Ichor Holdings (ICHR) Reports Strong Q3 2026 Results with Significant Revenue and Margin Expansion
Ichor Holdings reported robust third-quarter 2026 financial results, characterized by a 37% year-over-year revenue increase to $328.7 million. This growth was driven by a significant demand ramp that sits nearly 50% above the lows seen in late 2025. The company also saw substantial margin expansion, with non-GAAP gross margins reaching 16%, aided by a strategic shift toward higher-margin component sales and increased in-house manufacturing. Despite strong performance, management issued Q4 revenue guidance of $345 million to $365 million, noting that supply chain constraints and launch delays in the commercial space segment are impacting near-term growth. However, long-term outlook remains positive, with full-year 2026 revenue expected to grow by approximately 30% and visibility extending well into 2027 as the company scales its manufacturing capacity.
Tickers: $ICHR
Topics: earnings per share financial guidance gross margin expansion manufacturing ramp revenue growth