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Investor Relations14 Oct 2025
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Himax Technologies (HIMX) investor relations material
Himax Technologies Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue was $214.8M, down 0.2% sequentially, in line with guidance; gross margin reached 31.2%, exceeding guidance, and EPS was $0.095 per diluted ADS.
Automotive display ICs remained the largest revenue contributor, accounting for about 50% of total revenue, with the company holding the No.1 global market share in this segment.
WiseEye AI, CPO, and AR/AI glasses businesses are expected to drive long-term growth, with WiseEye entering a rapid growth phase and AR/AI glasses revenues projected to rise substantially.
Tariff policy uncertainty persisted, but recent U.S. clarifications and settlements have reduced global trade uncertainty; new U.S. tariffs on non-U.S. manufactured chips announced, with limited direct impact expected.
Non-driver sales rose 14.7% sequentially, mainly from increased automotive and monitor product shipments.
Financial highlights
Q2 operating income was $18.1M (8.4% margin), down from $19.8M last quarter and $29.3M a year ago.
Q2 after-tax profit was $16.5M, or $0.095 per diluted ADS, compared to $20.0M last quarter and $29.6M a year ago.
Cash, cash equivalents, and other financial assets totaled $332.8M at quarter end, up from $281.0M last quarter, driven by $60.5M positive operating cash flow.
Q2 inventories were $134.6M, up from $129.9M last quarter but down from $203.7M a year ago.
Operating expenses rose 6.9% sequentially, mainly due to NT dollar appreciation.
Outlook and guidance
Q3 2025 revenue expected to decline 12–17% sequentially; gross margin projected around 30%; loss per diluted ADS estimated at $0.02–$0.04, mainly due to annual employee bonus expensing.
Q3 guidance incorporates an estimated $8.2M–$13.3M employee bonus expense, impacting cash and operating expenses.
Automotive and non-automotive sectors face limited visibility and cautious customer demand, with customers maintaining lean inventories and delaying new product launches.
Long-term optimism in automotive display ICs, OLED, and AI-related businesses, with OLED-related growth expected to accelerate from 2027.
AR/AI glasses and WiseEye AI sensing businesses projected for substantial growth in coming years.
How will new tariffs impact Himax's business?
When will automotive OLED growth accelerate?
Detail Himax's CPO mass production timetable.
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Next Himax Technologies earnings date
Q3 20256 Nov, 2025
Next Himax Technologies earnings date
Q3 20256 Nov, 2025
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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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