rtn-0.7%-28.7%15.4%40.8%33.9%7.6%11.5%
3Y Rtn-23.0%-5.3%65.8%142.1%78.3%113.9%72.0%
1M Excs Rtn-8.5%-5.5%12.3%-0.5%0.9%-2.7%-1.6%
3M Excs Rtn-11.2%-18.1%-2.3%6.2%11.9%4.0%0.9%
6M Excs Rtn-5.1%-16.3%9.0%-6.3%2.2%22.4%-1.4%
12M Excs Rtn-18.8%-43.3%-0.2%25.4%19.0%-7.8%-4.0%
3Y Excs Rtn-99.8%-82.8%-10.4%61.9%0.1%27.1%-5.1%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
High Power Continuous Wave (CW) Lasers525614687646735
Other Revenue including Other Lasers, Amplifiers, Service, Parts, Accessories and Change in295284265201187
Pulsed Lasers186251241158138
Laser and Non-Laser Systems16115312794142
Medium Power Continuous Wave (CW) Lasers7277815157
Quasi-Continuous Wave (QCW) Lasers4950615056
Total1,2871,4301,4611,2011,315


Price Behavior

Price Behavior
Market Price$72.92 
Market Cap ($ Bil)3.1 
First Trading Date12/13/2006 
Distance from 52W High-18.8% 
   50 Days200 Days
DMA Price$81.29$73.57
DMA Trendupdown
Distance from DMA-10.3%-0.9%
 3M1YR
Volatility40.3%45.3%
Downside Capture232.16173.68
Upside Capture154.53147.07
Correlation (SPY)63.5%70.0%
IPGP Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta1.732.021.931.921.581.48
Up Beta0.630.761.361.711.601.42
Down Beta1.162.562.452.421.551.49
Up Capture159%210%157%193%198%250%
Bmk +ve Days13263974142427
Stock +ve Days10223370133390
Down Capture229%210%201%172%132%109%
Bmk -ve Days7162452107323
Stock -ve Days10203055115360

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of IPGP With Other Asset Classes (Last 1Y)
 IPGPSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-2.6%23.1%16.7%65.4%7.5%4.2%-7.3%
Annualized Volatility45.2%27.5%19.4%19.8%15.3%17.0%34.9%
Sharpe Ratio0.080.730.672.430.270.08-0.06
Correlation With Other Assets 69.5%70.1%0.3%23.1%47.1%34.5%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of IPGP With Other Asset Classes (Last 5Y)
 IPGPSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-19.6%18.8%14.8%17.7%11.2%5.1%30.2%
Annualized Volatility40.6%24.7%17.1%15.6%18.7%18.9%48.6%
Sharpe Ratio-0.410.690.700.910.480.180.57
Correlation With Other Assets 57.4%57.1%7.5%10.1%40.2%24.3%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of IPGP With Other Asset Classes (Last 10Y)
 IPGPSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-1.9%22.7%15.0%14.6%6.9%5.4%69.0%
Annualized Volatility41.6%24.2%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.100.860.720.820.310.230.89
Correlation With Other Assets 56.1%54.8%1.8%17.9%33.8%14.5%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity2,180,801
Short Interest: % Change Since 11302025-10.0%
Average Daily Volume240,341
Days-to-Cover Short Interest9.07
Basic Shares Quantity42,198,713
Short % of Basic Shares5.2%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/4/2025-2.2%0.8%-3.5%
8/5/2025-3.7%-2.6%4.7%
5/6/2025-13.0%2.7%8.1%
2/11/2025-5.5%-5.1%-11.4%
10/29/20247.3%1.6%-2.7%
7/30/2024-7.3%-23.0%-21.1%
4/30/2024-5.2%-0.2%-5.7%
2/13/2024-16.1%-16.7%-13.8%
...
SUMMARY STATS   
# Positive9108
# Negative151416
Median Positive7.3%3.5%7.2%
Median Negative-6.2%-8.4%-12.6%
Max Positive21.0%29.1%36.8%
Max Negative-18.3%-23.0%-23.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
09/30/202511/04/202510-Q (09/30/2025)
06/30/202508/05/202510-Q (06/30/2025)
03/31/202505/06/202510-Q (03/31/2025)
12/31/202402/20/202510-K (12/31/2024)
09/30/202410/29/202410-Q (09/30/2024)
06/30/202407/30/202410-Q (06/30/2024)
03/31/202404/30/202410-Q (03/31/2024)
12/31/202302/21/202410-K (12/31/2023)
09/30/202310/31/202310-Q (09/30/2023)
06/30/202308/01/202310-Q (06/30/2023)
03/31/202305/02/202310-Q (03/31/2023)
12/31/202202/27/202310-K (12/31/2022)
09/30/202211/01/202210-Q (09/30/2022)
06/30/202208/03/202210-Q (06/30/2022)
03/31/202205/05/202210-Q (03/31/2022)
12/31/202102/22/202210-K (12/31/2021)