LPKF Laser & Electronics SE (LPK) Earnings Call Transcripts

LPKF Laser & Electronics SE's Latest Earnings Call - March 26, 2026

For the fiscal year 2025, LPKF Laser & Electronics SE reported revenues of EUR 115.3 million, a decline of 6.2% year-over-year, landing at the lower end of their adjusted guidance. Adjusted EBIT improved to EUR 0.8 million from EUR 0.1 million, indicating effective cost-saving measures despite revenue challenges. Management provided a conservative guidance for 2026, projecting revenues between EUR 105 million and EUR 120 million and an adjusted EBIT loss of EUR 3 million to EUR 4.5 million, reflecting ongoing market volatility and a slow recovery in the Solar segment.

Reported metrics

Guidance from management

Management provided a conservative guidance for 2026, projecting revenues between EUR 105 million and EUR 120 million and an adjusted EBIT loss of EUR 3 million to EUR 4.5 million, reflecting ongoing market volatility and challenges in the Solar segment.

What management said

No, it's absolutely my expectation. You know we are very broadly networked in that market. First customers have now shared their volume demand profiles for the coming years. Some customers are still hashing it out. And what we see as numbers that are thrown on the table is absolutely in line with our previous market model, and that is also the number you were just mentioning.

So the costs for ARRALYZE are out now with Q1. So we started this activity, decided in Q4 and immediately went to execution. Execution is now finished with Q1. So the dominating part of the cost is out with end of Q1. We are in talks right now with an external partner who has an awesome network in the biotech field now, on the right partnership, and we have the clear goal to finish also this in the course of '26.

What analysts pressed on

Analysts expressed concerns over the significant decline in order intake, particularly in the Solar segment, and the impact of geopolitical tensions on future revenue growth. There were also questions regarding the competitive landscape in advanced packaging and the potential for market share erosion.

Main topics on the call

• Revenue Decline — LPKF's revenue decreased by 6.2% to EUR 115.3 million, attributed to a significant drop in order intake, particularly in the Solar business. Management noted, "Our order intake is at EUR 91.6 million, significantly below...
• Cost-Saving Measures — The company reported an improvement in adjusted EBIT to EUR 0.8 million, up from EUR 0.1 million, due to effective cost-saving initiatives under the North Star program. Klaus Fiedler stated, "Despite a decline in revenue...
• Solar Market Challenges — LPKF's Solar segment faced significant headwinds, with management indicating a weak outlook for 2026 due to a shift towards perovskite technology. Fiedler mentioned, "We expect a '26 where demand and revenue is significa...
• Welding Business Growth — The Welding segment saw a notable turnaround, with a 30% revenue increase driven by a large order from consumer electronics. Management highlighted, "We are significantly above plan in that area, driven by a large bulk o...

Read the full LPKF Laser & Electronics SE transcript (March 26, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 9 LPKF Laser & Electronics SE earnings call transcripts on record, spanning March 24, 2020 to July 23, 2026. Based on this history, LPKF Laser & Electronics SE reports annually. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LPK

Exchange

XTRA

Country

DE

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

9

First call

March 24, 2020

Most recent

July 23, 2026

Reporting cadence

annually