secwatch.observer — SEC 8-K summary
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Issuer:     ICHOR HOLDINGS, LTD. (ICHR)
CIK:        0001652535
Form:       8-K
Filed at:   2026-08-03T20:05:19+00:00
Accession:  0001652535-26-000066
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ichor Q2 revenue $295M (+24% YoY), non-GAAP EPS $0.34; Q3 guidance midpoint $330M revenue, $0.45 non-GAAP EPS
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1652535/000165253526000066/0001652535-26-000066-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1652535/000165253526000066/ichr-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001652535-26-000066

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer