Ichor Holdings (ICHR) submitted a Form 144 reporting proposed and recent sales of Common Stock by an insider or associated account. The notice lists 5,337 shares proposed for sale as restricted stock and reports prior sales of 3,923, 6,000, and 19,875 shares on 05/08/2026 and 02/23/2026.
Ichor Holdings Ltd ownership disclosure: Barrow Hanley Global Investors reported beneficial ownership of 1,740,646 shares of Common Stock, representing 5.01% of the class as of 03/31/2026.
The filing lists sole voting and dispositive power over these shares.
Ichor Holdings director Marc Haugen reported selling 9,923 ordinary shares in open‑market transactions. On May 8, 2026, he sold 3,923 ordinary shares at $72.35 per share and 6,000 ordinary shares at $71.96 per share. The transactions were classified as open‑market sales of non‑derivative ordinary shares, and Haugen continues to hold a direct equity position after these sales.
MARC HAUGEN filed a Rule 144 notice reporting proposed and recent sales of Common stock. The notice lists 3,923 shares under "Securities To Be Sold" (Restricted Stock) and discloses a prior sale of 19,875 shares on 02/23/2026 for $988,029.98. The filer name shown is Morgan Stanley Smith Barney LLC Executive Financial Services as the broker.
Invesco Ltd. filed an amended Schedule 13G/A disclosing beneficial ownership of 1,849,148 shares of Ichor Holdings Ltd Common Stock, representing 5.3% of the class. The filing reports sole voting power for 1,839,248 shares and sole dispositive power for 1,849,148 shares. The report states these shares are held of record by clients of Invesco Ltd. and identifies Invesco Advisers, Inc. and Invesco Capital Management LLC as related subsidiaries. The amendment is signed by Robert R. Leveille on 05/06/2026.
Ichor Holdings reported first‑quarter 2026 net sales of $256.1 million, up from $244.5 million a year earlier, driven by stronger semiconductor capital equipment demand. Gross margin improved to 12.6% from 11.7%, and operating results shifted from a small loss to operating income of $2.1 million.
After a sharply elevated effective tax rate tied to foreign income, the end of a Singapore tax holiday, and a U.S. deferred tax valuation allowance, Ichor recorded a net loss of $2.5 million, narrower than the prior‑year $4.6 million loss. On a non‑GAAP basis, net income was $5.3 million and diluted EPS was $0.15. Cash flow from operations was a modest outflow of $2.9 million, mainly from higher receivables and inventory, while cash ended at $89.1 million against $123.4 million of term‑loan debt. The company continues executing its Consolidation Restructuring Plan, expecting further fixed‑asset, lease, and other costs through 2026 but states that current cash, credit facilities, and cash generation should cover needs.
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 Ltd reports a passive Schedule 13G filing by Vanguard Portfolio Management showing 1,741,164 shares beneficially owned. The filing states this equals 5.02% of the outstanding common stock and that Vanguard Portfolio Management has sole dispositive power for 1,741,164 shares and sole voting power for 14,568 shares. The filing is signed on 04/29/2026 and describes holdings held on behalf of Vanguard funds and managed accounts.
ICHOR HOLDINGS, LTD. Chief Operating Officer Bruce Ragsdale reported a routine tax-related share disposition. On the vesting of a restricted stock unit award, 909 Ordinary Shares were automatically withheld to cover tax withholding obligations at $47.81 per share. After this non-market transaction, he directly holds 96,752 Ordinary Shares.
Ichor Holdings, Ltd. is asking shareholders to vote at its 2026 Annual General Meeting on May 14, 2026 at 9:00 a.m. Pacific Time, held both virtually and at its Fremont, California headquarters. Shareholders of record as of March 17, 2026, when 39,182,150 ordinary shares were issued and 34,744,711 were outstanding, may vote.
Investors are being asked to elect seven directors, approve on an advisory basis the compensation of named executive officers, and ratify KPMG LLP as independent registered public accounting firm for the fiscal year ending December 25, 2026. The Board recommends voting FOR all three proposals.
The proxy details Ichor’s governance structure, including a separated Chairman and CEO, a Lead Independent Director, and Board committees overseeing audit, human capital, and nominating and governance matters. It also explains a pay-for-performance executive compensation program using base salary, annual cash incentives tied 70% to financial metrics and 30% to strategic goals, and long-term equity awards in restricted stock units and performance share units.