US · Technology · Semiconductor Equipment & Materials
EPS came in at 0.57 against a street estimate of 0.35 — a beat of 62.9%.
Analysts rate Ichor Holdings Ltd a strong buy (7 buy, 1 hold, 0 sell out of 8) with an average price target of $91.62.
CONFIDENT Ichor delivered Q2 revenue of $295M (+15% seq, +23% YoY), beat gross margin guidance at 14.1%, and doubled EPS to $0.34. Guided H2 2026 revenue 25%+ above H1 on strong AI/advanced chip demand. Targeting $3B annual capacity by 2027. Q2 2026 Global footprint realignment driving structural margin gains. Malaysia machining and welding qualifications achieved; internal manufacturing strategy on schedule. Analysts pressed supply chain resilience (flow control, parts shortage impact), cash generation timing, and path to 20% gross margins. Management emphasized isolated incidents, customer mandates for internal supply, and multiple margin pathways without flow control dependency. 2026-08-03…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 14.21% |
| Amvescap Plc. | 7.75% |
| Vanguard Portfolio Management, LLC | 5.52% |
| Capital Research & Mgmt Co - Division 3 | 5.46% |
| Vanguard Capital Management, LLC | 3.95% |
| State Street Corp | 3.64% |
| Barrow Hanley Mewhinney & Strauss LLC | 3.17% |
| Wellington Management Company LLP | 2.96% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $328.699 million, up from $239.296 million in the third quarter of 2025. • Third-quarter gross | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $328.7 million, up 12% from Q2 2026 and up 37% from Q3 2025. • GAAP gross margin was 15.8%, compared with 13. | 2026-11-02 |
| Quarterly report · Q2 2026 ICHOR HOLDINGS, LTD. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash and cash equivalents: $256.5 million as of June 26, 2026, up from $98.3 million | 2026-08-04 |
| Results announced · Q3 2026 ICHOR HOLDINGS, LTD. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $294.8 million, up 15% sequentially from Q1 2026 ($256.1 million | 2026-08-03 |
| Material agreement · Q2 2026 ICHOR HOLDINGS, LTD. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company entered into a sales agreement on May 18, 2026 to sell up to $200,000,000 in ordi | 2026-05-18 |
| Shareholder vote results · Q2 2026 ICHOR HOLDINGS, LTD. - 8-K SUMMARY HEADLINE NUMBERS • Total outstanding shares represented at Annual Meeting: 30,596,247 ordinary shares • Shares tr | 2026-05-14 |
| Quarterly report · Q1 2026 ICHOR HOLDINGS, LTD. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $256.1 million (Q1 2026) vs. $244.5 million (Q1 2025) — up 4.8% • Gross Pr | 2026-05-05 |
| Results announced · Q2 2026 ICHOR HOLDINGS, LTD. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $256.1 million (up 15% sequentially from Q4 2025's $223.6 million; up 5% | 2026-05-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.