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Mar 31, 2021

IPG Photonics Q1 2021 Earnings Report

IPG Photonics' Q1 2021 results were driven by strong demand recovery, with revenue reaching $346 million and earnings per diluted share at $1.26.

Key Takeaways

IPG Photonics reported a strong first quarter in 2021, with revenue increasing by 39% year-over-year to $346 million. Earnings per diluted share also saw significant growth, increasing by 85% to $1.26. The company benefited from strong demand in China and North America, as well as improvements in Europe.

Revenue increased by 39% year-over-year, reaching $346 million.

Earnings per diluted share increased by 85% year-over-year to $1.26.

Material processing sales increased 45% year-over-year, accounting for 92% of total revenue.

Sales increased significantly in China, Europe, and North America, while decreasing in Japan.

Total Revenue
$346M
Previous year: $249M
+38.7%
EPS
$1.26
Previous year: $0.68
+85.3%
Gross Margin
47.5%
Previous year: 41.3%
+15.0%
Operating Margin
25.7%
Previous year: 18%
+42.8%
Cash from Operations
$88M
Gross Profit
$164M
Previous year: $103M
+59.4%
Cash and Equivalents
$897M
Previous year: $570M
+57.3%
Free Cash Flow
$60.1M
Previous year: $39M
+54.2%
Total Assets
$2.98B
Previous year: $2.68B
+11.3%

IPG Photonics

IPG Photonics

IPG Photonics Revenue by Segment

IPG Photonics Revenue by Geographic Location

Forward Guidance

For the second quarter of 2021, IPG expects revenue of $360 to $390 million and earnings per diluted share in the range of $1.20 to $1.50.

Positive Outlook

  • Strong bookings for core high power fiber lasers used in cutting and welding applications.
  • Increased demand for newer emerging products in medical applications.
  • Growth in electric vehicle battery production and solar cell manufacturing.
  • Increasing energy efficiency and sustainability trends.
  • Displacement of legacy non-laser processes.

Challenges Ahead

  • COVID-19 pandemic and its associated impacts to the global business environment.
  • Public health requirements and government mandates.
  • Product demand fluctuations.
  • Order cancellations and delays.
  • Competition, tariffs, trade policy changes and general economic conditions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income