View ValuationIchor Holdings 향후 성장Future 기준 점검 4/6Ichor Holdings (는) 각각 연간 55.9% 및 14.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 58.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.8% 로 예상됩니다.핵심 정보55.9%이익 성장률58.29%EPS 성장률Semiconductor 이익 성장33.6%매출 성장률14.8%향후 자기자본이익률6.77%애널리스트 커버리지Good마지막 업데이트20 Jul 2026최근 향후 성장 업데이트공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.모든 업데이트 보기Recent updates공고 • 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).공고 • 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.공고 • 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 Offering공고 • 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.공고 • 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, 2026공고 • Apr 02Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026. Location: virtualshareholdermeeting.com/ichr2026, United States공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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.공고 • 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, 2025공고 • 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.공고 • 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, 2025공고 • 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 Index공고 • 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.공고 • 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, 2025공고 • 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 States공고 • 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.공고 • 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.공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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).공고 • 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, 2024공고 • 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.공고 • 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).공고 • 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.공고 • 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.공고 • 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.공고 • 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).공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.이익 및 매출 성장 예측DB:4IH - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,59120838212/31/20271,44170663712/31/20261,19824-21373/27/2026959-51-178N/A12/26/2025948-53-630N/A9/26/2025957-41-1918N/A6/27/2025929-21-1917N/A3/28/2025892-161042N/A12/27/2024849-211028N/A9/27/2024819-295268N/A6/28/2024805-365264N/A3/29/2024787-526073N/A12/29/2023811-434258N/A9/29/2023909-173959N/A6/30/20231,068234974N/A3/31/20231,213652457N/A12/30/20221,28073231N/A9/30/20221,26673-41-16N/A7/1/20221,17363-70-51N/A4/1/20221,12564-66-47N/A12/31/20211,09771-615N/A9/24/20211,055694465N/A6/25/20211,0206182102N/A3/26/2021959457285N/A12/25/2020914332838N/A9/25/2020859291830N/A6/26/202078519-111N/A3/27/2020703131837N/A12/27/201962111N/A57N/A9/27/20195736N/A58N/A6/28/201959415N/A51N/A3/29/201970343N/A61N/A12/28/201882458N/A60N/A9/28/201886574N/A65N/A6/29/201885478N/A61N/A3/30/201876561N/A50N/A12/29/201765657N/A39N/A9/29/201760439N/A25N/A6/30/201754625N/A31N/A3/31/201748117N/A22N/A12/30/20164065N/A28N/A9/23/2016339-5N/A20N/A6/24/2016308-2N/A21N/A3/25/2016289-8N/A16N/A12/25/2015291-9N/A27N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4IH 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 4IH (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 4IH 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 4IH 의 수익(연간 14.8%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 4IH 의 수익(연간 14.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4IH의 자본 수익률은 3년 후 6.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/20 02:11종가2026/07/20 00:00수익2026/03/27연간 수익2025/12/26데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ichor Holdings, Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Craig EllisB. Riley Securities, Inc.Christian SchwabCraig-Hallum Capital Group LLCLinda UmwaliD.A. Davidson & Co.8명의 분석가 더 보기
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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).
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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
공고 • Apr 02Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026Ichor Holdings, Ltd., Annual General Meeting, May 14, 2026. Location: virtualshareholdermeeting.com/ichr2026, United States
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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
공고 • 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
공고 • 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.
공고 • 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
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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).
공고 • 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
공고 • 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.
공고 • 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).
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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).
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.