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 (EPS) 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

Shares of NASDAQ ICHR traded down $0.39 during mid-day trading on Tuesday, reaching $36.45. The company had a trading volume of 339,632 shares, compared to its average volume of 977,731. The firm has a market cap of $1.37 billion, a price-to-earnings ratio of -31.09 and a beta of 1.79. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.07 and a current ratio of 3.70. Ichor has a one year low of $14.06 and a one year high of $113.58. The business’s 50-day simple moving average is $52.61 and its 200 day simple moving average is $60.52.

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

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Wall Street Zen raised shares of Ichor from a “hold” rating to a “buy” rating in a research report on Saturday, October 17th. Freedom Broker started coverage on shares of Ichor in a research note on Friday, October 9th. They set a “buy” rating and a $82.00 price target on the stock. Zacks Research lowered shares of Ichor from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. Oppenheimer raised their price target on Ichor from $60.00 to $80.00 and gave the company a “market perform” rating in a research note on Tuesday, August 4th. Finally, Stifel Nicolaus decreased their price target on shares of Ichor from $115.00 to $93.00 and set a “buy” rating for the company in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $79.78.

Insider Activity

In other news, COO Bruce Ragsdale sold 10,587 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $51.93, for a total value of $549,782.91. Following the transaction, the chief operating officer owned 92,324 shares in the company, valued at $4,794,385.32. The trade was a 10.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Greg Swyt sold 2,068 shares of the stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $58.02, for a total value of $119,985.36. Following the sale, the chief financial officer directly owned 47,832 shares of the company’s stock, valued at $2,775,212.64. The trade was a 4.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 over the last quarter. 1.70% of the stock is owned by insiders.

Trending Headlines about Ichor

Here are the key news stories impacting Ichor this week:

• Positive Sentiment: Adjusted EPS was $0.63, well above the $0.45 analyst consensus and up sharply 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: Ichor’s fourth-quarter EPS guidance of $0.65 to $0.75 exceeds the $0.60 consensus estimate, suggesting management expects earnings momentum to continue. Ichor Announces Third Quarter 2026 Financial Results
• Neutral Sentiment: Fourth-quarter revenue guidance of $345 million to $365 million brackets the $364.4 million consensus estimate. The midpoint is below expectations, but the upper end remains broadly in line with forecasts. Ichor Reports Third-Quarter Results
• Negative Sentiment: Quarterly revenue of $328.7 million came in modestly below the $330.15 million consensus estimate, indicating that the earnings beat was driven more by margins than by sales growth. Ichor Quarterly Earnings Report
• Negative Sentiment: Analysts cut their forecasts following the results, likely reflecting concerns about revenue trends and the sustainability of recent margin gains. These downward revisions are weighing on sentiment despite the EPS beat. Ichor Analysts Slash Their Forecasts

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.