Ichor beats Q1 revenue, adjusted EPS estimates on strong demand

Ichor Holdings

04/05/2026 21:15

Overview

Semiconductor equipment component maker's Q1 revenue rose, beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company cites strong operational execution and rising demand for sequential revenue growth

Outlook

Ichor expects Q2 2026 revenue between $290 mln and $310 mln

Company sees Q2 2026 GAAP diluted EPS between $0.10 and $0.20

Company expects continued gross margin expansion and earnings leverage through 2026 and into 2027

Result Drivers

STRONGER INDUSTRY DEMAND - Co said revenue growth was supported by strengthening demand in the semiconductor capital equipment market

OPERATIONAL EXECUTION - Co attributed results at the upper end of its expectations to strong operational execution

EARLY INVESTMENTS - Co said early investments in labor and inventory enabled it to meet customer delivery timelines and support revenue growth

Company press release: ID:nBw16w6Dwa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$256.07 mln
$251.54 mln (6 Analysts)
Q1 Adjusted EPS
Beat
$0.15
$0.13 (7 Analysts)
Q1 EPS
-$0.07
Q1 Net Income
-$2.47 mln
Q1 Gross Margin
12.60%
Q1 Operating Margin
0.80%


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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.)