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IPG Photonics Q4 Earnings Miss Estimates, Revenues Decline Y/Y

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IPG Photonics (IPGP - Free Report) has reported earnings of 18 cents per share in the fourth quarter of 2024, lagging the Zacks Consensus Estimate by 10.0%. The company had registered earnings of 89 cents per share in the year-ago quarter, a steep year-over-year decline of 79.8%.

Find the latest EPS estimates and surprises on Zacks Earnings Calendar.

Revenues of $234.3 million declined 21.6% on a year-over-year basis but beat the consensus mark by 3.3%. Foreign exchange fluctuations negatively impacted revenue growth by approximately $2 million (1%).

The year-over-year decline in revenues primarily resulted from lower sales in materials processing and medical applications. However, this was partially offset by growth in advanced applications.

Emerging growth product revenues contributed 48% to the total revenues, which increased 3% sequentially, driven by higher sales in advanced applications.

IPG Photonics Corporation Price, Consensus and EPS Surprise

 

IPG Photonics Corporation Price, Consensus and EPS Surprise

IPG Photonics Corporation price-consensus-eps-surprise-chart | IPG Photonics Corporation Quote

Following the results, IPG Photonics shares gained 2.06% in the pre-market trading to $68.79, likely driven by the revenue beat. However, the stock has declined 7.3% year to date against the Zacks Computer & Technology sector’s growth of 2.2%.

IPG Photonics’s Quarterly Details

Materials processing (85% of the total revenues) fell 23.4% year over year. The downside was mainly led by lower sales in welding cutting applications.

Revenues from other applications decreased 6% year over year due to lower revenues in medical applications, partially offset by higher sales in advanced applications.

By region, sales dropped 31% in North America and 22% in China, while Europe saw a 22% increase and Japan reported 15% year-over-year growth.

IPG Photonics has reported a gross margin of 38.6%, which expanded 40 basis points (bps) from the prior-year period. The upside was driven by reduced product costs, lower tariffs and shipping costs, and more stable inventory provisions but was negatively impacted by lower absorption of manufacturing costs.

IPGP’s Balance Sheet & Cash Flow

As of Dec. 31, 2024, IPG Photonics had $0.93 billion in cash and cash equivalents, including short-term investments, compared with $1.02 billion as of Sept. 30, 2024.

The fourth-quarter 2024 cash flow from operations amounted to $74 million compared with the previous quarter’s $66 million.

The company spent $23 million in capital expenditure and allocated $57 million for share repurchases.

IPG Photonics’s Q1 Guidance

For first-quarter 2025, IPG Photonics anticipates sales of $210-$240 million. Earnings are projected between 5 cents and 35 cents per share.

Zacks Rank & Stocks to Consider

IPG Photonics currently has a Zacks Rank #4 (Sell).

Arista Networks (ANET - Free Report) , BWX Technologies (BWXT - Free Report) and Vipshop (VIPS - Free Report) are some better-ranked stocks in the broader sector.

Arista Networks flaunts a Zacks Rank #1 (Strong Buy) at present, and BWX Technologies and Vipshop carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Arista Networks shares have returned 8.7% year to date. ANET is set to report fourth-quarter 2024 results on Feb.18.

BWX Technologies shares have risen 2.4% year to date. BWXT is set to post fourth-quarter 2024 results on Feb.24.

Vipshop shares have gained/lost 12.1% year to date. VIPS is set to report fourth-quarter 2024 results on Feb.21.

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