Q3 2025 Ichor Holdings Ltd Earnings Call Transcript

Nov 3, 2025 / 09:30 PM GMT

Release Date Price: $22.92 (+1.06%)

Transcript 10-Q8-K

Key Points

Positve

Ichor Holdings Ltd (ICHR) reported third-quarter revenues of $239 million, exceeding the midpoint of expectations.
The company experienced strong demand in the etch and deposition markets, driven by leading-edge investments.
Ichor Holdings Ltd (ICHR) achieved 18% year-over-year revenue growth for the first three quarters of 2025.
The company is making progress on new proprietary component products, targeting customer evaluation in early 2026.
Ichor Holdings Ltd (ICHR) completed the refinancing of its credit facility, reducing overall borrowing costs.

Negative

The company faced a decline in non-semi end markets, particularly affecting the IMG business.
Gross margin was impacted by lower IMG revenue volumes, resulting in a 1% point decrease.
Fourth-quarter revenue guidance reflects a decline, with anticipated revenues between $210 to $230 million.
Ichor Holdings Ltd (ICHR) incurred $18.3 million in restructuring costs related to global operations consolidation.
The company expects continued lower revenue from its third and fourth largest customers in the fourth quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ICHR.OQ - Ichor Holdings Ltd
Q3 2025 Ichor Holdings Ltd Earnings Call
Nov 03, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and thank you for joining today's 3rd quarter 2025 conference call.

As you read our earnings press release and as you listen to this conference call, please recognize that both contain forward-looking statements within the meaning of the federal securities laws. These forward-looking statements are subject to a number of risks and uncertainties, many of which are beyond our control and which could cause actual results to differ materially from such statements.

These risks and uncertainties include those spelled out in our earnings press release, those described in our annual report on Form 10K for fiscal year 2024, and those described in subsequent filings with the SEC. You should consider all forward

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