Photronics Q1 revenue rises 6.1%; aims to diversify revenue mix through facility expansion

Reuters02-25
Photronics Q1 revenue rises 6.1%; aims to diversify revenue mix through facility expansion

Overview

  • Photomask maker's fiscal Q1 revenue rose 6.1% yr/yr

  • Adjusted EPS for fiscal Q1 increased to $0.61

  • Company achieved record high-end IC revenue, continues facility expansion

Outlook

  • Photronics expects Q2 revenue between $212 mln and $220 mln

  • Company forecasts Q2 non-GAAP EPS between $0.49 and $0.55

  • Photronics aims to diversify revenue mix through facility expansion

Result Drivers

  • HIGH-END IC REVENUE - Achieved record high-end IC revenue for the second consecutive quarter, contributing to overall revenue growth

  • FACILITY EXPANSION - Ongoing facility expansion plans are expected to diversify geographic revenue mix

  • CASH FLOW AND INVESTMENT - Generated $97.3 mln in cash from operations, reinvesting $47.6 mln in capital expenditures for growth

Company press release: ID:nGNX6zjKqM

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Beat

$225.07 mln

$220.64 mln (2 Analysts)

Q1 Adjusted EPS

Beat

$0.61

$0.54 (2 Analysts)

Q1 Net Income

$60.18 mln

Analyst Coverage

  • The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the semiconductor equipment & testing peer group is "buy."

  • Wall Street's median 12-month price target for Photronics Inc is $42.35, about 11.5% above its February 24 closing price of $37.99

  • The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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