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Ichor (ICHR) investor relations material
Ichor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Q2 2025 revenue reached $240.3M, up 18% year-over-year, driven by gas panel integration and semiconductor equipment demand.
GAAP net loss was $9.4M (EPS $(0.28)), while non-GAAP net income was $1.1M (EPS $0.03); non-GAAP operating income was $6.1M.
Gross margin was 12.5% non-GAAP and 11.3% GAAP, impacted by hiring challenges, higher material costs, and inventory write-offs.
CEO succession plan announced; current CEO to remain until successor is found and then transition to adviser.
Significant non-recurring costs from exit of Scotland operations, including inventory write-off and lease impairment.
Financial highlights
Q2 2025 revenue: $240.3M, up from $203.2M in Q2 2024, but down from $244.5M in Q1 2025.
Q2 2025 GAAP net loss: $9.4M; non-GAAP net income: $1.1M; GAAP diluted EPS: $(0.28); non-GAAP diluted EPS: $0.03.
Operating loss for Q2 2025: $4.8M; non-GAAP operating income: $6.1M.
Cash and equivalents at quarter end: $92.2M, down $17M from Q1.
Free cash flow for Q2 2025 was $(14.8)M.
Outlook and guidance
Q3 2025 revenue guidance: $225M–$245M; non-GAAP EPS guidance: $0.06–$0.18.
Q3 and Q4 operating expenses expected at ~$23.7M per quarter; net interest expense at $1.6M per quarter.
Full-year revenue growth expected to outperform wafer fab equipment industry in 2025.
Sufficient liquidity anticipated to fund operations for at least the next 12 months.
Second half of 2025 expected to be slightly lighter than first half due to shipment timing.
Explain the focus on proprietary products.
Why did cash and equivalents decrease?
Detail the impact of Scotland exit.
Assess impact of hiring issues on Q3 margin.
Discuss drivers behind advanced packaging plateau.
Elaborate on the EUV business outlook.
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Frequently asked questions
Ichor Holdings Ltd designs, engineers, and manufactures fluid delivery subsystems and components used in semiconductor capital equipment. The company supports advanced wafer processing through its offerings in gas and chemical delivery systems. It is headquartered in Fremont, California, and its shares are listed on the NASDAQ.
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