Photronics PLAB Reports $216 Million Revenue and $0.49 Diluted EPS

Photronics (PLAB) reported fiscal third-quarter 2026 revenue of $216.0 million, up 2.7% from a year earlier and 2.9% sequentially. GAAP net income attributable to Photronics shareholders was $28.9 million, or $0.49 per diluted share.

The quarter ended August 2, 2026. The company said IC revenue rose 5% year over year and sequentially to $154.7 million, while FPD revenue declined 2% on both comparisons to $61.4 million.

• GAAP net income attributable to shareholders was $28.9 million, compared with $22.9 million a year earlier.
• Cash, cash equivalents and short-term investments totaled $672.8 million at quarter-end.
• Cash generated from operating activities was $76.3 million, while capital expenditures were $37.0 million.
• Fourth-quarter revenue guidance is $207 million to $227 million.
• Fourth-quarter non-GAAP diluted EPS guidance is $0.40 to $0.56 per share.

$PLAB Insider Trading Activity

$PLAB insiders have traded $PLAB stock on the open market 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 have been sales.

Here’s a breakdown of recent trading of $PLAB stock by insiders over the last 6 months:

• GEORGE MACRICOSTAS (CEO) has made 0 purchases and 3 sales selling 121,194 shares for an estimated $5,203,717.
• KANG JYH LEE has made 0 purchases and 11 sales selling 80,000 shares for an estimated $3,395,500.
• CONSTANTINE S MACRICOSTAS sold 50,000 shares for an estimated $2,267,500
• HSUEH-CHUN WANG (SVP/COO IC & US/EU Mnstrm Ops) has made 0 purchases and 6 sales selling 51,125 shares for an estimated $2,245,224.
• ERIC RIVERA (President, CFO) has made 0 purchases and 3 sales selling 42,517 shares for an estimated $1,871,518.
• MITCHELL G TYSON sold 10,000 shares for an estimated $423,100
• RUI ZHANG (VP, CAO & Corporate Controller) has made 0 purchases and 2 sales selling 6,308 shares for an estimated $288,977.

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$PLAB Hedge Fund Activity

We have seen 168 institutional investors add shares of $PLAB stock to their portfolio, and 223 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 972,738 shares (+inf%) to their portfolio in Q2 2026, for an estimated $31,643,167
• LSV ASSET MANAGEMENT removed 697,250 shares (-24.2%) from their portfolio in Q2 2026, for an estimated $22,681,542
• VICTORY CAPITAL MANAGEMENT INC removed 680,504 shares (-31.8%) from their portfolio in Q2 2026, for an estimated $22,136,795
• PRICE T ROWE ASSOCIATES INC /MD/ added 668,311 shares (+74.0%) to their portfolio in Q2 2026, for an estimated $21,740,156
• AMERICAN CENTURY COMPANIES INC added 567,453 shares (+20.1%) to their portfolio in Q2 2026, for an estimated $18,459,246
• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 535,199 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $21,627,391
• INVESCO LTD. added 412,594 shares (+28.9%) to their portfolio in Q2 2026, for an estimated $13,421,682

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.