IPG Photonics' stock surged 11.53% during intraday trading on Thursday, following the release of its fourth-quarter 2025 financial results that significantly exceeded market expectations.
The high-power fiber laser maker reported quarterly adjusted earnings per share of $0.46, beating the consensus estimate of $0.20 by 131.16%. Revenue reached $274.5 million, surpassing expectations of $249.4 million and representing a 17% year-over-year increase. Management attributed the strong performance to execution on strategic initiatives, increased demand in additive and battery manufacturing, and stabilization in industrial demand.
Additionally, the company's board authorized a new $100 million share repurchase program, providing further support for shareholder value. IPG Photonics also provided first-quarter 2026 revenue guidance of $235 million to $265 million and adjusted EPS guidance of $0.10 to $0.40, reinforcing confidence in its near-term prospects.