IPG Photonics (NASDAQ:IPGP) Posts 17.1% Q4 Revenue Surge and Beats Estimates

IPG Photonics (NASDAQ:IPGP) reported Q4 CY2025 revenue of $274.5 million, up 17.1% year-on-year, and non-GAAP profit of $0.46 per share, 85.2% above analyst consensus. Management guided for $250 million in next-quarter revenue at the midpoint, 2% above estimates. Supporting context: The company posted a 163-day inventory days-of-sales (DIO), 46 days below its five-year average, indicating no signs of inventory buildup. The stock rose 6.5% to $118.07 in after-hours trading following the results. Over the past five years, IPG Photonics has seen annual sales decline at a 3.5% rate, though the recent quarter marks a significant improvement. Looking ahead, sell-side analysts project 4.2% revenue growth over the next 12 months, reflecting potential tailwinds from new products and services but remaining below sector average.