Ichor Holdings, Ltd. (ICHR) will report its second-quarter 2026 results on August 3, 2026. The company anticipates revenues ranging from $290 million to $310 million, reflecting a sequential growth of 17% and a year-over-year increase of 25%. The Zacks Consensus Estimate for revenues is $300.33 million, indicating a 24.99% year-over-year growth.
Ichor expects non-GAAP earnings per share to be between 25 to 35 cents, with a consensus estimate of 31 cents per share, marking a substantial year-over-year increase of 933.3% from 3 cents in the same quarter last year. The company cites strong demand from wafer fabrication equipment customers driven by investments in AI infrastructure and advanced semiconductor manufacturing as factors supporting its performance.
However, Ichor’s reliance on external suppliers and ongoing supply chain constraints may limit its ability to meet brisk customer demand in the second quarter. Despite these challenges, the company has realigned its manufacturing footprint and is increasing the adoption of its proprietary Ichor-branded content, aiming to reach 35% by the end of 2026.
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