Ichor: The Best AI Infrastructure Cyclical Bet With Recovery Underway
AI data center buildout and SME rebound should drive renewed demand for Ichor's fluid delivery subsystems, positioning it for a cyclical upside. 1Q25 results signal potential bottoming, with +21% YoY revenue growth and improving gross margin guidance of 15-16% for 2H25. Strong customer relationships with AMAT, LRCX, and ASML (73% of FY24 sales) expose Ichor to leading-edge SME growth, with stock performance divergence considered a mean-reverting opportunity.
If You Are Bullish On The Semiconductor Industry, You Should Love Ichor Holdings
Ichor Holdings is a bargain play in the semiconductor supply chain, with operations reversing several years of decline and recent panic selling creating a buy opportunity. The company is strongly positioned for a cyclical upturn in capital equipment demand in America, with analyst forecasts pointing to a significant earnings reversal through 2028. Risks include customer concentration, international trade friction caused by Trump tariffs, and the possibility of global recession.
Ichor Holdings, Ltd. (ICHR) Q1 2025 Earnings Call Transcript
Ichor Holdings, Ltd. (NASDAQ:ICHR ) Q1 2025 Earnings Conference Call May 5, 2025 4:30 PM ET Company Participants Claire McAdams - Investor Relations Jeff Andreson - CEO Greg Swyt - CFO Conference Call Participants Brian Chin - Stifel Krish Sankar - TD Cowen Charles Shi - Needham and Company Craig Ellis - B.
Ichor Holdings (ICHR) Misses Q1 Earnings and Revenue Estimates
Ichor Holdings (ICHR) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.26 per share. This compares to loss of $0.09 per share a year ago.
Ichor Holdings, Ltd. (ICHR) Q4 2024 Earnings Call Transcript
Ichor Holdings, Ltd. (NASDAQ:ICHR ) Q4 2024 Earnings Conference Call February 4, 2025 4:30 PM ET Company Participants Claire McAdams - IR Jeff Andreson - CEO Greg Swyt - CFO Conference Call Participants Craig Ellis - B.
Ichor Holdings (ICHR) Q4 Earnings Miss Estimates
Ichor Holdings (ICHR) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to loss of $0.06 per share a year ago.
Ichor Holdings (ICHR) Earnings Expected to Grow: Should You Buy?
Ichor Holdings (ICHR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Ichor Holdings: A Recovery In The Making
Ichor Holdings has grown significantly since its IPO, leveraging M&A and organic growth to double revenues and diversify its business. After a painful down-cycle in 2023 and 2024, the company sees momentum improve heading into 2025, as the balance sheet is strong again. I remain a patient long-term holder, seeing fair to compelling value in Ichor's strategic positioning, with room for shares to outperform this year.
Ichor Holdings, Ltd. (ICHR) Q3 2024 Earnings Call Transcript
Ichor Holdings, Ltd. (NASDAQ:ICHR ) Q3 2024 Earnings Call Transcript November 4, 2024 4:30 PM ET Company Participants Claire McAdams - IR Jeff Andreson - CEO Greg Swyt - CFO Conference Call Participants Craig Ellis - B.
Ichor Holdings (ICHR) Surpasses Q3 Earnings and Revenue Estimates
Ichor Holdings (ICHR) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.07 per share a year ago.
Ichor Holdings (ICHR) Reports Next Week: Wall Street Expects Earnings Growth
Ichor Holdings (ICHR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Ichor Holdings Ltd (ICHR) Shares Up 3.75% on Oct 2
Shares of Ichor Holdings Ltd (ICHR, Financial) surged 3.75% in mid-day trading on Oct 2. The stock reached an intraday high of $31.49, before settling at $31.28, up from its previous close of $30.15.
