•
Sep 27, 2024

Ichor Q3 2024 Earnings Report

Announced third quarter 2024 financial results, exceeding revenue guidance and demonstrating sequential improvements in customer demand and proprietary content.

Key Takeaways

Ichor Holdings reported Q3 2024 financial results with revenues above the guidance range at $211 million. The company achieved a GAAP EPS of $(0.08) and a non-GAAP EPS of $0.12. They also saw strengthening customer demand and progress in increasing proprietary content.

Revenues of $211 million, exceeded the guidance range communicated in August.

GAAP gross margin was 13.2% and non-GAAP gross margin was 13.6%.

GAAP earnings per share was $(0.08) and non-GAAP earnings per share was $0.12.

Generated positive free cash flow for the sixth consecutive quarter.

Total Revenue
$211M
Previous year: $197M
+7.3%
EPS
$0.12
Previous year: $0.07
+71.4%
Gross Profit
$27.8M
Previous year: $24.1M
+15.5%
Cash and Equivalents
$116M
Previous year: $75.9M
+53.4%
Free Cash Flow
$2.17M
Previous year: $1.58M
+37.1%
Total Assets
$976M
Previous year: $994M
-1.9%

Ichor

Ichor

Forward Guidance

For the fourth quarter of 2024, Ichor expects revenue to be in the range of $220 million to $235 million. GAAP diluted EPS is expected to be in the range of $0.01 to $0.13 and non-GAAP diluted EPS to be in the range of $0.21 to $0.33.

Positive Outlook

  • Revenue expected to be between $220 million and $235 million.
  • GAAP diluted EPS expected to be between $0.01 and $0.13.
  • Non-GAAP diluted EPS expected to be between $0.21 and $0.33.
  • Anticipates continued momentum driving top-line results.
  • Expects continued execution of gross margin expansion strategies.

Challenges Ahead

  • Non-GAAP diluted EPS excludes amortization of intangible assets of approximately $2.2 million.
  • Non-GAAP diluted EPS excludes share-based compensation expense of approximately $4.7 million.
  • Outlook excludes related income tax effects.
  • Faces challenges in the business environment affecting demand.
  • Dependent on expenditures by manufacturers and cyclical downturns.