Himax Technologies (HIMX)
NASDAQ:HIMX
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Earnings Data
Report Date
Aug 06, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.11Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced short-term challenges—notably YoY profit decline, persistent cost pressures, and some segment softness—with multiple positive signals: Q1 results beat guidance, strong Q2 guidance (10–13% revenue growth and higher margin), healthy cash and a 100% payout dividend, leadership positions in automotive display ICs, and visible long-term growth drivers (WiseEye, LCoS microdisplays, and CPO ramping toward 2027). Management presented a cautious but constructive outlook with near-term cost and visibility risks tempered by solid product pipelines and market positions.Company Guidance
Revenue and Guidance Beat/Outlook
Q1 revenue of $199.0M (down 2.0% sequentially) came in at the high end of guidance; Q1 profit per diluted ADS was $0.046, exceeding prior guidance of $0.02–$0.04. Company provided Q2 guidance of sequential revenue growth of 10.0%–13.0%, gross margin ~32%, and Q2 EPS of $0.086–$0.103 per fully diluted ADS.
Strong Gross Margin and Sequential Operating Margin Improvement
Q1 gross margin was 30.4% (flat/sequentially at the high end of guidance). Operating profit was $10.2M with operating margin improving sequentially to 5.1% from 3.4% last quarter.
Large Display Driver Outperformance
Large display driver revenue grew 11.7% sequentially to $24.2M, outperforming guidance; contribution rose to 12.2% of total revenues (vs 10.7% last quarter and 11.6% a year ago) driven by restocking of high‑end TV ICs.
Smartphone and Tablet IC Momentum
Smartphone IC revenue increased sequentially due to new OLED solutions entering mass production for a leading smartphone brand; tablet IC sales also increased sequentially driven by renewed demand and shipments for a premium OLED tablet.
Robust Non-Driver Growth Pipeline and Tcon Strength
Although Q1 non-driver sales were down, management expects meaningful growth: Q2 non-driver revenue is guided to increase double-digits sequentially, and Tcon is expected to account for over 12% of total sales in Q2 with more than half from automotive Tcon and hundreds of design wins in the pipeline.
Strategic Investments and Emerging Growth Areas
Progress in WiseEye (ultralow power AI sensing) with leading-brand smart‑glasses mass production expected later this year; LCoS microdisplay technology demonstrated leading performance at Display Week 2026; CPO partnership (FOCI) advancing with Gen1 ready and Gen2 near customer validation, positioning CPO to be a significant future contributor (meaningful ramp expected 2027).
Strong Balance Sheet and Shareholder Returns
Cash, equivalents and other financial assets of $287.6M; low long-term debt ($27.0M with $6.0M current portion). Announced annual cash dividend of $0.252 per ADS totaling $44M (100% payout ratio of prior year's profit). ADS outstanding unchanged at 174.4M.
Market Leadership in Automotive Display ICs
Company claims leading market positions: ~40% share in DDIC, >50% in TDDI, and an even higher share in local dimming Tcon, supporting expectation to capture higher content per vehicle as automotive displays shift to OLED and advanced solutions.
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 |
|---|---|---|---|
May 07, 2026 | $12.33 | $16.03 | +30.01% |
Feb 12, 2026 | $8.25 | $7.75 | -6.06% |
Nov 06, 2025 | $9.08 | $7.91 | -12.94% |
Aug 07, 2025 | $8.63 | $7.16 | -17.03% |
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 Aug 06, 2026, TBA (Confirmed).
What is Himax Technologies (HIMX) earnings time?
Himax Technologies (HIMX) earnings time is at Aug 06, 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 (Q2) is 0.11.
