Photronics Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.9%projected annual EPS growth
Analyst Coverage
3analysts covering
FY EPS (est.)
$1.86next fiscal year
Monitoring Framework
Key Performance Indicators
Integrated Circuit (IC) Photomask Revenue Quarterly147.5MTarget: Growth driven by high-end sub-5nm node demand and AI chip packaging
Flat Panel Display (FPD) Photomask Revenue Quarterly62.4MTarget: Expansion in G8.6 AMOLED/OLED premium smartphone and tablet masks
Operating Margin Quarterly2,010.0%Target: 18% to 20% (Q3 FY2026 Guidance)
Capital Expenditures (CapEx) Quarterly45.8MTarget: 330000000 (Full-Year FY2026 Guidance)
Watch Items
- Delayed IC Design Releases and Fab Utilization RatesTrigger: Prolonged elevated fab utilization extending new product launch timelinesAction: Monitor customer tape-out schedules and adjust production capacity allocation
- U.S. and South Korea Capacity Expansion ProgressTrigger: Completion of Allen (U.S.) and South Korea facilities by late FY2026 and FY2027Action: Track qualification mask timelines and clean room preparations for 8-nm and below
- Shareholder Class Action and Accounting InvestigationsTrigger: Formal legal filings or regulatory actions regarding the Q4 FY2025 tax valuation allowance reversalAction: Review legal disclosures and assess potential financial or reputational liabilities
Research as of 20 Jun 2026