Education
About Us
Working with TipRanks
Follow Us
Himax Technologies (HIMX)
NASDAQ:HIMX
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.05Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: near-term financials showed pressure with full-year revenue and profits down YoY and guidance for a modest decline in Q1 2026, but the company reported sequential Q4 improvement, a solid cash position, outperformance in automotive and non-driver segments, and clear progress on multiple strategic growth initiatives (CPO, WiseEye, automotive OLED, microdisplay and TCON innovations) that could drive meaningful revenue and margin expansion in 2027 and beyond.Company Guidance
Q4 Revenue and Profit Beat Guidance
Q4 revenue of $203.1M represented a sequential increase of 2% (better than the flat QoQ guidance). Q4 after-tax profit was $6.3M ($0.036 per diluted ADS), which was at the high end of the guidance range ($0.02–$0.04). Gross margin for the quarter was 30.4%, in line with guidance.
Improved Operating Performance Sequentially
Q4 operating profit was $6.8M (operating margin 3.4%), up from an operating loss of 0.3% in the prior quarter, driven by higher revenue, stable gross margin, and lower operating expenses sequentially.
Automotive Segment Resilience and Market Leadership
Q4 automotive driver sales rose approximately 10% QoQ. Full-year automotive driver IC sales grew single digit YoY, outpacing the broader automotive market. Himax highlighted hundreds of design wins, ~40% market share in automotive DDIC and over 50% in global TDDI, and leadership in automotive TCON.
Non-Driver Growth and TCON Strength
Q4 non-driver sales were $42.3M, up 7.9% QoQ. Full-year non-driver revenue grew 7% YoY to $156.4M and represented 20% of total sales (vs 17.1% prior year). TCON accounted for over 10% of Q4 sales and automotive TCON grew ~50% YoY for 2025.
Cash Position and Operating Cash Flow Improvement
Cash, cash equivalents and other financial assets increased to $286.2M at 12/31/2025 (vs $224.6M a year ago). Q4 operating cash inflow was $15.8M compared to $6.7M in the prior quarter.
Strategic Product Wins and Volume Starts
Automotive OLED on-cell touch IC entered mass production with a leading brand in Q4. Mass production for touch IC in OLED notebooks began in the first quarter. Several WiseEye and microdisplay design-ins for smart glasses and other endpoint AI applications are underway.
Progress on CPO (Co-Packaged Optics) with Significant Long-Term Potential
Himax, in partnership with ForeSee and an anchor customer, is finalizing a Gen 2 CPO design targeting >6.4T bandwidth. 2026 targeted for validation/sample shipments; meaningful revenue potential expected starting 2027 with internal estimates of 'hundreds of millions of dollars' in early MP stages. Himax also participated in ForeSee's equity rights issue to support mass production readiness.
WiseEye and WiseGuard Traction
WiseEye ultra-low-power AI solutions and WiseGuard endpoint AI were showcased at CES and have attracted market interest across notebooks, smart home, surveillance, access control, smart glasses, and other applications; some advanced smart glasses are expected to enter mass production later in the year.
HIMX Earnings History
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 |
|---|---|---|---|
Feb 12, 2026 | $8.25 | $7.75 | -6.06% |
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% |
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 May 07, 2026, TBA (Confirmed).
What is Himax Technologies (HIMX) earnings time?
Himax Technologies (HIMX) earnings time is at May 07, 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 2026 (Q1) is 0.05.