Ichor Holdings 경영진
경영진 기준 점검 3/4
Ichor Holdings CEO는 Phil Barros, Nov2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $4.61M, 10.8% 급여 및 89.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $12.31M 가치에 해당하는 회사 주식의 0.51% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.8 년과 6.3 년입니다.
핵심 정보
Phil Barros
최고경영자
US$4.6m
총 보수
| CEO 급여 비율 | 10.81% |
| CEO 재임 기간 | less than a year |
| CEO 지분 보유율 | 0.5% |
| 경영진 평균 재임 기간 | 2.8yrs |
| 이사회 평균 재임 기간 | 6.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 25
ICHR: Up Cycle Margin Tailwind Will Drive Re Rated Earnings Power
Narrative Update on Ichor Holdings Ichor Holdings' updated fair value estimate has moved from $50.43 to $76.71 as analysts factor in recent price target increases across the Street and cite improving gross margin trajectory, a stronger cyclical backdrop, and a lower assumed future P/E multiple in their models. Analyst Commentary Recent Street research on Ichor Holdings centers on a series of price target revisions and an earlier rating upgrade, with analysts referencing gross margin trends and the current cyclical setup for the business.
내러티브 업데이트 • May 07
ICHR: Up Cycle Margin Hopes Will Eventually Pressure Share Returns
The updated fair value estimate for Ichor Holdings has shifted from $36.00 to $53.00 as analysts react to a series of higher price targets, citing expectations for revenue growth, improving profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research around Ichor Holdings centers on a wave of higher price targets and upgrades, with several firms resetting their expectations for the stock.Seeking Alpha • Apr 28
Ichor's Margin Inflection Is Taking Shape Ahead Of Q1
Summary I am rating Ichor Holdings a Strong Buy rating based on its position in the semiconductor supply chain and rapid earnings inflection potential. ICHR benefits from AI-driven demand for advanced logic, HBM, and advanced packaging, aligning its product set with key industry growth drivers. 2025 earnings were distorted by restructuring and under-absorption, but margin tailwinds are expected as restructuring noise fades by mid-2026. Management guides for sequential revenue growth in every quarter of 2026, with margin normalization and scale from Mexico and Malaysia operations. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 20
ICHR: Margin Up Cycle Optimism Will Constrain Future Share Returns
The analyst fair value estimate for Ichor Holdings has shifted from $22.00 to $36.00, reflecting updated Street price targets and analyst views that cyclically improving conditions and a potential up-cycle in gross margins justify revisiting key inputs in the valuation framework. Analyst Commentary Recent Street research around Ichor Holdings has centered on where the company sits in the current margin cycle and how much optimism is already reflected in the share price.내러티브 업데이트 • Apr 06
ICHR: Fair Value View Weighs Margin Upswing Against Cyclical Execution Risk
The analyst price target for Ichor Holdings has increased to $50.43 from $46.86, as analysts point to an improved gross margin outlook and a strengthening cyclical backdrop for the business. Analyst Commentary Recent research updates show a clear shift in sentiment around Ichor Holdings, with several firms adjusting ratings and targets as they reassess the company’s margin profile and exposure to the current cycle.
내러티브 업데이트 • Mar 23
ICHR: Up Cycle Sweet Spot Will Set Up Future Upside Rebound
The analyst fair value estimate for Ichor Holdings has moved from $30 to $55, as analysts point to a strengthening cyclical backdrop and improving gross margin trajectory entering what they describe as an up-cycle sweet spot. Analyst Commentary Recent Street research on Ichor Holdings points to a cluster of bullish reassessments, with several bullish analysts revisiting their models and valuation frameworks in light of what they view as a more supportive cyclical setup and improving profitability profile.내러티브 업데이트 • Mar 09
ICHR: Fair Value View Will Test Clustered Upgrades Against Execution Risk
The updated analyst price target for Ichor Holdings has remained unchanged, with analysts citing adjustments to the discount rate and P/E assumptions, along with a steady fair value estimate, as the main factors behind the revision. Analyst Commentary Street research around Ichor Holdings has been active, with several firms adjusting price targets and one firm shifting its rating stance.내러티브 업데이트 • Feb 23
ICHR: Fair Value View Weighs Clustered Upgrades Against Execution Risk
The analyst fair value estimate for Ichor Holdings has shifted from $29.86 to $46.86, with analysts pointing to updated assumptions on revenue growth, margins and discount rates, alongside a series of recent price target increases and an upgrade in Street research. Analyst Commentary Recent Street research on Ichor Holdings has been active, with several price target revisions and one rating change grouped closely together in time.내러티브 업데이트 • Feb 08
ICHR: Elevated Execution Bar Will Restrain Future Share Upside
Analysts have lifted their fair value estimate for Ichor Holdings from US$19.00 to US$22.00, reflecting updated assumptions on discount rates, revenue growth, profit margins, and a very large future P/E multiple, informed by recent Street research that includes both higher price targets and a valuation caution around limited margin for error. Analyst Commentary Street research around Ichor Holdings has been mixed, with several firms lifting price targets while at least one bearish analyst has shifted to a more cautious stance.내러티브 업데이트 • Jan 25
ICHR: Fair Value View Balances CEO Transition And Customer Demand Uncertainty
Analysts have raised their average fair value estimate for Ichor Holdings from about US$24.17 to roughly US$29.86. This change reflects recent price target revisions and updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E expectations.분석 기사 • Jan 14
Ichor Holdings, Ltd. (NASDAQ:ICHR) Shares Fly 47% But Investors Aren't Buying For Growth
Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shares have had a really impressive month, gaining 47% after a shaky period...내러티브 업데이트 • Jan 11
ICHR: Weak Q4 Outlook And Margin Pressures Will Restrain Share Upside
Analysts have lifted their fair value estimate for Ichor Holdings by US$1.00 to US$19.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple after recent Q4 guidance pressures and a reduced US$30 price target from prior US$35 in Street research. Analyst Commentary Bearish analysts are highlighting several pressure points around Ichor Holdings, linking recent guidance and order trends to risks for valuation, execution, and future growth expectations.내러티브 업데이트 • Dec 26
ICHR: Order Timing Disruptions Will Set Up Future Upside Rebound
Analysts have trimmed their 12 month price target for Ichor Holdings to $30.00 from $35.00, reflecting weaker near term guidance tied to order pull ins from major customers, softness among secondary customers, and push outs in higher margin segments. Analyst Commentary Bullish analysts acknowledge that the reduced price target reflects near term execution risk, but they continue to see meaningful upside from current trading levels.내러티브 업데이트 • Dec 12
ICHR: Pull Ins And Project Delays Will Set Up Rebound Opportunity
Analysts have trimmed their price target on Ichor Holdings to $30.00 from $35.00, citing weaker Q4 guidance tied to earlier Q3 pull ins from key customers, expected softness at mid tier accounts, and project push outs in its highest margin segment. Analyst Commentary Bullish analysts acknowledge the near term pressure on Ichor Holdings, but emphasize that the revised price target still implies meaningful upside from current trading levels.분석 기사 • Nov 30
Benign Growth For Ichor Holdings, Ltd. (NASDAQ:ICHR) Underpins Stock's 26% Plummet
Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shareholders won't be pleased to see that the share price has had a very rough...분석 기사 • Oct 16
Ichor Holdings, Ltd. (NASDAQ:ICHR) Shares Fly 36% But Investors Aren't Buying For Growth
Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shares have had a really impressive month, gaining 36% after a shaky period...분석 기사 • Aug 21
Why Investors Shouldn't Be Surprised By Ichor Holdings, Ltd.'s (NASDAQ:ICHR) 25% Share Price Plunge
NasdaqGS:ICHR 1 Year Share Price vs Fair Value Explore Ichor Holdings's Fair Values from the Community and select yours...내러티브 업데이트 • Aug 08
Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand
Analysts maintained Ichor Holdings’ price target at $24.17, citing optimism over improving semiconductor demand, memory market recovery, and anticipated revenue growth. Analyst Commentary Encouragement from improving NAND and enterprise solid-state drive demand signals heading into the second half of 2025.내러티브 업데이트 • Aug 08
Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand
Despite encouraging demand signals for NAND and enterprise solid-state drives entering the second half of 2025, the consensus analyst price target for Ichor Holdings remained unchanged at $24.17. Analyst Commentary Encouraging demand signals for NAND and enterprise solid-state drives entering the second half of 2025.내러티브 업데이트 • Aug 08
Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand
Analysts maintain a stable price target of $24.17 for Ichor Holdings, citing improving demand visibility, expectations of a cyclical semiconductor recovery, and anticipated margin expansion as key drivers of their confidence. Analyst Commentary Bullish analysts are optimistic due to improving demand signals for NAND and enterprise solid-state drives heading into the second half of 2025.분석 기사 • Jul 02
Ichor Holdings, Ltd.'s (NASDAQ:ICHR) Share Price Boosted 34% But Its Business Prospects Need A Lift Too
Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shareholders are no doubt pleased to see that the share price has bounced 34% in...분석 기사 • Jun 25
Here's Why Ichor Holdings (NASDAQ:ICHR) Can Afford Some Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...새로운 내러티브 • May 29
AI And Cloud Computing Trends Will Redefine Semiconductor Manufacturing
Proprietary component integration and manufacturing expansion are set to increase margins, improve earnings, and enhance resilience against market and tariff risks.새로운 내러티브 • May 29
AI And Cloud Computing Trends Will Redefine Semiconductor Manufacturing
Proprietary component integration and manufacturing expansion are set to increase margins, improve earnings, and enhance resilience against market and tariff risks.새로운 내러티브 • May 29
AI And Cloud Computing Trends Will Redefine Semiconductor Manufacturing
Proprietary component integration and manufacturing expansion are set to increase margins, improve earnings, and enhance resilience against market and tariff risks.분석 기사 • Mar 29
Ichor Holdings, Ltd. (NASDAQ:ICHR) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough
The Ichor Holdings, Ltd. ( NASDAQ:ICHR ) share price has fared very poorly over the last month, falling by a...분석 기사 • Mar 27
Ichor Holdings (NASDAQ:ICHR) Is Making Moderate Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jan 15
Ichor Holdings: A Recovery In The Making
Summary Ichor Holdings has grown significantly since its IPO, leveraging M&A and organic growth to double revenues and diversify its business. After a painful down-cycle in 2023 and 2024, the company sees momentum improve heading into 2025, as the balance sheet is strong again. I remain a patient long-term holder, seeing fair to compelling value in Ichor's strategic positioning, with room for shares to outperform this year. Read the full article on Seeking Alpha분석 기사 • Jan 04
Revenues Working Against Ichor Holdings, Ltd.'s (NASDAQ:ICHR) Share Price
With a price-to-sales (or "P/S") ratio of 1.4x Ichor Holdings, Ltd. ( NASDAQ:ICHR ) may be sending very bullish signals...분석 기사 • Dec 04
Here's Why Ichor Holdings (NASDAQ:ICHR) Can Afford Some Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Sep 27
Ichor Holdings: Trade Restrictions Overshadow Positives Elsewhere
Summary ICHR is seeing early signs of a rebound in demand, but any lift the stock could have gotten was negated by headwinds elsewhere. The stock had broken out, but the rally was snuffed out when it became apparent the U.S. government was looking to introduce trade restrictions on China. Trade restrictions could adversely impact ICHR, but they could also benefit ICHR short term, in part because the details are needed. The stock is caught in a holding pattern close to potential support and waiting for a catalyst, which may come as soon as next month. Read the full article on Seeking Alpha분석 기사 • Sep 04
Here's Why Ichor Holdings (NASDAQ:ICHR) Can Afford Some Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 18
There's No Escaping Ichor Holdings, Ltd.'s (NASDAQ:ICHR) Muted Revenues
With a price-to-sales (or "P/S") ratio of 1.6x Ichor Holdings, Ltd. ( NASDAQ:ICHR ) may be sending very bullish signals...Seeking Alpha • Jul 10
Ichor Holdings: Goes For Another Attempt At Breaking Out
Summary The stock has made it above a resistance level that has given ICHR problems in the past 2.5 years, an encouraging sign for the bulls. The rally seems to be happening in anticipation of a rebound in demand in 2025 as called for by the outlook, but the outlook could be off. ICHR seems to be doing much worse than its customers, and there may be different reasons causing this, some okay and some not so okay. The breakout in the charts could be for real this time, but it will probably need more supporting arguments than it has now if it is to happen. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 27 2026 | n/a | n/a | -US$51m |
| Dec 26 2025 | US$5m | US$498k | -US$53m |
| Sep 26 2025 | n/a | n/a | -US$41m |
| Jun 27 2025 | n/a | n/a | -US$21m |
| Mar 28 2025 | n/a | n/a | -US$16m |
| Dec 27 2024 | US$2m | US$448k | -US$21m |
| Sep 27 2024 | n/a | n/a | -US$29m |
| Jun 28 2024 | n/a | n/a | -US$36m |
| Mar 29 2024 | n/a | n/a | -US$52m |
| Dec 29 2023 | n/a | n/a | -US$43m |
| Sep 29 2023 | n/a | n/a | -US$17m |
| Jun 30 2023 | n/a | n/a | US$23m |
| Mar 31 2023 | n/a | n/a | US$65m |
| Dec 30 2022 | n/a | n/a | US$73m |
| Sep 30 2022 | n/a | n/a | US$73m |
| Jul 01 2022 | n/a | n/a | US$63m |
| Apr 01 2022 | n/a | n/a | US$64m |
| Dec 31 2021 | US$2m | US$421k | US$71m |
| Sep 24 2021 | n/a | n/a | US$69m |
| Jun 25 2021 | n/a | n/a | US$61m |
| Mar 26 2021 | n/a | n/a | US$45m |
| Dec 25 2020 | US$2m | US$409k | US$33m |
| Sep 25 2020 | n/a | n/a | US$29m |
| Jun 26 2020 | n/a | n/a | US$19m |
| Mar 27 2020 | n/a | n/a | US$13m |
| Dec 27 2019 | US$2m | US$394k | US$11m |
보상 대 시장: Phil의 총 보수(USD4.61M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.47M) 수준입니다.
보상과 수익: Phil의 보상은 회사가 적자임에도 증가했습니다.
CEO
Phil Barros (45 yo)
less than a year
재임 기간
US$4,605,287
보수
Mr. Philip Barros, also known as Phil, had been the Chief Technology Officer of Ichor Holdings, Ltd. since September 2015 until November 03, 2025 and serves as its Chief Executive Officer and Director sinc...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | less than a year | US$4.61m | 0.51% $ 12.3m | |
| Chief Financial Officer | 2.8yrs | US$1.34m | 0.23% $ 5.6m | |
| Chief Operating Officer | 3.4yrs | US$1.36m | 0.30% $ 7.3m | |
| Senior Vice President of Sales & Marketing | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief HR Officer | 6.2yrs | 데이터 없음 | 데이터 없음 |
2.8yrs
평균 재임 기간
53yo
평균 나이
경험이 풍부한 관리: ICHR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | less than a year | US$4.61m | 0.51% $ 12.3m | |
| Independent Director | 7.6yrs | US$188.11k | 0.12% $ 2.8m | |
| Independent Director | 5yrs | US$181.24k | 0.065% $ 1.5m | |
| Independent Chairman | 10.6yrs | US$1.06m | 0.23% $ 5.5m | |
| Lead Independent Director | 3.9yrs | US$186.24k | 0.035% $ 849.5k | |
| Independent Director | 6.3yrs | US$171.86k | 0.066% $ 1.6m | |
| Independent Director | 7.3yrs | US$183.11k | 0.11% $ 2.6m |
6.3yrs
평균 재임 기간
64yo
평균 나이
경험이 풍부한 이사회: ICHR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 15:37 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2026/03/27 |
| 연간 수익 | 2025/12/26 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
Ichor 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.
| 분석가 | 기관 |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Linda Umwali | D.A. Davidson & Co. |