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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Himax Technologies
Himax Technologies (HIMX) investor relations material
Himax Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $246.752M, up 8.5% QoQ and 23.9% YoY; gross margin was 34.2%, and diluted ADS profit of $0.107 exceeded guidance.
Q4 revenue is forecast to decline 22%–26% QoQ, primarily on automotive driver order corrections; 2027 revenue is expected to grow at a double-digit rate, excluding CPO.
Financial highlights
Q3 gross profit was $84.5M and operating income was $22.737M, versus $24.563M in Q2 and a $0.618M operating loss in Q3 2025.
Stockholder profit was $18.587M, or $0.107 per diluted ADS, versus $19.879M and $0.114 in Q2; Q3 2025 profit was $1.070M and EPS $0.006.
Operating expenses were $61.8M, up 21.9% QoQ, mainly due to annual employee bonuses; R&D was $46.9M, G&A $7.3M and sales and marketing $7.6M.
9M 2026 revenue was $673.137M and stockholder profit was $46.455M, versus $629.092M and $37.601M in 9M 2025.
Outlook and guidance
Q4 revenue is expected to fall 22%–26% sequentially; gross margin is forecast flat to slightly higher, depending on product mix, and diluted ADS profit guidance is $0.045–$0.065, excluding any divestiture gain.
FY2026 automotive IC revenue is expected to grow ~10% YoY; automotive Tcon is on track to grow over 40%, with another strong growth year expected in 2027.
2027 non-driver revenue contribution is expected to approach 30%, versus 20% currently; gross margin is expected to remain relatively stable or improve slightly, excluding CPO.
CPO is expected to contribute meaningfully to revenue and profit starting in 2027, but timing and first-year ramp remain uncertain and depend on customer schedules.
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Latest events from Himax Technologies
- Q2 2026 results beat guidance; automotive and non-driver ICs drive growth, with strong Q3 outlook.HIMX
Q2 2026 - Q1 beat guidance; Q2 revenue and profit to rise, led by automotive and non-driver ICs.HIMXQ1 2026
- 2025 revenue reached $832M, with leadership in automotive and AI display technologies.HIMXInvestor presentation
- Q4 2025 met guidance with strong WiseEye AI growth; H2 2026 recovery expected.HIMXQ4 2025
- Q2 met guidance; Q3 faces revenue drop and net loss, but AI and AR/AI glasses drive future growth.HIMXQ2 2025
- Q3 beat guidance on strong automotive and Tcon sales; Q4 outlook is cautious but stable.HIMXQ3 2024
- Q2 beat guidance with strong automotive sales; Q3 faces a 12–17% revenue decline.HIMXQ2 2024
- Q1 profit and revenue beat guidance, led by automotive and AI, with cautious Q2 outlook.HIMXQ1 2025
- Q4 profit and margin beat, driven by automotive ICs; 2025 outlook remains strong.HIMXQ4 2024
Next Himax Technologies earnings date
Q4 20269 Feb, 2027
Himax Technologies
Next Himax Technologies earnings date
Q4 20269 Feb, 2027
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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.