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Himax Technologies
Himax Technologies (HIMX) investor relations material
Himax Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 2025 revenue was $203.1M, up 2% sequentially, with profit and EPS at the high end of guidance and gross margin at 30.4%.
Full year 2025 revenue was $832.2M, down 8.2% YoY, with net profit at $43.9M ($0.25 per diluted ADS), reflecting macroeconomic and geopolitical headwinds.
Automotive and AI-related applications remained resilient, while consumer electronics demand was soft; non-driver IC and WiseEye AI businesses showed strong growth.
Operating expenses for Q4 were $54.9M, down 9.6% QoQ but up 11.6% YoY, reflecting cost controls and increased R&D.
Financial highlights
Q4 2025 operating profit was $6.8M (3.4% margin), up from a loss in Q3 but down YoY; after-tax profit was $6.3M, or 3.6 cents per diluted ADS.
Q4 gross margin was 30.4%, slightly up from 30.2% in Q3; full year gross margin was 30.6% (2024: 30.5%).
Cash and equivalents at year-end were $286.2M, up from $224.6M a year ago; Q4 operating cash inflow was $16.8M.
Q4 inventories were $152.7M, with DSO at 88 days, down from 96 days a year ago.
Outlook and guidance
Q1 2026 revenue expected to decline 2–6% sequentially; gross margin to be flat to slightly down; profit per diluted ADS guided at $0.02–$0.04.
Q1 is expected to be the trough, with sales rebounding in Q2 and stronger momentum in H2 2026 as inventories remain lean and new automotive projects ramp up.
CPO revenue contribution limited in 2026, with meaningful impact expected from 2027 onward.
How does AI drive new growth areas for Himax?
Himax's competitive edge in automotive display ICs
Himax's CPO strategy and AI data center focus
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Next Himax Technologies earnings date
Q1 20267 May, 2026
Himax Technologies
Next Himax Technologies earnings date
Q1 20267 May, 2026
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Frequently asked questions
Himax Technologies Inc. (NASDAQ: HIMX) is a fabless semiconductor company specializing in display imaging processing technologies. The company designs and supplies a wide range of semiconductor solutions, including display driver integrated circuits (ICs) and timing controllers for various consumer electronics such as TVs, laptops, monitors, mobile phones, tablets, automotive applications, digital cameras, car navigation systems, and virtual reality (VR) devices. Beyond these, Himax also focuses on advanced technologies like touch sensor displays, in-cell Touch and Display Driver Integration (TDDI) single-chip solutions, AMOLED ICs, LED driver ICs, power management ICs, LCoS micro-displays for augmented reality (AR) devices, heads-up displays (HUD) for automotive, CMOS image sensors, wafer level optics, 3D Sensing, and ultralow power AI Image Sensing. These products find applications across a broad spectrum of industries, including mobile phones, tablets, laptops, televisions, PC cameras, automobiles, security, medical devices, home appliances, and various AIoT devices. The company is headquartered in Tainan, Taiwan, and its shares are listed on the NASDAQ.
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