Zacks Investment Research·Sep 11, 2026
Is Ichor Holdings (ICHR) Outperforming Other Computer and Technology Stocks This Year?Here is how Ichor Holdings (ICHR) and Monolithic Power (MPWR) have performed compared to their sector so far this year.
Ichor Holdings is emerging from a cyclical downturn with accelerating revenue growth (22.7% YoY in Q2 2026) and a 450 bps gross margin expansion to 13.9%, signaling a potential inflection. The balance sheet has strengthened significantly, with cash surging to ...
Price trend, volume and key moving averages
Trailing total returns as of 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.34+10.7% vs $0.31 | $295M-1.8% vs $300M |
Q2 2026 May 4, 2026 | $0.15+15.4% vs $0.13 | $256M+1.9% vs $251M |
Q1 2026 Feb 9, 2026 | -$0.05+70.6% vs -$0.17 | $224M+1.3% vs $221M |
Q4 2025 Nov 3, 2025 | $0.07-41.7% vs $0.12 | $239M+2.1% vs $234M |
Here is how Ichor Holdings (ICHR) and Monolithic Power (MPWR) have performed compared to their sector so far this year.
The transaction involved 10,587 shares with an estimated value of ~$550,000 based on the September 1, 2026 weighted average execution price. The trade size was ~10% of the officer's direct equity holdings prior to the filing.
Ichor Holdings (ICHR) reported earnings 30 days ago. What's next for the stock?
Ichor Holdings is benefiting from a semiconductor equipment demand recovery, driving strong revenue and margin growth. Q2 2026 revenue rose 24% YoY to $294.8M, with non-GAAP EPS reaching $0.34 and non-GAAP gross margin improving to 14.1%. Management guides for further sequential growth in Q3, forecasting $315–345M revenue and $0.40–0.50 non-GAAP EPS.
Benchmark ICHR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ichor Holdings, Ltd. (ICHR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $57.44 | $2B | -37.30 | 11.61% | -5.57% | -7.75% | — | |
| $260.37 | $17.59B | 59.58 | 9.62% | 10.12% | 15.83% | — | |
| $76.55 | $3.43B | -19.14 | -2.08% | -1.07% | -3.14% | — | |
| $151.36 | $7.06B | 145.54 | 15.57% | 7.4% | 5.82% | — | |
| $34.28 | $1.58B | -28.10 | 3.55% | -20.02% | -7.56% | — | |
| $151.11 | $23.04B | 97.49 | -1.38% | 9.18% | 7.61% | — |
Ichor Holdings, Ltd. (ICHR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Ichor Holdings, Ltd. (ICHR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
May 18, 2026·SEC
May 14, 2026·SEC
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Ichor Holdings, Ltd. (ICHR) stock FAQ — growth, dividends, profitability & financials explained
Ichor Holdings, Ltd. (ICHR) reported $1.01B in revenue for fiscal year 2025. This represents a 265% increase from $277.6M in 2013.
Ichor Holdings, Ltd. (ICHR) grew revenue by 11.6% over the past year. This is steady growth.
Ichor Holdings, Ltd. (ICHR) reported a net loss of $40.3M for fiscal year 2025.
Ichor Holdings, Ltd. (ICHR) has a return on equity (ROE) of -7.7%. Negative ROE indicates the company is unprofitable.
Ichor Holdings, Ltd. (ICHR) had negative free cash flow of $25.6M in fiscal year 2025, likely due to heavy capital investments.
