Seeking Alpha·2d ago
Himax Technologies, Inc. (HIMX) Q3 2026 Earnings Call TranscriptHimax Technologies, Inc. (HIMX) Q3 2026 Earnings Call Transcript
Himax is emerging from a cyclical trough, with Q2 2026 revenue rebounding 5.9% YoY and gross margin expanding to 33.1%, the highest in over a year. The company's fortress balance sheet, featuring $839.5M in cash against $593.7M in debt, provides a substantial cushion to fund R&D and weather ongoing industry shifts.
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.11+22.2% vs $0.09 | — vs $248M |
Q3 2026 Aug 6, 2026 | $0.11+10.0% vs $0.10 | $227M+2.0% vs $223M |
Q2 2026 May 7, 2026 | $0.05-23.3% vs $0.06 | $199M+2.1% vs $195M |
Q1 2026 Feb 12, 2026 | $0.04+0.0% vs $0.04 | $203M+2.0% vs $199M |
Himax Technologies, Inc. (HIMX) Q3 2026 Earnings Call Transcript
Himax Technologies NASDAQ: HIMX expects fourth-quarter revenue to fall sharply from the third quarter as some automotive display customers reduce orders after building inventory earlier in the year. The forecast comes despite third-quarter profit that exceeded the company's guidance.
Himax said on its Thursday earnings call that it expects fourth-quarter revenue to drop 22% to 26% from the third quarter, with its shares down nearly 30% in Thursday trading. President and CEO Jordan Wu said on the call that demand fell suddenly after China's early-October National Day holidays among customers that had bought aggressively in prior quarters.
Q3 2026 EPS Exceeded the Guidance, Both Revenue and GM In-Line With Guidance Issued on Aug. 6, 2026
Benchmark HIMX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Himax Technologies, Inc. (HIMX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.49 | $1.48B | 41.99 | -8.23% | 4.27% | 3.9% | 4.38% | |
| $162.76 | $1.39B | 4.39 | 10.21% | 19.36% | 32.3% | 4.92% | |
| $77.36 | $3.55B | 30.97 | 13.04% | 6.51% | 5.82% | — | |
| $113.58 | $5.73B | 14.13 | 5.34% | 20.2% | 19.21% | — | |
| $1190.44 | $58.49B | 65.66 | 26.43% | 23.85% | 24.04% | 0.5% | |
| $186.64 | $4.52T | 23.50 | 65.47% | 63.66% | 110.11% | 0.02% |
Himax Technologies, Inc. (HIMX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Himax Technologies, Inc. (HIMX) stock FAQ — growth, dividends, profitability & financials explained
Himax Technologies, Inc. (HIMX) reported $826.2M in revenue over the trailing twelve months. Revenue was $832.2M in fiscal year 2025. That is 1373% more than the $56.5M of fiscal year 2002.
Himax Technologies, Inc. (HIMX) revenue fell by 7.1% over the trailing twelve months, compared with the twelve months before.
Yes. Himax Technologies, Inc. (HIMX) earned $35.3M in net income over the trailing twelve months (a 4.3% net margin).
Yes. Himax Technologies, Inc. (HIMX) pays a dividend that yields 4.38% at the current price, a high yield.
Himax Technologies, Inc. (HIMX) had a return on equity (ROE) of 3.9% over the trailing twelve months. That is below the market's typical 10-15%.
Himax Technologies, Inc. (HIMX) generated $27.1M in free cash flow over the trailing twelve months.
