Actualités

Demand visibility extends into 2027 as manufacturing capacity expands.

Ichor's Q2 earnings beat estimates as margin gains offset a revenue miss, while strong demand fuels upbeat 2026 growth and Q3 guidance.

Ichor expects a steeper second-half revenue ramp, quarterly margin gains and stronger 2027 growth as supply issues ease and internal content rises.

Moby summary of Ichor Holdings, Ltd.'s Q2 2026 earnings call

Ichor Holdings Ltd (ICHR) reports strong Q2 2026 results with record demand visibility, guiding to 12% sequential revenue growth in Q3 and a clear path to 20% gross margins.

Ichor (NASDAQ:ICHR) reported second-quarter revenue of $294.8 million, up 15% sequentially, as demand strengthened across semiconductor equipment markets and the company continued efforts to expand internal manufacturing and improve margins. The company said isolated part shortages late in the quar

Ichor Holdings (ICHR) delivered earnings and revenue surprises of +9.68% and -1.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Ultra Clean heads into Q2 earnings with AI-driven chip demand and rising fab activity, but a premium valuation and stiff competition raise the bar for execution.

Ichor Holdings heads into second-quarter earnings with strong AI-driven semiconductor demand and manufacturing expansion supporting growth.

Qualcomm (QCOM) delivered earnings and revenue surprises of -0.45% and +2.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Ichor Holdings, Ltd. reported past first-quarter 2026 results with sales of US$256.07 million, a narrower net loss of US$2.47 million, and loss per share of US$0.07, alongside guidance for second-quarter revenue of US$290 million to US$310 million and positive GAAP diluted EPS of US$0.10 to US$0.20. Management attributed the stronger quarter and upbeat outlook to improving semiconductor capital equipment demand, especially in AI-related and advanced manufacturing applications, and to ongoing...

Moby summary of Ichor Holdings, Ltd.'s Q1 2026 earnings call

Ichor Holdings (ICHR) delivered earnings and revenue surprises of +13.21% and +1.19%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Ichor (NASDAQ:ICHR) reported first-quarter 2026 results that landed at the upper end of management’s expectations, driven by a sharp sequential increase in demand and what executives described as improving operating leverage early in a multi-year growth cycle. First-quarter results show sequential