{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-016805","form_type":"8-K","ticker":"ICHR","cik":"0001652535","company_name":"ICHOR HOLDINGS, LTD.","filed_at":"2023-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.853359+00:00","generated_at":"2026-06-15T09:19:38.532446+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Ichor Q1 revenue $226M; Q2 outlook sharply lower on memory weakness","bullets":["Revenue $226.0M, down 23% from Q4 2022 and 23% YoY; GAAP diluted EPS $0.00.","GAAP gross margin 14.7% (non-GAAP 15.5%) vs 16.2% in Q4 and 15.0% YoY.","Non-GAAP diluted EPS $0.38, down from $0.72 in Q4 and $0.70 YoY.","Q2 2023 guidance: revenue $170-190M, non-GAAP EPS ($0.08)-$0.08.","CEO cites memory market weakness and softening leading-edge logic as primary headwinds."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-016805","json":"https://secwatch.observer/filing/0001628280-23-016805.json","markdown":"https://secwatch.observer/filing/0001628280-23-016805.md","text":"https://secwatch.observer/filing/0001628280-23-016805.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1652535/000162828023016805/0001628280-23-016805-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1652535/000162828023016805/ichr-20230509.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T09:19:38.532446+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"01d48fcd38efcf28c6d46b49b9b1a6f50c3f3db6","claim":"ICHOR HOLDINGS, LTD. reported first quarter 2023 results: revenue $225.9 million, net income net loss of $0.0 million, EPS $0.00.","evidence_excerpt":"For the first quarter of 2023, revenue was $225.9 million, net loss was $0.0 million, and net loss per basic and diluted share (“diluted EPS”) was $0.00.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1652535/000162828023016805/0001628280-23-016805-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2023"},{"label":"Revenue","value":"$225.9 million"},{"label":"Net income","value":"net loss of $0.0 million"},{"label":"EPS","value":"$0.00"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"81b1860120dce42ffbc9b93c22b1419565cc4a40","claim":"ICHOR HOLDINGS, LTD. reported second quarter of 2023 results: revenue $170.0 million to $190.0 million, EPS $(0.01) to $0.00 (GAAP) / $(0.08) to $0.08 (non-GAAP). Guidance initiated.","evidence_excerpt":"For the second quarter of 2023, we expect revenue to be in the range of $170.0 million to $190.0 million. We expect GAAP diluted EPS to be in the range of $(0.01) to $0.00 and non-GAAP diluted EPS to be in the range of $(0.08) to $0.08.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1652535/000162828023016805/0001628280-23-016805-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2023"},{"label":"Revenue","value":"$170.0 million to $190.0 million"},{"label":"EPS","value":"$(0.01) to $0.00 (GAAP) / $(0.08) to $0.08 (non-GAAP)"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}