Ichor Holdings, Ltd. Q2 2026 Earnings Call Summary
Ichor Holdings reported Q2 2026 revenue up 15% sequentially, with gross margin rising 130 bps to 14.1%. Management attributed a Q2 revenue shortfall to brief flow-control part shortages resolved after quarter end, shifting volume to Q3. It expects sequential revenue growth above 10% for the next two quarters and full-year 2026 revenue up at least 30% vs 2025, with gross margin gains of 100 bps per quarter. An ATM raised $195m net proceeds.
