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Ichor Holdings (ICHR) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 3, 2026 · Ichor Holdings (ICHR) Q3 2026 earnings results →
Q3 2026 Revenue up 37% year over year to $329M · 6¢ of every $1 of revenue kept as net profit · operating margin 6.9%
Ichor Holdings made $329M in Q3 2026 (+37% Y/Y). Operating margin 6.9%, net earnings $20.9M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 3, 2026.
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What changed this quarter
Revenue was $328.7M in Q3 2026, up 37% year over year and up 12% from the previous quarter.
Gross margin was 15.8%, up 11.2 points from Q3 2025. Operating profit was $22.8M, a 6.9% margin (up 15.1 points year over year). Operating expenses fell 4% while revenue rose 37%. Net earnings were $20.9M. The effective tax rate was 5.9%.
Operating cash flow was −$28.8M. Non-cash charges added back $7.5M of depreciation and amortization and $2.8M of share-based compensation. Working capital and other items used $60.1M. Capital expenditures of $10.7M exceeded it, leaving free cash flow of −$39.5M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 3, 2026 | $329M | +37% | 6.9% | $20.9M | −$28.8M |
| Q2 2026 | 10-Q | Aug 4, 2026 | $295M | +23% | 2.4% | $998K | −$15.9M |
| Q1 2026 | 10-Q | May 5, 2026 | $256M | +5% | 0.8% | −$2.5M | −$2.9M |
| Q4 2025 | 10-K | Feb 20, 2026 | $224M | -4% | -6.2% | −$16.0M | $9.2M |
| Q3 2025 | 10-Q | Nov 3, 2025 | $239M | +13% | -8.1% | −$22.9M | $9.2M |
| Q2 2025 | 10-Q | Aug 5, 2025 | $240M | +18% | -2.0% | −$9.4M | −$7.5M |
| Q1 2025 | 10-Q | May 6, 2025 | $244M | +21% | -0.5% | −$4.6M | $19.0M |
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Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- AMAT · Stated in 10-K (named, share not stated) · source
- LRCX · Stated in 10-K (named, share not stated) · source
About Ichor Holdings
Unless expressly indicated or the context requires otherwise, the terms “Ichor,” “Company,” “we,” “us,” “our,” and similar terms in this Annual Report on Form 10-K refer to Ichor Holdings, Ltd. and its consolidated subsidiaries. We were originally incorporated as Celerity, Inc. (“Celerity”) in 1999. Ichor Holdings, Ltd., an exempt limited company incorporated in the Cayman Islands, was formed in March 2012. We completed the initial public offering of our ordinary shares in December 2016.
In its own words, from its 10-K, filed Feb 20, 2026.
Ichor Holdings against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +37% against the peers' median +40%. Operating margin: 6.9% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ICHR Ichor Holdings | Q3 2026 | $329M | +37% | 6.9% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Ichor Holdings 10-Q on SEC EDGAR · CIK 1652535 · Semiconductors & Related Devices
Guidance and outlook
More on ICHR
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results