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ICHR ICHOR HOLDINGS, LTD.

Trailing twelve months to 2026-06-26 · as filed 2026-08-04, not restated
Technology

Scale

Market cap
$2.2bn
Revenue TTM
$1.0bn
Net income TTM
$-40m
Free cash flow
$-26m
Composite score
34.1
Sector rank
#1587

Valuation

P / E
EV / EBITDA
318.0
EV / sales
2.0
FCF yield
-1.17%
Earnings yield vs 10-yr
-6.56pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-4.0%
EBITDA margin
0.6%
ROE
-4.7%
ROIC
-3.3%
Revenue growth
9.1%

Insider activity, last 90 days

Net open-market
$-3.65m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Additionally, many OEMs are outsourcing the design, engineering, and manufacturing of their chemical delivery subsystems due to the increased fluid expertise required to manufacture these subsystems. During the second quarter of 2026, our net sales increased to $294.8 million, compared to $240.3 million for the same period in the prior year and $256.1 million for the first quarter of 2026, reflecting higher customer demand in support of expanded semiconductor manufacturing capacity and advanced process technologies. …ICHOR HOLDINGS, LTD., 10-Q, period ended 2026-06-26, filed 2026-08-04

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