PLAB
Market read
The latest filing evidence is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if PLAB's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“IC revenue increased $9.8 million or 2.1% in the nine months ended August 2, 2026 compared with the nine months ended August 3, 2025, primarily driven by increased global demand for high-end products.”10-Q · Sep 10, 2026 ↗
“Other Income (Expense), net ($ in millions) Q2 FY26 Q1 FY26 Q2 FY25 YTD FY26 YTD FY25 Foreign currency transactions impact, net $ 7.9 $ 12.9 $ (31.1 ) $ 20.7 $ (12.7 ) Interest expense (0.0 ) (0.0 ) (0.0 ) (0.0 ) (0.1 ) Interest income and other income, net 3…”10-Q · Jun 11, 2026 ↗
“The Company’s cash, cash equivalents, and restricted cash balances were negatively impacted by changes in foreign currency exchange rates in YTD FY26 by $6.7 million.”10-Q · Jun 11, 2026 ↗
“Gross Margin ($ in millions) Percent Percent Percent Q2 FY26 Q1 FY26 Change Q2 FY25 Change YTD FY26 YTD FY25 Change Gross profit $ 65.8 $ 78.7 (16.4 )% $ 77.9 (15.6 )% $ 144.5 $ 153.4 (5.9 )% Gross margin 31.3 % 35.0 % 36.9 % 33.2 % 36.3 % Gross margin was 31…”10-Q · Jun 11, 2026 ↗
Valuation discipline
Price/sales 2.0× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for PLAB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-11 against the comparable filing from 2025-06-11.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“Investing Activities : Net cash flows used in investing activities increased by $37.0 million in YTD FY26, compared to the same period in FY25, primarily driven by an increase in purchases of short-term investments of $78.1 million, partially offset by $37.4 million increase in proceeds from maturities and sales of short-term investments.”
“For the first six months of FY26 FPD revenue increased $8.9 million or 7.9% compared with the first six months of FY25, primarily driven by the increased demand for both mainstream and high-end products.”
“Revenue in Q2 FY26 was $209.9 million, a decrease of 6.7% compared with Q1 FY26, primarily driven by lower demand in our IC business.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Investment Related Risk Factors Joint ventures may not operate according to their business plans if our partners fail to fulfill their obligations, which may adversely affect our results of operations and compel us to dedicate additional resources to these jo…”
“Our competitors include Compugraphics International, Ltd., Dai Nippon Printing Co., Ltd (outside of Taiwan and China), Hoya Corporation, LG Innotek Co., Ltd., Shenzhen Newway Photomask Making Co., Ltd., Shenzhen Qingyi Photomask, Ltd., SK-Electronics Co., Ltd…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
PLAB is currently a Follower in the organic co-movement group Healthcare-Defense Mix. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for PLAB; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.