Ichor (ICHR) Q2 FY26 earnings call

Ichor delivered strong Q2 FY26 results, driven by 15% sequential revenue growth and significant gross margin expansion, leading to a 3-year high in EPS. The company is executing its strategic footprint realignment and increasing proprietary content, which is translating into measurable financial improvements. Management anticipates continued strong demand and sequential growth exceeding 10% in the next two quarters, positioning Ichor for a robust second half and a structurally stronger future.