Q4 2025 Himax Technologies Inc Earnings Call Transcript

Feb 12, 2026 / 01:00 PM GMT

Release Date Price: €6.5 (-6.47%)

Transcript

Key Points

Positve

Himax Technologies Inc (HIMX) reported Q4 profit at the high end of the projected range, with sales and gross margins in line with guidance.
Revenue from large display driver ICs increased by 14.2% from the previous quarter, outperforming guidance.
Automotive driver IC sales grew approximately 10% quarter over quarter, driven by the adoption of TDDI technology.
Non-driver sales increased by 7.9% from the previous quarter, with strong contributions from automotive applications.
Himax Technologies Inc (HIMX) maintains a dominant market share in automotive Tcom, supporting future growth.

Negative

Revenue from small and medium-sized display driver segments declined by 1.3% sequentially.
Full-year 2025 revenue declined by 8.2% compared to 2024, reflecting challenging market conditions.
Operating expenses increased by 11.6% year over year in Q4, driven by higher salary expenses and currency fluctuations.
Q4 operating profit margin decreased to 3.4% from 9.7% in the same period last year.
First quarter 2026 revenue is expected to decline by 2.0% to 6.0% sequentially, with gross margin potentially flat to slightly down.

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

HIMX.OQ - Himax Technologies Inc
Q4 2025 Himax Technologies Inc Earnings Call
Feb 12, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello ladies and gentlemen. Welcome to HMax Technologies Incorporation, 4th quarter and fiscal year of 2025 earnings conference call. At this time, all participants are in a listen-only mode, and later we will conduct a question-and-answer session, and instructions will follow at that time. As a reminder, this conference call is being recorded.

I would now like to turn the conference over to Ms. Karen Tao, head of IR, PR, and Hymax. Ms. Teo, please go ahead.

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Unidentified_2 [2]
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Welcome everyone. My name is Karen Chao, head of IRPI at HMax.

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