earnings
confidence high
sentiment positive
materiality 0.75
Ichor Q1 revenue $256M beats mid-point; guides Q2 rev $290-310M with non-GAAP EPS $0.25-0.35
ICHOR HOLDINGS, LTD.
2026-Q1 EPS reported
-$0.07
revenue$256,068,000
- Revenue $256.1M, above guidance mid-point; up 15% sequentially and 4.7% YoY.
- GAAP diluted EPS -$0.07 (loss narrows from -$0.46 in Q4), non-GAAP diluted EPS $0.15 (vs $0.01 prior Q).
- Gross margin improved: GAAP 12.6%, non-GAAP 12.8% (vs 9.4% and 11.7% in Q4).
- Q2 2026 outlook: revenue $290-310M, non-GAAP EPS $0.25-0.35 at mid-point; management cites strengthening demand.
- Operating cash flow negative $2.9M; capex $7.1M; cash at $89.1M.