PLAB
Photronics, Inc.34.36
-2.39-6.5%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Capacity expansions target high-end strains
Q&A highlighted capacity strains on high-end IC at Boise, with Allen expansion on track for H2 quals to handle mainstream and free Boise for advanced nodes via new Martin writers. Management quashed margin overearning worries, forecasting Q1-like mix into Q2 despite CNY output hiccups guiding revenue to $212M-$220M. China high-end stays protected by steep qualification barriers against newcomers, fueled by geopolitical duplicate tape-outs and 22/28nm migrations. G8.6 AMOLED draws first Korean orders but remains infant-stage. Boise strains under high-end surge. Investors watch U.S./Korea ramps closely.
Key Stats
Market Cap
2.07BP/E (TTM)
15.07Basic EPS (TTM)
2.28Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
8-K
8-K
IPO
Website
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Industry
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