Taiwan's Himax Q4 revenue rises on higher automatic driver sales

Himax Technologies

12/02/2026 10:09

Overview

Taiwan semiconductor firm's Q4 2025 revenue rose 2% sequentially, beating company guidance

Q4 profit per diluted ADS was 3.6 cents, at high end of guidance range

Company expects Q1 2026 revenue to decline 2-6% QoQ, gross margin flat to slightly down

Outlook

Himax expects Q1 2026 revenues to decline 2.0% to 6.0% QoQ

Company anticipates Q1 2026 gross margin to be flat to slightly down

Himax sees Q1 2026 profit per diluted ADS between 2.0 cents and 4.0 cents

Result Drivers

LARGE DISPLAY DRIVERS - Revenue from large display drivers increased 14.2% QoQ, driven by rush orders from panel makers

AUTOMOTIVE DRIVER ICs - Q4 automotive driver sales rose 10% QoQ, supported by TDDI technology adoption

NON-DRIVER SALES - Non-driver sales grew 7.9% QoQ, attributed to increased ASIC Tcon shipments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$203.10 mln
$199.20 mln (1 Analyst)
Q4 Gross Margin
30.40%
Q4 Operating Income
$6.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Himax Technologies Inc is $9.15, about 10.9% above its February 11 closing price of $8.25

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNX82PQhN

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)