Ichor Holdings Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY Revenue (est.)
$1.2Bnext fiscal year
FY EPS (est.)
$1.57next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly256.1M
Non-GAAP Gross Margin Quarterly12.8%
Non-GAAP Diluted EPS Quarterly0.2
Watch Items
- Customer Concentration RiskTrigger: Combined sales to Lam Research and Applied Materials exceeding 75% of total revenueAction: Monitor quarterly order books and evaluate progress of diversification into defense, aerospace, and medical markets.
- Operational Margin ExpansionTrigger: Gross margin failing to step up by ~100 basis points per quarter in the second half of 2026Action: Review labor utilization, supply chain pacing items, and the ramp schedule of high-volume facilities in Mexico and Malaysia.
Research as of 19 Jun 2026