{"schema_version":"secwatch.filing_event.v1","accession":"0001652535-26-000028","form_type":"8-K","ticker":"ICHR","cik":"0001652535","company_name":"ICHOR HOLDINGS, LTD.","filed_at":"2026-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.670298+00:00","generated_at":"2026-05-14T23:55:36.333274+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Ichor Q1 revenue $256M beats mid-point; guides Q2 rev $290-310M with non-GAAP EPS $0.25-0.35","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001652535-26-000028","json":"https://secwatch.observer/filing/0001652535-26-000028.json","markdown":"https://secwatch.observer/filing/0001652535-26-000028.md","text":"https://secwatch.observer/filing/0001652535-26-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1652535/000165253526000028/0001652535-26-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1652535/000165253526000028/ichr-20260504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:55:36.333274+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":"3e6e40593ec18ea7d71394670839157acc5b0c72","claim":"ICHOR HOLDINGS, LTD. reported first quarter 2026 results: revenue $256.1 million, net income $(2.5) million, EPS $(0.07).","evidence_excerpt":"For the first quarter of 2026, revenue was $256.1 million, net loss was $(2.5) million, and net loss per diluted share (“diluted EPS”) was $(0.07).","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1652535/000165253526000028/0001652535-26-000028-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2026"},{"label":"Revenue","value":"$256.1 million"},{"label":"Net income","value":"$(2.5) million"},{"label":"EPS","value":"$(0.07)"},{"label":"Result","value":"reported results"}]},{"claim_id":"dc12d10670a34de70db1bebd81dfc63a93e57b8e","claim":"ICHOR HOLDINGS, LTD. updated its second quarter of 2026 guidance (initiated).","evidence_excerpt":"For the second quarter of 2026, we expect the following: Low-End Mid-Point High-End Revenue $290 million $300 million $310 million GAAP diluted EPS $0.10 $0.15 $0.20 Non-GAAP diluted EPS $0.25 $0.30 $0.35","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1652535/000165253526000028/0001652535-26-000028-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2026"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}