ICHR · Ichor Holdings, Ltd.
$75.27
+0.30 (+0.40%)
At close · Jul 31
Market Cap
$2.62B
Shares
34.75M
Ichor Holdings, Ltd. Earnings Call Transcripts
Every quarterly earnings call for Ichor Holdings, Ltd. (ICHR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲35.3%
$355.64M
$29.03M
'22 Q3
22-11-08
▲5.1%
$301.72M
$14.20M
'22 Q4
23-02-07
▼22.9%
$225.87M
−$5,000
'23 Q1
23-05-09
▼43.9%
$185.01M
−$20.66M
'23 Q2
23-08-08
▼44.7%
$196.76M
−$10.43M
'23 Q3
23-11-06
▼32.6%
$203.48M
−$11.90M
'23 Q4
24-02-06
▼10.8%
$201.38M
−$8.99M
'24 Q1
24-05-07
▲9.8%
$203.23M
−$5.11M
'24 Q2
24-08-06
▲7.3%
$211.14M
−$2.78M
'24 Q3
24-11-04
▲14.7%
$233.29M
−$3.94M
'24 Q4
25-02-04
▲21.4%
$244.47M
−$4.56M
'25 Q1
25-05-05
▲18.2%
$240.28M
−$9.41M
'25 Q2
25-08-04
▲13.3%
$239.30M
−$22.85M
'25 Q3
25-11-03
▼4.2%
$223.61M
−$15.96M
'25 Q4
26-02-09
LATEST
▲4.7%
$256.07M
−$2.47M
'26 Q1
26-05-04
Earnings call
FY26 · Q2
2026-08-03
Q2 2026 Ichor Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-28
TD Cowen 54th Annual Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-20
B. Riley Securities 26th Annual Institutional Investor Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-04
Ichor Holdings, Ltd. Q1 FY2026 Earnings Call
Confident tone
Gross margin expansion
Strategic footprint realignment
Capacity and CapEx outlook
Revenue
$256.07M
▲ 4.7% YoY Diluted EPS
$-0.07
Gross margin
12.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-10
Stifel NYC Technology 1x1 Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-09
Ichor Holdings, Ltd. Q4 FY2025 Earnings Call
Confident tone
Commercial space / non-semi business
Capital expenditure and restructuring
Demand ramp and 2026 growth outlook
Revenue
$223.61M*
▼ 4.2% YoY Gross margin
9.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-01-13
Ichor at 28th Annual Needham Growth Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-11-03
Ichor Holdings, Ltd. Q3 FY2025 Earnings Call
Positive tone
Q4 guidance and trough quarter outlook
IMG / non-semi end markets softness
Leadership transition (CEO change)
Revenue
$239.30M
▲ 13.3% YoY Diluted EPS
$-0.67
Gross margin
4.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-09-10
B. Riley Securities Annual Consumer & TMT Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-08-26
Jefferies Semiconductor, IT Hardware & Communications Technology Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-08-11
Oppenheimer Virtual Technology, Internet & Communications Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q2
2025-08-04
Ichor Holdings, Ltd. Q2 FY2025 Earnings Call
Balanced tone
Gross margin expansion and product mix
Q3 and second-half guidance
Internal supply ramp and hiring challenges
Revenue
$240.28M
▲ 18.2% YoY Diluted EPS
$-0.28
Gross margin
11.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-05-29
TD Cowen 53rd Annual Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-05-28
Craig-Hallum 22nd Annual Institutional Investor Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-05-21
B. Riley Securities 25th Annual Investor Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q1
2025-05-05
Ichor Holdings, Ltd. Q1 FY2025 Earnings Call
Cautious tone
Gross margin shortfall and process issues
Tariff exposure and mitigation
Demand visibility and uncertainty
Revenue
$244.47M
▲ 21.4% YoY Diluted EPS
$-0.13
Gross margin
11.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2025-03-03
Q1 2025 IR Presentation
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY24 · Q4
2025-02-04
Ichor Holdings, Ltd. Q4 FY2024 Earnings Call
Confident tone
Revenue Growth and Inflection
Gross Margin Expansion
Guidance and Outlook
Revenue
$233.29M*
▲ 14.7% YoY Gross margin
11.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Ichor Holdings, Ltd. Q3 FY2024 Earnings Call
Confident tone
WFE industry outlook 2025
Proprietary component and gas panel qualifications
NAND recovery and bit density upgrades
Revenue
$211.14M
▲ 7.3% YoY Diluted EPS
$-0.08
Gross margin
13.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Ichor Holdings, Ltd. Q2 FY2024 Earnings Call
Confident tone
Silicon carbide / EV gas panel softness
WFE demand recovery and second-half outlook
Gross margin improvement and operating leverage
Revenue
$203.23M
▲ 9.8% YoY Diluted EPS
$-0.15
Gross margin
12.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Ichor Holdings, Ltd. Q1 FY2024 Earnings Call
Positive tone
Quarterly Financial Results
NAND Market Recovery
Next-Generation Gas Panel
Revenue
$201.38M
▼ 10.8% YoY Diluted EPS
$-0.30
Gross margin
11.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-06
Ichor Holdings, Ltd. Q4 FY2023 Earnings Call
Positive tone
Inventory reduction and free cash flow
Gross margin expansion / next-generation gas panel
Q4 gross margin headwinds
Revenue
$203.48M*
▼ 32.6% YoY Gross margin
10.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-06
Ichor Holdings, Ltd. Q3 FY2023 Earnings Call
Revenue
$196.76M
▼ 44.7% YoY Diluted EPS
$-0.36
▼ 136% YoY Gross margin
12.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
Ichor Holdings, Ltd. Q2 FY2023 Earnings Call
Revenue
$185.01M
▼ 43.9% YoY Diluted EPS
$-0.71
▼ 195.9% YoY Gross margin
13.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Ichor Holdings, Ltd. Q1 FY2023 Earnings Call
Revenue
$225.87M
▼ 22.9% YoY Diluted EPS
$0.00
▼ 100% YoY Gross margin
14.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-07
Ichor Holdings, Ltd. Q4 FY2022 Earnings Call
Revenue
$301.72M*
▲ 5.1% YoY Gross margin
16.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Ichor Holdings, Ltd. Q3 FY2022 Earnings Call
Revenue
$355.64M
▲ 35.3% YoY Diluted EPS
$1.00
▲ 56.2% YoY Gross margin
17.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Ichor Holdings, Ltd. Q2 FY2022 Earnings Call
Revenue
$329.56M
▲ 16.7% YoY Diluted EPS
$0.74
▼ 6.3% YoY Gross margin
16.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Ichor Holdings, Ltd. Q1 FY2022 Earnings Call
Revenue
$293.15M
▲ 10.8% YoY Diluted EPS
$0.28
▼ 45.1% YoY Gross margin
15.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-08
Ichor Holdings, Ltd. Q4 FY2021 Earnings Call
Revenue
$287.19M*
▲ 17.2% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Ichor Holdings, Ltd. Q3 FY2021 Earnings Call
Revenue
$262.86M
▲ 15.5% YoY Diluted EPS
$0.64
▲ 42.2% YoY Gross margin
16.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Ichor Holdings, Ltd. Q2 FY2021 Earnings Call
Revenue
$282.31M
▲ 27.4% YoY Diluted EPS
$0.79
▲ 163.3% YoY Gross margin
16.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Ichor Holdings, Ltd. Q1 FY2021 Earnings Call
Revenue
$264.57M
▲ 20.2% YoY Diluted EPS
$0.51
▲ 240% YoY Gross margin
14.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-02
Ichor Holdings, Ltd. Q4 FY2020 Earnings Call
Revenue
$244.97M*
▲ 29.4% YoY Gross margin
14.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2021-02-02
Ichor Holdings, Ltd. Q3 FY2020 Earnings Call
Revenue
$227.68M
▲ 47.4% YoY Diluted EPS
$0.45
▲ 1025% YoY Gross margin
14.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Ichor Holdings, Ltd. Q2 FY2020 Earnings Call
Revenue
$221.56M
▲ 59.2% YoY Diluted EPS
$0.30
▲ 2900% YoY Gross margin
13.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-04
Ichor Holdings, Ltd. Q1 FY2020 Earnings Call
Revenue
$220.03M
▲ 59.6% YoY Diluted EPS
$0.15
▲ 114.3% YoY Gross margin
13.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-05
Ichor Holdings, Ltd. Q4 FY2019 Earnings Call
Revenue
$189.35M*
▲ 33.9% YoY Gross margin
13.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–38 of 38 earnings calls
Key facts
CIK
1652535
CUSIP
G4740B105
13F (30d)
72 filings
72 filers
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