Seeking Alpha
21 Aug 2026, 11:41 UTC · 10w ago
Ichor Holdings: Q2 Confirmed The Margin Inflection, I Remain Strong Buy
Impact · against what's priced in
ICHR's Q2 results and aggressive H2 guidance suggest a significant acceleration in growth and margin recovery. The projection of 30% full-year revenue growth and a 25% H2 ramp indicates a strong inflection point in demand.
- ICHR+0.70
No priced-in read yet
- In context
The company projects at least 30% full-year revenue growth for 2026 and a steep H2 ramp where revenues are 25% higher than H1, supported by Q2 non-GAAP EPS hitting a three-year high.
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