Ichor Holdings（4IH）株式概要Ichorホールディングスは、米国内外で半導体設備用の流体供給サブシステムおよびコンポーネントの設計、エンジニアリング、製造を行っている。 詳細4IH ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績0/6財務の健全性4/6配当金0/6報酬収益は年間55.94%増加すると予測されています リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る4IH Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW483,494 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG483,494 investors already sharing narrativesYour Fair Value€Current Price€83.1063.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-52m2b2016201920222025202620282031Revenue US$1.9bEarnings US$303.3mAdvancedSet Fair ValueView all narrativesIchor Holdings, Ltd. 競合他社SiltronicSymbol: XTRA:WAFMarket cap: €2.8bAIXTRONSymbol: XTRA:AIXAMarket cap: €4.8bSUSS MicroTecSymbol: XTRA:SMHNMarket cap: €1.6bPVA TePlaSymbol: XTRA:TPEMarket cap: €863.5m価格と性能株価の高値、安値、推移の概要Ichor Holdings過去の株価現在の株価US$83.1052週高値US$100.5052週安値US$11.80ベータ1.781ヶ月の変化6.16%3ヶ月変化53.38%1年変化330.57%3年間の変化151.82%5年間の変化110.91%IPOからの変化196.79%最新ニュースお知らせ • Jul 13Ichor Holdings, Ltd. to Report Q2, 2026 Results on Aug 03, 2026Ichor Holdings, Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Pacific Standard Time on Aug 03, 2026New Risk • Jul 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.5m sold).お知らせ • Jun 29+ 7 more updatesIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value BenchmarkIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value BenchmarkRecent Insider Transactions • Jun 04Independent Director recently sold €1.3m worth of stockOn the 2nd of June, Laura Black sold around 20k shares on-market at roughly €64.43 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months.Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. CEO & Director Phil Barros was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 19Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million.Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market Offering最新情報をもっと見るRecent updatesお知らせ • Jul 13Ichor Holdings, Ltd. to Report Q2, 2026 Results on Aug 03, 2026Ichor Holdings, Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Pacific Standard Time on Aug 03, 2026New Risk • Jul 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.5m sold).お知らせ • Jun 29+ 7 more updatesIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value BenchmarkIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value BenchmarkRecent Insider Transactions • Jun 04Independent Director recently sold €1.3m worth of stockOn the 2nd of June, Laura Black sold around 20k shares on-market at roughly €64.43 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months.Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. CEO & Director Phil Barros was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 19Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million.Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • May 06Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter of 2026Ichor Holdings, Ltd. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue in the range of $290 million to $310 million, with a mid-point of $300 million. GAAP diluted EPS is expected to be between $0.10 to $0.20, with a mid-point of $0.15.お知らせ • Apr 13Ichor Holdings, Ltd. to Report Q1, 2026 Results on May 04, 2026Ichor Holdings, Ltd. announced that they will report Q1, 2026 results After-Market on May 04, 2026お知らせ • Apr 02Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026. Location: virtualshareholdermeeting.com/ichr2026, United Statesお知らせ • Feb 10Ichor Holdings, Ltd. Provides Earnings Guidance for the First Quarter of 2026Ichor Holdings, Ltd. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue of $240 million to $260 million and GAAP diluted LPS of $0.10 to EPS of $0.02.お知らせ • Jan 14Ichor Holdings, Ltd. to Report Q4, 2025 Results on Feb 09, 2026Ichor Holdings, Ltd. announced that they will report Q4, 2025 results on Feb 09, 2026お知らせ • Jan 13+ 1 more updateIchor Holdings, Ltd. Revises Preliminary Unaudited Earnings Guidance for the Fourth Quarter of 2025Ichor Holdings, Ltd. revised preliminary unaudited earnings guidance for the fourth quarter of 2025. For the quarter, the company expects to report revenue results slightly above the midpoint of the guidance ranges provided on November 3, 2025.お知らせ • Nov 04+ 2 more updatesIchor Holdings, Ltd. Announces Board Changes, Effective November 3, 2025On October 30, 2025, Jeffrey Andreson notified of the Board of Directors of Ichor Holdings, Ltd. of his decision to resign from his position as a member of the Company’s Board effective as of November 3, 2025. Mr. Andreson’s resignation is not the result of any disagreement with the Company regarding any operations, policies, or practices of the Company. In connection with Mr. Andreson’s resignation, the Board, with the participation and recommendation of the Nominating and Corporate Governance Committee, appointed Philip Barros, the current Chief Technology Officer of the Company, as a member of the Board, effective as of November 3, 2025. There are no arrangements or understandings between Mr. Barros and any other person pursuant to which Mr. Barros was appointed as a director and Chief Executive Officer of the Company. Mr. Barros, age 45, has served as Chief Technology Officer of the Company since 2015, and as Senior Vice President of Engineering of the Company since 2010. Prior to that, he served as Vice President of Engineering of the Company from 2009 to 2010 and held management roles at Celerity Inc., a predecessor to the Company, including Vice President of Engineering and Director of Systems Engineering, from 2004 to 2009. Before joining the Company, Mr. Barros held engineering and management positions at Applied Materials Inc. from 2000 to 2004. Mr. Barros holds a B.S. in mechanical engineering from San Jose State University and has advanced his education through executive programs at both Stanford University and the University of California, Berkeley.お知らせ • Oct 15Ichor Holdings, Ltd. to Report Q3, 2025 Results on Nov 03, 2025Ichor Holdings, Ltd. announced that they will report Q3, 2025 results at 1:00 PM, Pacific Standard Time on Nov 03, 2025お知らせ • Aug 05+ 1 more updateIchor Holdings, Ltd. Announces Earnings Guidance for the Third Quarter of 2025Ichor Holdings, Ltd. announced earnings guidance for the third quarter of 2025. For the quarter, the company expects revenue in the range of $225 million to $245 million and GAAP diluted EPS in the range of $0.12 to $0.18.お知らせ • Jul 09Ichor Holdings, Ltd. to Report Q2, 2025 Results on Aug 04, 2025Ichor Holdings, Ltd. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025お知らせ • Jun 30+ 5 more updatesIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell Small Cap Comp Growth IndexIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell Small Cap Comp Growth Indexお知らせ • May 06Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter 2025Ichor Holdings, Ltd. provided earnings guidance for the second quarter 2025. For the quarter, the company expects revenue in the range of $225 million to $245 million, and GAAP diluted LPS in the range of $0.06 to GAAP diluted EPS of $0.04.お知らせ • Apr 08Ichor Holdings, Ltd. to Report Q1, 2025 Results on May 05, 2025Ichor Holdings, Ltd. announced that they will report Q1, 2025 results at 1:00 PM, Pacific Standard Time on May 05, 2025お知らせ • Apr 07Ichor Holdings, Ltd., Annual General Meeting, May 14, 2025Ichor Holdings, Ltd., Annual General Meeting, May 14, 2025. Location: virtualshareholdermeeting.com/ichr2025, and at our corporate headquarters, 3185 laurelview ct., ca 94538, fremont United Statesお知らせ • Jan 15Ichor Holdings, Ltd. Provides Revenue Guidance for the Fourth Quarter of 2024 and First Quarter of 2025Ichor Holdings, Ltd. provided revenue guidance for the fourth quarter of 2024 and first quarter of 2025. For the fourth quarter, the company expects Revenue of approximately $233 million, at the high end of the guidance range and up over 10% sequentially compared to Third Quarter of 2024. For the first quarter, the company expects Revenue in the range of $235 to $250 million.お知らせ • Jan 13Ichor Holdings, Ltd. to Report Q4, 2024 Results on Feb 04, 2025Ichor Holdings, Ltd. announced that they will report Q4, 2024 results at 1:00 PM, Pacific Standard Time on Feb 04, 2025Reported Earnings • Nov 05Third quarter 2024 earnings released: US$0.082 loss per share (vs US$0.36 loss in 3Q 2023)Third quarter 2024 results: US$0.082 loss per share (improved from US$0.36 loss in 3Q 2023). Revenue: US$211.1m (up 7.3% from 3Q 2023). Net loss: US$2.78m (loss narrowed 73% from 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Nov 05Ichor Holdings, Ltd. Provides Earnings Guidance for the Fourth Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the fourth quarter of 2024. For the quarter of 2024, The company expects revenue to be in the range of $220 million to $235 million and GAAP diluted EPS to be in the range of $0.01 to $0.13.お知らせ • Oct 02Ichor Holdings, Ltd. to Report Q3, 2024 Results on Nov 04, 2024Ichor Holdings, Ltd. announced that they will report Q3, 2024 results on Nov 04, 2024お知らせ • Aug 07Ichor Holdings, Ltd. Provides Earnings Guidance for the Third Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the third quarter of 2024. For the third quarter of 2024, The company expects revenue to be in the range of $195 million to $210 million and expect GAAP diluted EPS to be in the range of $(0.17) to $(0.06).Reported Earnings • Aug 07Second quarter 2024 earnings released: US$0.15 loss per share (vs US$0.71 loss in 2Q 2023)Second quarter 2024 results: US$0.15 loss per share (improved from US$0.71 loss in 2Q 2023). Revenue: US$203.2m (up 9.8% from 2Q 2023). Net loss: US$5.11m (loss narrowed 75% from 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Jul 16Ichor Holdings, Ltd. to Report Q2, 2024 Results on Aug 06, 2024Ichor Holdings, Ltd. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 08First quarter 2024 earnings released: US$0.30 loss per share (vs US$0 in 1Q 2023)First quarter 2024 results: US$0.30 loss per share (further deteriorated from US$0 in 1Q 2023). Revenue: US$201.4m (down 11% from 1Q 2023). Net loss: US$8.99m (loss widened US$8.98m from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • May 08Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the second quarter of 2024. For the period, the company expects revenue to be in the range of $190 million to $205 million. The company expects GAAP diluted EPS to be in the range of $(0.22) to $(0.10).お知らせ • Apr 24Ichor Holdings, Ltd. to Report Q1, 2024 Results on May 07, 2024Ichor Holdings, Ltd. announced that they will report Q1, 2024 results at 1:00 PM, Pacific Standard Time on May 07, 2024お知らせ • Apr 05Ichor Holdings, Ltd., Annual General Meeting, May 15, 2024Ichor Holdings, Ltd., Annual General Meeting, May 15, 2024, at 09:00 Pacific Standard Time. Location: Ichor Holdings, Ltd., 3185 Laurelview Ct., Fremont California United States Agenda: To elect the seven directors standing for re-election and named in the Proxy Statement; to approve, on an advisory basis, the compensation of the Company’s Named Executive Officers (“say-on-pay”); to ratify the appointment of KPMG LLP as company's independent registered public accounting firm for the fiscal year ending December 27, 2024; and to address any other business properly brought before the Annual Meeting.お知らせ • Mar 15Ichor Holdings, Ltd. has completed a Follow-on Equity Offering in the amount of $125.000025 million.Ichor Holdings, Ltd. has completed a Follow-on Equity Offering in the amount of $125.000025 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,333,334 Price\Range: $37.5 Discount Per Security: $1.5938New Risk • Mar 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€2.3m sold).お知らせ • Mar 13Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $125 million.Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $125 million. Security Name: Ordinary Shares Security Type: Common StockReported Earnings • Feb 26Full year 2023 earnings released: US$1.47 loss per share (vs US$2.54 profit in FY 2022)Full year 2023 results: US$1.47 loss per share (down from US$2.54 profit in FY 2022). Revenue: US$811.1m (down 37% from FY 2022). Net loss: US$43.0m (down 159% from profit in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Recent Insider Transactions • Feb 22Chief Technology Officer recently sold €186k worth of stockOn the 16th of February, Philip Barros sold around 4k shares on-market at roughly €42.13 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €936k more than they bought in the last 12 months.Reported Earnings • Feb 07Full year 2023 earnings released: US$1.47 loss per share (vs US$2.54 profit in FY 2022)Full year 2023 results: US$1.47 loss per share (down from US$2.54 profit in FY 2022). Revenue: US$811.1m (down 37% from FY 2022). Net loss: US$43.0m (down 159% from profit in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 07Ichor Holdings, Ltd. Provides Earnings Guidance for the First Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the first quarter of 2024. For the first quarter of 2024, the company expects revenue to be in the range of $190 million to $210 million and GAAP diluted LPS to be in the range of $0.24 to $0.14.お知らせ • Jan 17Ichor Holdings, Ltd. to Report Q4, 2023 Results on Feb 06, 2024Ichor Holdings, Ltd. announced that they will report Q4, 2023 results on Feb 06, 2024New Risk • Nov 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Significant insider selling over the past 3 months (€345k sold).Reported Earnings • Nov 09Third quarter 2023 earnings released: US$0.36 loss per share (vs US$1.01 profit in 3Q 2022)Third quarter 2023 results: US$0.36 loss per share (down from US$1.01 profit in 3Q 2022). Revenue: US$196.8m (down 45% from 3Q 2022). Net loss: US$10.4m (down 136% from profit in 3Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Nov 08Ichor Holdings, Ltd. Provides Earnings Outlook for the Fourth Quarter of 2023Ichor Holdings, Ltd. provided earnings outlook for the fourth quarter of 2023. For the period, The company expects revenue to be in the range of $190.0 million to $205.0 million GAAP diluted EPS to be in the range of $(0.30) to $(0.20).New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€363k sold).お知らせ • Oct 13Ichor Holdings, Ltd. to Report Q3, 2023 Results on Nov 06, 2023Ichor Holdings, Ltd. announced that they will report Q3, 2023 results at 1:00 PM, Pacific Standard Time on Nov 06, 2023Recent Insider Transactions • Sep 08Chief Technology Officer recently sold €345k worth of stockOn the 6th of September, Philip Barros sold around 11k shares on-market at roughly €32.16 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €960k more than they bought in the last 12 months.お知らせ • Aug 11Ichor Holdings, Ltd. Provides Earnings Guidance for the Third Quarter of 2023Ichor Holdings, Ltd. provides earnings guidance for the third quarter of 2023. For the quarter, company expects revenue to be in the range of $185.0 million to $200.0 million and GAAP diluted EPS to be in the range of $(0.32) to $(0.20).New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.1% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.1% net profit margin). Significant insider selling over the past 3 months (€142k sold).Reported Earnings • Aug 09Second quarter 2023 earnings released: US$0.71 loss per share (vs US$0.75 profit in 2Q 2022)Second quarter 2023 results: US$0.71 loss per share (down from US$0.75 profit in 2Q 2022). Revenue: US$185.0m (down 44% from 2Q 2022). Net loss: US$20.7m (down 196% from profit in 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.お知らせ • Jul 12+ 1 more updateIchor Holdings, Ltd. to Report Q2, 2023 Results on Aug 08, 2023Ichor Holdings, Ltd. announced that they will report Q2, 2023 results on Aug 08, 2023Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €32.00, the stock trades at a trailing P/E ratio of 15.3x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 62% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 7.9%After last week's 7.9% share price gain to €24.60, the stock trades at a trailing P/E ratio of 12.8x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 26% over the past three years.Recent Insider Transactions • May 17Independent Director recently sold €142k worth of stockOn the 15th of May, Marc Haugen sold around 6k shares on-market at roughly €25.66 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €245k. Insiders have been net sellers, collectively disposing of €906k more than they bought in the last 12 months.Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0 (vs US$0.28 in 1Q 2022)First quarter 2023 results: EPS: US$0 (down from US$0.28 in 1Q 2022). Revenue: US$225.9m (down 23% from 1Q 2022). Net loss: US$5.0k (down 100% from profit in 1Q 2022). Profit margin: 0% (down from 2.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 10Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter of 2023Ichor Holdings, Ltd. provided earnings guidance for the second quarter of 2023. For the period, the company expects revenue to be in the range of $170 million to $190 million. The company expects GAAP diluted loss per share to be in the range of $0.01 to $0.00.Recent Insider Transactions • Mar 01Independent Director recently sold €245k worth of stockOn the 23rd of February, Wendy Arienzo sold around 8k shares on-market at roughly €31.04 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €258k. Insiders have been net sellers, collectively disposing of €763k more than they bought in the last 12 months.Recent Insider Transactions • Feb 26Chief Technology Officer recently sold €258k worth of stockOn the 17th of February, Philip Barros sold around 8k shares on-market at roughly €32.23 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €518k more than they bought in the last 12 months.Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$2.54 (vs US$2.51 in FY 2021)Full year 2022 results: EPS: US$2.54 (up from US$2.51 in FY 2021). Revenue: US$1.28b (up 17% from FY 2021). Net income: US$72.8m (up 2.7% from FY 2021). Profit margin: 5.7% (down from 6.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08Ichor Holdings, Ltd. Provides Earnings Guidance for the First Quarter of 2023Ichor Holdings, Ltd. provided earnings guidance for the first quarter of 2023. For the first quarter of 2023, the company expects revenue to be in the range of $210 million to $240 million. The company expects GAAP diluted EPS to be in the range of negative $0.03 to positive $0.16.お知らせ • Jan 18Ichor Holdings, Ltd. to Report Q4, 2022 Results on Feb 07, 2023Ichor Holdings, Ltd. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 07, 2023Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €22.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total loss to shareholders of 37% over the past three years.お知らせ • Jan 11Ichor Holdings, Ltd. Provides Revenue Guidance for the Fourth Quarter of 2022 and for the First Quarter of 2023Ichor Holdings, Ltd. provided revenue guidance for the fourth quarter of 2022 and for the first quarter of 2023. For the quarter, the company expects revenues of $300 million to $302 million, which represents year-over-year growth of approximately 5% and a sequential decline of approximately 15%.The company expects first quarter 2023 revenues to be in the range of $210 million to $240 million.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €24.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total loss to shareholders of 18% over the past three years.お知らせ • Nov 29Bruce Ragsdale to Join Ichor as Chief Operating Officer, Effective December 12, 2022Ichor Holdings, Ltd. announced the appointment of Bruce Ragsdale as the company’s new chief operating officer (COO), effective December 12, 2022. Mr. Ragsdale will be responsible for overseeing Ichor’s global operations and supply chain. Mr. Ragsdale most recently served as vice president, supply chain sourcing at Intel Corporation. He previously served as senior vice president, global operations and supply chain at ASM International, where from 2015 until 2022 he was responsible for all aspects of worldwide operations, including engineering, manufacturing, supply chain and logistics. Prior to ASM International, Mr. Ragsdale spent over 20 years at Applied Materials, where he most recently served as vice president, global supply chain management in Singapore, from 2013 to 2015. Mr. Ragsdale earned his bachelor’s degree in electrical engineering from DeVry University and his MBA focused on technology management and product commercialization from the University of Phoenix.Recent Insider Transactions • Nov 27Independent Director recently sold €147k worth of stockOn the 23rd of November, Marc Haugen sold around 5k shares on-market at roughly €27.31 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €330k more than they bought in the last 12 months.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: US$1.01 (vs US$0.65 in 3Q 2021)Third quarter 2022 results: EPS: US$1.01 (up from US$0.65 in 3Q 2021). Revenue: US$355.6m (up 35% from 3Q 2021). Net income: US$29.0m (up 57% from 3Q 2021). Profit margin: 8.2% (up from 7.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 09Ichor Holdings, Ltd. Provides Earnings Guidance for the Fourth Quarter of 2022Ichor Holdings, Ltd. provided earnings guidance for the fourth quarter of 2022. For the fourth quarter of 2022, the company expects revenue to be in the range of $315 million to $355 million and GAAP diluted EPS to be in the range of $0.57to $0.83.お知らせ • Oct 19Ichor Holdings, Ltd. to Report Q3, 2022 Results on Nov 08, 2022Ichor Holdings, Ltd. announced that they will report Q3, 2022 results at 1:00 PM, Pacific Standard Time on Nov 08, 2022Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €27.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 33% over the past three years.お知らせ • Aug 27Paul Chhabra Notifies Ichor Holdings, Ltd. to Resign as Chief Operating Officer, Effective August 29, 2022On August 24, 2022, Dr. Paul Chhabra notified Ichor Holdings, Ltd. of his decision to resign as chief operating officer and leave the Company in order to pursue a new opportunity, effective August 29, 2022.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 24% share price gain to €34.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 86% over the past three years.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$0.75 (vs US$0.81 in 2Q 2021)Second quarter 2022 results: EPS: US$0.75 (down from US$0.81 in 2Q 2021). Revenue: US$329.6m (up 17% from 2Q 2021). Net income: US$21.5m (down 5.8% from 2Q 2021). Profit margin: 6.5% (down from 8.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 13Ichor Holdings, Ltd. to Report Q2, 2022 Results on Aug 09, 2022Ichor Holdings, Ltd. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 09, 2022Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 1.9% over the past three years.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 14Ichor Holdings, Ltd. Appoints Jorge Titinger Has Joined Its Board of DirectorsIchor Holdings, Ltd. announced that Jorge Titinger has joined its board of directors, effective June 13, 2022. Jorge brings over 30 years of leadership experience in the semiconductor equipment and computing industries, and a strong track record of accomplishment in his positions as CEO. In addition, his many years of corporate governance experience for publicly-traded companies in industry will make him a valuable contributor to board. Mr. Titinger currently serves as a director of CalAmp Corp., Axcelis Technologies Inc., and FormFactor Inc., positions he has held since June 2015, August 2019, and June 2021, respectively.Recent Insider Transactions • May 28Chief Technology Officer recently sold €308k worth of stockOn the 25th of May, Philip Barros sold around 12k shares on-market at roughly €25.15 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €183k more than they bought in the last 12 months.株主還元4IHDE SemiconductorDE 市場7D14.2%-3.3%0.7%1Y330.6%83.3%0.6%株主還元を見る業界別リターン: 4IH過去 1 年間で83.3 % の収益を上げたGerman Semiconductor業界を上回りました。リターン対市場: 4IH過去 1 年間で0.6 % の収益を上げたGerman市場を上回りました。価格変動Is 4IH's price volatile compared to industry and market?4IH volatility4IH Average Weekly Movement13.1%Semiconductor Industry Average Movement9.7%Market Average Movement5.4%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.8%安定した株価: 4IHの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4IHの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19991,891Phil Barroswww.ichorsystems.comIchorホールディングスは、米国内外で半導体設備用の流体供給サブシステムおよびコンポーネントの設計、エンジニアリング、製造を行っている。同社は主に半導体デバイスの製造に使用されるガスおよびケミカルデリバリーシステムとサブシステムを提供している。同社のガス供給サブシステムは、エッチングや蒸着などの半導体製造工程で使用されるガスの供給、監視、制御を行い、化学薬品供給サブシステムは、化学機械的平坦化、電気メッキ、洗浄などの半導体製造工程で使用される反応性液体化学薬品のブレンドと吐出を行う。加えて、精密機械加工部品、溶接部品、電子ビーム、レーザー溶接部品、精密真空・水素ろう付け、表面処理技術、その他の独自製品も製造している。主に日本の半導体装置市場の装置OEMに製品を販売している。イコール・ホールディングスは1999年に設立され、カリフォルニア州フリーモントに本社を置いている。もっと見るIchor Holdings, Ltd. 基礎のまとめIchor Holdings の収益と売上を時価総額と比較するとどうか。4IH 基礎統計学時価総額€2.89b収益（TTM）-€44.22m売上高(TTM)€836.85m3.4xP/Sレシオ-64.1xPER（株価収益率4IH は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4IH 損益計算書（TTM）収益US$959.26m売上原価US$844.19m売上総利益US$115.07mその他の費用US$165.76m収益-US$50.69m直近の収益報告Mar 27, 2026次回決算日Aug 03, 2026一株当たり利益（EPS）-1.45グロス・マージン12.00%純利益率-5.28%有利子負債／自己資本比率18.3%4IH の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/15 15:44終値2026/07/15 00:00収益2026/03/27年間収益2025/12/26データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ichor Holdings, Ltd. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Craig EllisB. Riley Securities, Inc.Christian SchwabCraig-Hallum Capital Group LLCLinda UmwaliD.A. Davidson & Co.8 その他のアナリストを表示
お知らせ • Jul 13Ichor Holdings, Ltd. to Report Q2, 2026 Results on Aug 03, 2026Ichor Holdings, Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Pacific Standard Time on Aug 03, 2026
New Risk • Jul 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.5m sold).
お知らせ • Jun 29+ 7 more updatesIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value BenchmarkIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value Benchmark
Recent Insider Transactions • Jun 04Independent Director recently sold €1.3m worth of stockOn the 2nd of June, Laura Black sold around 20k shares on-market at roughly €64.43 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. CEO & Director Phil Barros was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 19Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million.Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Jul 13Ichor Holdings, Ltd. to Report Q2, 2026 Results on Aug 03, 2026Ichor Holdings, Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Pacific Standard Time on Aug 03, 2026
New Risk • Jul 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.5m sold).
お知らせ • Jun 29+ 7 more updatesIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value BenchmarkIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell 3000 Value Benchmark
Recent Insider Transactions • Jun 04Independent Director recently sold €1.3m worth of stockOn the 2nd of June, Laura Black sold around 20k shares on-market at roughly €64.43 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. CEO & Director Phil Barros was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 19Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million.Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • May 06Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter of 2026Ichor Holdings, Ltd. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue in the range of $290 million to $310 million, with a mid-point of $300 million. GAAP diluted EPS is expected to be between $0.10 to $0.20, with a mid-point of $0.15.
お知らせ • Apr 13Ichor Holdings, Ltd. to Report Q1, 2026 Results on May 04, 2026Ichor Holdings, Ltd. announced that they will report Q1, 2026 results After-Market on May 04, 2026
お知らせ • Apr 02Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026. Location: virtualshareholdermeeting.com/ichr2026, United States
お知らせ • Feb 10Ichor Holdings, Ltd. Provides Earnings Guidance for the First Quarter of 2026Ichor Holdings, Ltd. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue of $240 million to $260 million and GAAP diluted LPS of $0.10 to EPS of $0.02.
お知らせ • Jan 14Ichor Holdings, Ltd. to Report Q4, 2025 Results on Feb 09, 2026Ichor Holdings, Ltd. announced that they will report Q4, 2025 results on Feb 09, 2026
お知らせ • Jan 13+ 1 more updateIchor Holdings, Ltd. Revises Preliminary Unaudited Earnings Guidance for the Fourth Quarter of 2025Ichor Holdings, Ltd. revised preliminary unaudited earnings guidance for the fourth quarter of 2025. For the quarter, the company expects to report revenue results slightly above the midpoint of the guidance ranges provided on November 3, 2025.
お知らせ • Nov 04+ 2 more updatesIchor Holdings, Ltd. Announces Board Changes, Effective November 3, 2025On October 30, 2025, Jeffrey Andreson notified of the Board of Directors of Ichor Holdings, Ltd. of his decision to resign from his position as a member of the Company’s Board effective as of November 3, 2025. Mr. Andreson’s resignation is not the result of any disagreement with the Company regarding any operations, policies, or practices of the Company. In connection with Mr. Andreson’s resignation, the Board, with the participation and recommendation of the Nominating and Corporate Governance Committee, appointed Philip Barros, the current Chief Technology Officer of the Company, as a member of the Board, effective as of November 3, 2025. There are no arrangements or understandings between Mr. Barros and any other person pursuant to which Mr. Barros was appointed as a director and Chief Executive Officer of the Company. Mr. Barros, age 45, has served as Chief Technology Officer of the Company since 2015, and as Senior Vice President of Engineering of the Company since 2010. Prior to that, he served as Vice President of Engineering of the Company from 2009 to 2010 and held management roles at Celerity Inc., a predecessor to the Company, including Vice President of Engineering and Director of Systems Engineering, from 2004 to 2009. Before joining the Company, Mr. Barros held engineering and management positions at Applied Materials Inc. from 2000 to 2004. Mr. Barros holds a B.S. in mechanical engineering from San Jose State University and has advanced his education through executive programs at both Stanford University and the University of California, Berkeley.
お知らせ • Oct 15Ichor Holdings, Ltd. to Report Q3, 2025 Results on Nov 03, 2025Ichor Holdings, Ltd. announced that they will report Q3, 2025 results at 1:00 PM, Pacific Standard Time on Nov 03, 2025
お知らせ • Aug 05+ 1 more updateIchor Holdings, Ltd. Announces Earnings Guidance for the Third Quarter of 2025Ichor Holdings, Ltd. announced earnings guidance for the third quarter of 2025. For the quarter, the company expects revenue in the range of $225 million to $245 million and GAAP diluted EPS in the range of $0.12 to $0.18.
お知らせ • Jul 09Ichor Holdings, Ltd. to Report Q2, 2025 Results on Aug 04, 2025Ichor Holdings, Ltd. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
お知らせ • Jun 30+ 5 more updatesIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell Small Cap Comp Growth IndexIchor Holdings, Ltd.(NasdaqGS:ICHR) dropped from Russell Small Cap Comp Growth Index
お知らせ • May 06Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter 2025Ichor Holdings, Ltd. provided earnings guidance for the second quarter 2025. For the quarter, the company expects revenue in the range of $225 million to $245 million, and GAAP diluted LPS in the range of $0.06 to GAAP diluted EPS of $0.04.
お知らせ • Apr 08Ichor Holdings, Ltd. to Report Q1, 2025 Results on May 05, 2025Ichor Holdings, Ltd. announced that they will report Q1, 2025 results at 1:00 PM, Pacific Standard Time on May 05, 2025
お知らせ • Apr 07Ichor Holdings, Ltd., Annual General Meeting, May 14, 2025Ichor Holdings, Ltd., Annual General Meeting, May 14, 2025. Location: virtualshareholdermeeting.com/ichr2025, and at our corporate headquarters, 3185 laurelview ct., ca 94538, fremont United States
お知らせ • Jan 15Ichor Holdings, Ltd. Provides Revenue Guidance for the Fourth Quarter of 2024 and First Quarter of 2025Ichor Holdings, Ltd. provided revenue guidance for the fourth quarter of 2024 and first quarter of 2025. For the fourth quarter, the company expects Revenue of approximately $233 million, at the high end of the guidance range and up over 10% sequentially compared to Third Quarter of 2024. For the first quarter, the company expects Revenue in the range of $235 to $250 million.
お知らせ • Jan 13Ichor Holdings, Ltd. to Report Q4, 2024 Results on Feb 04, 2025Ichor Holdings, Ltd. announced that they will report Q4, 2024 results at 1:00 PM, Pacific Standard Time on Feb 04, 2025
Reported Earnings • Nov 05Third quarter 2024 earnings released: US$0.082 loss per share (vs US$0.36 loss in 3Q 2023)Third quarter 2024 results: US$0.082 loss per share (improved from US$0.36 loss in 3Q 2023). Revenue: US$211.1m (up 7.3% from 3Q 2023). Net loss: US$2.78m (loss narrowed 73% from 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 05Ichor Holdings, Ltd. Provides Earnings Guidance for the Fourth Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the fourth quarter of 2024. For the quarter of 2024, The company expects revenue to be in the range of $220 million to $235 million and GAAP diluted EPS to be in the range of $0.01 to $0.13.
お知らせ • Oct 02Ichor Holdings, Ltd. to Report Q3, 2024 Results on Nov 04, 2024Ichor Holdings, Ltd. announced that they will report Q3, 2024 results on Nov 04, 2024
お知らせ • Aug 07Ichor Holdings, Ltd. Provides Earnings Guidance for the Third Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the third quarter of 2024. For the third quarter of 2024, The company expects revenue to be in the range of $195 million to $210 million and expect GAAP diluted EPS to be in the range of $(0.17) to $(0.06).
Reported Earnings • Aug 07Second quarter 2024 earnings released: US$0.15 loss per share (vs US$0.71 loss in 2Q 2023)Second quarter 2024 results: US$0.15 loss per share (improved from US$0.71 loss in 2Q 2023). Revenue: US$203.2m (up 9.8% from 2Q 2023). Net loss: US$5.11m (loss narrowed 75% from 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 16Ichor Holdings, Ltd. to Report Q2, 2024 Results on Aug 06, 2024Ichor Holdings, Ltd. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 08First quarter 2024 earnings released: US$0.30 loss per share (vs US$0 in 1Q 2023)First quarter 2024 results: US$0.30 loss per share (further deteriorated from US$0 in 1Q 2023). Revenue: US$201.4m (down 11% from 1Q 2023). Net loss: US$8.99m (loss widened US$8.98m from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • May 08Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the second quarter of 2024. For the period, the company expects revenue to be in the range of $190 million to $205 million. The company expects GAAP diluted EPS to be in the range of $(0.22) to $(0.10).
お知らせ • Apr 24Ichor Holdings, Ltd. to Report Q1, 2024 Results on May 07, 2024Ichor Holdings, Ltd. announced that they will report Q1, 2024 results at 1:00 PM, Pacific Standard Time on May 07, 2024
お知らせ • Apr 05Ichor Holdings, Ltd., Annual General Meeting, May 15, 2024Ichor Holdings, Ltd., Annual General Meeting, May 15, 2024, at 09:00 Pacific Standard Time. Location: Ichor Holdings, Ltd., 3185 Laurelview Ct., Fremont California United States Agenda: To elect the seven directors standing for re-election and named in the Proxy Statement; to approve, on an advisory basis, the compensation of the Company’s Named Executive Officers (“say-on-pay”); to ratify the appointment of KPMG LLP as company's independent registered public accounting firm for the fiscal year ending December 27, 2024; and to address any other business properly brought before the Annual Meeting.
お知らせ • Mar 15Ichor Holdings, Ltd. has completed a Follow-on Equity Offering in the amount of $125.000025 million.Ichor Holdings, Ltd. has completed a Follow-on Equity Offering in the amount of $125.000025 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,333,334 Price\Range: $37.5 Discount Per Security: $1.5938
New Risk • Mar 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€2.3m sold).
お知らせ • Mar 13Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $125 million.Ichor Holdings, Ltd. has filed a Follow-on Equity Offering in the amount of $125 million. Security Name: Ordinary Shares Security Type: Common Stock
Reported Earnings • Feb 26Full year 2023 earnings released: US$1.47 loss per share (vs US$2.54 profit in FY 2022)Full year 2023 results: US$1.47 loss per share (down from US$2.54 profit in FY 2022). Revenue: US$811.1m (down 37% from FY 2022). Net loss: US$43.0m (down 159% from profit in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Feb 22Chief Technology Officer recently sold €186k worth of stockOn the 16th of February, Philip Barros sold around 4k shares on-market at roughly €42.13 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €936k more than they bought in the last 12 months.
Reported Earnings • Feb 07Full year 2023 earnings released: US$1.47 loss per share (vs US$2.54 profit in FY 2022)Full year 2023 results: US$1.47 loss per share (down from US$2.54 profit in FY 2022). Revenue: US$811.1m (down 37% from FY 2022). Net loss: US$43.0m (down 159% from profit in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 07Ichor Holdings, Ltd. Provides Earnings Guidance for the First Quarter of 2024Ichor Holdings, Ltd. provided earnings guidance for the first quarter of 2024. For the first quarter of 2024, the company expects revenue to be in the range of $190 million to $210 million and GAAP diluted LPS to be in the range of $0.24 to $0.14.
お知らせ • Jan 17Ichor Holdings, Ltd. to Report Q4, 2023 Results on Feb 06, 2024Ichor Holdings, Ltd. announced that they will report Q4, 2023 results on Feb 06, 2024
New Risk • Nov 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Significant insider selling over the past 3 months (€345k sold).
Reported Earnings • Nov 09Third quarter 2023 earnings released: US$0.36 loss per share (vs US$1.01 profit in 3Q 2022)Third quarter 2023 results: US$0.36 loss per share (down from US$1.01 profit in 3Q 2022). Revenue: US$196.8m (down 45% from 3Q 2022). Net loss: US$10.4m (down 136% from profit in 3Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 08Ichor Holdings, Ltd. Provides Earnings Outlook for the Fourth Quarter of 2023Ichor Holdings, Ltd. provided earnings outlook for the fourth quarter of 2023. For the period, The company expects revenue to be in the range of $190.0 million to $205.0 million GAAP diluted EPS to be in the range of $(0.30) to $(0.20).
New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€363k sold).
お知らせ • Oct 13Ichor Holdings, Ltd. to Report Q3, 2023 Results on Nov 06, 2023Ichor Holdings, Ltd. announced that they will report Q3, 2023 results at 1:00 PM, Pacific Standard Time on Nov 06, 2023
Recent Insider Transactions • Sep 08Chief Technology Officer recently sold €345k worth of stockOn the 6th of September, Philip Barros sold around 11k shares on-market at roughly €32.16 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €960k more than they bought in the last 12 months.
お知らせ • Aug 11Ichor Holdings, Ltd. Provides Earnings Guidance for the Third Quarter of 2023Ichor Holdings, Ltd. provides earnings guidance for the third quarter of 2023. For the quarter, company expects revenue to be in the range of $185.0 million to $200.0 million and GAAP diluted EPS to be in the range of $(0.32) to $(0.20).
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.1% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.1% net profit margin). Significant insider selling over the past 3 months (€142k sold).
Reported Earnings • Aug 09Second quarter 2023 earnings released: US$0.71 loss per share (vs US$0.75 profit in 2Q 2022)Second quarter 2023 results: US$0.71 loss per share (down from US$0.75 profit in 2Q 2022). Revenue: US$185.0m (down 44% from 2Q 2022). Net loss: US$20.7m (down 196% from profit in 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.
お知らせ • Jul 12+ 1 more updateIchor Holdings, Ltd. to Report Q2, 2023 Results on Aug 08, 2023Ichor Holdings, Ltd. announced that they will report Q2, 2023 results on Aug 08, 2023
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €32.00, the stock trades at a trailing P/E ratio of 15.3x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 62% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 7.9%After last week's 7.9% share price gain to €24.60, the stock trades at a trailing P/E ratio of 12.8x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 26% over the past three years.
Recent Insider Transactions • May 17Independent Director recently sold €142k worth of stockOn the 15th of May, Marc Haugen sold around 6k shares on-market at roughly €25.66 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €245k. Insiders have been net sellers, collectively disposing of €906k more than they bought in the last 12 months.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0 (vs US$0.28 in 1Q 2022)First quarter 2023 results: EPS: US$0 (down from US$0.28 in 1Q 2022). Revenue: US$225.9m (down 23% from 1Q 2022). Net loss: US$5.0k (down 100% from profit in 1Q 2022). Profit margin: 0% (down from 2.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10Ichor Holdings, Ltd. Provides Earnings Guidance for the Second Quarter of 2023Ichor Holdings, Ltd. provided earnings guidance for the second quarter of 2023. For the period, the company expects revenue to be in the range of $170 million to $190 million. The company expects GAAP diluted loss per share to be in the range of $0.01 to $0.00.
Recent Insider Transactions • Mar 01Independent Director recently sold €245k worth of stockOn the 23rd of February, Wendy Arienzo sold around 8k shares on-market at roughly €31.04 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €258k. Insiders have been net sellers, collectively disposing of €763k more than they bought in the last 12 months.
Recent Insider Transactions • Feb 26Chief Technology Officer recently sold €258k worth of stockOn the 17th of February, Philip Barros sold around 8k shares on-market at roughly €32.23 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €518k more than they bought in the last 12 months.
Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$2.54 (vs US$2.51 in FY 2021)Full year 2022 results: EPS: US$2.54 (up from US$2.51 in FY 2021). Revenue: US$1.28b (up 17% from FY 2021). Net income: US$72.8m (up 2.7% from FY 2021). Profit margin: 5.7% (down from 6.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08Ichor Holdings, Ltd. Provides Earnings Guidance for the First Quarter of 2023Ichor Holdings, Ltd. provided earnings guidance for the first quarter of 2023. For the first quarter of 2023, the company expects revenue to be in the range of $210 million to $240 million. The company expects GAAP diluted EPS to be in the range of negative $0.03 to positive $0.16.
お知らせ • Jan 18Ichor Holdings, Ltd. to Report Q4, 2022 Results on Feb 07, 2023Ichor Holdings, Ltd. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 07, 2023
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €22.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total loss to shareholders of 37% over the past three years.
お知らせ • Jan 11Ichor Holdings, Ltd. Provides Revenue Guidance for the Fourth Quarter of 2022 and for the First Quarter of 2023Ichor Holdings, Ltd. provided revenue guidance for the fourth quarter of 2022 and for the first quarter of 2023. For the quarter, the company expects revenues of $300 million to $302 million, which represents year-over-year growth of approximately 5% and a sequential decline of approximately 15%.The company expects first quarter 2023 revenues to be in the range of $210 million to $240 million.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €24.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total loss to shareholders of 18% over the past three years.
お知らせ • Nov 29Bruce Ragsdale to Join Ichor as Chief Operating Officer, Effective December 12, 2022Ichor Holdings, Ltd. announced the appointment of Bruce Ragsdale as the company’s new chief operating officer (COO), effective December 12, 2022. Mr. Ragsdale will be responsible for overseeing Ichor’s global operations and supply chain. Mr. Ragsdale most recently served as vice president, supply chain sourcing at Intel Corporation. He previously served as senior vice president, global operations and supply chain at ASM International, where from 2015 until 2022 he was responsible for all aspects of worldwide operations, including engineering, manufacturing, supply chain and logistics. Prior to ASM International, Mr. Ragsdale spent over 20 years at Applied Materials, where he most recently served as vice president, global supply chain management in Singapore, from 2013 to 2015. Mr. Ragsdale earned his bachelor’s degree in electrical engineering from DeVry University and his MBA focused on technology management and product commercialization from the University of Phoenix.
Recent Insider Transactions • Nov 27Independent Director recently sold €147k worth of stockOn the 23rd of November, Marc Haugen sold around 5k shares on-market at roughly €27.31 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €330k more than they bought in the last 12 months.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: US$1.01 (vs US$0.65 in 3Q 2021)Third quarter 2022 results: EPS: US$1.01 (up from US$0.65 in 3Q 2021). Revenue: US$355.6m (up 35% from 3Q 2021). Net income: US$29.0m (up 57% from 3Q 2021). Profit margin: 8.2% (up from 7.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09Ichor Holdings, Ltd. Provides Earnings Guidance for the Fourth Quarter of 2022Ichor Holdings, Ltd. provided earnings guidance for the fourth quarter of 2022. For the fourth quarter of 2022, the company expects revenue to be in the range of $315 million to $355 million and GAAP diluted EPS to be in the range of $0.57to $0.83.
お知らせ • Oct 19Ichor Holdings, Ltd. to Report Q3, 2022 Results on Nov 08, 2022Ichor Holdings, Ltd. announced that they will report Q3, 2022 results at 1:00 PM, Pacific Standard Time on Nov 08, 2022
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €27.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 33% over the past three years.
お知らせ • Aug 27Paul Chhabra Notifies Ichor Holdings, Ltd. to Resign as Chief Operating Officer, Effective August 29, 2022On August 24, 2022, Dr. Paul Chhabra notified Ichor Holdings, Ltd. of his decision to resign as chief operating officer and leave the Company in order to pursue a new opportunity, effective August 29, 2022.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 24% share price gain to €34.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$0.75 (vs US$0.81 in 2Q 2021)Second quarter 2022 results: EPS: US$0.75 (down from US$0.81 in 2Q 2021). Revenue: US$329.6m (up 17% from 2Q 2021). Net income: US$21.5m (down 5.8% from 2Q 2021). Profit margin: 6.5% (down from 8.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 13Ichor Holdings, Ltd. to Report Q2, 2022 Results on Aug 09, 2022Ichor Holdings, Ltd. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 09, 2022
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 1.9% over the past three years.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jorge Titinger was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 14Ichor Holdings, Ltd. Appoints Jorge Titinger Has Joined Its Board of DirectorsIchor Holdings, Ltd. announced that Jorge Titinger has joined its board of directors, effective June 13, 2022. Jorge brings over 30 years of leadership experience in the semiconductor equipment and computing industries, and a strong track record of accomplishment in his positions as CEO. In addition, his many years of corporate governance experience for publicly-traded companies in industry will make him a valuable contributor to board. Mr. Titinger currently serves as a director of CalAmp Corp., Axcelis Technologies Inc., and FormFactor Inc., positions he has held since June 2015, August 2019, and June 2021, respectively.
Recent Insider Transactions • May 28Chief Technology Officer recently sold €308k worth of stockOn the 25th of May, Philip Barros sold around 12k shares on-market at roughly €25.15 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €183k more than they bought in the last 12 months.
