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Ichor Holdings (DE:4IH)
NASDAQ:4IH

Ichor Holdings (4IH) Price & Analysis

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4IH Stock Chart & Stats

€53.70
-€0.20(-0.63%)
At close: 4:00 PM EST
€53.70
-€0.20(-0.63%)

Bulls Say, Bears Say

Bulls Say
Critical OEM SupplierIchor's business is centered on engineered subsystems specified into OEM wafer‑fabrication tools. Design‑in and repeat production orders create sticky revenue streams and outsourcing demand from equipment OEMs, supporting durable revenue as fabs refresh and expand over multi-year cycles.
Strengthened Balance SheetLeverage has fallen materially versus prior years, leaving a low debt-to-equity ratio and sizable equity base. This improves financial flexibility to fund the Mexico/Malaysia ramps, repay debt, or pursue strategic M&A, lowering insolvency risk while margins recover over coming quarters.
Footprint Realignment & CapacityOnshoring and qualifying manufacturing in Mexico (and planned Malaysia ramp) brings critical production in-house, shortens supply chains, and increases capacity headroom. These structural moves support lower unit costs, faster customer qualification cycles, and sustainable margin improvement as volume scales.
Bears Say
Weak ProfitabilityDespite a strong revenue rebound, margins remain well below historical peaks and operating profits are negative. Persistent negative returns (including negative ROE) mean the company must sustain multi-quarter margin gains to reach self‑funding and durable profitability rather than relying on cyclical revenue alone.
Negative Free Cash FlowNegative FCF driven by inventory and working‑capital build reduces internal funding for growth and increases reliance on external capital. Over months this constrains reinvestment, heightens dilution or leverage risk, and limits the firm's ability to absorb demand volatility without drawing on financing programs.
Supply‑chain & Labor Pacing RisksStructural bottlenecks in suppliers and workforce availability can cap throughput and delay margin realization from footprint moves. These persistent execution constraints may force higher inventories or subcontracting, raising costs and slowing the company's ability to reliably scale branded content and margins.

Ichor Holdings News

4IH FAQ

What was Ichor Holdings’s price range in the past 12 months?
Ichor Holdings lowest stock price was €11.80 and its highest was €100.50 in the past 12 months.
    What is Ichor Holdings’s market cap?
    Ichor Holdings’s market cap is €2.71B.
      When is Ichor Holdings’s upcoming earnings report date?
      Ichor Holdings’s upcoming earnings report date is Aug 11, 2026 which is in 33 days.
        How were Ichor Holdings’s earnings last quarter?
        Ichor Holdings released its earnings results on May 04, 2026. The company reported €0.131 earnings per share for the quarter, beating the consensus estimate of €0.115 by €0.017.
          Is Ichor Holdings overvalued?
          According to Wall Street analysts Ichor Holdings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Ichor Holdings pay dividends?
            Ichor Holdings does not currently pay dividends.
            What is Ichor Holdings’s EPS estimate?
            Ichor Holdings’s EPS estimate is 0.27.
              How many shares outstanding does Ichor Holdings have?
              Ichor Holdings has 34,867,054 shares outstanding.
                What happened to Ichor Holdings’s price movement after its last earnings report?
                Ichor Holdings reported an EPS of €0.131 in its last earnings report, beating expectations of €0.115. Following the earnings report the stock price went down -5.045%.
                  Which hedge fund is a major shareholder of Ichor Holdings?
                  Currently, no hedge funds are holding shares in DE:4IH
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Ichor Holdings

                    Ichor Holdings, Ltd. specializes in the conception, development, and production of fluid delivery subsystems and their constituent components, tailored for capital equipment used in semiconductor manufacturing. The company's primary focus is on gas and chemical handling systems, which are integral to the fabrication of semiconductor devices. Their gas delivery units are engineered to precisely supply, monitor, and regulate gases for critical processes like etching and deposition. Complementarily, their chemical delivery subsystems accurately blend and dispense reactive liquid chemistries indispensable for operations such as chemical-mechanical planarization (CMP), electroplating, and various cleaning stages in chip production. Furthermore, Ichor manufactures a diverse array of other specialized items for fluid management, encompassing precision machined components, various welded assemblies (including electron beam and laser-welded types), high-precision vacuum and hydrogen brazed elements, advanced surface treatment technologies, and other proprietary solutions. Ichor distributes its offerings both directly and through resellers to original equipment manufacturers (OEMs) operating within the semiconductor equipment market. Its operational footprint spans the United States, the United Kingdom, Singapore, Malaysia, Korea, Mexico, and other international regions. Founded in 1999, the company's corporate headquarters are located in Fremont, California.

                    Ichor Holdings (4IH) Earnings & Revenues

                    4IH Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call portrayed a company executing a rapid revenue ramp with improving margins and clear strategic progress (notably successful Mexico qualifications and planned Malaysia ramp). Management raised near-term guidance materially and outlined a credible path to recurring gross margin expansion (~100 bps/quarter) and higher operating leverage. Offsetting risks include near-term cash use for inventory, existing leverage (debt), supply-chain and labor pacing constraints, and specific end-market softness (silicon carbide and some European/lithography demand). Overall, the positives around accelerating revenue, triple operating income vs. Q4, stronger guidance, and execution on footprint realignment meaningfully outweigh the manageable operational and market risks.View all DE:4IH earnings summaries

                    4IH Stock 12 Month Forecast

                    Average Price Target

                    €76.57
                    ▲(42.59% Upside)
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