LPKF Laser & Electronics earnings date
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LPKF Laser & Electronics (LPK) Q3 2026 Earnings Report
DE:LPK Q3 2026 EPS Results
- Actual EPS
- EUR 0.04
- Consensus EPS
- ―
- Beat/Miss
- ―
- One Year Ago EPS
- -EUR 0.09
DE:LPK Q3 2026 Revenue Results
- Actual Revenue
- EUR 23.90M
- Expected Revenue
- ―
- Beat/Miss
- ―
- YoY Revenue Growth
- -3.58%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 10/29/2026
- Time
- Before Open
- Conference Call
- Thursday, October 29, 2026
LPKF Laser & Electronics's next earnings date is estimated for March 24, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q3 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q3 2026 Earnings Call Summary
The call presented a mixed picture. Current financial performance was weak, with revenue and EBIT declining sharply, revised full-year guidance, a substantial Solar shortfall, delayed Advanced Packaging revenue and negative free cash flow. However, management highlighted tangible progress in Advanced Packaging, improving order entry in core businesses, completed cost reductions, operational restructuring, a growing robotics opportunity and a maintained path toward sustainable double-digit EBIT by 2028. The positive strategic developments and cost actions were meaningful but did not clearly outweigh the significant current-period financial challenges.
LPKF revised its 2026 guidance to revenue of EUR 93 million to EUR 100 million with a negative EBIT between minus 7% and minus 2.5%, as an expected Solar deal is now highly likely to shift into '27; management said it stands behind this guidance. North Star has delivered cost savings now close to a little bit over EUR 8 million, with measures completed in 2027 and the full impact in the P&L in 2028, supporting the target of a sustainable double-digit EBIT by '28. In Advanced Packaging, management expects that in the first half of '27, 3, maybe 4 more players will get tangible with ramp-up plans and equipment stack decisions, while a typical ramp-up deal is in the middle 7 figure and the company wants to win clearly above 50% of these deals.
- Advanced Packaging Transition to Ramp-Up PhaseLPKF reported that Advanced Packaging is transitioning from qualification and R&D into first ramp-up deals. The company received an LOI from a leading Asian manufacturer, which it said demonstrates a transition from being a multiyear technology partner to becoming an operations partner. The related purchase orders are expected to be issued this year.
- Strong Advanced Packaging Market Position and VisibilityLPKF said it has a strong position in customers' process development, with substantial use of LPKF equipment, and is now delivering operational proof points. The LOI increased the company's visibility and credibility in the semiconductor market and opened discussions regarding potential strategic partnerships with established semiconductor equipment players.
- Additional Advanced Packaging OpportunitiesLPKF reported that several other players are making their operational ambitions more tangible and that some customers are making short-term requests for machine deliveries. Management expects that in the first half of 2027, 3, maybe 4 more players could become tangible with ramp-up plans and equipment-stack decisions. The company also said some deals relevant for 2027 backlog are still progressing this year.
- Growth in Core Product Order EntryRapid Prototyping order entry was up year over year, with book-to-bill developing in the right direction. SMT, including depaneling and StencilLasers, also showed a very healthy year-over-year improvement in order entry despite global investment restraint and geopolitical tensions.
- Strength in China and Europe Rapid PrototypingRapid Prototyping demand in China was described as healthy and above plan, while Europe was also supporting the business. Management said the U.S. weakness reflected volatile budget availability at public research institutions rather than lost contracts.
- AI-Related SMT Applications Continue to GrowLPKF said some SMT applications are related to the broader AI ecosystem and continue to generate strong growth. Management noted that the business is growing despite geopolitical tensions affecting the wider sector.
- North Star Wave 1 Completed with Cost SavingsThe first wave of the North Star program was completed. Headcount declined to 651, primarily driven by the first wave, and cost savings were close to a little over EUR 8 million. Management said the measures will be materialized over time, with the full impact expected next year.
- North Star Wave 2 Preparing the Company for Advanced PackagingThe leadership team for North Star wave 2 has been appointed, and implementation of the new functional organization is planned to start on January 1. Management described wave 2 as both a cost-saving measure and a transformation toward operational excellence and readiness for Advanced Packaging ramp-up.
- Progress Toward Double-Digit EBIT AmbitionLPKF maintained its mid-term ambition of achieving sustainable double-digit EBIT by 2028. Management said the measures will be completed in 2027 and that the full impact on the profit and loss statement is targeted for 2028.
- North Star Already Providing EBIT BenefitManagement said North Star had already generated an approximately EUR 5 million positive impact on EBIT during the first nine months, helping offset part of the decline in business volume.
- Robotics Business Showing Early ProgressIn the welding business, LPKF delivered the first batches of robotics machines, which were reported to be operating successfully. Management said the robotics area has a positive outlook and is moving toward high volume, although it remains in a transition phase.
- Solar Perovskite Opportunity Remains Strategically ImportantLPKF said Solar has a very good outlook once the perovskite transition is established. The company's large U.S. key account is preparing perovskites for market readiness with strong effort, and the related prototyping-line orders are running as planned.
- Potential Perovskite Opportunities Outside ChinaManagement said India's thin-film solar industry is becoming tangible now, and that additional U.S. players beyond LPKF's large key account are becoming tangible in perovskites. The company said possible restrictions on Chinese solar equipment exports could support its position in business outside China.
- Additional Glass Processing Applications Receiving Good ReceptionLPKF reported good results for glass-substrate cutting and bonding processes. Cutting was described as a nearer-term opportunity than bonding, and both are being positioned with customers alongside LIDE glass-structuring equipment.
- Strong Cash Collection and Stable Working CapitalLPKF said its cash-collection initiative continues to deliver sustainable high performance. Overall working capital remained stable while inventory increased slightly to prepare for fourth-quarter deliveries, and customer prepayments increased with order intake.
- Existing Financing Covers the Current Business PlanManagement stated that the current business is financed with the existing financing model, including the reduced business volume and revised guidance, and that financing through 2028 is covered under the current plan.
DE:LPK Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Mar 24, 2027 | 2026 (Q4) | ―- | -0.38 | ― | ― |
| Oct 29, 2026 | 2026 (Q3) | ―0.04 | -0.09 | 141.86% (+0.12) | |
| Jul 23, 2026 | 2026 (Q2) | ―-0.29 | 0.06 | -590.00% (-0.35) | |
| Apr 30, 2026 | 2026 (Q1) | ―-0.30 | -0.17 | -72.57% (-0.13) | |
| Mar 26, 2026 | 2025 (Q4) | ―-0.38 | 0.17 | -323.53% (-0.55) | |
| Oct 30, 2025 | 2025 (Q3) | ―-0.09 | -0.07 | -22.86% (-0.02) | |
| Jul 24, 2025 | 2025 (Q2) | ―0.06 | -0.07 | 185.71% (+0.13) | |
| Apr 30, 2025 | 2025 (Q1) | -0.17-0.17 | -0.21 | 16.67% (+0.04) | |
| Mar 27, 2025 | 2024 (Q4) | 0.320.17 | 0.28 | -39.07% (-0.11) | |
| Oct 24, 2024 | 2024 (Q3) | ―-0.07 | 0.1 | -170.00% (-0.17) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
