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Ichor Holdings Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | $0.130 |
| EPS actual | $0.150 |
| EPS Surprise | 15.38% |
| Revenue estimate | 251.316M |
| Revenue actual | 256.068M |
| Revenue Surprise | 1.89% |
| Release date | Feb 09, 2026 |
| EPS estimate | -$0.170 |
| EPS actual | -$0.0500 |
| EPS Surprise | 70.59% |
| Revenue estimate | 220.843M |
| Revenue actual | 223.606M |
| Revenue Surprise | 1.25% |
| Release date | Nov 03, 2025 |
| EPS estimate | $0.120 |
| EPS actual | $0.0700 |
| EPS Surprise | -41.67% |
| Revenue estimate | 234.326M |
| Revenue actual | 239.296M |
| Revenue Surprise | 2.12% |
| Release date | Aug 04, 2025 |
| EPS estimate | $0.140 |
| EPS actual | $0.0300 |
| EPS Surprise | -78.57% |
| Revenue estimate | 234.727M |
| Revenue actual | 240.285M |
| Revenue Surprise | 2.37% |
Last 4 Quarters for Ichor Holdings
Below you can see how ICHR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $20.14 |
| EPS estimate | $0.140 |
| EPS actual | $0.0300 |
| EPS surprise | -78.57% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $20.99 |
| Jul 30, 2025 | $20.41 |
| Jul 31, 2025 | $19.79 |
| Aug 01, 2025 | $19.38 |
| Aug 04, 2025 | $20.14 |
| Aug 05, 2025 | $14.06 |
| Aug 06, 2025 | $14.56 |
| Aug 07, 2025 | $16.66 |
| Aug 08, 2025 | $17.44 |
| 4 days before | -4.05% |
| 4 days after | -13.41% |
| On release day | -30.19% |
| Change in period | -16.91% |
| Release date | Nov 03, 2025 |
| Price on release | $22.92 |
| EPS estimate | $0.120 |
| EPS actual | $0.0700 |
| EPS surprise | -41.67% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $22.63 |
| Oct 29, 2025 | $23.57 |
| Oct 30, 2025 | $22.81 |
| Oct 31, 2025 | $22.68 |
| Nov 03, 2025 | $22.92 |
| Nov 04, 2025 | $15.73 |
| Nov 05, 2025 | $16.70 |
| Nov 06, 2025 | $15.09 |
| Nov 07, 2025 | $14.97 |
| 4 days before | 1.28% |
| 4 days after | -34.69% |
| On release day | -31.39% |
| Change in period | -33.85% |
| Release date | Feb 09, 2026 |
| Price on release | $34.11 |
| EPS estimate | -$0.170 |
| EPS actual | -$0.0500 |
| EPS surprise | 70.59% |
| Date | Price |
|---|---|
| Feb 03, 2026 | $30.38 |
| Feb 04, 2026 | $28.01 |
| Feb 05, 2026 | $28.52 |
| Feb 06, 2026 | $32.15 |
| Feb 09, 2026 | $34.11 |
| Feb 10, 2026 | $45.27 |
| Feb 11, 2026 | $47.59 |
| Feb 12, 2026 | $43.93 |
| Feb 13, 2026 | $46.77 |
| 4 days before | 12.28% |
| 4 days after | 37.12% |
| On release day | 32.72% |
| Change in period | 53.95% |
| Release date | May 04, 2026 |
| Price on release | $69.72 |
| EPS estimate | $0.130 |
| EPS actual | $0.150 |
| EPS surprise | 15.38% |
| Date | Price |
|---|---|
| Apr 28, 2026 | $66.54 |
| Apr 29, 2026 | $63.73 |
| Apr 30, 2026 | $65.97 |
| May 01, 2026 | $64.42 |
| May 04, 2026 | $69.72 |
| May 05, 2026 | $67.77 |
| May 06, 2026 | $72.51 |
| May 07, 2026 | $71.23 |
| May 08, 2026 | $74.42 |
| 4 days before | 4.78% |
| 4 days after | 6.74% |
| On release day | -2.80% |
| Change in period | 11.84% |
Ichor Holdings Earnings Call Transcript Summary of Q1 2026
Ichor reported a strong start to 2026 with Q1 revenue of $256.1M (+15% sequentially) and non-GAAP gross margin of 12.8%, driving operating income of $8.7M and EPS of $0.15. Management raised near-term expectations: Q2 revenue guidance of $290M–$310M (midpoint +17% sequential) and gross margin guidance of 13%–14%, with an expectation of ~100 bps of gross margin expansion per quarter through the second half of 2026. Strategic manufacturing realignments (Mexico and Malaysia) are ahead of schedule—half of equipment moves already completed—and are intended to increase Ichor-branded content (targeting 35% by year-end 2026, up from 25% at end of 2025) and improve margins and earnings leverage. Management says brick-and-mortar capacity is sizable (can support well above $2B in revenue in aggregate), but near-term pacing factors remain supply chain and labor/headcount. CapEx is being managed toward ~3% of revenue (modestly higher in H2), cash was $89.1M at quarter end, total debt $122M (net debt coverage ratio 1.6), and working capital trends reflect increased inventory to support customer demand. Visibility is strongest for ~6 months with firm PO coverage about one quarter; management believes demand (driven by AI-related etch/deposition and GAA transitions) remains robust, with opportunities to further win share (notably in flow control) as qualifications complete.
