ICHOR HOLDINGS, LTD. — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Ichor reported Q3 2026 net sales of $328.7M (up 12% QoQ, 37% YoY), with GAAP gross margin of 15.8% and diluted EPS of $0.55. The company issued 2.5M ordinary shares in Q2 2026 for $195.4M net proceeds. For Q4 2026, guidance ranges revenue $345–365M with diluted EPS $0.50–0.60 (GAAP) and $0.65–0.75 (non-GAAP).
Why this rating
Strong 37% YoY revenue growth and margin expansion signal healthy semiconductor capex cycle momentum. Revenue ~50% of market cap; 2.5M share issuance (~7% dilution) partially offset by cash raise. Modest cash burn in Q3 mitigated by elevated inventory/receivables buildup tied to ramp.
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