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INFICON (IFCN) investor relations material
INFICON Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Record Q3 sales of $233.3M, up 42.4% YoY and 17.7% QoQ; order intake exceeded the prior-quarter record and book-to-bill remained well above 1.
Broad growth across regions and end markets, led by semiconductor demand; efficiency gains and higher volumes lifted profitability.
Financial highlights
Gross profit rose 66% to $116.9M; gross margin reached 50.1%, up 7.1pp YoY and 3.5pp QoQ.
Operating income increased 160.3% YoY to $59.5M; operating margin was 25.5% versus 14.0% in Q3 2025, including favorable one-offs of ~2 percentage points of sales.
Net income rose 173.5% YoY to $47.4M; net margin was 20.3% versus 10.6% a year ago, and diluted EPS was $1.94 versus $0.71.
Operating cash flow was $77.6M; Q3 CapEx was $12.8M.
Outlook and guidance
FY2026 sales guidance rose to $820M–$850M from $750M–$780M; operating income margin guidance increased to 21%–22% from 19%–20%.
Semiconductor market expectations are for strong growth; Automotive/RAC and General Vacuum are expected to grow, while Security & Energy is slower near term.
Orders are accelerating beyond sales, supporting confidence in a strong 2027; detailed 2027 guidance is expected with FY2026 results.
Full-year 2026 CapEx is expected to exceed $35M, supporting capacity expansion and R&D investment.
- Record Q2 sales, margin expansion, and raised guidance on strong semiconductor demand.IFCN
Q2 2026 - Growth accelerates in semiconductors and high-tech, with margins above 20% and strong innovation.IFCN
Investor update - Q1 2026 sales up 14.4% YoY; guidance raised on strong semiconductor momentum.IFCN
Q1 2026 - Record 2025 sales and strong orders set the stage for growth and margin recovery in 2026.IFCN
Q4 2025 - Book-to-bill above 1, strong orders, but lower sales and margins amid trade and FX headwinds.IFCN
Q3 2025 - Record Q3 sales, strong margins, and robust cash flow with 2024 guidance at $660–$670M.IFCN
Q3 2024 - Q2 2024 saw record sales in key segments, strong margins, and a positive full-year outlook.IFCN
Q2 2024 - Agile growth strategy, strong innovation, and regional focus drive robust performance and future readiness.IFCN
Analyst Day 2025 - Record sales and profitability in 2024; 2025 outlook remains cautiously optimistic.IFCN
Q4 2024
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