
Ichor's Q2 earnings beat estimates as margin gains offset a revenue miss, while strong demand fuels upbeat 2026 growth and Q3 guidance.
Ichor Holdings, Ltd. is dedicated to the design, engineering and manufacture of fluid supply subsystems and components for semiconductor capital equipment. The company is headquartered in Fremont, California.
| Revenue (TTM) | $1.01B |
| Gross Profit (TTM) | $128.42M |
| EBITDA | $36.80M |
| Operating Margin | 2.76% |
| Return on Equity | -5.17% |
| Return on Assets | 0.36% |
| Revenue/Share (TTM) | $29.22 |
| Book Value | $23.15 |
| Price-to-Book | 3.08 |
| Price-to-Sales (TTM) | 2.63 |
| EV/Revenue | 2.524 |
| EV/EBITDA | 408.10 |
| Quarterly Earnings Growth (YoY) | -6.10% |
| Quarterly Revenue Growth (YoY) | 22.70% |
| Shares Outstanding | $37.45M |
| Float | $36.64M |
| % Insiders | 1.53% |
| % Institutions | 98.04% |
Volatility is currently contracting

Ichor's Q2 earnings beat estimates as margin gains offset a revenue miss, while strong demand fuels upbeat 2026 growth and Q3 guidance.

Ichor expects a steeper second-half revenue ramp, quarterly margin gains and stronger 2027 growth as supply issues ease and internal content rises.

FREMONT, Calif.--(BUSINESS WIRE)--Ichor Holdings, Ltd. (NASDAQ: ICHR), a leader in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment, today announced second quarter 2026 financial results. Second quarter 2026 highlights: Revenue of $294.8 million, up 15% compared to Q1 2026 and up 24% compared to Q2 2025; Gross margin of 13.9% on a GAAP basis and 14.1% on a non‑GAAP basis; Earnings per share of $0.03 on a GAAP bas.

Ichor Holdings heads into second-quarter earnings with strong AI-driven semiconductor demand and manufacturing expansion supporting growth.

Ichor's AI-led growth story gains traction as etch, deposition and proprietary content drive sequential revenue gains in 2026.

Ichor's AI-driven etch and deposition exposure is strengthening demand, while proprietary content and lower-cost production could lift margins.

Ichor's earnings outlook is surging with semiconductor demand, but lofty valuation and execution risks temper the stock's appeal after a strong run.

FREMONT, Calif.--(BUSINESS WIRE)--Ichor Holdings, Ltd. (NASDAQ: ICHR), a leader in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment, will announce second quarter 2026 results on Monday, August 3rd, 2026.Second Quarter 2026 Earnings Conference Call InformationJust after 1:00pm Pacific Time on August 3rd, Ichor will issue its second quarter 2026 earnings press release. Ichor will conduct a conference call to discuss.

Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain.

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