Ichor Holdings (LTS:0Z0F) Tariff Resilience Score: 4/10 (As of Jul. 17, 2026)

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LTS:0Z0F Ichor Holdings Ltd LTS:0Z0F
61 GF Score
Price $84.54
GF Value $31.92
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Ichor Holdings Tariff Resilience Score?

Ichor Holdings LTS:0Z0F -9.84% 61 Tariff Resilience Score is 4 as of Jul. 17, 2026. GuruFocus rates LTS:0Z0F with a GF Score™ of 61/100 and a GF Value™ of $31.92 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 996 Semiconductors companies, Ichor Holdings ranks better than 87.75% on this metric.

Ichor Holdings has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

Ichor Holdings has High exposure due to semiconductor equipment manufacturing in Asia with significant US sales. Previous tariffs increased costs, but some mitigation through supplier diversification.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Ichor Holdings might have Average Resilient.

Ichor Holdings  (LTS:0Z0F) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Ichor Holdings Tariff Resilience Score Related Terms

LTS:0Z0F vs COHU, AEHR, AMBA: Tariff Resilience Score Comparison

For the Semiconductor Equipment & Materials subindustry, Ichor Holdings's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Ichor Holdings Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Ichor Holdings's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Ichor Holdings's Tariff Resilience Score falls into.


LTS:0Z0F
61GF Score
Ichor Holdings Ltd LTS:0Z0F
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
Ichor Holdings (LTS:0Z0F) has a Tariff Resilience Score of 4 as of Jul. 17, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Ichor Holdings ranks #122 out of 996 companies in the Semiconductors industry, placing it in the top 12.2%.
Is Ichor Holdings' Tariff Resilience Score too high?
Ichor Holdings' current Tariff Resilience Score is 4. Based on the distribution chart, Ichor Holdings ranks #122 out of 996 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Ichor Holdings has a GF Score™ of 61/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Ichor Holdings' Tariff Resilience Score compare to COHU and AEHR?
According to the Semiconductors industry distribution chart, Ichor Holdings ranks #122 out of 996 companies for Tariff Resilience Score. This places Ichor Holdings in the top 12% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Ichor Holdings's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ichor Holdings stock overvalued right now?
Based on GuruFocus' analysis, Ichor Holdings (LTS:0Z0F) is currently considered Significantly Overvalued. The stock's GF Value™ is $31.92, compared to a current price of $84.54 — trading 164.8% above its estimated fair value. The current Tariff Resilience Score is 4. Ichor Holdings' overall GF Score™ is 61/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Ichor Holdings (LTS:0Z0F), the current Tariff Resilience Score is 4 as of Jul. 17, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ichor Holdings (LTS:0Z0F) Overvalued in 2026?

Based on GuruFocus' analysis, Ichor Holdings stock appears to be overvalued. The current stock price of $84.54 is trading 164.8% above its estimated GF Value™ of $31.92. GuruFocus considers Ichor Holdings to be Significantly Overvalued.

Key valuation signals for LTS:0Z0F:

  • Tariff Resilience Score: 4
  • GF Value™: $31.92 vs. price of $84.54 (164.8% above fair value)
  • GF Score™: 61/100 with 3 warning signs

No single metric tells the full story. See the LTS:0Z0F stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Ichor Holdings Business Description

Other Exchanges ICHR:USA4IH:Germany
Address 3185 Laurelview Court, Fremont, CA, USA, 94538
Ichor Holdings Ltd designs, engineers, and manufactures critical fluid delivery subsystems and components mainly for semiconductor capital equipment, along with solutions for defense/aerospace and medical industries. Its product portfolio includes gas and chemical delivery subsystems that enable precise delivery, monitoring, and control of specialized gases and reactive liquid chemistries used in semiconductor manufacturing processes such as etch, electroplating, and cleaning. The company also provides precision-machined components, weldments, e-beam and laser-welded components, as well as precision vacuum and hydrogen brazing. Geographically, the company operates across the United States, Singapore, Europe, and other regions, with Singapore contributing the majority of revenue.
61GF Score

Get the complete analysis for LTS:0Z0F

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$84.54
Price
$31.92
GF Value