The earnings call presented a mixed picture with notable achievements in gross margin and automotive sector performance, but faced challenges with projected revenue decline and operating income decline. The significant projected loss in Q3 also adds to the concerns.

Company Guidance -

Q3 2025

During Himax Technologies' second quarter 2025 earnings call, the company provided guidance for the third quarter, expecting revenues to decrease by 12% to 17% sequentially, with a projected gross margin around 30%, influenced by product mix. The anticipated loss attributable to shareholders is estimated to be between $0.20 to $0.40 per fully diluted ADS, driven in part by an expected $7.5 million annual employee bonus expense. Himax's Q2 2025 results included a gross margin of 31.2% and revenues of $214.8 million, a slight sequential decline of 0.2%. The automotive business, a significant revenue contributor, accounted for approximately 50% of total revenue, with a noted 3.2% year-over-year increase in net automotive driver sales. Non-driver sales rose 14.7% sequentially, driven by increased Tcon shipments for automotive and monitor products. Operating expenses were $48.9 million, rising by 6.9% from the previous quarter, influenced by NT dollar appreciation. The company ended Q2 with $332.8 million in cash and equivalents, supported by a strong operating cash flow of $50.5 million. Looking ahead, Himax plans to manage inventory conservatively amidst ongoing economic uncertainties while maintaining its strategic focus on expanding into high-growth markets such as WiseEye AI and co-package optics.

Q2 Gross Margin Exceeds Guidance

Q2 gross margin was 31.2%, outperforming the guidance of around 31% and improving from 30.5% in the prior quarter, primarily driven by a favorable product mix.

Strong Automotive Sector Performance

Automotive driver sales, including DDIC and TDDI, outperformed guidance with a single-digit decrease quarter-over-quarter, showing a 3.2% year-over-year increase, indicating resilient demand despite global softness in automotive sales.

Non-Driver Sales Increase

Q2 non-driver sales reached $45 million, a 14.7% increase from the previous quarter, primarily due to increased shipment of Tcon for automotive and monitor products.

Positive Cash Flow

Strong positive operating cash flow of $50.5 million in the second quarter.

Himax Technologies (HIMX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HIMX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	<0.01 / -	0.074	―	―	―
Aug 07, 2025	2025 (Q2)	0.10 / 0.10	0.169	-43.79% (-0.07)
May 08, 2025	2025 (Q1)	0.10 / 0.11	0.071	60.56% (+0.04)
Feb 13, 2025	2024 (Q4)	0.10 / 0.14	0.135	3.70% (<+0.01)
Nov 07, 2024	2024 (Q3)	0.04 / 0.07	0.064	15.62% (<+0.01)
Aug 08, 2024	2024 (Q2)	0.14 / 0.17	0.005	3280.00% (+0.16)
May 09, 2024	2024 (Q1)	0.05 / 0.07	0.085	-16.47% (-0.01)
Feb 06, 2024	2023 (Q4)	0.11 / 0.14	0.241	-43.98% (-0.11)
Nov 09, 2023	2023 (Q3)	0.05 / 0.06	0.048	33.33% (+0.02)
Aug 10, 2023	2023 (Q2)	>-0.01 / <0.01	0.404	-98.76% (-0.40)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HIMX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$8.63	$7.16	-17.03%
May 08, 2025	$7.18	$7.28	+1.39%
Feb 13, 2025	$8.79	$9.54	+8.53%
Nov 07, 2024	$5.72	$5.55	-2.97%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Himax Technologies (HIMX) report earnings?

Himax Technologies (HIMX) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Himax Technologies (HIMX) earnings time?

Himax Technologies (HIMX) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HIMX EPS forecast?

HIMX EPS forecast for the fiscal quarter 2025 (Q3) is <0.01.

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