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Sep 30, 2025
Himax Q3 2025 Earnings Report
Himax beat its top and bottom-line guidance for Q3 2025, driven by strength in automotive and stabilization in small and large panel segments.
Key Takeaways
Himax Technologies delivered better-than-expected revenue and net income in Q3 2025. Automotive display ICs continued to lead revenue contribution, while overall gross margin improved sequentially.
Revenue reached $199,200,000, above the company’s original guidance.
Earnings per ADS were $0.006, outperforming forecast.
Gross margin rose to 22.1%, driven by improved product mix and utilization.
Automotive display ICs accounted for nearly half of total sales.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Himax expects sequential revenue growth in Q4 2025, driven by continued strength in automotive and consumer electronics recovery, though macro uncertainty remains.
Positive Outlook
- Q4 2025 revenue projected to grow by mid-to-high single digits sequentially.
- Gross margin expected to remain stable or improve slightly.
- Automotive ICs anticipated to continue as the largest revenue contributor.
- Inventory likely to decrease further in Q4.
- Improved fab utilization anticipated across segments.
Challenges Ahead
- Consumer electronics demand recovery remains uncertain.
- Small panel driver IC sales may face seasonality.
- Inventory levels, while improving, remain elevated.
- Price competition remains intense across end markets.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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