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Jun 30, 2024

IPG Photonics Q2 2024 Earnings Report

IPG's second quarter results reflected a challenging demand environment, particularly across industrial and e-mobility markets.

Key Takeaways

IPG Photonics reported a decrease in revenue by 24% year-over-year to $258 million due to a challenging demand environment. The company focused on financial execution, generating $53 million in cash from operations and reducing inventory. While materials processing sales decreased, other sales increased due to higher revenue in medical and advanced applications.

Second quarter revenue decreased 24% year over year to $258 million.

Gross margin decreased to 37.3% due to reduced absorption of manufacturing expenses and increased inventory reserves.

Earnings per diluted share decreased 66% year over year to $0.45.

The company generated $53 million in cash from operations and spent $24 million on capital expenditures and $122 million on share repurchases.

Total Revenue
$258M
Previous year: $340M
-24.2%
EPS
$0.45
Previous year: $1.31
-65.6%
Gross Margin
37.3%
Previous year: 43.4%
-14.1%
Operating Margin
4.7%
Previous year: 21.2%
-77.8%
Cash from Operations
$53M
Gross Profit
$96.2M
Previous year: $148M
-34.9%
Cash and Equivalents
$721M
Previous year: $573M
+25.7%
Free Cash Flow
$29.2M
Previous year: $40.9M
-28.6%
Total Assets
$2.5B
Previous year: $2.7B
-7.5%

IPG Photonics

IPG Photonics

IPG Photonics Revenue by Segment

Forward Guidance

For the third quarter of 2024, IPG expects revenue of $210 million to $240 million, gross margin between 34% and 37%, and operating expenses of $82 million to $84 million. The Company expects the third quarter tax rate to be approximately 25%, including certain discrete items. IPG anticipates delivering earnings per diluted share in the range of $0.00 to $0.30.

Revenue & Expenses

Visualization of income flow from segment revenue to net income