Ichor Holdings reports Q4 revenue near guidance peak, expects Q1 growth

Published 01/13/2025, 09:13 AM
ICHR
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This information is based on a press release statement and should be considered preliminary until the company's final financial results for the fiscal year 2024 are officially released. While the company maintains a strong liquidity position with a current ratio of 3.64, InvestingPro analysis indicates the stock is currently trading above its Fair Value. Investors seeking deeper insights can access comprehensive analysis and 8 additional ProTips through InvestingPro's detailed research report, available alongside similar reports for 1,400+ US equities. While the company maintains a strong liquidity position with a current ratio of 3.64, InvestingPro analysis indicates the stock is currently trading above its Fair Value. Investors seeking deeper insights can access comprehensive analysis and 8 additional ProTips through InvestingPro's detailed research report, available alongside similar reports for 1,400+ US equities.

This information is based on a press release statement and should be considered preliminary until the company's final financial results for the fiscal year 2024 are officially released. While the company maintains a strong liquidity position with a current ratio of 3.64, InvestingPro analysis indicates the stock is currently trading above its Fair Value. Investors seeking deeper insights can access comprehensive analysis and 8 additional ProTips through InvestingPro's detailed research report, available alongside similar reports for 1,400+ US equities.

Looking ahead to the first quarter of 2025, Ichor's preliminary outlook is more optimistic, with revenue projections ranging from $235 to $250 million. The company also expects a gross margin recovery to 13%-15% on both a GAAP and non-GAAP basis, alongside sequential EPS growth compared to Q4 2024.

Ichor's CEO, Jeff Andreson, remarked on the increased customer demand and the company's efforts to scale up resources to meet this demand, while also acknowledging the cost challenges faced in Q4. He expressed a positive outlook for 2025, anticipating revenue to surpass current expectations.

The company will hold its Q4 2024 earnings conference call on February 4th, following the release of its earnings press release. Interested parties can access the live webcast via Ichor's investor relations website or by telephone.

These preliminary financial results are subject to adjustment upon completion of the year-end audit and the filing of Ichor's annual report. The company also provided non-GAAP financial measures, which exclude certain expenses and income tax effects, to offer additional insights into its operating performance.

This information is based on a press release statement and should be considered preliminary until the company's final financial results for the fiscal year 2024 are officially released.

In other recent news, Ichor Holdings (NASDAQ:ICHR) has been on the radar of investors and analysts alike. The company recently reported robust third-quarter results with sales reaching $211 million, marking a 4% sequential growth. The earnings per share stood at $0.12, with an improved gross margin of 13.6%. Looking ahead, Ichor anticipates a 7% to 10% revenue increase in the second half of 2024 over the first half, and a gross margin flow-through of over 30% in Q4 2024.

However, analysts from Needham have downgraded Ichor's stock from Buy to Hold, citing expectations of a mild equipment cycle and valuation concerns. The analysts noted that Ichor's stock is currently trading at 24 times the next twelve months' price-to-earnings, which is significantly higher than the company's historical peak multiples. They also expressed skepticism about the strength of the current upcycle in the semiconductor industry to support ambitious growth targets for Ichor.

These are recent developments that could influence investors' decisions. Despite the downgrade, Ichor's financial performance and future projections indicate a positive trajectory. However, Needham's analysis suggests a more conservative stance on the company. As always, investors are advised to consider these developments in light of their own investment strategies and risk tolerance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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