earnings
confidence high
sentiment positive
materiality 0.75
Ichor Q2 revenue $295M (+24% YoY), non-GAAP EPS $0.34; Q3 guidance midpoint $330M revenue, $0.45 non-GAAP EPS
ICHOR HOLDINGS, LTD.
- Revenue $294.8M, up 15% QoQ and 24% YoY; GAAP EPS $0.03, non-GAAP EPS $0.34.
- Gross margin improved to 13.9% GAAP (14.1% non-GAAP) from 12.6% GAAP in Q1.
- Cash $256.5M after $200M ATM equity offering (2.5M shares at $80.70).
- Q3 guidance: revenue $315-345M (midpoint $330M), non-GAAP EPS $0.40-0.50 (midpoint $0.45).
- CEO cites demand visibility extending into 2027, expects continued sequential growth.