10-Q quarterly report · filed Aug 4, 2026

ICHOR HOLDINGS, LTD. (ICHR) Q2 2026 10-Q Quarterly Report

Short answer

ICHOR HOLDINGS, LTD. (ICHR) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 26, 2026. Quarterly revenue was $295M (up 22.7% year over year) with net income of $998,000.

Q2 2026 key financials · XBRL

Revenue
$295M
+22.7% YoY · +15.1% QoQ
Net income
$998,000
+110.6% YoY · +140.4% QoQ
Operating margin
2.4%
Gross margin
13.9%
EPS (diluted)
$0.03
+110.7% YoY · +142.9% QoQ

Source: XBRL data from the ICHOR HOLDINGS, LTD. (ICHR) Q2 2026 10-Q on SEC EDGAR. USD.

ICHOR HOLDINGS, LTD. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $294.8M, up 22.7% YoY from $240.3M, driven by semiconductor equipment demand
  • Gross margin 13.9% vs 11.3%; operating margin 2.4% vs (2.0)% YoY
  • GAAP net income $1.0M vs $9.4M loss; non-GAAP operating margin 5.5% vs 1.9%
  • ATM offering raised $195.4M from 2.5M shares; quarter-end cash $256.5M
  • Outlook: semiconductor demand strengthening; tariff uncertainty and China export controls remain headwinds

Risk Factors

  • No material changes identified; 10-Q incorporates 2025 Form 10-K risk factors
  • Historical results unreliable indicators of future performance amid known and unknown risks
  • New equity-financing activity: May 18, 2026 sales agreement with four underwriters
  • Insider-selling risk: trading plans cover up to 107,011 and 88,869 ordinary shares
  • Compliance risk: Rule 10b5-1 arrangements expire August 31, 2027

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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