secwatch / observer

8-K filed May 28, 2026, 7:01 AM ET ticker PLAB CIK 0000810136

earnings confidence high sentiment neutral materiality 0.65

Photronics Q2 FY2026 revenue $209.9M (-0.5% YoY); GAAP EPS $0.54 vs $0.15; Q3 guidance $207-215M

PHOTRONICS INC

GAAP net income $31.4M ($0.54 diluted EPS) vs $8.9M ($0.15) YoY; non-GAAP EPS $0.42 vs $0.40.
IC revenue $147.5M (-5% YoY, -11% sequential); FPD revenue $62.4M (+13% YoY, +4% sequential).
Q3 FY2026 guidance: revenue $207-215M, operating margin 18-20%, non-GAAP EPS $0.39-0.45.
Cash & short-term investments $637.7M; operating cash flow $47.0M; capex $45.8M.
CEO cites delayed design releases due to high fab utilization and geopolitical uncertainty as near-term headwinds.

item 2.02 item 9.01

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schema_version: secwatch.filing_event.v1
accession: 0001140361-26-023057
form_type: 8-K
ticker: PLAB
cik: 0000810136
company_name: PHOTRONICS INC
filed_at: 2026-05-28T11:01:29+00:00
discovered_at: 2026-05-28T11:05:00.239081+00:00
generated_at: 2026-05-28T11:05:49.316681+00:00
sec_items: ["2.02", "9.01"]
event_type: earnings
sentiment: neutral
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: high
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Source: SEC EDGAR

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