Every material Form 8-K IPG Photonics filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
IPG Photonics reported third-quarter 2026 revenue of $287.5 million, up 15% from a year earlier, with net income of $20.3 million, or $0.47 per diluted share, compared with $7.5 million, or $0.18, in the prior-year quarter. The company guided fourth-quarter 2026 revenue to $265 million to $295 million and adjusted earnings per diluted share to $0.30 to $0.60, excluding the pending Lumibird Medical acquisition.
Q3 2026 revenue $287.5 million, up 15%; Advanced Solutions up 33% and Industrial Solutions up 12%
Q3 net income $20.3 million ($0.47 per diluted share) vs. $7.5 million ($0.18) a year earlier; adjusted EPS $0.61 vs. $0.35
Q4 2026 guidance: revenue $265 million to $295 million; adjusted EPS $0.30 to $0.60; adjusted EBITDA $33 million to $50 million
Lumibird Medical acquisition expected to close in the fourth quarter; guidance assumes no contribution from it
IPG Photonics signed a share purchase agreement on September 8, 2026, to acquire Lumibird Medical from Lumibird S.A. for €300 million in cash on a cash-free, debt-free basis, plus up to €50 million in contingent earn-out payments tied to 2026 and 2027 performance metrics. The company expects to fund the deal with cash on hand, and closing is expected in the fourth quarter of 2026, subject to French regulatory approvals and an AMF waiver.
Purchase price of €300 million on a cash-free, debt-free basis, payable in cash at closing, with customary adjustments
Earn-out of up to €50 million in additional cash based on certain 2026 and 2027 performance metrics
Closing subject to French foreign investment authorization and an AMF waiver from a mandatory buyout offer; expected in Q4 2026
Company secured a warranty and indemnity insurance policy covering certain breaches of seller representations
IPG Photonics reported second quarter 2026 revenue of $278.6 million, up 11% from a year earlier, and adjusted earnings of $0.58 per diluted share, up from $0.30. GAAP net income fell 21% to $5.2 million because of a $17.6 million impairment charge, so shareholders see both stronger adjusted results and weaker GAAP profit. The company also guided third quarter 2026 revenue to $265 million to $295 million.
Q2 2026 revenue $278.6 million, up 11% year over year; Industrial Solutions up 16%, Advanced Solutions down 9%
GAAP net income $5.2 million, or $0.12 per diluted share, versus $6.6 million, or $0.16, a year earlier; includes $17.6 million impairment charge
Adjusted EPS $0.58 versus $0.30 and adjusted EBITDA $48.5 million versus $31.5 million a year earlier
Q3 2026 guidance: revenue $265 million to $295 million, adjusted EPS $0.30 to $0.60, adjusted EBITDA $35 million to $51 million
IPG Photonics signed a put option agreement with Lumibird S.A. for the proposed acquisition of 100% of Lumibird Medical, a wholly owned subsidiary of the seller, for €300 million on a cash-free, debt-free basis, plus up to €50 million in contingent earnout tied to 2026 and 2027 performance. The company expects to fund the deal with cash on hand, and closing is expected in the fourth quarter of 2026, subject to a French works council consultation, French foreign direct investment authorization and other customary conditions. Shareholders should note the filing states the deal may not close on the anticipated timeline or at all.
Purchase price of €300 million on a cash-free, debt-free basis, payable in cash at closing, plus up to €50 million contingent earnout based on 2026 and 2027 metrics
Funding from cash on hand; closing expected in the fourth quarter of 2026
Put option becomes binding on IPG only after the seller delivers an exercise notice; if the seller does not exercise by the expiry date, it pays IPG €3.5 million
Lumibird Medical reported fiscal 2025 revenue of €112.2 million and IFRS EBITDA of €24.1 million, per the company's press release
IPG Photonics reported first-quarter 2026 revenue of $265.5 million, up 17% year over year, while GAAP net income fell 58% to $1.6 million and diluted EPS dropped to $0.04 from $0.09 after a $13.5 million litigation settlement expense. The company also agreed with TRUMPF Laser- und Systemtechnik SE to resolve and dismiss all patent litigation worldwide, and gave second-quarter 2026 revenue guidance of $260 million to $290 million.
Q1 2026 revenue was $265.5 million, up 17%; Industrial Solutions sales rose 21% to $227.6 million while Advanced Solutions fell 5%.
GAAP operating loss of $7.7 million, compared with operating income of $1.8 million a year earlier; net income was $1.6 million versus $3.8 million.
Operating expenses included a $13.5 million settlement of litigation matters; GAAP gross margin fell to 37.5% from 39.4%.
On May 5, 2026, IPG agreed with TRUMPF to resolve and dismiss all patent litigation worldwide; Q2 2026 guidance calls for adjusted EPS of $0.25 to $0.55.
IPG Photonics reported fourth-quarter 2025 revenue of $274.5 million, up 17% from a year earlier, and GAAP diluted EPS of $0.31, up from $0.18. Gross margin fell to 36.1% from 38.6% because of higher product costs and tariffs, and operating income dropped 76% to $3.3 million. The board authorized a new $100 million share repurchase program, and the company guided first-quarter 2026 revenue to $235 million to $265 million.
Q4 2025 revenue $274.5 million, up 17% year over year; GAAP diluted EPS $0.31 vs $0.18; adjusted EPS $0.46 vs $0.30
GAAP gross margin 36.1% vs 38.6%, reflecting higher product cost and tariffs; operating income $3.3 million vs $14.0 million
New share repurchase program authorized for up to $100 million of common stock
Q1 2026 guidance: revenue $235 million to $265 million; adjusted EPS $0.10 to $0.40; adjusted EBITDA $25 million to $40 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every IPG Photonics filing is on SEC EDGAR ↗. 8-K briefs of other companies →