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Ichor
Ichor (ICHR) investor relations material
Ichor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary9 Feb, 2026
Executive summary
Entering 2026 with strong momentum, driven by technology transitions, capacity additions, and strengthening demand in core markets.
Sustained demand ramp fueled by adoption of gate-all-around architectures, high-bandwidth memory, and advanced packaging.
Strategic focus on winning market share, supporting customer demand, and transitioning to a product-centric model.
Commercial space business now represents the fifth-largest customer, with significant growth expected.
Management expects improved gross margin and upward revenue momentum into the second half of 2026.
Financial highlights
Q4 2025 revenue was $223.6 million, above guidance midpoint but slightly down sequentially.
FY 2025 revenue reached $948 million, up 12% year-over-year, with non-GAAP EPS at $0.23 and GAAP EPS at $(1.54).
Q4 2025 GAAP net loss was $16.0 million; non-GAAP net income was $0.3 million.
Q4 gross margin was 11.7%, 70 bps above guidance midpoint; Q4 GAAP gross margin was 9.4%.
Cash and equivalents at year-end were $98.3 million.
Outlook and guidance
Q1 2026 revenue guidance: $240–$260 million, with non-GAAP EPS forecasted at $0.08–$0.16.
Expect sequential revenue growth every quarter in 2026.
Q1 gross margin expected at 12%–13%; operating expenses projected at $24 million.
Full-year OpEx expected to increase ~5% over 2025.
Effective tax rate for 2026 expected at 20%–25% due to geographic profit mix and Singapore status change.
Detail 2026 gross margin improvement drivers
Impact of non-cash charges on FY25 operating cash
Elaborate on 2026 operational/tech priorities
Drivers of 2x gross profit growth vs revenue
Key areas for market share gains in this cycle?
How does 75% content target enable Angstrom era?
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Next Ichor earnings date
Q1 20264 May, 2026
Ichor
Next Ichor earnings date
Q1 20264 May, 2026
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Frequently asked questions
Ichor Holdings Ltd designs, engineers, and manufactures fluid delivery subsystems and components used in semiconductor capital equipment. The company supports advanced wafer processing through its offerings in gas and chemical delivery systems. It is headquartered in Fremont, California, and its shares are listed on the NASDAQ.
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