Every 8-K that Ichor Holdings (ICHR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ICHR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ICHR filings page.
Ichor Holdings reported Q2 2026 revenue of $294.8 million, up 15% from Q1 2026 and 24% from Q2 2025. GAAP gross margin was 13.9% and GAAP net income was $1.0 million, or $0.03 per diluted share, compared with losses in both the prior quarter and year‑ago period.
On a non‑GAAP basis, net income was $12.2 million and diluted EPS was $0.34, with non‑GAAP gross margin of 14.1% and operating margin of 5.5%. Management highlights margin expansion and progress on its Consolidation Restructuring Plan, stating earnings are at a three‑year record.
Cash and cash equivalents rose to $256.5 million, mainly from $195.4 million of net proceeds from an at‑the‑market equity offering of 2.5 million ordinary shares at an average price of $80.70. Free cash flow was negative $23.6 million in the quarter as inventory and receivables increased.
For Q3 2026, the company guides revenue between $315 million and $345 million, GAAP diluted EPS of $0.25–$0.35, and non‑GAAP diluted EPS of $0.40–$0.50, and expects continued sequential growth in revenues, gross margin, and earnings per share.
Ichor Holdings, Ltd. entered into a sales agreement allowing it to issue ordinary shares in an at-the-market offering program with an aggregate offering price of up to $200,000,000. The shares may be sold from time to time through several agents on Nasdaq or other markets.
The company will pay the agents a commission of up to 3.0% of the gross sales price of shares sold. Net proceeds are intended to repay outstanding indebtedness under its term loan facility and to fund general corporate purposes, including capital spending, potential acquisitions, growth opportunities and strategic transactions.
Ichor Holdings, Ltd. reported the results of its 2026 Annual General Meeting of Shareholders held in Fremont, California. A total of 30,596,247 outstanding ordinary shares were represented by proxy.
Shareholders elected all seven director nominees— including Iain MacKenzie, Philip Barros, Laura Black, John Kispert, Jorge Titinger, Yuval Wasserman, and Wendy Arienzo—each receiving significantly more votes "For" than "Against," with additional broker non-votes recorded.
Investors also approved, on an advisory "say-on-pay" basis, the compensation of the company’s named executive officers, with 27,170,662 votes in favor versus 846,370 against and 68,700 abstentions. In addition, shareholders ratified the appointment of KPMG LLP as Ichor’s independent registered public accounting firm for the fiscal year ending December 25, 2026, with 30,466,072 votes in favor, 62,694 against, and 67,481 abstentions.
Ichor Holdings reported first quarter 2026 revenue of $256.1 million, up from $223.6 million in the prior quarter, with GAAP gross margin improving to 12.6% from 9.4%.
The company posted a GAAP net loss of $2.5 million, or $(0.07) per share, narrowing from a $16.0 million loss, or $(0.46) per share, in Q4 2025. On a non‑GAAP basis, net income was $5.3 million with diluted EPS of $0.15, compared with $0.3 million and $0.01 in Q4.
For the second quarter of 2026, Ichor expects revenue between $290 million and $310 million, GAAP diluted EPS of $0.10–$0.20, and non‑GAAP diluted EPS of $0.25–$0.35. The company ended the quarter with $89.1 million in cash, used $2.9 million in operating cash flow, and invested $7.1 million in capital expenditures.
Ichor Holdings reported fourth-quarter 2025 revenue of $223.6 million, with a GAAP net loss of $16.0 million or $(0.46) per share and non‑GAAP earnings of $0.3 million, or $0.01 per share. Results were above the revenue guidance midpoint the company gave in November.
For fiscal 2025, revenue reached $947.7 million, up 11.6% year over year, while GAAP net loss widened to $52.8 million or $(1.54) per share. On a non‑GAAP basis, full‑year net income was $7.9 million, or $0.23 per share, reflecting significant restructuring, inventory impairment, and facility exit costs.
Management guided first‑quarter 2026 revenue to $240–$260 million, with GAAP diluted EPS between $(0.10) and $0.02 and non‑GAAP diluted EPS between $0.08 and $0.16, signaling expectations for demand to rebound from late‑2025 trough levels.
Ichor Holdings, Ltd. filed a report stating that it has released a press release with certain preliminary, unaudited financial results for the fourth quarter of 2025. These figures reflect management’s current estimates and are still subject to completion of year-end financial and accounting procedures and audit work, so they may change before final numbers are issued.
The company emphasized that these preliminary results are forward-looking statements and should not be viewed as a substitute for the audited results that will appear in its Form 10‑K for fiscal 2025. The press release containing the preliminary data is furnished as Exhibit 99.1, and the company noted that it uses the Investors section of its website to share material information in line with Regulation FD.
Ichor Holdings (ICHR) announced a CEO transition. Jeffrey Andreson resigned as Chief Executive Officer and as a director effective November 3, 2025. The company stated his resignation is not due to any disagreement regarding operations, policies, or practices.
The Board appointed Philip Barros, the company’s Chief Technology Officer, as CEO and to the Board effective November 3, 2025. Under an at‑will offer letter, Barros will receive a $700,000 annual base salary, an annual cash bonus targeted at 100% of base salary, $1.75 million in restricted stock units, and $1.75 million in performance RSUs. The RSUs vest 25% on the first anniversary and quarterly thereafter to four years; performance RSUs cliff vest with payout determined at the end of the third year. Barros has served in senior engineering roles at Ichor since 2009 and previously held positions at Applied Materials.
Ichor Holdings (ICHR) furnished an Item 2.02 Form 8-K announcing that it issued a press release with third quarter 2025 financial results. The company plans a webcast conference call on November 3, 2025 at 1:30 p.m. PT to discuss the results.
The release includes certain non-GAAP measures—such as non-GAAP gross profit, operating income, net income, diluted EPS, and free cash flow—with reconciliations to comparable GAAP metrics. The press release is provided as Exhibit 99.1. The company also notes it uses the Investors section of its website for Regulation FD disclosures.
Ichor Holdings, Ltd. reported that its affiliate Icicle Acquisition Holding B.V. and related subsidiaries entered into an Amended and Restated Credit Agreement on September 26, 2025 with Bank of America and other lenders. The agreement replaces the prior 2021 facility and now governs a $125.0 million term loan and a $100 million revolving credit facility.
The revised terms increase the borrowers’ overall borrowing rate by raising the applicable rate, while reducing the revolving commitment fee and eliminating the Secured Overnight Financing Rate adjustment. The maturity date is extended to September 26, 2030, and the maximum permitted leverage ratio is tightened to 3.25x from 3.5x.
Quarterly term loan payments of approximately $1.6 million begin on December 31, 2025, rising to about $2.3 million from September 30, 2028 and $3.1 million from September 30, 2029. The full legal agreement is attached as an exhibit for detailed terms and covenants.
Ichor Holdings reported the appointment of David Lee as Senior Vice President, Sales and Marketing as part of Mr. Smith's transition. Mr. Lee is expected to begin duties on August 29, 2025. The filing states Mr. Lee has 30 years of experience in the semiconductor manufacturing equipment industry and supply chain, a track record of building businesses that delivered revenue growth and profitable performance, a Masters Degree in Engineering Mechanics from Columbia University, a Bachelors Degree in Engineering Science from the United States Air Force Academy, and four years of prior service in the US Air Force as an aerospace engineer.