ICHR earnings / call / takeaways
ICHR Q3 FY26 earnings call: key takeaways
What ICHR said on its earnings call of November 2, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 2, 2026·AI-generated from the call transcript and Lician data
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.35 | – | – |
| Revenue | $330.1M | – | – |
EPS basis: Unverified: provider EPS matches neither the SEC filing nor the press release
The stock moved -0.8% over the report window (S&P 500 ETF +0.3%). Earnings history
What changed since last quarter
- Guidance for Q4 revenue was raised to $345 to $365 million, reflecting stronger-than-expected demand and execution. (14:59)
- Gross margin guidance for Q4 was increased to 16.5% (up from 16% in Q3), showing improved profitability. (14:59)
- The company confirmed that supply chain constraints are fully incorporated into guidance, but expressed confidence in meeting targets. (39:30)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year 2026 revenue growth of ~30% (5:29) | not captured |
| Revenue | Q4 revenue guidance of $345 to $365 million (14:59) | not captured |
| Margin | Q4 gross margin of 16.5% (plus or minus 0.5%) (14:59) | not captured |
| EPS | EPS guidance of $0.65 to $0.75 for Q4 (14:59) | not captured |
| Revenue | 2027 revenue growth aligned with customers' system growth (17:00) | not captured |
| Margin | 2027 gross margin expansion with incremental margins of at least 25% (17:00) | not captured |
What analysts pressed on
- Concerns about component supply chain constraints impacting revenue growth and timing. (21:12)
- Questions about the sustainability of high gross margin expansion and the role of component mix in future quarters. (25:37)
- Worries about the ability to meet demand if customer growth exceeds expectations. (27:25)
In their words
Read the full transcript with the AI summary, or listen on the company's official webcast.
Every past call in full and transcript search come with Lician Pro.
Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.