The earnings call reflects a mixed performance with notable achievements in exceeding revenue and profit expectations, driven by automotive IC and Tcon product lines. However, challenges persist with declines in large display driver revenue, higher operating expenses, and a challenging macroeconomic environment. The company's strategic focus on emerging technologies offers potential for future growth.

Company Guidance

During the third quarter of 2025 earnings call, Himax Technologies reported a revenue of $199.2 million, representing a 7.3% sequential decline, yet significantly outperforming the guidance range of a 12.0% to 7.0% decline. The gross margin stood at 30.2%, aligning with the anticipated 30% guidance. The profit per diluted ADS was $0.06, surpassing the guidance range of a loss of $0.02 to $0.04. Automotive IC and Tcon product lines drove better-than-expected sales. Large display driver revenues declined 23.6% to $9.0 million, while small- and medium-sized display driver revenues slightly decreased by 2.4% to $141.0 million. The automotive segment, including DDIC and TDDI, saw single-digit growth and accounted for over 15% of total revenue. Non-driver sales at $39.2 million decreased by 13.7%, yet outperformed the guidance, largely due to increased Tcon shipments for automotive applications. Operating expenses rose by 24.2% sequentially to $60.7 million, influenced by annual bonus compensation and increased tape-out and salary expenses. The fourth-quarter guidance projects flat sequential revenue and gross margin performance, with profit attributable to shareholders estimated between $0.02 to $0.04 per fully diluted ADS.

Third Quarter Revenue and Profit Exceed Expectations

Third quarter revenue registered $199.2 million, representing a sequential decline of 7.3%, which significantly outperformed guidance range of 12.0% to 7.0% decline. Q3 profit per diluted ADS was $0.06, substantially exceeding the guidance range of a loss of $0.02 to $0.04.

Automotive IC and Tcon Product Lines Drive Growth

Better-than-expected sales from automotive IC and Tcon product lines contributed to outperforming revenue guidance. Automotive business, including DDIC, TDDI, Tcon, and OLED IC sales, remained the largest revenue contributor, representing over 15% of total revenue.

Strong Cash Position

As of September 30, 2025, Himax had $278.2 million of cash, cash equivalents, and other financial assets, compared to $206.5 million at the same time last year.

Potential in Emerging Technologies

Himax continues to focus on expansion into emerging areas beyond display ICs, including ultralow power AI, CPO, and smart glasses, which are poised to become new growth drivers.

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
Feb 12, 2026	2025 (Q4)	0.05 / -	0.14	―	―	―
Nov 06, 2025	2025 (Q3)	<0.01 / <0.01	0.074	-91.89% (-0.07)
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)

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
Nov 06, 2025	$9.08	$7.90	-13.00%
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%

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 Feb 12, 2026, TBA (Confirmed).

What is Himax Technologies (HIMX) earnings time?

Himax Technologies (HIMX) earnings time is at Feb 12, 2026, 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 (Q4) is 0.05.

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