Brief: Ichor Q2 Sales USD 240.285 Million Vs. IBES Estimate USD 234.5 Million

Ichor Holdings

04/08/2025 21:05

Overview

Ichor fiscal Q2 revenue of $240.3 mln beats analyst expectations, per LSEG data

GAAP net loss for fiscal Q2 was $9.4 mln, EPS at $(0.28)

Non-GAAP diluted EPS for fiscal Q2 was $0.03, reflecting adjustments

Outlook

Ichor expects Q3 2025 revenue between $225 mln and $245 mln

Company projects Q3 2025 GAAP EPS between $(0.12) and $0.00

Ichor forecasts Q3 2025 non-GAAP EPS between $0.06 and $0.18

Company focuses on increasing manufacturing capacity for H2 2025

Result Drivers

STEADY DEMAND - Ichor reports a relatively steady customer demand environment year-to-date, aiding revenue performance

PRODUCT EXPANSION - Co is making progress in expanding its proprietary product portfolio, contributing to revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$240.28 mln
$234.50 mln (7 Analysts)
Q2 EPS
-$0.28
Q2 Net Income
-$9.41 mln
Q2 Gross Margin
11.3%
Q2 Operating Margin
-2.0%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Ichor Holdings Ltd is $27.00, about 28.2% above its August 1 closing price of $19.38

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBw8swCDGa

(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.)