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Photronics, Inc.

PLAB

Technology · 30.29 +2.3% today

Jodie read · what matters now

Net income increased 254.7% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to PLAB, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections2 verified linksBuilt from company filings
Organic co-movement groupSemiconductor Supply Chain · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-06-11 against the comparable filing from 2025-06-11.

cautious
OperationscautiousEvidence score -2
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Net income increased 254.7% versus the comparable filing period.

What weakened

  • Revenue decreased 0.5% versus the comparable filing period.
  • Operating margin fell 6.3 percentage points.
  • Gross margin fell 5.6 percentage points.

Filing receipts

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.

Who this business touches

The relationships behind PLAB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

JYNTFiling-linked namepartnerFull receipt with Pro →
SXTEYFiling-linked namecompetitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

PLAB is currently a Participant in the organic co-movement group Semiconductor Supply Chain. 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.

Theme membership history

No durable theme membership has been observed for this name yet.