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Ichor Holdings (ICHR)
NASDAQ:ICHR
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.14Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: -18.71%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed outlook. While there is strong revenue growth and significant achievements in component qualifications, challenges remain with gross margin performance, tariff impacts, and supply chain issues. The exit of the Scotland business and reduced revenue guidance add to the concerns.Company Guidance
During Ichor's first quarter 2025 earnings call, the company provided guidance indicating modest revenue growth expectations for the year, projecting second-quarter revenues between $225 million and $245 million, slightly lower than previously anticipated due to various small demand shifts and external factors such as tariffs. First quarter revenues were $244.5 million, up 5% sequentially and 21% year-over-year. Gross margins were 12.4%, below expectations due to challenges in transitioning to internally sourced components, resulting in an increased reliance on external supplies. Despite these hurdles, Ichor remains confident in its strategy to improve gross margins through increased internal sourcing, targeting a reduction of external supply to approximately 75% of the bill of materials by the end of 2025. The company also highlighted ongoing tariff negotiations, which could impact gross margins, and noted that its non-GAAP operating expenses for the second quarter are expected to be approximately $23.5 million, with a full-year increase of 4% to 6% compared to 2024.Revenue Growth
First quarter revenues were up 5% sequentially from Q4 and grew 21% over the same period last year, indicating strong year-over-year growth.
Significant Component Qualifications
Achieved a significant number of new component qualifications in 2024, with expectations to convert these into more meaningful internal supply within the gas panel business through 2025.
Strong Cash Position
Cash and equivalents totaled $109 million at the end of the quarter, with $19 million generated in cash flow from operations.
Global Expansion Plans
Planned CapEx investments for 2025 are expected to be above historical average, supporting global expansion of machining and non-semi-business capabilities.
ICHR 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
ICHR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2025 | $20.84 | $16.00 | -23.22% |
Feb 04, 2025 | $28.21 | $32.28 | +14.43% |
Nov 04, 2024 | $27.14 | $31.50 | +16.06% |
Aug 06, 2024 | $28.06 | $28.99 | +3.31% |
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 Ichor Holdings (ICHR) report earnings?
Ichor Holdings (ICHR) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Ichor Holdings (ICHR) earnings time?
Ichor Holdings (ICHR) earnings time is at Aug 12, 2025, TBA Not 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 ICHR EPS forecast?
ICHR EPS forecast for the fiscal quarter 2025 (Q2) is 0.14.