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Ichor Holdings (ICHR) guidance and outlook
Ichor Holdings (ICHR) gave its guidance on Nov 2, 2026: Revenue $345M for Q4 2026; EPS $0.50 for Q4 2026; Stock-based compensation $4.0M for Q4 2026. Ichor Holdings' 10-Q filed Nov 3, 2026 makes 9 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $345M | new |
| EPS | Q4 2026 | $0.50 | new |
| Stock-based compensation | Q4 2026 | $4.0M | new |
From the earnings release filed Nov 2, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 3, 2026
- In addition, we cannot assure you that we will realize the results or developments we expect or anticipate or, even if substantially realized, that they will result in the consequences or affect us or our operations in the way we expect.
- In addition, the U.S. government continues to expand and refine export controls and licensing requirements aimed at restricting access to advanced semiconductor technology, particularly in China, which may reduce demand for certain equipment, disrupt our customers’ manufacturing plans, and adversely affect our global supply chain.
- While macroeconomic, geopolitical, and regulatory risks continue to evolve, we remain confident that long-term demand for semiconductors, semiconductor capital equipment, and our products will continue to grow, driven by increasing requirements for artificial intelligence infrastructure, expanded semiconductor manufacturing capacity, advanced memory, and increasingly complex semiconductor manufacturing processes.
- For U.S. operations, because the estimated annual effective tax rate could not be reliably estimated due to projected full-year ordinary income being approximately breakeven, we used the actual year-to-date effective tax rate as the best estimate of the annual effective tax rate for purposes of determining the interim tax provision.
- Other companies may calculate non-GAAP results differently or may use other measures to evaluate their performance, both of which could reduce the usefulness of our non-GAAP results as a tool for comparison.
- In addition, in evaluating non-GAAP results, you should be aware that in the future we will incur expenses such as those that are the subject of adjustments in deriving non-GAAP results and you should not infer from our presentation of non-GAAP results that our future results will not be affected by these expenses or other discrete or infrequent charges and gains that are outside of normal business operations.
- (1) During the third quarter of 2026, we recorded a loss accrual of $0.8 million relating to expected settlements of employment-related legal matters.
- For the U.S. jurisdiction, the Company used the actual year-to-date effective tax rate as the best estimate of the annual effective tax rate for the third quarter of 2026 and the nine months ended September 25, 2026 because an annual effective tax rate could not be reliably estimated as a result of projected full-year ordinary income being approximately breakeven.
- To the extent that there are material differences between these estimates and our actual results, our future financial statements will be affected.
Ichor Holdings' latest quarter
Ichor Holdings, Q3 2026: revenue $329M (+37% year over year), operating margin 6.9%, net earnings $20.9M, operating cash flow −$28.8M. The chart follows the revenue to costs, profit and cash.
Questions
Did Ichor Holdings raise or lower its guidance?
Ichor Holdings (ICHR) gave its guidance on Nov 2, 2026: Revenue $345M for Q4 2026; EPS $0.50 for Q4 2026; Stock-based compensation $4.0M for Q4 2026.
What does Ichor Holdings expect?
In addition, we cannot assure you that we will realize the results or developments we expect or anticipate or, even if substantially realized, that they will result in the consequences or affect us or our operations in the way we expect. In addition, the U.S. government continues to expand and refine export controls and licensing requirements aimed at restricting access to advanced semiconductor technology, particularly in China, which may reduce demand for certain equipment, disrupt our customers’ manufacturing plans, and adversely affect our global supply chain. While macroeconomic, geopolit
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.