Ichor (NASDAQ:ICHR) Issues Q4 2026 Earnings Guidance

Ichor (NASDAQ:ICHR) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.650-0.750 for the period, compared to the consensus earnings per share estimate of 0.600. The company issued revenue guidance of $345.0 million-$365.0 million, compared to the consensus revenue estimate of $364.4 million.

Ichor Price Performance

NASDAQ ICHR opened at $36.84 on Tuesday. Ichor has a 1 year low of $14.06 and a 1 year high of $113.58. The company has a fifty day simple moving average of $52.61 and a 200 day simple moving average of $60.52. The company has a current ratio of 3.70, a quick ratio of 2.07 and a debt-to-equity ratio of 0.13. The company has a market cap of $1.38 billion, a P/E ratio of 478.67 and a beta of 1.79.

Ichor (NASDAQ:ICHR) last announced its earnings results on Monday, November 2nd. The technology company reported $0.63 EPS for the quarter, topping the consensus estimate of $0.45 by $0.18. The firm had revenue of $328.70 million for the quarter, compared to the consensus estimate of $330.15 million. Ichor had a negative net margin of 3.97% and a positive return on equity of 0.47%. The business’s quarterly revenue was up 37.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.07 EPS. On average, sell-side analysts predict that Ichor will post 1.13 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on ICHR shares. Oppenheimer raised their price target on Ichor from $60.00 to $80.00 and gave the company a “market perform” rating in a research report on Tuesday, August 4th. Zacks Research cut Ichor from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. DA Davidson upgraded Ichor to a “strong-buy” rating in a research note on Monday, October 5th. Wall Street Zen raised Ichor from a “hold” rating to a “buy” rating in a report on Saturday, October 17th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ichor in a research report on Monday, September 21st. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $79.78.

Insider Activity at Ichor

In other Ichor news, CEO Philip Barros, Jr. sold 1,314 shares of the firm’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $61.88, for a total value of $81,310.32. Following the sale, the chief executive officer directly owned 161,562 shares in the company, valued at $9,997,456.56. This trade represents a 0.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Greg Swyt sold 689 shares of the business’s stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $65.01, for a total value of $44,791.89. Following the transaction, the chief financial officer owned 47,143 shares in the company, valued at $3,064,766.43. This represents a 1.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 46,740 shares of company stock valued at $2,602,960 in the last quarter. Company insiders own 1.70% of the company’s stock.

Key Ichor News

Here are the key news stories impacting Ichor this week:

• Positive Sentiment: Third-quarter EPS significantly beat expectations: Ichor reported adjusted earnings of $0.63 per share, well above the $0.45 consensus estimate and up from $0.07 a year earlier. Revenue rose 37.4% year over year to $328.7 million, while gross margin improved to 15.8% on a GAAP basis and 16.0% on a non-GAAP basis. Ichor Holdings Beats Q3 Earnings Estimates
• Positive Sentiment: Profit guidance exceeded forecasts: Ichor expects fourth-quarter 2026 EPS of $0.65 to $0.75, compared with the $0.60 analyst consensus. The outlook suggests continued earnings momentum following the latest margin improvement.
• Neutral Sentiment: Revenue outlook is broadly in line but slightly below consensus at the midpoint: Fourth-quarter revenue guidance of $345 million to $365 million implies a midpoint of $355 million, below the $364.4 million consensus estimate. This may temper the positive reaction to the EPS outlook.
• Negative Sentiment: Valuation and technical trends remain concerns: ICHR is trading well below its 50-day and 200-day moving averages, while its very high price-to-earnings ratio reflects elevated expectations. The company also continues to report a negative net margin, despite improved quarterly earnings.

About Ichor

Ichor Holdings, Ltd. (NASDAQ: ICHR) is a supplier to the semiconductor equipment industry. The company designs, engineers and manufactures critical fluid-delivery subsystems used in semiconductor fabrication equipment, including systems that deliver and control gases and chemicals during the wafer-manufacturing process.

Ichor’s products and services include gas and chemical delivery systems, precision-machined components, weldments, fluid-management assemblies and related engineering and manufacturing services.